Yoder Wealth Management, Inc.
SEC Form 13F institutional filer · CIK 0001973967
13F-HR · 51 reported holdings · 2026-03-31
Reported long-US-equity value
$0.07B
Top-10 concentration
73.9%
Yoder Wealth Management, Inc. — $65.7M AUM allocation strategy
Yoder Wealth Management, Inc. files SEC Form 13F and reports $65.7M of long US equity value across 51 reported holdings for 2026-03-31.
Its largest sector bet is Financials 34.7%, followed by Information Technology 25.9% and Consumer Discretionary 8.7%.
The top 10 holdings account for 74% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Yoder Wealth Management, Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$65.7M
total across 51 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
74% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVZ +3.4K sh · +$156K+$NVDA +841 sh · +$11.4K+$GOOGL +762 sh · +$3.15K
Biggest trims (shares)
−$SCHW −6.87K sh · +$60.7K−$ABNB −3.5K sh · −$691K−$AAPL −2.03K sh · −$1.36M
Exited to nil (held last quarter, gone now)
$NOW ($214K last qtr)$TMO ($213K last qtr)$ADBE ($213K last qtr)$ICE ($201K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Asset Management & Custody Banks17.4%—
- Technology Hardware, Storage & Peripherals17.3%—
- Investment Banking & Brokerage10.2%—
- Interactive Media & Services5.5%—
- Semiconductors4.6%—
- Hotels, Resorts & Cruise Lines4.4%—
- Transaction & Payment Processing Services3.9%—
- Broadline Retail3.4%—
- Other holdings33.3%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $IVZ | Invesco Ltd | 270K | $11.5M | +3.4K | 17.4% |
| $AAPL | Apple Inc | 44.8K | $11.4M | -2.03K | 17.3% |
| $SCHW | Charles Schwab Corporation | 237K | $6.73M | -6.87K | 10.2% |
| $ABNB | Airbnb Inc | 22.9K | $2.89M | -3.5K | 4.4% |
| $GOOGL | Alphabet Inc | 8.76K | $2.51M | +762 | 3.8% |
| $AMZN | Amazon.com Inc | 10.8K | $2.25M | +352 | 3.4% |
| $NVDA | NVIDIA Corporation | 12K | $2.1M | +841 | 3.2% |
| $XYZ | Block Inc | 34.5K | $2.08M | +135 | 3.2% |
…and 43 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
Newsletter signup
Free subscription. Daily trading day morning dispatch. No spam.