Yoder Wealth Management, Inc.
Yoder Wealth Management, Inc. is an independent family office and investment adviser headquartered in Walnut Creek, California. Founded to provide coordinated wealth planning and investment advisory services, the firm serves highly successful professionals, entrepreneurs, and retirees. As a boutique family office, Yoder Wealth Management focuses on personalized financial management, helping clients maximize the impact of their wealth and address complex financial needs. The firm currently operates with a small team of dedicated professionals.
Investment Strategy
Yoder Wealth Management provides coordinated wealth planning and investment management targeted toward affluent individuals, entrepreneurs, and retirees. The firm’s strategy centers around expert management of clients’ financial affairs, integrating comprehensive planning with tailored investment solutions. Their approach emphasizes risk management, long-term growth, and alignment with clients’ life goals and values. As a family office, their investment philosophy is centered on maximizing wealth’s impact while allowing clients to focus on what matters most to them.
Top Holdings
Equity Positions (111)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FTEC | FIDELITY COVINGTON TRUST | 7.28% | $15.4M | 69,255 | $158.87 | $222.17 | +$3.5M |
A AAPL | APPLE INC | 5.82% | $12.3M | 48,345 | $165.25 | $254.63 | +$2.4M |
V VUG | VANGUARD INDEX FDS | 4.67% | $9.9M | 20,614 | $251.39 | $479.61 | +$766.9K |
Q QUAL | ISHARES TR | 3.82% | $8.1M | 41,775 | $124.07 | $194.50 | -$61.6K |
V VIG | VANGUARD SPECIALIZED FUNDS | 3.82% | $8.1M | 37,381 | $154.01 | $215.79 | -$90.1K |