Yoder Wealth Management, Inc.

RIA/Wealth

Yoder Wealth Management, Inc. is a RIA/Wealth based in Walnut Creek, CA led by Anat Nurit Levy Yoder, reporting $299.7M in AUM as of Q3 2025 with 78% ETF concentration.

CEOAnat Nurit Levy Yoder

Portfolio Value: $211.3M
Positions: 115
Top Holding: FTEC at 7.28%
Last Reported: Q3 2025

Address2033 N Main St., #1060, Walnut Creek, CA, 94596, United States

Top Holdings

Largest long holdings in Yoder Wealth Management, Inc.'s portfolio (39.9% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Fidelity MSCI Information Technology Index ETF FTEC	ETF ETF	$15.4M	7.28%	+$2.1M Bought	— 69.3K shares	Q1 2023 Held for 2y 8m
2 Apple AAPL	Consumer Electronics Technology	$12.3M	5.82%	+$9.2K Bought	0.00% 48.3K shares	Q1 2023 Held for 2y 8m
3 Vanguard Growth VUG	ETF ETF	$9.9M	4.67%	-$86.7K Sold	— 20.6K shares	Q1 2023 Held for 2y 8m
4 iShares MSCI USA Quality Factor QUAL	ETF ETF	$8.1M	3.82%	-$571.6K Sold	— 41.8K shares	Q1 2023 Held for 2y 8m
5 Vanguard Dividend Appreciation VIG	Unknown Unknown	$8.1M	3.82%	-$533.2K Sold	— 37.4K shares	Q1 2023 Held for 2y 8m
6 Invesco S&P 500 Equal Weight Technology RSPT	ETF ETF	$7.0M	3.32%	+$251.3K Bought	— 157.4K shares	Q1 2023 Held for 2y 8m
7 PIMCO 15+ Year U.S. TIPS Index Fund LTPZ	ETF ETF	$5.9M	2.81%	+$407.2K Bought	— 111.5K shares	Q1 2023 Held for 2y 8m
8 Fidelity MSCI Industrials Index FIDU	ETF ETF	$5.9M	2.79%	+$204.2K Bought	— 72.1K shares	Q1 2023 Held for 2y 8m
9 Fidelity MSCI Communication Services Index FCOM	ETF ETF	$5.9M	2.78%	+$468.8K Bought	— 82.9K shares	Q1 2023 Held for 2y 8m
10 Fidelity MSCI Health Care Index FHLC	ETF ETF	$5.8M	2.77%	+$473.6K Bought	— 87.4K shares	Q1 2023 Held for 2y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Yoder Wealth Management, Inc.'s latest filing

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Market Value

$211.3M

Prior: $191.9M

Q/Q Change

+10.14%

+$19.5M

Net Flows % of MV

+2.95%

Turnover Ratio

3.02%

New Purchases

4 stocks

$953.9K

Added To

51 stocks

+$8.4M

Sold Out Of

2 stocks

$451.7K

Reduced Holdings

32 stocks

-$2.6M

Increased Positions

Position	Shares Δ	Change
1 Oracle ORCL	New	0 → 989.0 +$278.1K
2 Walmart WMT	New	0 → 2.3K +$235.1K
3 Johnson & Johnson JNJ	New	0 → 1.2K +$231.4K
4 AbbVie ABBV	New	0 → 904.0 +$209.3K
5 iShares iBonds Dec 2032 Term Treasury IBTM	+30.49%	52.3K → 68.2K +$368.7K

Decreased Positions

Position	Shares Δ	Change
1 IBDU iShares iBonds Dec 2029 Term Corporate ETF IBDU	Sold	9.8K → 0 −$227.8K
2 Intercontinental Exchange ICE	Sold	1.2K → 0 −$223.8K
3 FXE Invesco CurrencyShares Euro Currency Trust FXE	-47.62%	4.2K → 2.2K −$216.7K
4 Palantir Technologies Inc. PLTR	-11.99%	7.0K → 6.2K −$154.1K
5 iShares iBonds Dec 2026 Term Corporate ETF IBDR	-10.57%	12.3K → 11.0K −$31.6K