Yeomans Consulting Group, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 17, 2025), Yeomans Consulting Group, Inc. reported 97 stock positions worth $267.0 million. Its top holding was iShares Gold Trust (IAU) at 7.9% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 7.7%) and iShares MSCI USA Momentum Fa (MTUM, 6.7%). Compared with Q3 2024, it opened 27 new positions, sold out of 15, added to 25 and reduced 44. The biggest buy was a new position in Brandywine Realty Trust (BDN) and the biggest sale an exit from iShares S&P Mid-Cap 400 Grow (IJK).
- Most Recent 13F
- Q4 2025
- Location
- Marietta, GA
- CIK
- 0002014739
- Portfolio Value
- $267.0M (Q4 2024)
- SEC Filing
- 0001667731-25-000059 ↗ filed Jan 17, 2025
Holdings Value
Holdings 97 stocks · $267.0M
| IAU iShares Gold Trust | 7.89% | 425,357 | $21.1M | Reduce -0.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 7.74% | 50,377 | $20.7M | Add +2.4% |
| MTUM iShares MSCI USA Momentum Fa | 6.74% | 87,017 | $18.0M | Add +6.3% |
| QQQ Invesco QQQ Trust Series 1 | 6.72% | 35,096 | $17.9M | Reduce -16.6% |
| BIV Vanguard Intermediate-Term B | 6.63% | 236,744 | $17.7M | Reduce -7.6% |
| BDN Brandywine Realty Trust | 6.22% | 2,967,332 | $16.6M | New |
| VXF Vanguard Extended Market ETF | 5.59% | 78,626 | $14.9M | New |
| QUAL iShares MSCI USA Quality Fac | 5.50% | 82,483 | $14.7M | Reduce -18.2% |
| SPYV SS SPDR P S&P 500 Value ETF | 5.45% | 284,440 | $14.5M | Add +0.4% |
| BKLN Invesco Senior Loan ETF | 4.79% | 606,645 | $12.8M | Reduce -5.5% |
| IGBH iShares Interest Rate Hedged | 3.55% | 389,993 | $9.5M | Reduce -17.5% |
| DFSV Dimensional US Small Cap Val | 2.85% | 246,954 | $7.6M | Add +18.9% |
| EFAV iShares MSCI Eafe Min Vol Fa | 2.03% | 76,586 | $5.4M | Reduce -31.9% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.80% | 95,824 | $4.8M | Add +6.1% |
| DFUV Dimensional US Marketwide Va | 1.52% | 99,168 | $4.1M | Reduce -0.8% |
| VTI VG Morningstar TS MKT ETF-US | 1.49% | 13,722 | $4.0M | Reduce -15.7% |
| DISV Dimensional International SM | 1.32% | 132,900 | $3.5M | Add +1.1% |
| USMV iShares MSCI USA Min Vol Fac | 1.16% | 35,032 | $3.1M | Add +2.5% |
| VCIT Vanguard Int-Term Corporate | 1.14% | 37,766 | $3.0M | Add +0.9% |
| DIHP Dimensional International Hi | 0.92% | 97,857 | $2.5M | Reduce -1.1% |
| KO The Coca-Cola Co. | 0.90% | 38,552 | $2.4M | Reduce -7.0% |
| DVY iShares Select Dividend ETF | 0.89% | 18,093 | $2.4M | Reduce -4.7% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.86% | 36,461 | $2.3M | Reduce -0.4% |
| AAPL Apple Inc. | 0.85% | 9,030 | $2.3M | Reduce -13.6% |
| SUB iShares Short-Term National | 0.85% | 21,403 | $2.3M | Add +0.1% |
| HD Home Depot Inc. | 0.84% | 5,736 | $2.2M | Reduce -11.3% |
| VTIP Vanguard Short-Term Tips | 0.63% | 34,497 | $1.7M | Add +2.2% |
| MSFT Microsoft Corp. | 0.62% | 3,956 | $1.7M | Add +6.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.56% | 2,529 | $1.5M | Add +4.0% |
| DEHP Dimensional Emrg MRK Hi Prof | 0.47% | 50,548 | $1.3M | Add +1.8% |
| SO The Southern Co. | 0.46% | 14,866 | $1.2M | Reduce -18.9% |
| HYD Vaneck High Yield Muni ETF | 0.42% | 21,448 | $1.1M | Reduce -0.6% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.41% | 42,672 | $1.1M | Add +1.6% |
| NVDA Nvidia Corp. | 0.40% | 7,959 | $1.1M | Reduce -18.9% |
| TSLA Tesla Inc. | 0.37% | 2,426 | $980K | New |
| IYC iShares US Consumer Discreti | 0.32% | 8,864 | $852K | New |
| IYF iShares US Financials ETF | 0.31% | 7,547 | $835K | Add +28.3% |
| IDU iShares US Utilities ETF | 0.31% | 8,642 | $831K | Add +38.7% |
| IYZ iShares US Telecommunication | 0.31% | 30,463 | $817K | New |
| AMZN Amazon.com Inc. | 0.25% | 2,998 | $658K | Reduce -10.2% |
| NFLX Netflix Inc. | 0.23% | 704 | $627K | Add +39.7% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.21% | 13,459 | $573K | Add +0.1% |
| GOOGL Alphabet Inc. Class A | 0.21% | 2,982 | $564K | Add +2.0% |
| CVX Chevron Corp. | 0.21% | 3,857 | $559K | Reduce -24.6% |
| AVGO Broadcom Inc. | 0.20% | 2,321 | $538K | Reduce -23.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.20% | 1,167 | $529K | Add +0.2% |
| PLTR Palantir Technologies Inc. Class A | 0.19% | 6,829 | $516K | Reduce -31.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.19% | 2,252 | $495K | Add +0.5% |
| ORCL Oracle Corp. | 0.18% | 2,946 | $491K | New |
| UAL United Airlines Holdings Inc. | 0.18% | 4,936 | $479K | New |
| APP AppLovin Corp. Class A | 0.18% | 1,480 | $479K | Reduce -66.6% |
| COST Costco Wholesale Corp. | 0.18% | 519 | $476K | Add +7.2% |
| XLK SS Technology Select Sector | 0.18% | 2,031 | $472K | No change |
| TRGP Targa Resources Corp. | 0.17% | 2,552 | $456K | Reduce -7.2% |
| PG The Procter & Gamble Co. | 0.16% | 2,619 | $439K | Reduce -23.2% |
| VST Vistra Corp. | 0.16% | 3,184 | $439K | Reduce -28.2% |
| AXON Axon Enterprise Inc. | 0.16% | 730 | $434K | New |
| XOM Exxon Mobil Corp. | 0.15% | 3,832 | $412K | Reduce -1.3% |
| RCL Royal Caribbean Cruises Ltd. | 0.14% | 1,621 | $374K | New |
| CVNA Carvana Co. | 0.14% | 1,837 | $374K | Reduce -50.7% |
| META Meta Platforms Inc. Class A | 0.14% | 625 | $366K | Add +16.2% |
| FAST Fastenal Co. | 0.13% | 5,001 | $360K | Reduce -32.7% |
| KMI Kinder Morgan Inc. | 0.13% | 13,078 | $358K | New |
| WMB Williams Cos Inc. | 0.13% | 6,594 | $357K | New |
| JPM JPMorgan Chase & Co. | 0.13% | 1,466 | $351K | Reduce -3.2% |
| SYF Synchrony Financial | 0.13% | 5,349 | $348K | New |
| FICO Fair Isaac Corp. | 0.13% | 174 | $346K | Reduce -37.9% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.13% | 1,186 | $343K | New |
| HOOD Robinhood Markets Inc. Class A | 0.13% | 9,116 | $340K | Reduce -53.0% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.13% | 4,277 | $336K | Reduce -0.2% |
| VRT Vertiv Holdings Co. Class A | 0.13% | 2,952 | $335K | New |
| HWM Howmet Aerospace Inc. | 0.13% | 3,058 | $334K | Reduce -48.3% |
| CEG Constellation Energy | 0.13% | 1,495 | $334K | New |
| CSCO Cisco Systems Inc. | 0.13% | 5,644 | $334K | Add +0.5% |
| SOFI Sofi Technologies Inc. | 0.13% | 21,684 | $334K | New |
| VZ Verizon Communications Inc. | 0.12% | 8,334 | $333K | Reduce -17.5% |
| CBRE CBRE Group Inc. Class A | 0.12% | 2,533 | $333K | New |
| CCL Carnival Corp. | 0.12% | 13,320 | $332K | New |
| SPOT Spotify Technology SA | 0.12% | 734 | $328K | Reduce -17.1% |
| NCLH Norwegian Cruise Line Holdin | 0.12% | 12,693 | $327K | New |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.12% | 3,104 | $326K | Reduce -34.4% |
| UNH Unitedhealth Group Inc. | 0.12% | 630 | $319K | Reduce -5.1% |
| KC Kingsoft Cloud Holdings-ADR | 0.12% | 30,350 | $318K | New |
| V Visa Inc. Class A | 0.12% | 998 | $315K | Add +1.5% |
| AFRM Affirm Holdings Inc. | 0.12% | 5,145 | $313K | New |
| TPL Texas Pacific Land Corp. | 0.11% | 273 | $302K | New |
| CAVA Cava Group Inc. | 0.11% | 2,542 | $287K | Reduce -46.8% |
| QFIN Qfin Holdings Inc.-ADR filed as QIFU TECHNOLOGY INC | 0.10% | 7,291 | $280K | New |
| EMBJ Embraer SA-Spon ADR | 0.10% | 7,529 | $276K | New |
| TOST Toast Inc. Class A | 0.10% | 7,386 | $269K | New |
| SE Sea Ltd.-ADR | 0.10% | 2,506 | $266K | New |
| T AT&T Inc. | 0.10% | 11,601 | $264K | Reduce -5.0% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.10% | 1,023 | $260K | Reduce -3.0% |
| HRL Hormel Foods Corp. | 0.08% | 7,010 | $220K | Reduce -33.0% |
| TFC Truist Financial Corp. | 0.08% | 5,062 | $220K | Reduce -0.5% |
| MA Mastercard Inc. Class A | 0.08% | 415 | $219K | Reduce -5.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.08% | 837 | $201K | New |
Portfolio Sells Q3 2024 → Q4 2024
| IJK iShares S&P Mid-Cap 400 Grow | Sold out | 0.00% | −7.34 |
| QUAL iShares MSCI USA Quality Fac | Reduce -18.2% | 5.50% | −1.26 |
| EFAV iShares MSCI Eafe Min Vol Fa | Reduce -31.9% | 2.03% | −1.20 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -16.6% | 6.72% | −0.96 |
| BIV Vanguard Intermediate-Term B | Reduce -7.6% | 6.63% | −0.88 |
| IGBH iShares Interest Rate Hedged | Reduce -17.5% | 3.55% | −0.74 |
| VT Vanguard Tot World STK ETF | Sold out | 0.00% | −0.60 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Sold out | 0.00% | −0.46 |
| BKLN Invesco Senior Loan ETF | Reduce -5.5% | 4.79% | −0.25 |
| IYW iShares Ustechnology ETF | Sold out | 0.00% | −0.24 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -15.7% | 1.49% | −0.23 |
| GE General Electric | Sold out | 0.00% | −0.23 |
| IYR iShares US Real Estate ETF | Sold out | 0.00% | −0.22 |
| KO The Coca-Cola Co. | Reduce -7.0% | 0.90% | −0.21 |
| MMM 3M Co. | Sold out | 0.00% | −0.19 |
| SO The Southern Co. | Reduce -18.9% | 0.46% | −0.16 |
| HD Home Depot Inc. | Reduce -11.3% | 0.84% | −0.14 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.14 |
| MPWR Monolithic Power Systems Inc. | Sold out | 0.00% | −0.12 |
| ANET Arista Networks Inc. | Sold out | 0.00% | −0.12 |
| NTAP Netapp Inc. | Sold out | 0.00% | −0.12 |
| CAVA Cava Group Inc. | Reduce -46.8% | 0.11% | −0.11 |
| CVNA Carvana Co. | Reduce -50.7% | 0.14% | −0.10 |
| DIHP Dimensional International Hi | Reduce -1.1% | 0.92% | −0.10 |
| KKR KKR & Co. Inc. | Sold out | 0.00% | −0.10 |
| GLW Corning Inc. | Sold out | 0.00% | −0.10 |
| HWM Howmet Aerospace Inc. | Reduce -48.3% | 0.13% | −0.10 |
| IRM Iron Mountain Inc. | Reduce -34.4% | 0.12% | −0.09 |
| IAU iShares Gold Trust | Reduce -0.9% | 7.89% | −0.09 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.08 |
| MCD McDonald's Corp. | Sold out | 0.00% | −0.08 |
| FICO Fair Isaac Corp. | Reduce -37.9% | 0.13% | −0.07 |
| CVX Chevron Corp. | Reduce -24.6% | 0.21% | −0.07 |
| DVY iShares Select Dividend ETF | Reduce -4.7% | 0.89% | −0.07 |
| AAPL Apple Inc. | Reduce -13.6% | 0.85% | −0.06 |
| FAST Fastenal Co. | Reduce -32.7% | 0.13% | −0.06 |
| PG The Procter & Gamble Co. | Reduce -23.2% | 0.16% | −0.06 |
| VWOB Vanguard Emerg MKTS Gov BND | Reduce -0.4% | 0.86% | −0.05 |
| NVDA Nvidia Corp. | Reduce -18.9% | 0.40% | −0.04 |
| VZ Verizon Communications Inc. | Reduce -17.5% | 0.12% | −0.04 |
| HOOD Robinhood Markets Inc. Class A | Reduce -53.0% | 0.13% | −0.04 |
| HRL Hormel Foods Corp. | Reduce -33.0% | 0.08% | −0.04 |
| DFUV Dimensional US Marketwide Va | Reduce -0.8% | 1.52% | −0.04 |
| APP AppLovin Corp. Class A | Reduce -66.6% | 0.18% | −0.04 |
| VST Vistra Corp. | Reduce -28.2% | 0.16% | −0.03 |
| UNH Unitedhealth Group Inc. | Reduce -5.1% | 0.12% | −0.03 |
| XOM Exxon Mobil Corp. | Reduce -1.3% | 0.15% | −0.02 |
| HYD Vaneck High Yield Muni ETF | Reduce -0.6% | 0.42% | −0.01 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -0.2% | 0.13% | −0.00 |
| T AT&T Inc. | Reduce -5.0% | 0.10% | −0.00 |
Portfolio Buys Q3 2024 → Q4 2024
| BDN Brandywine Realty Trust | New | 6.22% | +6.22 |
| VXF Vanguard Extended Market ETF | New | 5.59% | +5.59 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +2.4% | 7.74% | +0.68 |
| MTUM iShares MSCI USA Momentum Fa | Add +6.3% | 6.74% | +0.54 |
| DFSV Dimensional US Small Cap Val | Add +18.9% | 2.85% | +0.46 |
| TSLA Tesla Inc. | New | 0.37% | +0.37 |
| IYC iShares US Consumer Discreti | New | 0.32% | +0.32 |
| IYZ iShares US Telecommunication | New | 0.31% | +0.31 |
| ORCL Oracle Corp. | New | 0.18% | +0.18 |
| UAL United Airlines Holdings Inc. | New | 0.18% | +0.18 |
| AXON Axon Enterprise Inc. | New | 0.16% | +0.16 |
| RCL Royal Caribbean Cruises Ltd. | New | 0.14% | +0.14 |
| KMI Kinder Morgan Inc. | New | 0.13% | +0.13 |
| WMB Williams Cos Inc. | New | 0.13% | +0.13 |
| SYF Synchrony Financial | New | 0.13% | +0.13 |
| MSTR Strategy Inc. | New | 0.13% | +0.13 |
| VRT Vertiv Holdings Co. Class A | New | 0.13% | +0.13 |
| CEG Constellation Energy | New | 0.13% | +0.13 |
| SOFI Sofi Technologies Inc. | New | 0.13% | +0.13 |
| CBRE CBRE Group Inc. Class A | New | 0.12% | +0.12 |
| CCL Carnival Corp. | New | 0.12% | +0.12 |
| NCLH Norwegian Cruise Line Holdin | New | 0.12% | +0.12 |
| KC Kingsoft Cloud Holdings-ADR | New | 0.12% | +0.12 |
| AFRM Affirm Holdings Inc. | New | 0.12% | +0.12 |
| TPL Texas Pacific Land Corp. | New | 0.11% | +0.11 |
| QFIN Qfin Holdings Inc.-ADR | New | 0.10% | +0.10 |
| EMBJ Embraer SA-Spon ADR | New | 0.10% | +0.10 |
| NFLX Netflix Inc. | Add +39.7% | 0.23% | +0.10 |
| TOST Toast Inc. Class A | New | 0.10% | +0.10 |
| SE Sea Ltd.-ADR | New | 0.10% | +0.10 |
| IYF iShares US Financials ETF | Add +28.3% | 0.31% | +0.08 |
| VB Vanguard Most SM-Cap ETF-Usd | New | 0.08% | +0.08 |
| IDU iShares US Utilities ETF | Add +38.7% | 0.31% | +0.07 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +6.1% | 1.80% | +0.07 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +4.0% | 0.56% | +0.03 |
| GOOGL Alphabet Inc. Class A | Add +2.0% | 0.21% | +0.03 |
| MSFT Microsoft Corp. | Add +6.7% | 0.62% | +0.03 |
| META Meta Platforms Inc. Class A | Add +16.2% | 0.14% | +0.02 |
| COST Costco Wholesale Corp. | Add +7.2% | 0.18% | +0.02 |
| V Visa Inc. Class A | Add +1.5% | 0.12% | +0.02 |
| CSCO Cisco Systems Inc. | Add +0.5% | 0.13% | +0.01 |
| VTIP Vanguard Short-Term Tips | Add +2.2% | 0.63% | +0.00 |
| IBM Intl Business Machines Corp. | Add +0.5% | 0.19% | +0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.2% | 0.20% | −0.00 |
| USMV iShares MSCI USA Min Vol Fac | Add +2.5% | 1.16% | −0.00 |
| SUB iShares Short-Term National | Add +0.1% | 0.85% | −0.00 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +0.1% | 0.21% | −0.00 |
| HYMB SS SPDR N Ice HY Muni ETF | Add +1.6% | 0.41% | −0.00 |
| DEHP Dimensional Emrg MRK Hi Prof | Add +1.8% | 0.47% | −0.03 |
| VCIT Vanguard Int-Term Corporate | Add +0.9% | 1.14% | −0.04 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q4 2025 | 113 | $341.3M | VV, IAU, QQQ, BNDX, BND |
| Q3 2025 | 99 | $289.7M | VV, IAU, BIV, QQQ, EEM |
| Q2 2025 | 100 | $242.0M | IAU, SPY, BIV, DIA, COWG |
| Q1 2025 | 68 | $258.7M | SPY, IAU, DIA, IVW, BIV |
| Q4 2024 | 97 | $267.0M | IAU, VUG, MTUM, QQQ, BIV |
| Q3 2024 | 85 | $267.5M | IAU, QQQ, BIV, IJK, VUG |
| Q2 2024 | 90 | $258.7M | IGBH, QQQ, BKLN, VUG, IJK |
| Q1 2024 | 72 | $228.4M | QQQ, CALF, VUG, SPYV, MTUM |