Yeomans Consulting Group, Inc. Top Holdings and 13F Report (2025)

About Yeomans Consulting Group, Inc.

Investment Activity

Yeomans Consulting Group, Inc. has $289.75 million in total holdings as of September 30, 2025.
Yeomans Consulting Group, Inc. owns shares of 99 different stocks, but just 20 companies or ETFs make up 80% of its holdings.
Approximately 34.34% of the portfolio was purchased this quarter.
About 22.65% of the portfolio was sold this quarter.
This quarter, Yeomans Consulting Group, Inc. has purchased 100 new stocks and bought additional shares in 38 stocks.
Yeomans Consulting Group, Inc. sold shares of 33 stocks and completely divested from 29 stocks this quarter.

Largest Holdings

Vanguard Large-Cap ETF: $31,349,327
iShares Gold Trust: $26,540,127
Vanguard Intermediate-Term Bond ETF: $19,019,835
Invesco QQQ: $17,831,467
iShares MSCI Emerging Markets ETF: $15,713,126

Largest New Holdings this Quarter

464287234 - iShares MSCI Emerging Markets ETF: $15,713,126 Holding
25434V807 - Dimensional International Value ETF: $8,966,704 Holding
464287788 - iShares U.S. Financials ETF: $1,210,488 Holding
68389X105 - Oracle: $667,613 Holding
88160R101 - Tesla: $495,298 Holding

Largest Purchases this Quarter

Vanguard Large-Cap ETF: 73,292 shares (about $22.65M)
iShares MSCI Emerging Markets ETF: 291,957 shares (about $15.71M)
Dimensional International Value ETF: 193,749 shares (about $8.97M)
iShares MSCI USA Momentum Factor ETF: 26,440 shares (about $6.77M)
Dimensional International Small Cap Value ETF: 177,486 shares (about $6.35M)

Largest Sales this Quarter

SPDR S&P 500 ETF Trust: 28,349 shares (about $18.95M)
iShares Gold Trust: 7,809 shares (about $569.12K)
PALANTIR TECHNOLOGIES INC: 2,490 shares (about $460.53K)
International Business Machines: 1,088 shares (about $311.70K)
MP Materials: 4,067 shares (about $275.05K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VV Vanguard Large-Cap ETF	$31,349,327	$22,650,160 ▲	260.4%	101,441	10.8%	ETF
IAU iShares Gold Trust	$26,540,127	$569,120 ▼	-2.1%	364,162	9.2%	Finance
BIV Vanguard Intermediate-Term Bond ETF	$19,019,835	$5,490,586 ▲	40.6%	243,563	6.6%	ETF
QQQ Invesco QQQ	$17,831,467	$6,027,071 ▲	51.1%	29,559	6.2%	Finance
EEM iShares MSCI Emerging Markets ETF	$15,713,126	$15,713,126 ▲	New Holding	291,957	5.4%	Finance
MTUM iShares MSCI USA Momentum Factor ETF	$15,312,800	$6,765,996 ▲	79.2%	59,839	5.3%	ETF
EFA iShares MSCI EAFE ETF	$15,003,186	$3,788,288 ▲	33.8%	159,371	5.2%	Finance
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF	$14,561,978	$1,952,178 ▲	15.5%	399,396	5.0%	ETF
DISV Dimensional International Small Cap Value ETF	$11,420,374	$6,352,224 ▲	125.3%	319,094	3.9%	ETF
IGBH iShares Interest Rate Hedged Long-Term Corporate Bond ETF	$9,153,368	$2,594,477 ▲	39.6%	371,564	3.2%	ETF
DFIV Dimensional International Value ETF	$8,966,704	$8,966,704 ▲	New Holding	193,749	3.1%	ETF
BKLN Invesco Senior Loan ETF	$7,558,003	$841,042 ▲	12.5%	361,454	2.6%	ETF
FLOT iShares Floating Rate Bond ETF	$7,145,597	$203,295 ▲	2.9%	140,385	2.5%	ETF
EFAV iShares MSCI EAFE Min Vol Factor ETF	$6,915,773	$27,356 ▼	-0.4%	81,152	2.4%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$5,441,761	$153,019 ▲	2.9%	108,857	1.9%	ETF
DFUV Dimensional US Marketwide Value ETF	$4,882,906	$129,493 ▲	2.7%	109,164	1.7%	ETF
KO CocaCola	$4,609,156	$2,168,881 ▲	88.9%	69,020	1.6%	Consumer Staples
USMV iShares MSCI USA Min Vol Factor ETF	$3,692,339	$60,116 ▲	1.7%	38,879	1.3%	ETF
DIHP Dimensional International High Profitability ETF	$3,495,556	$91,580 ▲	2.7%	113,936	1.2%	ETF
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$3,237,966	$1,408,736 ▲	77.0%	64,714	1.1%	Manufacturing
VWOB Vanguard Emerging Markets Government Bond ETF	$3,073,602	$698,594 ▲	29.4%	46,012	1.1%	ETF
VTI Vanguard Total Stock Market ETF	$2,790,902	$37,212 ▲	1.4%	8,475	1.0%	ETF
SUB iShares Short-Term National Muni Bond ETF	$2,535,825	$40,832 ▲	1.6%	23,786	0.9%	ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$2,525,883	$20,513 ▼	-0.8%	30,045	0.9%	ETF
AAPL Apple	$2,133,518	$136,666 ▼	-6.0%	8,352	0.7%	Computer and Technology
DVY iShares Select Dividend ETF	$2,129,549	$142 ▼	0.0%	14,961	0.7%	ETF
MSFT Microsoft	$1,918,250	$25,986 ▼	-1.3%	3,691	0.7%	Computer and Technology
DEHP Dimensional Emerging Markets High Profitability ETF	$1,781,327	$40,449 ▲	2.3%	57,779	0.6%	ETF
HD Home Depot	$1,662,720	$10,720 ▼	-0.6%	4,188	0.6%	Retail/Wholesale
SPY SPDR S&P 500 ETF Trust	$1,570,189	$18,949,888 ▼	-92.3%	2,349	0.5%	Finance
NVDA NVIDIA	$1,344,009	$355,569 ▲	36.0%	7,178	0.5%	Computer and Technology
IYC iShares U.S. Consumer Discretionary ETF	$1,214,206	$142,078 ▲	13.3%	11,597	0.4%	ETF
IYW iShares U.S. Technology ETF	$1,214,025	$34,906 ▲	3.0%	6,156	0.4%	Manufacturing
IYF iShares U.S. Financials ETF	$1,210,488	$1,210,488 ▲	New Holding	9,687	0.4%	ETF
AVGO Broadcom	$1,197,537	$279,714 ▲	30.5%	3,592	0.4%	Computer and Technology
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF	$1,191,702	$13,858 ▲	1.2%	47,898	0.4%	ETF
IYZ iShares U.S. Telecommunications ETF	$1,175,269	$29,909 ▲	2.6%	36,151	0.4%	ETF
HYD VanEck High Yield Muni ETF	$1,165,021	$10,158 ▲	0.9%	22,938	0.4%	ETF
APPLOVIN CORP	$985,022	$330,922 ▲	50.6%	1,399	0.3%	COM CL A
NFLX Netflix	$741,180	$266,965 ▼	-26.5%	633	0.3%	Consumer Discretionary
SO Southern	$726,073	$103,711 ▼	-12.5%	7,659	0.3%	Utilities
GOOGL Alphabet	$721,965	$18,123 ▼	-2.4%	2,948	0.2%	Computer and Technology
AMZN Amazon.com	$683,070	$13,900 ▼	-2.0%	3,096	0.2%	Retail/Wholesale
ORCL Oracle	$667,613	$667,613 ▲	New Holding	2,310	0.2%	Computer and Technology
GE GE Aerospace	$616,503	$24,672 ▲	4.2%	2,049	0.2%	Aerospace
XLK Technology Select Sector SPDR Fund	$578,063	$9,677 ▼	-1.6%	2,031	0.2%	ETF
IBM International Business Machines	$577,850	$311,701 ▼	-35.0%	2,017	0.2%	Computer and Technology
SHYG iShares 0-5 Year High Yield Corporate Bond ETF	$502,163	$51,929 ▲	11.5%	11,643	0.2%	ETF
TSLA Tesla	$495,298	$495,298 ▲	New Holding	1,078	0.2%	Auto/Tires/Trucks
PALANTIR TECHNOLOGIES INC	$487,713	$460,525 ▼	-48.6%	2,637	0.2%	CL A
ASTERA LABS INC	$487,612	$487,612 ▲	New Holding	2,507	0.2%	COM
META Meta Platforms	$487,074	$43,758 ▲	9.9%	679	0.2%	Computer and Technology
HOOD Robinhood Markets	$482,538	$135,801 ▼	-22.0%	3,468	0.2%	Finance
NEM Newmont	$480,632	$480,632 ▲	New Holding	5,592	0.2%	Basic Materials
WDC Western Digital	$478,874	$478,874 ▲	New Holding	3,667	0.2%	Computer and Technology
LAM RESEARCH CORP	$475,919	$475,919 ▲	New Holding	3,333	0.2%	COM NEW
TPR Tapestry	$471,256	$90,950 ▲	23.9%	4,140	0.2%	Retail/Wholesale
GLW Corning	$470,542	$470,542 ▲	New Holding	5,661	0.2%	Computer and Technology
QS QuantumScape	$470,250	$470,250 ▲	New Holding	32,231	0.2%	Auto/Tires/Trucks
EBAY eBay	$463,211	$463,211 ▲	New Holding	5,289	0.2%	Retail/Wholesale
JMIA Jumia Technologies	$461,321	$461,321 ▲	New Holding	39,095	0.2%	Retail/Wholesale
SOFI SoFi Technologies	$459,919	$459,919 ▲	New Holding	17,854	0.2%	Finance
CSCO Cisco Systems	$458,013	$36,575 ▲	8.7%	6,662	0.2%	Computer and Technology
ALNY Alnylam Pharmaceuticals	$453,280	$453,280 ▲	New Holding	984	0.2%	Medical
STX Seagate Technology	$453,066	$453,066 ▲	New Holding	1,764	0.2%	Computer and Technology
IDXX IDEXX Laboratories	$449,580	$449,580 ▲	New Holding	725	0.2%	Medical
ROCKET LAB CORP	$449,239	$449,239 ▲	New Holding	9,365	0.2%	COM
RBLX Roblox	$447,928	$74,141 ▼	-14.2%	3,341	0.2%	Consumer Discretionary
GE VERNOVA INC	$436,428	$126,079 ▼	-22.4%	720	0.2%	COM
JPM JPMorgan Chase & Co.	$434,683	$8,078 ▼	-1.8%	1,399	0.2%	Finance
GS The Goldman Sachs Group	$413,964	$413,964 ▲	New Holding	527	0.1%	Finance
ARISTA NETWORKS INC	$400,193	$400,193 ▲	New Holding	2,681	0.1%	COM SHS
DOORDASH INC	$382,190	$15,791 ▲	4.3%	1,428	0.1%	CL A
XOM Exxon Mobil	$381,326	$12,431 ▼	-3.2%	3,405	0.1%	Energy
BK Bank of New York Mellon	$378,712	$13,247 ▲	3.6%	3,545	0.1%	Finance
APH Amphenol	$378,343	$10,845 ▼	-2.8%	3,035	0.1%	Computer and Technology
WBD Warner Bros. Discovery	$366,992	$366,992 ▲	New Holding	18,966	0.1%	Consumer Discretionary
DB Deutsche Bank Aktiengesellschaft	$360,355	$12,535 ▼	-3.4%	10,148	0.1%	Finance
BRK.B Berkshire Hathaway	$359,202	$7,971 ▼	-2.2%	721	0.1%	Finance
ASTS AST SpaceMobile	$351,149	$351,149 ▲	New Holding	6,167	0.1%	Computer and Technology
LITE Lumentum	$349,142	$349,142 ▲	New Holding	2,037	0.1%	Computer and Technology
REDDIT INC	$342,191	$342,191 ▲	New Holding	1,689	0.1%	CL A
MP MP Materials	$340,923	$275,051 ▼	-44.7%	5,041	0.1%	Basic Materials
FUTU Futu	$337,158	$337,158 ▲	New Holding	1,911	0.1%	Business Services
TME Tencent Music Entertainment Group	$337,020	$337,020 ▲	New Holding	14,577	0.1%	Consumer Discretionary
T AT&T	$330,517	$3,581 ▼	-1.1%	11,997	0.1%	Computer and Technology
COST Costco Wholesale	$312,813	$46,784 ▼	-13.0%	341	0.1%	Retail/Wholesale
CVX Chevron	$296,794	$7,729 ▲	2.7%	1,920	0.1%	Energy
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$293,885	$18,135 ▲	6.6%	3,630	0.1%	ETF
LOW Lowe's Companies	$288,908	$288,908 ▲	New Holding	1,165	0.1%	Retail/Wholesale
VOT Vanguard Mid-Cap Growth ETF	$271,839	$12,637 ▼	-4.4%	925	0.1%	ETF
V Visa	$230,611	$112,697 ▼	-32.8%	663	0.1%	Business Services
MA Mastercard	$224,918	$2,869 ▲	1.3%	392	0.1%	Business Services
TFC Truist Financial	$222,883	$13,079 ▼	-5.5%	4,891	0.1%	Finance
VUG Vanguard Growth ETF	$222,619	$66,978 ▼	-23.1%	462	0.1%	ETF
YUM Yum! Brands	$217,070	$919 ▼	-0.4%	1,417	0.1%	Retail/Wholesale
MMM 3M	$209,196	$936 ▼	-0.4%	1,341	0.1%	Multi-Sector Conglomerates
PH Parker-Hannifin	$204,665	$204,665 ▲	New Holding	271	0.1%	Industrials
MCD McDonald's	$203,152	$902 ▼	-0.4%	676	0.1%	Retail/Wholesale
DIA SPDR Dow Jones Industrial Average ETF Trust	$0	$12,818,171 ▼	-100.0%	0	0.0%	Finance

Showing largest 100 holdings. View all holdings.

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Yeomans Consulting Group, Inc. Top Holdings and 13F Report (2025)

About Yeomans Consulting Group, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Yeomans Consulting Group, Inc. Top Holdings and 13F Report (2025)

About Yeomans Consulting Group, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofYeomans Consulting Group, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools