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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.
Latest 13F Filing Activity
Yoder Wealth Management, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 111 equity positions with a total 13F market value of $211M. The fund increased holdings in Fidelity Covington Trust, Apple Inc., Fidelity Covington Trust among other positions. Yoder Wealth Management, Inc. reduced exposure to Airbnb Inc., Ishares TR, Intercontinental Exchange in among others.
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 |
Industry Allocation
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