Yoder Wealth Management, Inc.
Net buyer this quarter
$256M
50
+$1.59M
12.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AAPL | $12.8M | 5.00% | 0.00% | -1.3% | Q1 2023 |
 GOOG | $3.13M | 1.22% | Not reported | +1.2% | Q1 2023 |
 ABNB | $2.78M | 1.09% | Not reported | -15.0% | Q1 2023 |
 AMZN | $2.72M | 1.06% | 0.00% | +5.8% | Q1 2023 |
 XYZ | $2.62M | 1.02% | Not reported | Not reported | Q1 2023 |
 NVDA | $2.48M | 0.97% | 0.00% | +3.1% | Q2 2023 |
 MSFT | $1.79M | 0.70% | 0.00% | +5.2% | Q1 2023 |
 AVGO | $1.19M | 0.47% | 0.00% | +5.2% | Q1 2023 |
 META | $1.11M | 0.43% | Not reported | +4.6% | Q1 2023 |
 BRK.B | $922K | 0.36% | Not reported | +0.3% | Q1 2023 |
 PLTR | $734K | 0.29% | 0.00% | +1.3% | Q3 2024 |
 TSLA | $718K | 0.28% | 0.00% | +5.2% | Q2 2023 |
 AMD | $683K | 0.27% | 0.00% | +1.6% | Q4 2025 |
 FXE | $580K | 0.23% | 0.15% | Not reported | Q2 2025 |
 JPM | $565K | 0.22% | 0.00% | +0.5% | Q2 2023 |
| GOOGL | $565K | 0.22% | 0.00% | Not reported | Q2 2023 |
 V | $559K | 0.22% | 0.00% | -2.3% | Q2 2023 |
 IBTG | $516K | 0.20% | Not reported | -3.0% | Q4 2023 |
 LRCX | $489K | 0.19% | 0.00% | +3.3% | Q1 2026 |
 CSCO | $459K | 0.18% | 0.00% | -6.3% | Q3 2023 |
 C | $431K | 0.17% | 0.00% | +1.0% | Q4 2024 |
 TER | $409K | 0.16% | 0.00% | Not reported | Q2 2024 |
| IBII | $380K | 0.15% | Not reported | Not reported | Q4 2024 |
 O | $360K | 0.14% | 0.00% | +0.5% | Q1 2024 |
 MA | $350K | 0.14% | 0.00% | +1.6% | Q4 2023 |
 LLY | $335K | 0.13% | 0.00% | +1.1% | Q4 2025 |
 PSA | $334K | 0.13% | 0.00% | -0.5% | Q1 2024 |
 PLD | $334K | 0.13% | 0.00% | +0.7% | Q1 2024 |
 WMT | $333K | 0.13% | 0.00% | +6.8% | Q3 2025 |
 INTC | $316K | 0.12% | 0.00% | New | Q2 2026 |
 GE | $307K | 0.12% | 0.00% | +7.2% | Q2 2025 |
 MU | $304K | 0.12% | 0.00% | New | Q2 2026 |
 JNJ | $301K | 0.12% | 0.00% | -5.8% | Q3 2025 |
 PG | $282K | 0.11% | 0.00% | +1.4% | Q1 2023 |
| QQQ | $279K | 0.11% | Not reported | Not reported | Q2 2025 |
 EQIX | $277K | 0.11% | 0.00% | Not reported | Q3 2024 |
 VZ | $274K | 0.11% | 0.00% | +1.6% | Q1 2023 |
 AMT | $269K | 0.11% | 0.00% | +0.6% | Q1 2024 |
 MRK | $252K | 0.10% | 0.00% | -1.5% | Q4 2025 |
 XOM | $249K | 0.10% | 0.00% | +0.7% | Q4 2025 |
 ABBV | $242K | 0.09% | 0.00% | +1.9% | Q3 2025 |
 MO | $239K | 0.09% | 0.00% | +1.1% | Q1 2025 |
 APH | $229K | 0.09% | 0.00% | New | Q2 2026 |
 CRM | $227K | 0.09% | 0.00% | +4.0% | Q1 2023 |
 PANW | $218K | 0.09% | 0.00% | New | Q2 2026 |
 BNY | $212K | 0.08% | 0.00% | New | Q2 2026 |
 AMGN | $211K | 0.08% | 0.00% | +1.6% | Q1 2026 |
 DIS | $209K | 0.08% | 0.00% | -6.2% | Q1 2024 |
 BAC | $206K | 0.08% | 0.00% | New | Q2 2026 |
 UNH | $202K | 0.08% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
| AAPL | $11.4M | 5.19% | 0.00% | -4.3% | Q1 2023 |
| ABNB | $2.89M | 1.32% | Not reported | -13.3% | Q1 2023 |
| GOOG | $2.51M | 1.15% | Not reported | +9.5% | Q1 2023 |
| AMZN | $2.25M | 1.02% | 0.00% | +3.4% | Q1 2023 |
| NVDA | $2.1M | 0.96% | 0.00% | +7.5% | Q2 2023 |
| XYZ | $2.08M | 0.95% | Not reported | +0.4% | Q1 2023 |
| MSFT | $1.69M | 0.77% | 0.00% | +5.4% | Q1 2023 |
| META | $1.08M | 0.49% | Not reported | +3.0% | Q1 2023 |
| AVGO | $929K | 0.42% | 0.00% | +4.9% | Q1 2023 |
| PLTR | $909K | 0.41% | 0.00% | +1.8% | Q3 2024 |
| BRK.B | $880K | 0.40% | Not reported | +3.6% | Q1 2023 |
| TSLA | $603K | 0.27% | 0.00% | +7.1% | Q2 2023 |
| IBTG | $532K | 0.24% | Not reported | Not reported | Q4 2023 |
| JPM | $505K | 0.23% | 0.00% | +5.5% | Q2 2023 |
| V | $504K | 0.23% | 0.00% | +0.2% | Q2 2023 |
| GOOGL | $454K | 0.21% | 0.00% | Not reported | Q2 2023 |
| IBII | $378K | 0.17% | Not reported | +69.8% | Q4 2024 |
| O | $354K | 0.16% | 0.00% | +8.0% | Q1 2024 |
| C | $346K | 0.16% | 0.00% | +0.8% | Q4 2024 |
| WMT | $342K | 0.16% | 0.00% | +7.3% | Q3 2025 |
| MA | $335K | 0.15% | 0.00% | +4.7% | Q4 2023 |
| CSCO | $324K | 0.15% | 0.00% | +3.5% | Q3 2023 |
| PLD | $324K | 0.15% | 0.00% | +6.6% | Q1 2024 |
| VZ | $320K | 0.15% | 0.00% | +3.1% | Q1 2023 |
| JNJ | $308K | 0.14% | 0.00% | -4.2% | Q3 2025 |
| XOM | $307K | 0.14% | 0.00% | +5.9% | Q4 2025 |
| PSA | $286K | 0.13% | 0.00% | +8.3% | Q1 2024 |
| AMT | $282K | 0.13% | 0.00% | +9.8% | Q1 2024 |
| PG | $274K | 0.12% | 0.00% | +5.8% | Q1 2023 |
| EQIX | $261K | 0.12% | 0.00% | Not reported | Q3 2024 |
| CRM | $260K | 0.12% | 0.00% | +1.7% | Q1 2023 |
| LLY | $254K | 0.12% | 0.00% | +9.1% | Q4 2025 |
| TER | $251K | 0.11% | 0.00% | Not reported | Q2 2024 |
| MRK | $239K | 0.11% | 0.00% | +3.0% | Q4 2025 |
 COP | $238K | 0.11% | 0.00% | Not reported | Q1 2024 |
| AMD | $236K | 0.11% | 0.00% | +3.7% | Q4 2025 |
| LRCX | $234K | 0.11% | 0.00% | New | Q1 2026 |
| DIS | $223K | 0.10% | 0.00% | +1.0% | Q1 2024 |
| QQQ | $219K | 0.10% | Not reported | Not reported | Q2 2025 |
| GE | $218K | 0.10% | 0.00% | Not reported | Q2 2025 |
| MO | $217K | 0.10% | 0.00% | Not reported | Q1 2025 |
 NFLX | $214K | 0.10% | 0.00% | Not reported | Q2 2025 |
 PSX | $208K | 0.09% | 0.00% | New | Q1 2026 |
| ABBV | $205K | 0.09% | 0.00% | -1.1% | Q3 2025 |
| AMGN | $202K | 0.09% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| AAPL | $12.7M | 5.80% | 0.00% | -3.1% | Q1 2023 |
| ABNB | $3.58M | 1.63% | Not reported | +0.3% | Q1 2023 |
| GOOG | $2.51M | 1.14% | Not reported | +4.3% | Q1 2023 |
| AMZN | $2.41M | 1.10% | 0.00% | -0.6% | Q1 2023 |
| XYZ | $2.24M | 1.02% | Not reported | -4.2% | Q1 2023 |
| MSFT | $2.1M | 0.96% | 0.00% | +6.3% | Q1 2023 |
| NVDA | $2.08M | 0.95% | 0.00% | +6.5% | Q2 2023 |
| META | $1.21M | 0.55% | Not reported | +3.8% | Q1 2023 |
| PLTR | $1.09M | 0.49% | 0.00% | -1.5% | Q3 2024 |
| AVGO | $991K | 0.45% | 0.00% | +6.1% | Q1 2023 |
| BRK.B | $891K | 0.41% | Not reported | +1.8% | Q1 2023 |
| TSLA | $681K | 0.31% | 0.00% | +4.8% | Q2 2023 |
| V | $583K | 0.27% | 0.00% | +0.9% | Q2 2023 |
| FXE | $542K | 0.25% | 0.11% | +127.3% | Q2 2025 |
| IBTG | $531K | 0.24% | Not reported | +6.4% | Q4 2023 |
| JPM | $525K | 0.24% | 0.00% | +2.7% | Q2 2023 |
| GOOGL | $495K | 0.23% | 0.00% | -4.5% | Q2 2023 |
| MA | $366K | 0.17% | 0.00% | +1.9% | Q4 2023 |
| CRM | $362K | 0.17% | 0.00% | +0.5% | Q1 2023 |
| C | $353K | 0.16% | 0.00% | Not reported | Q4 2024 |
| CSCO | $311K | 0.14% | 0.00% | +2.2% | Q3 2023 |
| O | $302K | 0.14% | 0.00% | +4.4% | Q1 2024 |
| PLD | $293K | 0.13% | 0.00% | +6.2% | Q1 2024 |
| WMT | $285K | 0.13% | 0.00% | +12.3% | Q3 2025 |
| LLY | $272K | 0.12% | 0.00% | New | Q4 2025 |
| JNJ | $272K | 0.12% | 0.00% | +5.2% | Q3 2025 |
| AMT | $262K | 0.12% | 0.00% | +5.1% | Q1 2024 |
| DIS | $260K | 0.12% | 0.00% | +3.0% | Q1 2024 |
| PG | $257K | 0.12% | 0.00% | +0.5% | Q1 2023 |
| PSA | $252K | 0.11% | 0.00% | +5.4% | Q1 2024 |
| VZ | $252K | 0.11% | 0.00% | +0.6% | Q1 2023 |
| AMD | $239K | 0.11% | 0.00% | New | Q4 2025 |
| GE | $236K | 0.11% | 0.00% | Not reported | Q2 2025 |
| QQQ | $233K | 0.11% | Not reported | Not reported | Q2 2025 |
| IBII | $221K | 0.10% | Not reported | Not reported | Q4 2024 |
| ABBV | $218K | 0.10% | 0.00% | +5.3% | Q3 2025 |
 NOW | $214K | 0.10% | 0.00% | +2.6% | Q3 2024 |
 TMO | $213K | 0.10% | 0.00% | New | Q4 2025 |
 ADBE | $213K | 0.10% | 0.00% | +2.7% | Q2 2023 |
| XOM | $206K | 0.09% | 0.00% | New | Q4 2025 |
| MRK | $203K | 0.09% | 0.00% | New | Q4 2025 |
 ICE | $201K | 0.09% | 0.00% | Not reported | Q4 2023 |
| Q3 2025 | |||||
| AAPL | $12.3M | 5.82% | 0.00% | +0.1% | Q1 2023 |
| ABNB | $3.19M | 1.51% | Not reported | -3.7% | Q1 2023 |
| XYZ | $2.59M | 1.23% | Not reported | -7.7% | Q1 2023 |
| AMZN | $2.31M | 1.09% | 0.00% | +4.1% | Q1 2023 |
| MSFT | $2.12M | 1.00% | 0.00% | +7.3% | Q1 2023 |
| NVDA | $1.96M | 0.93% | 0.00% | +10.7% | Q2 2023 |
| GOOG | $1.87M | 0.88% | Not reported | +5.3% | Q1 2023 |
| META | $1.29M | 0.61% | Not reported | +5.1% | Q1 2023 |
| PLTR | $1.13M | 0.54% | 0.00% | -12.0% | Q3 2024 |
| AVGO | $890K | 0.42% | 0.00% | +7.1% | Q1 2023 |
| BRK.B | $876K | 0.41% | Not reported | +2.8% | Q1 2023 |
| TSLA | $643K | 0.30% | 0.00% | +8.8% | Q2 2023 |
| V | $563K | 0.27% | 0.00% | +2.7% | Q2 2023 |
| IBTG | $501K | 0.24% | Not reported | +18.5% | Q4 2023 |
| JPM | $500K | 0.24% | 0.00% | +4.6% | Q2 2023 |
| GOOGL | $402K | 0.19% | 0.00% | -4.3% | Q2 2023 |
| MA | $358K | 0.17% | 0.00% | +4.3% | Q4 2023 |
| CRM | $323K | 0.15% | 0.00% | +4.1% | Q1 2023 |
| O | $311K | 0.15% | 0.00% | +6.4% | Q1 2024 |
| C | $307K | 0.15% | 0.00% | -1.6% | Q4 2024 |
 ORCL | $278K | 0.13% | 0.00% | New | Q3 2025 |
| PG | $274K | 0.13% | 0.00% | +4.9% | Q1 2023 |
| AMT | $273K | 0.13% | 0.00% | +6.4% | Q1 2024 |
| VZ | $271K | 0.13% | 0.00% | +2.5% | Q1 2023 |
| CSCO | $270K | 0.13% | 0.00% | +3.8% | Q3 2023 |
| PSA | $267K | 0.13% | 0.00% | +7.3% | Q1 2024 |
| DIS | $254K | 0.12% | 0.00% | -1.8% | Q1 2024 |
| NOW | $250K | 0.12% | 0.00% | +4.6% | Q3 2024 |
| PLD | $248K | 0.12% | 0.00% | +8.4% | Q1 2024 |
| NFLX | $240K | 0.11% | 0.00% | +5.8% | Q2 2025 |
| FXE | $238K | 0.11% | 0.05% | -47.6% | Q2 2025 |
| WMT | $235K | 0.11% | 0.00% | New | Q3 2025 |
| JNJ | $231K | 0.11% | 0.00% | New | Q3 2025 |
| GE | $231K | 0.11% | 0.00% | -1.8% | Q2 2025 |
| QQQ | $228K | 0.11% | Not reported | Not reported | Q2 2025 |
| IBII | $226K | 0.11% | Not reported | Not reported | Q4 2024 |
| MO | $217K | 0.10% | 0.00% | -4.4% | Q1 2025 |
| ABBV | $209K | 0.10% | 0.00% | New | Q3 2025 |
| ADBE | $209K | 0.10% | 0.00% | +0.3% | Q2 2023 |
 EFX | $203K | 0.10% | 0.00% | Not reported | Q1 2024 |