Yeomans Consulting Group, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 5, 2025), Yeomans Consulting Group, Inc. reported 68 stock positions worth $258.7 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 12.0% of the portfolio, followed by iShares Gold Trust (IAU, 9.1%) and SS SPDR Dow Jones Indus Avg (DIA, 7.5%). Compared with Q4 2024, it opened 12 new positions, sold out of 41, added to 28 and reduced 26. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +2089%) and the biggest sale an exit from iShares MSCI USA Momentum Fa (MTUM).
- Most Recent 13F
- Q4 2025
- Location
- Marietta, GA
- CIK
- 0002014739
- Portfolio Value
- $258.7M (Q1 2025)
- SEC Filing
- 0001667731-25-000589 ↗ filed May 5, 2025
Holdings Value
Holdings 68 stocks · $258.7M
| SPY SS SPDR S&P 500 ETF Trust-US | 11.97% | 55,350 | $31.0M | Add +2088.6% |
| IAU iShares Gold Trust | 9.09% | 398,706 | $23.5M | Reduce -6.3% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 7.54% | 46,438 | $19.5M | New |
| IVW iShares S&P 500 Growth ETF | 7.34% | 204,453 | $19.0M | New |
| BIV Vanguard Intermediate-Term B | 7.09% | 239,364 | $18.3M | Add +1.1% |
| QQQ Invesco QQQ Trust Series 1 | 5.00% | 27,610 | $12.9M | Reduce -21.3% |
| BKLN Invesco Senior Loan ETF | 4.99% | 623,333 | $12.9M | Add +2.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 4.30% | 30,030 | $11.1M | Reduce -40.4% |
| VXF Vanguard Extended Market ETF | 4.27% | 64,190 | $11.1M | Reduce -18.4% |
| COWG Pacer US LRG Cap Cows GR LD | 4.27% | 358,662 | $11.0M | New |
| IGBH iShares Interest Rate Hedged | 3.67% | 395,139 | $9.5M | Add +1.3% |
| DFSV Dimensional US Small Cap Val | 2.87% | 263,991 | $7.4M | Add +6.9% |
| VT Vanguard Tot World STK ETF | 2.59% | 57,800 | $6.7M | New |
| EFAV iShares MSCI Eafe Min Vol Fa | 2.41% | 80,103 | $6.2M | Add +4.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.96% | 102,436 | $5.1M | Add +6.9% |
| DFUV Dimensional US Marketwide Va | 1.63% | 102,289 | $4.2M | Add +3.1% |
| DISV Dimensional International SM | 1.55% | 137,718 | $4.0M | Add +3.6% |
| USMV iShares MSCI USA Min Vol Fac | 1.35% | 37,243 | $3.5M | Add +6.3% |
| VCIT Vanguard Int-Term Corporate | 1.23% | 38,832 | $3.2M | Add +2.8% |
| DIHP Dimensional International Hi | 1.11% | 106,177 | $2.9M | Add +8.5% |
| KO The Coca-Cola Co. | 1.01% | 36,473 | $2.6M | Reduce -5.4% |
| DVY iShares Select Dividend ETF | 0.96% | 18,401 | $2.5M | Add +1.7% |
| SUB iShares Short-Term National | 0.92% | 22,509 | $2.4M | Add +5.2% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.89% | 35,679 | $2.3M | Reduce -2.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.88% | 8,263 | $2.3M | Reduce -39.8% |
| AAPL Apple Inc. | 0.79% | 9,229 | $2.1M | Add +2.2% |
| VTIP Vanguard Short-Term Tips | 0.70% | 36,209 | $1.8M | Add +5.0% |
| HD Home Depot Inc. | 0.66% | 4,644 | $1.7M | Reduce -19.0% |
| MSFT Microsoft Corp. | 0.52% | 3,595 | $1.3M | Reduce -9.1% |
| DEHP Dimensional Emrg MRK Hi Prof | 0.52% | 53,382 | $1.3M | Add +5.6% |
| HYD Vaneck High Yield Muni ETF | 0.43% | 21,956 | $1.1M | Add +2.4% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.43% | 44,511 | $1.1M | Add +4.3% |
| SO The Southern Co. | 0.33% | 9,208 | $847K | Reduce -38.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.29% | 2,999 | $746K | Add +33.2% |
| TMUS T-Mobile US Inc. | 0.28% | 2,686 | $716K | New |
| NVDA Nvidia Corp. | 0.25% | 6,056 | $656K | Reduce -23.9% |
| NFLX Netflix Inc. | 0.23% | 629 | $587K | Reduce -10.7% |
| AMZN Amazon.com Inc. | 0.22% | 2,990 | $569K | Reduce -0.3% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.19% | 11,738 | $499K | Reduce -12.8% |
| GOOGL Alphabet Inc. Class A | 0.18% | 3,036 | $469K | Add +1.8% |
| XLK SS Technology Select Sector | 0.16% | 2,031 | $419K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.16% | 782 | $416K | Reduce -33.0% |
| JPM JPMorgan Chase & Co. | 0.14% | 1,518 | $372K | Add +3.5% |
| META Meta Platforms Inc. Class A | 0.14% | 629 | $363K | Add +0.6% |
| V Visa Inc. Class A | 0.14% | 1,027 | $360K | Add +2.9% |
| CSCO Cisco Systems Inc. | 0.14% | 5,707 | $352K | Add +1.1% |
| COST Costco Wholesale Corp. | 0.13% | 368 | $348K | Reduce -29.1% |
| CVX Chevron Corp. | 0.13% | 1,995 | $334K | Reduce -48.3% |
| T AT&T Inc. | 0.12% | 11,366 | $321K | Reduce -2.0% |
| UNH Unitedhealth Group Inc. | 0.12% | 611 | $320K | Reduce -3.0% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.12% | 3,906 | $308K | Reduce -8.7% |
| PM Philip Morris International | 0.12% | 1,883 | $299K | New |
| GILD Gilead Sciences Inc. | 0.11% | 2,633 | $295K | New |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.11% | 3,416 | $287K | New |
| XOM Exxon Mobil Corp. | 0.11% | 2,374 | $282K | Reduce -38.0% |
| SE Sea Ltd.-ADR | 0.10% | 2,081 | $272K | Reduce -17.0% |
| AVGO Broadcom Inc. | 0.10% | 1,566 | $262K | Reduce -32.5% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.10% | 1,052 | $257K | Add +2.8% |
| FTNT Fortinet Inc. | 0.10% | 2,572 | $248K | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.09% | 1,104 | $245K | Add +31.9% |
| VRNA Verona Pharma Ltd. | 0.09% | 3,802 | $241K | New |
| QFIN Qfin Holdings Inc.-ADR filed as QIFU TECHNOLOGY INC | 0.09% | 5,368 | $241K | Reduce -26.4% |
| DASH DoorDash Inc. Class A | 0.09% | 1,318 | $241K | New |
| MA Mastercard Inc. Class A | 0.09% | 418 | $229K | Add +0.7% |
| EMBJ Embraer SA-Spon ADR | 0.09% | 4,778 | $221K | Reduce -36.5% |
| MCD McDonald's Corp. | 0.08% | 699 | $218K | New |
| TFC Truist Financial Corp. | 0.08% | 5,062 | $208K | No change |
| BDN Brandywine Realty Trust | 0.02% | 12,091 | $54K | Reduce -99.6% |
Portfolio Sells Q4 2024 → Q1 2025
| MTUM iShares MSCI USA Momentum Fa | Sold out | 0.00% | −6.74 |
| BDN Brandywine Realty Trust | Reduce -99.6% | 0.02% | −6.20 |
| QUAL iShares MSCI USA Quality Fac | Sold out | 0.00% | −5.50 |
| SPYV SS SPDR P S&P 500 Value ETF | Sold out | 0.00% | −5.45 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -40.4% | 4.30% | −3.44 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -21.3% | 5.00% | −1.71 |
| VXF Vanguard Extended Market ETF | Reduce -18.4% | 4.27% | −1.32 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -39.8% | 0.88% | −0.61 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.37 |
| IYC iShares US Consumer Discreti | Sold out | 0.00% | −0.32 |
| IYF iShares US Financials ETF | Sold out | 0.00% | −0.31 |
| IDU iShares US Utilities ETF | Sold out | 0.00% | −0.31 |
| IYZ iShares US Telecommunication | Sold out | 0.00% | −0.31 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −0.19 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.18 |
| APP AppLovin Corp. Class A | Sold out | 0.00% | −0.18 |
| UAL United Airlines Holdings Inc. | Sold out | 0.00% | −0.18 |
| HD Home Depot Inc. | Reduce -19.0% | 0.66% | −0.18 |
| TRGP Targa Resources Corp. | Sold out | 0.00% | −0.17 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −0.16 |
| VST Vistra Corp. | Sold out | 0.00% | −0.16 |
| AXON Axon Enterprise Inc. | Sold out | 0.00% | −0.16 |
| NVDA Nvidia Corp. | Reduce -23.9% | 0.25% | −0.15 |
| RCL Royal Caribbean Cruises Ltd. | Sold out | 0.00% | −0.14 |
| CVNA Carvana Co. | Sold out | 0.00% | −0.14 |
| FAST Fastenal Co. | Sold out | 0.00% | −0.13 |
| KMI Kinder Morgan Inc. | Sold out | 0.00% | −0.13 |
| WMB Williams Cos Inc. | Sold out | 0.00% | −0.13 |
| SO The Southern Co. | Reduce -38.1% | 0.33% | −0.13 |
| SYF Synchrony Financial | Sold out | 0.00% | −0.13 |
| FICO Fair Isaac Corp. | Sold out | 0.00% | −0.13 |
| MSTR Strategy Inc. | Sold out | 0.00% | −0.13 |
| HOOD Robinhood Markets Inc. Class A | Sold out | 0.00% | −0.13 |
| VRT Vertiv Holdings Co. Class A | Sold out | 0.00% | −0.13 |
| CEG Constellation Energy | Sold out | 0.00% | −0.13 |
| HWM Howmet Aerospace Inc. | Sold out | 0.00% | −0.13 |
| SOFI Sofi Technologies Inc. | Sold out | 0.00% | −0.13 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.12 |
| CBRE CBRE Group Inc. Class A | Sold out | 0.00% | −0.12 |
| CCL Carnival Corp. | Sold out | 0.00% | −0.12 |
| SPOT Spotify Technology SA | Sold out | 0.00% | −0.12 |
| NCLH Norwegian Cruise Line Holdin | Sold out | 0.00% | −0.12 |
| IRM Iron Mountain Inc. | Sold out | 0.00% | −0.12 |
| KC Kingsoft Cloud Holdings-ADR | Sold out | 0.00% | −0.12 |
| AFRM Affirm Holdings Inc. | Sold out | 0.00% | −0.12 |
| TPL Texas Pacific Land Corp. | Sold out | 0.00% | −0.11 |
| CAVA Cava Group Inc. | Sold out | 0.00% | −0.11 |
| MSFT Microsoft Corp. | Reduce -9.1% | 0.52% | −0.10 |
| TOST Toast Inc. Class A | Sold out | 0.00% | −0.10 |
| AVGO Broadcom Inc. | Reduce -32.5% | 0.10% | −0.10 |
Portfolio Buys Q4 2024 → Q1 2025
| SPY SS SPDR S&P 500 ETF Trust-US | Add +2088.6% | 11.97% | +11.41 |
| DIA SS SPDR Dow Jones Indus Avg | New | 7.54% | +7.54 |
| IVW iShares S&P 500 Growth ETF | New | 7.34% | +7.34 |
| COWG Pacer US LRG Cap Cows GR LD | New | 4.27% | +4.27 |
| VT Vanguard Tot World STK ETF | New | 2.59% | +2.59 |
| BIV Vanguard Intermediate-Term B | Add +1.1% | 7.09% | +0.46 |
| EFAV iShares MSCI Eafe Min Vol Fa | Add +4.6% | 2.41% | +0.38 |
| TMUS T-Mobile US Inc. | New | 0.28% | +0.28 |
| DISV Dimensional International SM | Add +3.6% | 1.55% | +0.23 |
| BKLN Invesco Senior Loan ETF | Add +2.8% | 4.99% | +0.20 |
| USMV iShares MSCI USA Min Vol Fac | Add +6.3% | 1.35% | +0.18 |
| DIHP Dimensional International Hi | Add +8.5% | 1.11% | +0.18 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +6.9% | 1.96% | +0.17 |
| PM Philip Morris International | New | 0.12% | +0.12 |
| IGBH iShares Interest Rate Hedged | Add +1.3% | 3.67% | +0.12 |
| GILD Gilead Sciences Inc. | New | 0.11% | +0.11 |
| BNY Bank of New York Mellon Corp. | New | 0.11% | +0.11 |
| DFUV Dimensional US Marketwide Va | Add +3.1% | 1.63% | +0.11 |
| IBM Intl Business Machines Corp. | Add +33.2% | 0.29% | +0.10 |
| FTNT Fortinet Inc. | New | 0.10% | +0.10 |
| VRNA Verona Pharma Ltd. | New | 0.09% | +0.09 |
| DASH DoorDash Inc. Class A | New | 0.09% | +0.09 |
| VCIT Vanguard Int-Term Corporate | Add +2.8% | 1.23% | +0.09 |
| MCD McDonald's Corp. | New | 0.08% | +0.08 |
| SUB iShares Short-Term National | Add +5.2% | 0.92% | +0.07 |
| VTIP Vanguard Short-Term Tips | Add +5.0% | 0.70% | +0.07 |
| DVY iShares Select Dividend ETF | Add +1.7% | 0.96% | +0.07 |
| DEHP Dimensional Emrg MRK Hi Prof | Add +5.6% | 0.52% | +0.05 |
| DFSV Dimensional US Small Cap Val | Add +6.9% | 2.87% | +0.03 |
| HYMB SS SPDR N Ice HY Muni ETF | Add +4.3% | 0.43% | +0.03 |
| V Visa Inc. Class A | Add +2.9% | 0.14% | +0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +31.9% | 0.09% | +0.02 |
| HYD Vaneck High Yield Muni ETF | Add +2.4% | 0.43% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +3.5% | 0.14% | +0.01 |
| CSCO Cisco Systems Inc. | Add +1.1% | 0.14% | +0.01 |
| MA Mastercard Inc. Class A | Add +0.7% | 0.09% | +0.01 |
| META Meta Platforms Inc. Class A | Add +0.6% | 0.14% | +0.00 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +2.8% | 0.10% | +0.00 |
| GOOGL Alphabet Inc. Class A | Add +1.8% | 0.18% | −0.03 |
| AAPL Apple Inc. | Add +2.2% | 0.79% | −0.05 |
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 |