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CIK: 0002014739
Total reported value
$341.3M
$341.3M
99 檔
32.4%
At the close of Q3 2025, Yeomans Consulting Group, Inc. disclosed equity holdings valued at approximately $341.3M, spread across 99 reported holdings.
In Q3 2025, Yeomans Consulting Group, Inc. displayed an active expansion posture, initiating 25 new positions and adding to 14 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VV | Vanguard Large-cap ETF | ETF-Other | 10.82% | -1.50% | +260.37% | |
| 2 | IAU | Ishares Gold Trust | ETF-Commodities | 9.16% | — | -2.10% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-Other | 6.56% | -6.56% | EXIT | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.15% | +0.48% | +51.06% | |
| 5 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 5.42% | — | — | |
| 6 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 5.28% | -5.28% | EXIT | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-Other | 5.18% | — | +33.78% | |
| 8 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-Other | 5.03% | -5.03% | EXIT | |
| 9 | DISV | Dimensional International Sm | ETF-Other | 3.94% | -2.38% | +125.34% | |
| 10 | IGBH | Ishares Interest Rate Hedged | ETF-Other | 3.16% | -1.94% | +39.56% | |
| 11 | DFIV | Dimensional International Va | ETF-Other | 3.09% | -3.09% | EXIT | |
| 12 | BKLN | Invesco Senior Loan ETF | ETF-Other | 2.61% | -2.61% | EXIT | |
| 13 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 2.47% | -2.47% | EXIT | |
| 14 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 2.39% | — | -0.39% | |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.88% | +2.70% | +2.89% | |
| 16 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.69% | — | +2.72% | |
| 17 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.59% | — | +88.88% | |
| 18 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.27% | — | +1.66% | |
| 19 | DIHP | Dimensional International Hi | ETF-Other | 1.21% | — | +2.69% | |
| 20 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.12% | +1.07% | +77.01% | |
| 21 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 1.06% | +1.06% | +29.41% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.96% | +0.20% | +1.35% | |
| 23 | SUB | Ishares Short-term National | ETF-Other | 0.88% | +0.65% | +1.64% | |
| 24 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.87% | — | -0.81% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.74% | — | -6.02% | |
| 26 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.73% | — | -0.01% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.66% | — | -1.34% | |
| 28 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 0.61% | — | +2.32% | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.57% | — | -0.64% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.54% | — | -92.35% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.46% | — | +35.97% | |
| 32 | IYC | Ishares US Consumer Discreti | ETF-Other | 0.42% | -0.42% | EXIT | |
| 33 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.42% | — | +2.96% | |
| 34 | IYF | Ishares US Financials ETF | ETF-Other | 0.42% | -0.42% | EXIT | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.41% | — | +30.48% | |
| 36 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.41% | — | +1.18% | |
| 37 | IYZ | Ishares US Telecommunication | ETF-Other | 0.41% | — | +2.61% | |
| 38 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.40% | — | +0.88% | |
| 39 | APP | Applovin Corp-class A | Stock-Tech | 0.34% | — | +50.59% | |
| 40 | NFLX | Netflix Inc | Stock-Comm Services | 0.26% | — | -26.48% | |
| 41 | SO | Southern Co/the | Stock-Utilities | 0.25% | — | -12.50% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.25% | +0.26% | -2.45% | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.24% | — | -1.99% | |
| 44 | ORCL | Oracle CORP | Stock-Tech | 0.23% | -0.23% | EXIT | |
| 45 | GE | General Electric | Stock-Industrials | 0.21% | — | +4.17% | |
| 46 | XLK | Ss Technology Select Sector | ETF-Tech | 0.20% | — | -1.65% | |
| 47 | IBM | Intl Business Machines CORP | Stock-Tech | 0.20% | — | -35.04% | |
| 48 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.17% | — | +11.53% | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.17% | — | — | |
| 50 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.17% | — | -48.57% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DISV | Dimensional International Sm | +2.4% | +125.34% | Add |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +1.2% | +51.06% | Add |
| 3 | COWG | Pacer US Lrg Cap Cows Gr Ld | +0.8% | +15.48% | Add |
| 4 | KO | Coca-cola Co/the | +0.6% | +88.88% | Add |
| 5 | VTIP | Vanguard Short-term Tips | +0.4% | +77.01% | Add |
| 6 | AVGO | Broadcom Inc | +0.3% | +30.48% | Add |
| 7 | NVDA | Nvidia CORP | +0.2% | +35.97% | Add |
| 8 | VWOB | Vanguard Emerg Mkts Gov Bnd | +0.2% | +29.41% | Add |
| 9 | MSFT | Microsoft CORP | +0.1% | -1.34% | Add |
| 10 | DIHP | Dimensional International Hi | +0.1% | +2.69% | Add |
| 11 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +1.35% | Add |
| 12 | IAU | Ishares Gold Trust | +0.1% | -2.10% | Trim |
| 13 | DFUV | Dimensional US Marketwide Va | +0.1% | +2.72% | Add |
| 14 | EFAV | Ishares Msci Eafe Min Vol Fa | 0% | -0.39% | Add |
| 15 | VCIT | Vanguard Int-term Corporate | -0.4% | -0.81% | Trim |
| 16 | BIV | Vanguard Intermediate-term B | -0.5% | +40.58% | Add |
| 17 | BKLN | Invesco Senior Loan ETF | -2.4% | +12.52% | Trim |
| 18 | VUG | Vanguard Growth ETF | -4.2% | -23.13% | Trim |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | -11.4% | -92.35% | Trim |
| 20 | VV | Vanguard Large-cap ETF | — | NEW | New buy |
| 21 | DIA | Ss Spdr Dow Jones Indus Avg | — | EXIT | Sold out |
| 22 | IVW | Ishares S&p 500 Growth ETF | — | EXIT | Sold out |
| 23 | EEM | Ishares Msci Emerging Market | — | NEW | New buy |
| 24 | MTUM | Ishares Msci USA Momentum Fa | — | NEW | New buy |
| 25 | EFA | Ishares Msci Eafe ETF | — | NEW | New buy |
| 26 | VXF | Vanguard Extended Market ETF | — | EXIT | Sold out |
| 27 | DFIV | Dimensional International Va | — | NEW | New buy |
| 28 | DFSV | Dimensional US Small Cap Val | — | EXIT | Sold out |
| 29 | FLOT | Ishares Floating Rate Bond E | — | NEW | New buy |
| 30 | VT | Vanguard Tot World Stk ETF | — | EXIT | Sold out |
| 31 | IYC | Ishares US Consumer Discreti | — | NEW | New buy |
| 32 | IYW | Ishares Ustechnology ETF | — | NEW | New buy |
| 33 | IYF | Ishares US Financials ETF | — | NEW | New buy |
| 34 | IYZ | Ishares US Telecommunication | — | NEW | New buy |
| 35 | APP | Applovin Corp-class A | — | NEW | New buy |
| 36 | TMUS | T-mobile US Inc | — | EXIT | Sold out |
| 37 | ORCL | Oracle CORP | — | NEW | New buy |
| 38 | GE | General Electric | — | NEW | New buy |
| 39 | TSLA | Tesla Inc | — | NEW | New buy |
| 40 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 41 | ALAB | Astera Labs Inc | — | NEW | New buy |
| 42 | HOOD | Robinhood Markets Inc - A | — | NEW | New buy |
| 43 | NEM | Newmont CORP | — | NEW | New buy |
| 44 | WDC | Western Digital CORP | — | NEW | New buy |
| 45 | LRCX | Lam Research CORP | — | NEW | New buy |
| 46 | TPR | Tapestry Inc | — | NEW | New buy |
| 47 | GLW | Corning Inc | — | NEW | New buy |
| 48 | QS | Quantumscape CORP | — | NEW | New buy |
| 49 | EBAY | Ebay Inc | — | NEW | New buy |
| 50 | JMIA | Jumia Technologies Ag-adr | — | NEW | New buy |
According to official SEC Form 13F filings, Yeomans Consulting Group, Inc. reported a total U.S. public equity portfolio value of $341.3M across 99 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VV, IAU, BIV) accounted for 32.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
VV
市值: $31.3M
Top Position Liquidated / Trimmed
DIA
前期市值: $19.5M
During Q3 2025, Yeomans Consulting Group, Inc.'s top holdings by market value included VV (10.8%)、IAU (9.2%)、BIV (6.6%). The largest single position, VV, represented 10.8% of total portfolio value.
In Q3 2025, Yeomans Consulting Group, Inc. made 50 total portfolio adjustments, initiating 25 new buys, adding to 14 positions, trimming 5 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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