Yeomans Consulting Group, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 21, 2025), Yeomans Consulting Group, Inc. reported 100 stock positions worth $242.0 million. Its top holding was iShares Gold Trust (IAU) at 9.7% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 7.8%) and Vanguard Intermediate-Term B (BIV, 5.5%). Compared with Q1 2025, it opened 43 new positions, sold out of 11, added to 28 and reduced 29. The biggest buy was a new position in iShares US Real Estate ETF (IYR) and the biggest sale an exit from iShares S&P 500 Growth ETF (IVW).
- Most Recent 13F
- Q4 2025
- Location
- Marietta, GA
- CIK
- 0002014739
- Portfolio Value
- $242.0M (Q2 2025)
- SEC Filing
- 0001667731-25-000898 ↗ filed Jul 21, 2025
Holdings Value
Holdings 100 stocks · $242.0M
| IAU iShares Gold Trust | 9.67% | 371,971 | $23.4M | Reduce -6.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 7.83% | 30,698 | $19.0M | Reduce -44.5% |
| BIV Vanguard Intermediate-Term B | 5.51% | 173,252 | $13.3M | Reduce -27.6% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 5.30% | 28,812 | $12.8M | Reduce -38.0% |
| COWG Pacer US LRG Cap Cows GR LD | 4.99% | 345,853 | $12.1M | Reduce -3.6% |
| IYR iShares US Real Estate ETF | 4.84% | 122,620 | $11.7M | New |
| QQQ Invesco QQQ Trust Series 1 | 4.42% | 19,568 | $10.7M | Reduce -29.1% |
| EFA iShares MSCI Eafe ETF | 4.39% | 119,130 | $10.6M | New |
| EFV iShares MSCI Eafe Value ETF | 3.99% | 151,704 | $9.6M | New |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 3.32% | 28,149 | $8.0M | New |
| MTUM iShares MSCI USA Momentum Fa | 3.27% | 33,399 | $7.9M | New |
| FLOT iShares Floating Rate Bond E | 2.86% | 136,391 | $6.9M | New |
| EFAV iShares MSCI Eafe Min Vol Fa | 2.84% | 81,473 | $6.9M | Add +1.7% |
| BKLN Invesco Senior Loan ETF | 2.78% | 321,232 | $6.7M | Reduce -48.5% |
| IGBH iShares Interest Rate Hedged | 2.66% | 266,246 | $6.4M | Reduce -32.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 2.14% | 105,796 | $5.2M | Add +3.3% |
| DISV Dimensional International SM | 1.92% | 141,608 | $4.7M | Add +2.8% |
| DFUV Dimensional US Marketwide Va | 1.88% | 106,269 | $4.5M | Add +3.9% |
| USMV iShares MSCI USA Min Vol Fac | 1.49% | 38,246 | $3.6M | Add +2.7% |
| DIHP Dimensional International Hi | 1.35% | 110,951 | $3.3M | Add +4.5% |
| KO The Coca-Cola Co. | 1.08% | 36,542 | $2.6M | Add +0.2% |
| VTI VG Morningstar TS MKT ETF-US | 1.05% | 8,362 | $2.5M | Add +1.2% |
| VCIT Vanguard Int-Term Corporate | 1.03% | 30,289 | $2.5M | Reduce -22.0% |
| SUB iShares Short-Term National | 1.03% | 23,403 | $2.5M | Add +4.0% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.96% | 35,554 | $2.3M | Reduce -0.3% |
| DVY iShares Select Dividend ETF | 0.84% | 14,962 | $2.0M | Reduce -18.7% |
| AAPL Apple Inc. | 0.76% | 8,887 | $1.8M | Reduce -3.7% |
| MSFT Microsoft Corp. | 0.76% | 3,741 | $1.8M | Add +4.1% |
| VTIP Vanguard Short-Term Tips | 0.75% | 36,559 | $1.8M | Add +1.0% |
| DEHP Dimensional Emrg MRK Hi Prof | 0.65% | 56,467 | $1.6M | Add +5.8% |
| HD Home Depot Inc. | 0.65% | 4,215 | $1.6M | Reduce -9.2% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.48% | 47,341 | $1.2M | Add +6.4% |
| HYD Vaneck High Yield Muni ETF | 0.47% | 22,738 | $1.1M | Add +3.6% |
| NFLX Netflix Inc. | 0.46% | 861 | $1.1M | Add +36.9% |
| IYZ iShares US Telecommunication | 0.43% | 35,231 | $1.0M | New |
| IYW iShares Ustechnology ETF | 0.42% | 5,979 | $1.0M | New |
| IYC iShares US Consumer Discreti | 0.42% | 10,240 | $1.0M | New |
| IDU iShares US Utilities ETF | 0.42% | 9,616 | $1.0M | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.37% | 3,105 | $904K | Add +3.5% |
| NVDA Nvidia Corp. | 0.33% | 5,279 | $809K | Reduce -12.8% |
| SO The Southern Co. | 0.33% | 8,753 | $808K | Reduce -4.9% |
| AVGO Broadcom Inc. | 0.30% | 2,753 | $729K | Add +75.8% |
| AMZN Amazon.com Inc. | 0.29% | 3,159 | $696K | Add +5.7% |
| AXON Axon Enterprise Inc. | 0.28% | 870 | $675K | New |
| PLTR Palantir Technologies Inc. Class A | 0.28% | 5,127 | $670K | New |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.26% | 8,495 | $637K | New |
| PM Philip Morris International | 0.26% | 3,528 | $626K | Add +87.4% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.24% | 1,550 | $579K | New |
| GOOGL Alphabet Inc. Class A | 0.22% | 3,022 | $531K | Reduce -0.5% |
| XLK SS Technology Select Sector | 0.21% | 2,065 | $518K | Add +1.7% |
| GE General Electric filed as GE AEROSPACE | 0.20% | 1,967 | $490K | New |
| GEV GE Vernova Inc. | 0.19% | 928 | $470K | New |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.18% | 10,439 | $447K | Reduce -11.1% |
| META Meta Platforms Inc. Class A | 0.18% | 618 | $444K | Reduce -1.8% |
| CSCO Cisco Systems Inc. | 0.17% | 6,130 | $424K | Add +7.4% |
| NRG NRG Energy Inc. | 0.17% | 2,712 | $423K | New |
| JPM JPMorgan Chase & Co. | 0.17% | 1,425 | $414K | Reduce -6.1% |
| HOOD Robinhood Markets Inc. Class A | 0.17% | 4,444 | $410K | New |
| HWM Howmet Aerospace Inc. | 0.17% | 2,310 | $407K | New |
| RBLX Roblox Corp. Class A | 0.16% | 3,894 | $392K | New |
| COST Costco Wholesale Corp. | 0.16% | 392 | $386K | Add +6.5% |
| XOM Exxon Mobil Corp. | 0.16% | 3,516 | $384K | Add +48.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.15% | 737 | $361K | Reduce -5.8% |
| V Visa Inc. Class A | 0.14% | 987 | $351K | Reduce -3.9% |
| T AT&T Inc. | 0.14% | 12,127 | $350K | Add +6.7% |
| VST Vistra Corp. | 0.14% | 1,772 | $328K | New |
| DASH DoorDash Inc. Class A | 0.13% | 1,369 | $326K | Add +3.9% |
| CAH Cardinal Health Inc. | 0.13% | 1,922 | $316K | New |
| JBL Jabil Inc. | 0.13% | 1,460 | $316K | New |
| SE Sea Ltd.-ADR | 0.13% | 2,082 | $313K | Add +0.1% |
| APP AppLovin Corp. Class A | 0.13% | 929 | $313K | New |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.13% | 3,421 | $310K | Add +0.1% |
| JCI Johnson Controls Internation | 0.13% | 2,908 | $304K | New |
| APH Amphenol Corp. Class A | 0.13% | 3,122 | $304K | New |
| DB Deutsche Bank AG-Registered | 0.12% | 10,501 | $301K | New |
| SNOW Snowflake Inc. | 0.12% | 1,384 | $299K | New |
| VRNA Verona Pharma Ltd. | 0.12% | 3,287 | $297K | Reduce -13.6% |
| TTWO Take-Two Interactive Softwre | 0.12% | 1,228 | $295K | New |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.12% | 7,221 | $292K | New |
| SPOT Spotify Technology SA | 0.12% | 403 | $291K | New |
| MOS The Mosaic Co. | 0.12% | 7,902 | $291K | New |
| EQT Eqt Corp. | 0.12% | 5,214 | $291K | New |
| TPR Tapestry Inc. | 0.12% | 3,341 | $290K | New |
| ZS Zscaler Inc. | 0.12% | 935 | $287K | New |
| MP MP Materials Corp. | 0.12% | 9,108 | $287K | New |
| CVNA Carvana Co. | 0.12% | 844 | $285K | New |
| CRWD CrowdStrike Holdings Inc. Class A | 0.12% | 571 | $281K | New |
| VRSN Verisign Inc. | 0.11% | 951 | $275K | New |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.11% | 968 | $274K | Reduce -8.0% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.11% | 3,406 | $273K | Reduce -12.8% |
| CVX Chevron Corp. | 0.11% | 1,870 | $272K | Reduce -6.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.11% | 601 | $261K | Reduce -98.0% |
| UPS United Parcel Service Class B | 0.10% | 2,353 | $246K | New |
| TFC Truist Financial Corp. | 0.09% | 5,178 | $229K | Add +2.3% |
| MA Mastercard Inc. Class A | 0.09% | 387 | $219K | Reduce -7.4% |
| YUM Yum! Brands Inc. | 0.09% | 1,423 | $214K | New |
| WMT Walmart Inc. | 0.09% | 2,115 | $208K | New |
| MMM 3M Co. | 0.09% | 1,347 | $207K | New |
| MCD McDonald's Corp. | 0.08% | 679 | $202K | Reduce -2.9% |
| BDN Brandywine Realty Trust | 0.02% | 11,841 | $51K | Reduce -2.1% |
Portfolio Sells Q1 2025 → Q2 2025
| IVW iShares S&P 500 Growth ETF | Sold out | 0.00% | −7.34 |
| VXF Vanguard Extended Market ETF | Sold out | 0.00% | −4.27 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -98.0% | 0.11% | −4.20 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -44.5% | 7.83% | −4.13 |
| DFSV Dimensional US Small Cap Val | Sold out | 0.00% | −2.87 |
| VT Vanguard Tot World STK ETF | Sold out | 0.00% | −2.59 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -38.0% | 5.30% | −2.24 |
| BKLN Invesco Senior Loan ETF | Reduce -48.5% | 2.78% | −2.21 |
| BIV Vanguard Intermediate-Term B | Reduce -27.6% | 5.51% | −1.57 |
| IGBH iShares Interest Rate Hedged | Reduce -32.6% | 2.66% | −1.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -29.1% | 4.42% | −0.58 |
| TMUS T-Mobile US Inc. | Sold out | 0.00% | −0.28 |
| VCIT Vanguard Int-Term Corporate | Reduce -22.0% | 1.03% | −0.19 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.12 |
| DVY iShares Select Dividend ETF | Reduce -18.7% | 0.84% | −0.12 |
| GILD Gilead Sciences Inc. | Sold out | 0.00% | −0.11 |
| FTNT Fortinet Inc. | Sold out | 0.00% | −0.10 |
| VB Vanguard Most SM-Cap ETF-Usd | Sold out | 0.00% | −0.09 |
| QFIN Qfin Holdings Inc.-ADR | Sold out | 0.00% | −0.09 |
| EMBJ Embraer SA-Spon ADR | Sold out | 0.00% | −0.09 |
| AAPL Apple Inc. | Reduce -3.7% | 0.76% | −0.03 |
| CVX Chevron Corp. | Reduce -6.3% | 0.11% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -5.8% | 0.15% | −0.01 |
| SHYG iShares 0-5 YR HY Corp. Bond | Reduce -11.1% | 0.18% | −0.01 |
| HD Home Depot Inc. | Reduce -9.2% | 0.65% | −0.01 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -12.8% | 0.11% | −0.01 |
| MCD McDonald's Corp. | Reduce -2.9% | 0.08% | −0.00 |
| BDN Brandywine Realty Trust | Reduce -2.1% | 0.02% | +0.00 |
| MA Mastercard Inc. Class A | Reduce -7.4% | 0.09% | +0.00 |
| V Visa Inc. Class A | Reduce -3.9% | 0.14% | +0.01 |
| SO The Southern Co. | Reduce -4.9% | 0.33% | +0.01 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -8.0% | 0.11% | +0.01 |
| JPM JPMorgan Chase & Co. | Reduce -6.1% | 0.17% | +0.03 |
| VRNA Verona Pharma Ltd. | Reduce -13.6% | 0.12% | +0.03 |
| GOOGL Alphabet Inc. Class A | Reduce -0.5% | 0.22% | +0.04 |
| META Meta Platforms Inc. Class A | Reduce -1.8% | 0.18% | +0.04 |
| VWOB Vanguard Emerg MKTS Gov BND | Reduce -0.3% | 0.96% | +0.07 |
| NVDA Nvidia Corp. | Reduce -12.8% | 0.33% | +0.08 |
| IAU iShares Gold Trust | Reduce -6.7% | 9.67% | +0.58 |
| COWG Pacer US LRG Cap Cows GR LD | Reduce -3.6% | 4.99% | +0.72 |
Portfolio Buys Q1 2025 → Q2 2025
| IYR iShares US Real Estate ETF | New | 4.84% | +4.84 |
| EFA iShares MSCI Eafe ETF | New | 4.39% | +4.39 |
| EFV iShares MSCI Eafe Value ETF | New | 3.99% | +3.99 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | New | 3.32% | +3.32 |
| MTUM iShares MSCI USA Momentum Fa | New | 3.27% | +3.27 |
| FLOT iShares Floating Rate Bond E | New | 2.86% | +2.86 |
| IYZ iShares US Telecommunication | New | 0.43% | +0.43 |
| EFAV iShares MSCI Eafe Min Vol Fa | Add +1.7% | 2.84% | +0.43 |
| IYW iShares Ustechnology ETF | New | 0.42% | +0.42 |
| IYC iShares US Consumer Discreti | New | 0.42% | +0.42 |
| IDU iShares US Utilities ETF | New | 0.42% | +0.42 |
| DISV Dimensional International SM | Add +2.8% | 1.92% | +0.37 |
| AXON Axon Enterprise Inc. | New | 0.28% | +0.28 |
| PLTR Palantir Technologies Inc. Class A | New | 0.28% | +0.28 |
| SPTM SS SPDR P S&P 1500 Comp ETF | New | 0.26% | +0.26 |
| DFUV Dimensional US Marketwide Va | Add +3.9% | 1.88% | +0.25 |
| DIHP Dimensional International Hi | Add +4.5% | 1.35% | +0.25 |
| MSTR Strategy Inc. | New | 0.24% | +0.24 |
| MSFT Microsoft Corp. | Add +4.1% | 0.76% | +0.24 |
| NFLX Netflix Inc. | Add +36.9% | 0.46% | +0.23 |
| GE General Electric | New | 0.20% | +0.20 |
| AVGO Broadcom Inc. | Add +75.8% | 0.30% | +0.20 |
| GEV GE Vernova Inc. | New | 0.19% | +0.19 |
| NRG NRG Energy Inc. | New | 0.17% | +0.17 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +3.3% | 2.14% | +0.17 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.2% | 1.05% | +0.17 |
| HOOD Robinhood Markets Inc. Class A | New | 0.17% | +0.17 |
| HWM Howmet Aerospace Inc. | New | 0.17% | +0.17 |
| RBLX Roblox Corp. Class A | New | 0.16% | +0.16 |
| PM Philip Morris International | Add +87.4% | 0.26% | +0.14 |
| USMV iShares MSCI USA Min Vol Fac | Add +2.7% | 1.49% | +0.14 |
| VST Vistra Corp. | New | 0.14% | +0.14 |
| DEHP Dimensional Emrg MRK Hi Prof | Add +5.8% | 0.65% | +0.13 |
| CAH Cardinal Health Inc. | New | 0.13% | +0.13 |
| JBL Jabil Inc. | New | 0.13% | +0.13 |
| APP AppLovin Corp. Class A | New | 0.13% | +0.13 |
| JCI Johnson Controls Internation | New | 0.13% | +0.13 |
| APH Amphenol Corp. Class A | New | 0.13% | +0.13 |
| DB Deutsche Bank AG-Registered | New | 0.12% | +0.12 |
| SNOW Snowflake Inc. | New | 0.12% | +0.12 |
| TTWO Take-Two Interactive Softwre | New | 0.12% | +0.12 |
| SPDW Ste STR SPDR PT DW Eu ETF | New | 0.12% | +0.12 |
| SPOT Spotify Technology SA | New | 0.12% | +0.12 |
| MOS The Mosaic Co. | New | 0.12% | +0.12 |
| EQT Eqt Corp. | New | 0.12% | +0.12 |
| TPR Tapestry Inc. | New | 0.12% | +0.12 |
| ZS Zscaler Inc. | New | 0.12% | +0.12 |
| MP MP Materials Corp. | New | 0.12% | +0.12 |
| CVNA Carvana Co. | New | 0.12% | +0.12 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.12% | +0.12 |
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 |