Yeomans Consulting Group, Inc. 13F Holdings · last filed Q4 2025
Yeomans Consulting Group, Inc. reported 113 securities worth $341.28M in its SEC 13F filing for Q4 2025 (period ended 2025-12-31). Top holdings: VV (9.32%), IAU (7.88%), QQQ (6.63%). Among its top 25 positions this quarter: 8 new, 11 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VV | VANGUARD INDEX FDS | $31.8M | 9.32% | 101,070 | Trimmed |
| 2 | IAU | ISHARES GOLD TR | $26.9M | 7.88% | 331,438 | Trimmed |
| 3 | QQQ | INVESCO QQQ TR | $22.6M | 6.63% | 36,854 | Added |
| 4 | BNDX | VANGUARD CHARLOTTE FDS | $19.7M | 5.77% | 407,361 | New |
| 5 | BND | VANGUARD BD INDEX FDS | $19.2M | 5.64% | 259,795 | New |
| 6 | SEIM | SEI EXCHANGE TRADED FUNDS | $16.9M | 4.97% | 367,435 | New |
| 7 | EFV | ISHARES TR | $15.7M | 4.61% | 220,550 | New |
| 8 | VTEB | VANGUARD MUN BD FDS | $15.6M | 4.58% | 310,975 | Added |
| 9 | EEM | ISHARES TR | $15.6M | 4.57% | 285,278 | Trimmed |
| 10 | EFA | ISHARES TR | $15.4M | 4.51% | 160,433 | Added |
| 11 | IWC | ISHARES TR | $10.5M | 3.08% | 66,718 | New |
| 12 | VTIP | VANGUARD MALVERN FDS | $7.5M | 2.19% | 151,299 | Added |
| 13 | VWOB | VANGUARD WHITEHALL FDS | $7.2M | 2.12% | 107,410 | Added |
| 14 | EFAV | ISHARES TR | $7.1M | 2.09% | 82,525 | Added |
| 15 | DISV | DIMENSIONAL ETF TRUST | $5.3M | 1.56% | 140,272 | Trimmed |
| 16 | DFUV | DIMENSIONAL ETF TRUST | $5.2M | 1.53% | 112,065 | Added |
| 17 | SUB | ISHARES TR | $5.2M | 1.53% | 49,074 | Added |
| 18 | KO | COCA COLA CO | $4.8M | 1.41% | 68,942 | Trimmed |
| 19 | SEIQ | SEI EXCHANGE TRADED FUNDS | $4.3M | 1.25% | 109,229 | New |
| 20 | IGBH | ISHARES U S ETF TR | $4.2M | 1.22% | 168,508 | Trimmed |
| 21 | BIL | SPDR SERIES TRUST | $4.1M | 1.19% | 44,547 | New |
| 22 | VTI | VANGUARD INDEX FDS | $3.9M | 1.16% | 11,768 | Added |
| 23 | USMV | ISHARES TR | $3.7M | 1.09% | 39,679 | Added |
| 24 | DIHP | DIMENSIONAL ETF TRUST | $3.7M | 1.08% | 115,905 | Added |
| 25 | SEIV | SEI EXCHANGE TRADED FUNDS | $3.5M | 1.04% | 85,421 | New |
Source: SEC Form 13F filings · as of 2025-12-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR