Yoder Wealth Management, Inc.
Annual return '25
+17.1%
SPY '25
+17.7%
Alpha
-0.6ptsvs SPY
Invested
$219.4M
Holdings
124
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$FTEC
FIDELITY COVINGTON TRUST
Q1 2026: Exited (was 86.6k shares)
9.3%
02
$AAPL
APPLE INC
Q1 2026: Exited (was 46.9k shares)
5.2%
03
$FCOM
FIDELITY COVINGTON TRUST
Q1 2026: Exited (was 97.7k shares)
3.3%
04
$RSPT
INVESCO EXCHANGE TRADED FD T
Q1 2026: Exited (was 153.5k shares)
3.2%
05
$VUG
VANGUARD INDEX FDS
Q1 2026: Exited (was 17.6k shares)
3.1%
06
$FIDU
FIDELITY COVINGTON TRUST
Q1 2026: Exited (was 74.6k shares)
3.0%
07
$FNCL
FIDELITY COVINGTON TRUST
Q1 2026: Exited (was 81.8k shares)
3.0%
08
$FHLC
FIDELITY COVINGTON TRUST
Q1 2026: Exited (was 95.2k shares)
2.9%
09
$QUAL
ISHARES TR
Q1 2026: Exited (was 35.7k shares)
2.8%
10
$VIG
VANGUARD SPECIALIZED FUNDS
Q1 2026: Exited (was 30.4k shares)
2.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:31 UTC.