Yeomans Consulting Group
Latest statistics and disclosures from Yeomans Consulting Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VV, IAU, BIV, QQQ, EEM, and represent 38.12% of Yeomans Consulting Group's stock portfolio.
- Added to shares of these 10 stocks: VV (+$23M), EEM (+$16M), DFIV (+$9.0M), MTUM (+$6.8M), DISV (+$6.4M), QQQ (+$6.0M), BIV (+$5.5M), EFA, IGBH, KO.
- Started 28 new stock positions in EBAY, ANET, GS, IYF, ALAB, STX, SOFI, LITE, LOW, ALNY.
- Reduced shares in these 10 stocks: SPY (-$19M), , IYR (-$12M), EFV (-$9.6M), IDU, AXON, , PM, MSTR, IAU.
- Sold out of its positions in AXON, BDN, CAH, CVNA, CRWD, EQT, HWM, IDU, IYR, EFV.
- Yeomans Consulting Group was a net buyer of stock by $34M.
- Yeomans Consulting Group has $290M in assets under management (AUM), dropping by 19.72%.
- Central Index Key (CIK): 0002014739
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Portfolio Holdings for Yeomans Consulting Group
Yeomans Consulting Group holds 99 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Large Cap Etf (VV) | 10.8 | $31M | +260% | 101k | 309.04 |
|
| Ishares Gold Tr Ishares New (IAU) | 9.2 | $27M | -2% | 364k | 72.88 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 6.6 | $19M | +40% | 244k | 78.09 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 6.2 | $18M | +51% | 30k | 603.25 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 5.4 | $16M | NEW | 292k | 53.82 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 5.3 | $15M | +79% | 60k | 255.90 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 5.2 | $15M | +33% | 159k | 94.14 |
|
| Pacer Fds Tr Us Lrg Cp Cash (COWG) | 5.0 | $15M | +15% | 399k | 36.46 |
|
| Dimensional Etf Trust Intl Small Cap V (DISV) | 3.9 | $11M | +125% | 319k | 35.79 |
|
| Ishares U S Etf Tr Int Rt Hd Long (IGBH) | 3.2 | $9.2M | +39% | 372k | 24.63 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 3.1 | $9.0M | NEW | 194k | 46.28 |
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 2.6 | $7.6M | +12% | 362k | 20.91 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 2.5 | $7.1M | +2% | 140k | 50.90 |
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 2.4 | $6.9M | 81k | 85.22 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 1.9 | $5.4M | +2% | 109k | 49.99 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 1.7 | $4.9M | +2% | 109k | 44.73 |
|
| Coca-Cola Company (KO) | 1.6 | $4.6M | +88% | 69k | 66.78 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 1.3 | $3.7M | 39k | 94.97 |
|
|
| Dimensional Etf Trust Intl High Profit (DIHP) | 1.2 | $3.5M | +2% | 114k | 30.68 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 1.1 | $3.2M | +77% | 65k | 50.03 |
|
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 1.1 | $3.1M | +29% | 46k | 66.80 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.0 | $2.8M | 8.5k | 329.31 |
|
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.9 | $2.5M | 24k | 106.61 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.9 | $2.5M | 30k | 84.07 |
|
|
| Apple (AAPL) | 0.7 | $2.1M | -6% | 8.4k | 255.45 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.7 | $2.1M | 15k | 142.34 |
|
|
| Microsoft Corporation (MSFT) | 0.7 | $1.9M | 3.7k | 519.71 |
|
|
| Dimensional Etf Trust Emerging Mkts Hi (DEHP) | 0.6 | $1.8M | +2% | 58k | 30.83 |
|
| Home Depot (HD) | 0.6 | $1.7M | 4.2k | 397.02 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $1.6M | -92% | 2.3k | 668.45 |
|
| NVIDIA Corporation (NVDA) | 0.5 | $1.3M | +35% | 7.2k | 187.24 |
|
| Ishares Tr Us Consum Discre (IYC) | 0.4 | $1.2M | +13% | 12k | 104.70 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.4 | $1.2M | +2% | 6.2k | 197.21 |
|
| Ishares Tr U.s. Finls Etf (IYF) | 0.4 | $1.2M | NEW | 9.7k | 124.96 |
|
| Broadcom (AVGO) | 0.4 | $1.2M | +30% | 3.6k | 333.39 |
|
| Spdr Series Trust Nuveen Ice High (HYMB) | 0.4 | $1.2M | 48k | 24.88 |
|
|
| Ishares Tr Us Telecom Etf (IYZ) | 0.4 | $1.2M | +2% | 36k | 32.51 |
|
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.4 | $1.2M | 23k | 50.79 |
|
|
| Applovin Corp Com Cl A (APP) | 0.3 | $985k | +50% | 1.4k | 704.09 |
|
| Netflix (NFLX) | 0.3 | $741k | -26% | 633.00 | 1170.90 |
|
| Southern Company (SO) | 0.3 | $726k | -12% | 7.7k | 94.80 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $722k | -2% | 2.9k | 244.90 |
|
| Amazon (AMZN) | 0.2 | $683k | 3.1k | 220.63 |
|
|
| Oracle Corporation (ORCL) | 0.2 | $668k | NEW | 2.3k | 289.01 |
|
| Ge Aerospace Com New (GE) | 0.2 | $617k | +4% | 2.0k | 300.88 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $578k | 2.0k | 284.62 |
|
|
| International Business Machines (IBM) | 0.2 | $578k | -35% | 2.0k | 286.49 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.2 | $502k | +11% | 12k | 43.13 |
|
| Tesla Motors (TSLA) | 0.2 | $495k | NEW | 1.1k | 459.46 |
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $488k | -48% | 2.6k | 184.95 |
|
| Astera Labs (ALAB) | 0.2 | $488k | NEW | 2.5k | 194.50 |
|
| Meta Platforms Cl A (META) | 0.2 | $487k | +9% | 679.00 | 717.34 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.2 | $483k | -21% | 3.5k | 139.14 |
|
| Newmont Mining Corporation (NEM) | 0.2 | $481k | NEW | 5.6k | 85.95 |
|
| Western Digital (WDC) | 0.2 | $479k | NEW | 3.7k | 130.59 |
|
| Lam Research Corp Com New (LRCX) | 0.2 | $476k | NEW | 3.3k | 142.79 |
|
| Tapestry (TPR) | 0.2 | $471k | +23% | 4.1k | 113.83 |
|
| Corning Incorporated (GLW) | 0.2 | $471k | NEW | 5.7k | 83.12 |
|
| Quantumscape Corp Com Cl A (QS) | 0.2 | $470k | NEW | 32k | 14.59 |
|
| eBay (EBAY) | 0.2 | $463k | NEW | 5.3k | 87.58 |
|
| Jumia Technologies Sponsored Ads (JMIA) | 0.2 | $461k | NEW | 39k | 11.80 |
|
| Sofi Technologies (SOFI) | 0.2 | $460k | NEW | 18k | 25.76 |
|
| Cisco Systems (CSCO) | 0.2 | $458k | +8% | 6.7k | 68.75 |
|
| Alnylam Pharmaceuticals (ALNY) | 0.2 | $453k | NEW | 984.00 | 460.65 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.2 | $453k | NEW | 1.8k | 256.84 |
|
| IDEXX Laboratories (IDXX) | 0.2 | $450k | NEW | 725.00 | 620.11 |
|
| Rocket Lab Corp (RKLB) | 0.2 | $449k | NEW | 9.4k | 47.97 |
|
| Roblox Corp Cl A (RBLX) | 0.2 | $448k | -14% | 3.3k | 134.07 |
|
| Ge Vernova (GEV) | 0.2 | $436k | -22% | 720.00 | 606.15 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $435k | 1.4k | 310.71 |
|
|
| Goldman Sachs (GS) | 0.1 | $414k | NEW | 527.00 | 785.51 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $400k | NEW | 2.7k | 149.27 |
|
| Doordash Cl A (DASH) | 0.1 | $382k | +4% | 1.4k | 267.64 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $381k | -3% | 3.4k | 111.99 |
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $379k | +3% | 3.5k | 106.83 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $378k | -2% | 3.0k | 124.66 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.1 | $367k | NEW | 19k | 19.35 |
|
| Deutsche Bank A G Namen Akt (DB) | 0.1 | $360k | -3% | 10k | 35.51 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $359k | -2% | 721.00 | 498.20 |
|
| Ast Spacemobile Com Cl A (ASTS) | 0.1 | $351k | NEW | 6.2k | 56.94 |
|
| Lumentum Hldgs (LITE) | 0.1 | $349k | NEW | 2.0k | 171.40 |
|
| Reddit Cl A (RDDT) | 0.1 | $342k | NEW | 1.7k | 202.60 |
|
| Mp Materials Corp Com Cl A (MP) | 0.1 | $341k | -44% | 5.0k | 67.63 |
|
| Futu Hldgs Spon Ads Cl A (FUTU) | 0.1 | $337k | NEW | 1.9k | 176.43 |
|
| Tencent Music Entmt Group Spon Ads (TME) | 0.1 | $337k | NEW | 15k | 23.12 |
|
| At&t (T) | 0.1 | $331k | 12k | 27.55 |
|
|
| Costco Wholesale Corporation (COST) | 0.1 | $313k | -13% | 341.00 | 917.34 |
|
| Chevron Corporation (CVX) | 0.1 | $297k | +2% | 1.9k | 154.58 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $294k | +6% | 3.6k | 80.96 |
|
| Lowe's Companies (LOW) | 0.1 | $289k | NEW | 1.2k | 247.99 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $272k | -4% | 925.00 | 293.88 |
|
| Visa Com Cl A (V) | 0.1 | $231k | -32% | 663.00 | 347.83 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $225k | 392.00 | 573.77 |
|
|
| Truist Financial Corp equities (TFC) | 0.1 | $223k | -5% | 4.9k | 45.57 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $223k | -23% | 462.00 | 481.86 |
|
| Yum! Brands (YUM) | 0.1 | $217k | 1.4k | 153.19 |
|
|
| 3M Company (MMM) | 0.1 | $209k | 1.3k | 156.00 |
|
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| Parker-Hannifin Corporation (PH) | 0.1 | $205k | NEW | 271.00 | 755.22 |
|
| McDonald's Corporation (MCD) | 0.1 | $203k | 676.00 | 300.52 |
|
Past Filings by Yeomans Consulting Group
SEC 13F filings are viewable for Yeomans Consulting Group going back to 2023
- Yeomans Consulting Group 2025 Q3 filed Oct. 16, 2025
- Yeomans Consulting Group 2025 Q2 filed July 21, 2025
- Yeomans Consulting Group 2025 Q1 filed May 5, 2025
- Yeomans Consulting Group 2024 Q4 filed Jan. 17, 2025
- Yeomans Consulting Group 2024 Q3 filed Oct. 24, 2024
- Yeomans Consulting Group 2024 Q2 filed July 25, 2024
- Yeomans Consulting Group 2024 Q1 filed April 30, 2024
- Yeomans Consulting Group 2023 Q4 filed March 14, 2024