CIK: 0002014739
Total reported value
$341.3M
Reporting period: 2025-12-31 · Number of holdings: 113
Yeomans Consulting Group, Inc. disclosed 113 holdings in its latest 13F filing for the period ending 2025-12-31, with total reported value of $341.3M and a quarterly turnover rate of 76.6%.
Browse other institutions with $100M to $1B AUMBrowse other institutions starting with "Y"
Yeomans Consulting Group, Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.041 — mathematically equivalent to about 24 equally-sized positions, well below its 113 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.93), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 8% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Add VTEB
+185.7% $10.2M
Trim DISV
-56.0% -$6.1M
Trim IGBH
-54.6% -$5.0M
Trim VV
-0.4% $467.5K
Add VTIP
+133.8% $4.2M
Add VWOB
+133.4% $4.2M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VV | Vanguard Large-cap ETF | ETF-Other | 9.32% | -1.50% | -0.37% | |
| 2 | IAU | Ishares Gold Trust | ETF-Commodities | 7.88% | — | -8.99% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.63% | +0.48% | +24.68% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 5.77% | +5.77% | NEW | |
| 5 | BND | Vanguard Total Bond Market | ETF-Other | 5.64% | +5.64% | NEW | |
| 6 | SEIM | Sei Qim US Large Cap Momentu | ETF-Large Cap & Growth | 4.97% | +4.97% | NEW | |
| 7 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 4.61% | +4.61% | NEW | |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 4.58% | +2.70% | +185.67% | |
| 9 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 4.57% | — | -2.29% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.51% | — | +0.67% | |
| 11 | IWC | Ishares Micro-cap ETF | ETF-Other | 3.08% | +3.08% | NEW | |
| 12 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.19% | +1.07% | +133.80% | |
| 13 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 2.12% | +1.06% | +133.44% | |
| 14 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 2.09% | — | +1.69% | |
| 15 | DISV | Dimensional International Sm | ETF-Other | 1.56% | -2.38% | -56.04% | |
| 16 | SUB | Ishares Short-term National | ETF-Other | 1.53% | +0.65% | +106.31% | |
| 17 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.53% | — | +2.66% | |
| 18 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.41% | — | -0.11% | |
| 19 | SEIQ | Sei Qim US Large Cap Quality | ETF-Large Cap & Growth | 1.25% | +1.25% | NEW | |
| 20 | IGBH | Ishares Interest Rate Hedged | ETF-Other | 1.22% | -1.94% | -54.65% | |
| 21 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.19% | +1.19% | NEW | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.16% | +0.20% | +38.86% | |
| 23 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.09% | — | +2.06% | |
| 24 | DIHP | Dimensional International Hi | ETF-Other | 1.08% | — | +1.73% | |
| 25 | SEIV | Sei Qim US Large Cap Value A | ETF-Large Cap & Growth | 1.04% | +1.04% | NEW | |
| 26 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.75% | — | +1.38% | |
| 27 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.73% | +0.73% | NEW | |
| 28 | DFIP | Dimensional Inflation-protec | ETF-Other | 0.73% | +0.73% | NEW | |
| 29 | AAPL | Apple INC | Stock-Tech | 0.66% | — | -0.72% | |
| 30 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.63% | — | +1.80% | |
| 31 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 0.55% | — | +1.63% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.51% | — | -2.06% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.51% | +0.26% | +88.20% | |
| 34 | HD | Home Depot INC | Stock-Consumer Disc | 0.49% | — | +17.02% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.48% | — | +2.77% | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.48% | +0.48% | NEW | |
| 37 | IYZ | Ishares US Telecommunication | ETF-Other | 0.39% | — | +9.73% | |
| 38 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.38% | — | +6.06% | |
| 39 | IYH | Ishares U.s. Healthcare ETF | ETF-Other | 0.38% | +0.38% | NEW | |
| 40 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.38% | — | +7.14% | |
| 41 | IDU | Ishares US Utilities ETF | ETF-Other | 0.37% | +0.37% | NEW | |
| 42 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.37% | — | +6.51% | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.32% | — | -19.42% | |
| 44 | AVGO | Broadcom INC | Stock-Tech | 0.27% | — | -26.50% | |
| 45 | WBD | Warner Bros Discovery INC | Stock-Comm Services | 0.25% | +0.12% | +59.02% | |
| 46 | MU | Micron Technology INC | Stock-Tech | 0.25% | +0.25% | NEW | |
| 47 | APP | Applovin Corp-class A | Stock-Tech | 0.25% | — | -10.65% | |
| 48 | TSLA | Tesla INC | Stock-Consumer Disc | 0.24% | — | +72.26% | |
| 49 | KLAC | Kla CORP | Stock-Tech | 0.24% | +0.24% | NEW | |
| 50 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.23% | — | +8.11% |
Performance for Q3 2026
+0.6%
Performance Last 4 Quarters
+19.6%
Based on 72% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2025-12-31 | 113 | $341.3M | 77 | |
| 2025-09-30 | 99 | $289.7M | 98 | |
| 2025-06-30 | 100 | $242.0M | 0 | |
| 2025-03-31 | 68 | $258.7M | 0 | |
| 2024-12-31 | 97 | $267.0M | 0 | |
| 2024-09-30 | 85 | $267.5M | 0 | |
| 2024-06-30 | 90 | $258.7M | 0 | |
| 2024-03-31 | 72 | $228.4M | 0 | |
| 2023-12-31 | 66 | $200.8M | 0 |
Yeomans Consulting Group, Inc.'s most significant position changes for 2025-12-31: New buy: Vanguard Total Intl Bond ETF (BNDX); New buy: Vanguard Total Bond Market (BND); Sold out: Vanguard Intermediate-term B (BIV); New buy: Sei Qim US Large Cap Momentu (SEIM); New buy: Ishares Msci Eafe Value ETF (EFV).
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2025-12-31 | 2026-01-07 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-16 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-21 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-05 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-17 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-24 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-25 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-04-30 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-03-14 | 13F-HR | View on EDGAR |
Institutions with a similar AUM
CIK 0002082922
Total reported value
$341.3M
64 stks
2026-03-31
AUM within 0.0% of this institution
CIK 0001992519
Total reported value
$341.2M
731 stks
2026-03-31
AUM within 0.0% of this institution
CIK 0001814465
Total reported value
$341.4M
18 stks
2026-03-31
AUM within 0.0% of this institution
Institutions with overlapping top holdings
CIK 0001502149
Total reported value
$1.2B
1,940 stks
2026-03-31
3 of the top 5 holdings overlap, including Vanguard Large-cap ETF
CIK 0000047288
Total reported value
$756.0M
314 stks
2019-12-31
Stale — no recent filing
2 of the top 5 holdings overlap, including Vanguard Total Bond Market
CIK 0000947529
Total reported value
$25.5B
668 stks
2026-03-31
2 of the top 5 holdings overlap, including Vanguard Total Bond Market