Yeomans Consulting Group
Latest statistics and disclosures from Yeomans Consulting Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VV, IAU, QQQ, BNDX, BND, and represent 35.25% of Yeomans Consulting Group's stock portfolio.
- Added to shares of these 10 stocks: BNDX (+$20M), BND (+$19M), SEIM (+$17M), EFV (+$16M), IWC (+$11M), VTEB (+$10M), QQQ, VTIP, SEIQ, VWOB.
- Started 38 new stock positions in MPWR, CAT, LLY, TER, TEL, BIL, AU, INSM, AMD, IYH.
- Reduced shares in these 10 stocks: BIV (-$19M), MTUM (-$15M), COWG (-$15M), DFIV (-$9.0M), BKLN (-$7.6M), , DISV (-$6.8M), IGBH (-$5.0M), IAU, IYC.
- Sold out of its positions in ALNY, ANET, ALAB, DFIV, DASH, EBAY, FUTU, GEV, IDXX, BKLN. IYC, IYF, FLOT, MTUM, MCD, ORCL, COWG, QS, RDDT, RBLX, RKLB, TPR, TME, BIV.
- Yeomans Consulting Group was a net buyer of stock by $45M.
- Yeomans Consulting Group has $341M in assets under management (AUM), dropping by 17.79%.
- Central Index Key (CIK): 0002014739
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Portfolio Holdings for Yeomans Consulting Group
Yeomans Consulting Group holds 113 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Large Cap Etf (VV) | 9.3 | $32M | 101k | 314.80 |
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| Ishares Gold Tr Ishares New (IAU) | 7.9 | $27M | -8% | 331k | 81.17 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 6.6 | $23M | +24% | 37k | 614.31 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 5.8 | $20M | NEW | 407k | 48.32 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 5.6 | $19M | NEW | 260k | 74.07 |
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| Sei Exchange Traded Funds Enhanced Us Lrg (SEIM) | 5.0 | $17M | NEW | 367k | 46.13 |
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| Ishares Tr Eafe Value Etf (EFV) | 4.6 | $16M | NEW | 221k | 71.41 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 4.6 | $16M | +185% | 311k | 50.29 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 4.6 | $16M | -2% | 285k | 54.71 |
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| Ishares Tr Msci Eafe Etf (EFA) | 4.5 | $15M | 160k | 96.03 |
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| Ishares Tr Micro-cap Etf (IWC) | 3.1 | $11M | NEW | 67k | 157.70 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 2.2 | $7.5M | +133% | 151k | 49.46 |
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| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 2.1 | $7.2M | +133% | 107k | 67.43 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 2.1 | $7.1M | 83k | 86.25 |
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| Dimensional Etf Trust Intl Small Cap V (DISV) | 1.6 | $5.3M | -56% | 140k | 38.00 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 1.5 | $5.2M | +106% | 49k | 106.70 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 1.5 | $5.2M | +2% | 112k | 46.59 |
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| Coca-Cola Company (KO) | 1.4 | $4.8M | 69k | 69.91 |
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| Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ) | 1.2 | $4.3M | NEW | 109k | 38.93 |
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| Ishares U S Etf Tr Int Rt Hd Long (IGBH) | 1.2 | $4.2M | -54% | 169k | 24.63 |
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| Spdr Series Trust State Street Spd (BIL) | 1.2 | $4.1M | NEW | 45k | 91.38 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.2 | $3.9M | +38% | 12k | 335.27 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 1.1 | $3.7M | +2% | 40k | 94.16 |
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| Dimensional Etf Trust Intl High Profit (DIHP) | 1.1 | $3.7M | 116k | 31.66 |
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| Sei Exchange Traded Funds Enhanced Us Lrg (SEIV) | 1.0 | $3.5M | NEW | 85k | 41.50 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.7 | $2.6M | 31k | 83.75 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.7 | $2.5M | NEW | 23k | 110.19 |
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| Dimensional Etf Trust Inflation Prote (DFIP) | 0.7 | $2.5M | NEW | 60k | 41.55 |
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| Apple (AAPL) | 0.7 | $2.3M | 8.3k | 271.86 |
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| Ishares Tr Select Divid Etf (DVY) | 0.6 | $2.1M | 15k | 141.14 |
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| Dimensional Etf Trust Emerging Mkts Hi (DEHP) | 0.6 | $1.9M | 59k | 32.25 |
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| Microsoft Corporation (MSFT) | 0.5 | $1.7M | -2% | 3.6k | 483.62 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $1.7M | +88% | 5.5k | 313.00 |
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| Home Depot (HD) | 0.5 | $1.7M | +17% | 4.9k | 344.10 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $1.6M | +2% | 2.4k | 681.92 |
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| Ishares Core Msci Emkt (IEMG) | 0.5 | $1.6M | NEW | 24k | 67.22 |
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| Ishares Tr Us Telecom Etf (IYZ) | 0.4 | $1.3M | +9% | 40k | 33.90 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.4 | $1.3M | +6% | 6.5k | 199.68 |
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| Ishares Tr Us Hlthcare Etf (IYH) | 0.4 | $1.3M | NEW | 20k | 65.10 |
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| Spdr Series Trust State Street Spd (HYMB) | 0.4 | $1.3M | +7% | 51k | 24.94 |
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| Ishares Tr U.s. Utilits Etf (IDU) | 0.4 | $1.3M | NEW | 12k | 108.36 |
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| Vaneck Etf Trust High Yld Munietf (HYD) | 0.4 | $1.2M | +6% | 24k | 51.12 |
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| NVIDIA Corporation (NVDA) | 0.3 | $1.1M | -19% | 5.8k | 186.50 |
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| Broadcom (AVGO) | 0.3 | $914k | -26% | 2.6k | 346.10 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.3 | $869k | +59% | 30k | 28.82 |
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| Micron Technology (MU) | 0.3 | $866k | NEW | 3.0k | 285.41 |
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| Applovin Corp Com Cl A (APP) | 0.2 | $842k | -10% | 1.3k | 673.82 |
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| Tesla Motors (TSLA) | 0.2 | $835k | +72% | 1.9k | 449.72 |
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| Kla Corp Com New (KLAC) | 0.2 | $820k | NEW | 675.00 | 1215.08 |
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| Amazon (AMZN) | 0.2 | $773k | +8% | 3.3k | 230.82 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $655k | NEW | 11k | 62.47 |
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| Vanguard Malvern Fds Core-plus Bd Etf (VPLS) | 0.2 | $639k | NEW | 8.2k | 78.11 |
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| Southern Company (SO) | 0.2 | $634k | -5% | 7.3k | 87.20 |
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| International Business Machines (IBM) | 0.2 | $611k | +2% | 2.1k | 296.21 |
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| Ge Aerospace Com New (GE) | 0.2 | $598k | -5% | 1.9k | 308.03 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.2 | $585k | +100% | 4.1k | 143.97 |
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| Cisco Systems (CSCO) | 0.2 | $537k | +4% | 7.0k | 77.03 |
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| Ast Spacemobile Com Cl A (ASTS) | 0.2 | $526k | +17% | 7.2k | 72.63 |
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| Meta Platforms Cl A (META) | 0.2 | $522k | +16% | 790.00 | 660.09 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.2 | $515k | +3% | 12k | 42.87 |
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| Advanced Micro Devices (AMD) | 0.1 | $500k | NEW | 2.3k | 214.16 |
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| Newmont Mining Corporation (NEM) | 0.1 | $459k | -17% | 4.6k | 99.85 |
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| Ciena Corp Com New (CIEN) | 0.1 | $454k | NEW | 1.9k | 233.87 |
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| Coherent Corp (COHR) | 0.1 | $441k | NEW | 2.4k | 184.57 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $438k | -23% | 2.6k | 171.18 |
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| Caterpillar (CAT) | 0.1 | $434k | NEW | 757.00 | 572.87 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $433k | -3% | 1.3k | 322.22 |
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| Albemarle Corporation (ALB) | 0.1 | $432k | NEW | 3.1k | 141.44 |
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| Lumentum Hldgs (LITE) | 0.1 | $429k | -42% | 1.2k | 368.59 |
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| Teradyne (TER) | 0.1 | $428k | NEW | 2.2k | 193.56 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $427k | -8% | 2.4k | 177.75 |
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| Western Digital (WDC) | 0.1 | $419k | -33% | 2.4k | 172.27 |
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| Corning Incorporated (GLW) | 0.1 | $417k | -15% | 4.8k | 87.56 |
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| Te Connectivity Ord Shs (TEL) | 0.1 | $400k | NEW | 1.8k | 227.51 |
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| Goldman Sachs (GS) | 0.1 | $399k | -13% | 454.00 | 879.00 |
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| Netflix (NFLX) | 0.1 | $398k | +570% | 4.2k | 93.76 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $395k | 3.5k | 113.10 |
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| First Solar (FSLR) | 0.1 | $392k | NEW | 1.5k | 261.23 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $390k | -5% | 3.4k | 116.09 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $389k | -4% | 3.2k | 120.34 |
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| Amphenol Corp Cl A (APH) | 0.1 | $385k | -6% | 2.8k | 135.14 |
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| Belite Bio Sponsored Ads (BLTE) | 0.1 | $384k | NEW | 2.4k | 159.96 |
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| Intel Corporation (INTC) | 0.1 | $382k | NEW | 10k | 36.90 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $380k | +4% | 755.00 | 502.65 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $378k | -22% | 1.4k | 275.39 |
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| Deutsche Bank A G Namen Akt (DB) | 0.1 | $376k | -3% | 9.8k | 38.56 |
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| Monolithic Power Systems (MPWR) | 0.1 | $373k | NEW | 411.00 | 906.36 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $370k | NEW | 2.3k | 162.01 |
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| Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) | 0.1 | $370k | NEW | 5.4k | 68.80 |
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| Anglogold Ashanti Com Shs (AU) | 0.1 | $364k | NEW | 4.3k | 85.28 |
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| Jumia Technologies Sponsored Ads (JMIA) | 0.1 | $360k | -26% | 29k | 12.49 |
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| Sofi Technologies (SOFI) | 0.1 | $345k | -26% | 13k | 26.18 |
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| Mp Materials Corp Com Cl A (MP) | 0.1 | $328k | +28% | 6.5k | 50.52 |
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| Insmed Com Par $.01 (INSM) | 0.1 | $326k | NEW | 1.9k | 174.04 |
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| At&t (T) | 0.1 | $322k | +8% | 13k | 24.84 |
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| Canaan Sponsored Ads (CAN) | 0.1 | $320k | NEW | 463k | 0.69 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $314k | NEW | 1.0k | 313.80 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $304k | NEW | 1.7k | 177.37 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $296k | 3.7k | 80.63 |
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| Costco Wholesale Corporation (COST) | 0.1 | $294k | 341.00 | 862.34 |
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| Lowe's Companies (LOW) | 0.1 | $280k | 1.2k | 241.16 |
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| Chevron Corporation (CVX) | 0.1 | $276k | -5% | 1.8k | 152.41 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $258k | 925.00 | 279.14 |
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| United Parcel Service CL B (UPS) | 0.1 | $250k | NEW | 2.5k | 99.19 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $228k | +2% | 400.00 | 570.88 |
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| Truist Financial Corp equities (TFC) | 0.1 | $224k | -6% | 4.6k | 49.21 |
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| 3M Company (MMM) | 0.1 | $221k | +3% | 1.4k | 160.10 |
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| Visa Com Cl A (V) | 0.1 | $217k | -6% | 620.00 | 350.71 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $216k | -4% | 442.00 | 487.86 |
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| Yum! Brands (YUM) | 0.1 | $215k | 1.4k | 151.28 |
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| Eli Lilly & Co. (LLY) | 0.1 | $213k | NEW | 198.00 | 1074.68 |
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| Wal-Mart Stores (WMT) | 0.1 | $213k | NEW | 1.9k | 111.41 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $206k | -13% | 234.00 | 878.96 |
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Past Filings by Yeomans Consulting Group
SEC 13F filings are viewable for Yeomans Consulting Group going back to 2023
- Yeomans Consulting Group 2025 Q4 filed Jan. 7, 2026
- 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