Yeomans Consulting Group, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 16, 2025), Yeomans Consulting Group, Inc. reported 99 stock positions worth $289.7 million. Its top holding was Vngrd Mrgstr LRG-Cap ETF-Usd (VV) at 10.8% of the portfolio, followed by iShares Gold Trust (IAU, 9.2%) and Vanguard Intermediate-Term B (BIV, 6.6%). Compared with Q2 2025, it opened 28 new positions, sold out of 29, added to 38 and reduced 33. The biggest buy was Vngrd Mrgstr LRG-Cap ETF-Usd (VV, shares +260%) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −92%).
- Most Recent 13F
- Q4 2025
- Location
- Marietta, GA
- CIK
- 0002014739
- Portfolio Value
- $289.7M (Q3 2025)
- SEC Filing
- 0002085853-25-000103 ↗ filed Oct 16, 2025
Holdings Value
Holdings 99 stocks · $289.7M
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 10.82% | 101,441 | $31.3M | Add +260.4% |
| IAU iShares Gold Trust | 9.16% | 364,162 | $26.5M | Reduce -2.1% |
| BIV Vanguard Intermediate-Term B | 6.56% | 243,563 | $19.0M | Add +40.6% |
| QQQ Invesco QQQ Trust Series 1 | 6.15% | 29,559 | $17.8M | Add +51.1% |
| EEM iShares MSCI Emerging Market | 5.42% | 291,957 | $15.7M | New |
| MTUM iShares MSCI USA Momentum Fa | 5.28% | 59,839 | $15.3M | Add +79.2% |
| EFA iShares MSCI Eafe ETF | 5.18% | 159,371 | $15.0M | Add +33.8% |
| COWG Pacer US LRG Cap Cows GR LD | 5.03% | 399,396 | $14.6M | Add +15.5% |
| DISV Dimensional International SM | 3.94% | 319,094 | $11.4M | Add +125.3% |
| IGBH iShares Interest Rate Hedged | 3.16% | 371,564 | $9.2M | Add +39.6% |
| DFIV Dimensional International Va | 3.09% | 193,749 | $9.0M | New |
| BKLN Invesco Senior Loan ETF | 2.61% | 361,454 | $7.6M | Add +12.5% |
| FLOT iShares Floating Rate Bond E | 2.47% | 140,385 | $7.1M | Add +2.9% |
| EFAV iShares MSCI Eafe Min Vol Fa | 2.39% | 81,152 | $6.9M | Reduce -0.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.88% | 108,857 | $5.4M | Add +2.9% |
| DFUV Dimensional US Marketwide Va | 1.69% | 109,164 | $4.9M | Add +2.7% |
| KO The Coca-Cola Co. | 1.59% | 69,020 | $4.6M | Add +88.9% |
| USMV iShares MSCI USA Min Vol Fac | 1.27% | 38,879 | $3.7M | Add +1.7% |
| DIHP Dimensional International Hi | 1.21% | 113,936 | $3.5M | Add +2.7% |
| VTIP Vanguard Short-Term Tips | 1.12% | 64,714 | $3.2M | Add +77.0% |
| VWOB Vanguard Emerg MKTS Gov BND | 1.06% | 46,012 | $3.1M | Add +29.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.96% | 8,475 | $2.8M | Add +1.4% |
| SUB iShares Short-Term National | 0.88% | 23,786 | $2.5M | Add +1.6% |
| VCIT Vanguard Int-Term Corporate | 0.87% | 30,045 | $2.5M | Reduce -0.8% |
| AAPL Apple Inc. | 0.74% | 8,352 | $2.1M | Reduce -6.0% |
| DVY iShares Select Dividend ETF | 0.73% | 14,961 | $2.1M | Reduce -0.0% |
| MSFT Microsoft Corp. | 0.66% | 3,691 | $1.9M | Reduce -1.3% |
| DEHP Dimensional Emrg MRK Hi Prof | 0.61% | 57,779 | $1.8M | Add +2.3% |
| HD Home Depot Inc. | 0.57% | 4,188 | $1.7M | Reduce -0.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.54% | 2,349 | $1.6M | Reduce -92.3% |
| NVDA Nvidia Corp. | 0.46% | 7,178 | $1.3M | Add +36.0% |
| IYC iShares US Consumer Discreti | 0.42% | 11,597 | $1.2M | Add +13.3% |
| IYW iShares Ustechnology ETF | 0.42% | 6,156 | $1.2M | Add +3.0% |
| IYF iShares US Financials ETF | 0.42% | 9,687 | $1.2M | New |
| AVGO Broadcom Inc. | 0.41% | 3,592 | $1.2M | Add +30.5% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.41% | 47,898 | $1.2M | Add +1.2% |
| IYZ iShares US Telecommunication | 0.41% | 36,151 | $1.2M | Add +2.6% |
| HYD Vaneck High Yield Muni ETF | 0.40% | 22,938 | $1.2M | Add +0.9% |
| APP AppLovin Corp. Class A | 0.34% | 1,399 | $985K | Add +50.6% |
| NFLX Netflix Inc. | 0.26% | 633 | $741K | Reduce -26.5% |
| SO The Southern Co. | 0.25% | 7,659 | $726K | Reduce -12.5% |
| GOOGL Alphabet Inc. Class A | 0.25% | 2,948 | $722K | Reduce -2.5% |
| AMZN Amazon.com Inc. | 0.24% | 3,096 | $683K | Reduce -2.0% |
| ORCL Oracle Corp. | 0.23% | 2,310 | $668K | New |
| GE General Electric filed as GE AEROSPACE | 0.21% | 2,049 | $617K | Add +4.2% |
| XLK SS Technology Select Sector | 0.20% | 2,031 | $578K | Reduce -1.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.20% | 2,017 | $578K | Reduce -35.0% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.17% | 11,643 | $502K | Add +11.5% |
| TSLA Tesla Inc. | 0.17% | 1,078 | $495K | New |
| PLTR Palantir Technologies Inc. Class A | 0.17% | 2,637 | $488K | Reduce -48.6% |
| ALAB Astera Labs Inc. | 0.17% | 2,507 | $488K | New |
| META Meta Platforms Inc. Class A | 0.17% | 679 | $487K | Add +9.9% |
| HOOD Robinhood Markets Inc. Class A | 0.17% | 3,468 | $483K | Reduce -22.0% |
| NEM Newmont Corp. | 0.17% | 5,592 | $481K | New |
| WDC Western Digital Corp. | 0.17% | 3,667 | $479K | New |
| LRCX Lam Research Corp. | 0.16% | 3,333 | $476K | New |
| TPR Tapestry Inc. | 0.16% | 4,140 | $471K | Add +23.9% |
| GLW Corning Inc. | 0.16% | 5,661 | $471K | New |
| QS Quantumscape Corp. | 0.16% | 32,231 | $470K | New |
| EBAY eBay Inc. | 0.16% | 5,289 | $463K | New |
| JMIA Jumia Technologies AG-ADR | 0.16% | 39,095 | $461K | New |
| SOFI Sofi Technologies Inc. | 0.16% | 17,854 | $460K | New |
| CSCO Cisco Systems Inc. | 0.16% | 6,662 | $458K | Add +8.7% |
| ALNY Alnylam Pharmaceuticals Inc. | 0.16% | 984 | $453K | New |
| STX Seagate Technology Holdings | 0.16% | 1,764 | $453K | New |
| IDXX Idexx Laboratories Inc. | 0.16% | 725 | $450K | New |
| RKLB Rocket Lab Corp. | 0.15% | 9,365 | $449K | New |
| RBLX Roblox Corp. Class A | 0.15% | 3,341 | $448K | Reduce -14.2% |
| GEV GE Vernova Inc. | 0.15% | 720 | $436K | Reduce -22.4% |
| JPM JPMorgan Chase & Co. | 0.15% | 1,399 | $435K | Reduce -1.8% |
| GS Goldman Sachs Group Inc. | 0.14% | 527 | $414K | New |
| ANET Arista Networks Inc. | 0.14% | 2,681 | $400K | New |
| DASH DoorDash Inc. Class A | 0.13% | 1,428 | $382K | Add +4.3% |
| XOM Exxon Mobil Corp. | 0.13% | 3,405 | $381K | Reduce -3.2% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.13% | 3,545 | $379K | Add +3.6% |
| APH Amphenol Corp. Class A | 0.13% | 3,035 | $378K | Reduce -2.8% |
| WBD Warner Bros Discovery Inc. | 0.13% | 18,966 | $367K | New |
| DB Deutsche Bank AG-Registered | 0.12% | 10,148 | $360K | Reduce -3.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.12% | 721 | $359K | Reduce -2.2% |
| ASTS Ast Spacemobile Inc. | 0.12% | 6,167 | $351K | New |
| LITE Lumentum Holdings Inc. | 0.12% | 2,037 | $349K | New |
| RDDT Reddit Inc. Class A | 0.12% | 1,689 | $342K | New |
| MP MP Materials Corp. | 0.12% | 5,041 | $341K | Reduce -44.6% |
| FUTU Futu Holdings Ltd.-ADR filed as FUTU HLDGS LTD | 0.12% | 1,911 | $337K | New |
| TME Tencent Music Entertainm-ADR | 0.12% | 14,577 | $337K | New |
| T AT&T Inc. | 0.11% | 11,997 | $331K | Reduce -1.1% |
| COST Costco Wholesale Corp. | 0.11% | 341 | $313K | Reduce -13.0% |
| CVX Chevron Corp. | 0.10% | 1,920 | $297K | Add +2.7% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.10% | 3,630 | $294K | Add +6.6% |
| LOW Lowe's Cos Inc. | 0.10% | 1,165 | $289K | New |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.09% | 925 | $272K | Reduce -4.4% |
| V Visa Inc. Class A | 0.08% | 663 | $231K | Reduce -32.8% |
| MA Mastercard Inc. Class A | 0.08% | 392 | $225K | Add +1.3% |
| TFC Truist Financial Corp. | 0.08% | 4,891 | $223K | Reduce -5.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.08% | 462 | $223K | Reduce -23.1% |
| YUM Yum! Brands Inc. | 0.07% | 1,417 | $217K | Reduce -0.4% |
| MMM 3M Co. | 0.07% | 1,341 | $209K | Reduce -0.5% |
| PH Parker Hannifin Corp. | 0.07% | 271 | $205K | New |
| MCD McDonald's Corp. | 0.07% | 676 | $203K | Reduce -0.4% |
Portfolio Sells Q2 2025 → Q3 2025
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -92.3% | 0.54% | −7.29 |
| DIA SS SPDR Dow Jones Indus Avg | Sold out | 0.00% | −5.30 |
| IYR iShares US Real Estate ETF | Sold out | 0.00% | −4.84 |
| EFV iShares MSCI Eafe Value ETF | Sold out | 0.00% | −3.99 |
| IAU iShares Gold Trust | Reduce -2.1% | 9.16% | −0.51 |
| EFAV iShares MSCI Eafe Min Vol Fa | Reduce -0.4% | 2.39% | −0.45 |
| IDU iShares US Utilities ETF | Sold out | 0.00% | −0.42 |
| AXON Axon Enterprise Inc. | Sold out | 0.00% | −0.28 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Sold out | 0.00% | −0.26 |
| PM Philip Morris International | Sold out | 0.00% | −0.26 |
| MSTR Strategy Inc. | Sold out | 0.00% | −0.24 |
| NFLX Netflix Inc. | Reduce -26.5% | 0.26% | −0.20 |
| NRG NRG Energy Inc. | Sold out | 0.00% | −0.17 |
| IBM Intl Business Machines Corp. | Reduce -35.0% | 0.20% | −0.17 |
| HWM Howmet Aerospace Inc. | Sold out | 0.00% | −0.17 |
| VCIT Vanguard Int-Term Corporate | Reduce -0.8% | 0.87% | −0.16 |
| VST Vistra Corp. | Sold out | 0.00% | −0.14 |
| CAH Cardinal Health Inc. | Sold out | 0.00% | −0.13 |
| JBL Jabil Inc. | Sold out | 0.00% | −0.13 |
| SE Sea Ltd.-ADR | Sold out | 0.00% | −0.13 |
| JCI Johnson Controls Internation | Sold out | 0.00% | −0.13 |
| SNOW Snowflake Inc. | Sold out | 0.00% | −0.12 |
| VRNA Verona Pharma Ltd. | Sold out | 0.00% | −0.12 |
| TTWO Take-Two Interactive Softwre | Sold out | 0.00% | −0.12 |
| SPDW Ste STR SPDR PT DW Eu ETF | Sold out | 0.00% | −0.12 |
| SPOT Spotify Technology SA | Sold out | 0.00% | −0.12 |
| MOS The Mosaic Co. | Sold out | 0.00% | −0.12 |
| EQT Eqt Corp. | Sold out | 0.00% | −0.12 |
| ZS Zscaler Inc. | Sold out | 0.00% | −0.12 |
| CVNA Carvana Co. | Sold out | 0.00% | −0.12 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.12 |
| VRSN Verisign Inc. | Sold out | 0.00% | −0.11 |
| PLTR Palantir Technologies Inc. Class A | Reduce -48.6% | 0.17% | −0.11 |
| DVY iShares Select Dividend ETF | Reduce -0.0% | 0.73% | −0.10 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.10 |
| MSFT Microsoft Corp. | Reduce -1.3% | 0.66% | −0.10 |
| WMT Walmart Inc. | Sold out | 0.00% | −0.09 |
| SO The Southern Co. | Reduce -12.5% | 0.25% | −0.08 |
| HD Home Depot Inc. | Reduce -0.6% | 0.57% | −0.08 |
| V Visa Inc. Class A | Reduce -32.8% | 0.08% | −0.07 |
| AMZN Amazon.com Inc. | Reduce -2.0% | 0.24% | −0.05 |
| COST Costco Wholesale Corp. | Reduce -13.0% | 0.11% | −0.05 |
| GEV GE Vernova Inc. | Reduce -22.4% | 0.15% | −0.04 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -23.1% | 0.08% | −0.03 |
| T AT&T Inc. | Reduce -1.1% | 0.11% | −0.03 |
| XOM Exxon Mobil Corp. | Reduce -3.2% | 0.13% | −0.03 |
| AAPL Apple Inc. | Reduce -6.0% | 0.74% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.2% | 0.12% | −0.03 |
| BDN Brandywine Realty Trust | Sold out | 0.00% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -1.8% | 0.15% | −0.02 |
Portfolio Buys Q2 2025 → Q3 2025
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +260.4% | 10.82% | +7.50 |
| EEM iShares MSCI Emerging Market | New | 5.42% | +5.42 |
| DFIV Dimensional International Va | New | 3.09% | +3.09 |
| DISV Dimensional International SM | Add +125.3% | 3.94% | +2.02 |
| MTUM iShares MSCI USA Momentum Fa | Add +79.2% | 5.28% | +2.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +51.1% | 6.15% | +1.73 |
| BIV Vanguard Intermediate-Term B | Add +40.6% | 6.56% | +1.05 |
| EFA iShares MSCI Eafe ETF | Add +33.8% | 5.18% | +0.79 |
| KO The Coca-Cola Co. | Add +88.9% | 1.59% | +0.51 |
| IGBH iShares Interest Rate Hedged | Add +39.6% | 3.16% | +0.50 |
| IYF iShares US Financials ETF | New | 0.42% | +0.42 |
| VTIP Vanguard Short-Term Tips | Add +77.0% | 1.12% | +0.36 |
| ORCL Oracle Corp. | New | 0.23% | +0.23 |
| APP AppLovin Corp. Class A | Add +50.6% | 0.34% | +0.21 |
| TSLA Tesla Inc. | New | 0.17% | +0.17 |
| ALAB Astera Labs Inc. | New | 0.17% | +0.17 |
| NEM Newmont Corp. | New | 0.17% | +0.17 |
| WDC Western Digital Corp. | New | 0.17% | +0.17 |
| LRCX Lam Research Corp. | New | 0.16% | +0.16 |
| GLW Corning Inc. | New | 0.16% | +0.16 |
| QS Quantumscape Corp. | New | 0.16% | +0.16 |
| EBAY eBay Inc. | New | 0.16% | +0.16 |
| JMIA Jumia Technologies AG-ADR | New | 0.16% | +0.16 |
| SOFI Sofi Technologies Inc. | New | 0.16% | +0.16 |
| ALNY Alnylam Pharmaceuticals Inc. | New | 0.16% | +0.16 |
| STX Seagate Technology Holdings | New | 0.16% | +0.16 |
| IDXX Idexx Laboratories Inc. | New | 0.16% | +0.16 |
| RKLB Rocket Lab Corp. | New | 0.15% | +0.15 |
| GS Goldman Sachs Group Inc. | New | 0.14% | +0.14 |
| ANET Arista Networks Inc. | New | 0.14% | +0.14 |
| NVDA Nvidia Corp. | Add +36.0% | 0.46% | +0.13 |
| WBD Warner Bros Discovery Inc. | New | 0.13% | +0.13 |
| ASTS Ast Spacemobile Inc. | New | 0.12% | +0.12 |
| LITE Lumentum Holdings Inc. | New | 0.12% | +0.12 |
| RDDT Reddit Inc. Class A | New | 0.12% | +0.12 |
| FUTU Futu Holdings Ltd.-ADR | New | 0.12% | +0.12 |
| TME Tencent Music Entertainm-ADR | New | 0.12% | +0.12 |
| AVGO Broadcom Inc. | Add +30.5% | 0.41% | +0.11 |
| VWOB Vanguard Emerg MKTS Gov BND | Add +29.4% | 1.06% | +0.10 |
| LOW Lowe's Cos Inc. | New | 0.10% | +0.10 |
| PH Parker Hannifin Corp. | New | 0.07% | +0.07 |
| TPR Tapestry Inc. | Add +23.9% | 0.16% | +0.04 |
| COWG Pacer US LRG Cap Cows GR LD | Add +15.5% | 5.03% | +0.03 |
| GE General Electric | Add +4.2% | 0.21% | +0.01 |
| BNY Bank of New York Mellon Corp. | Add +3.6% | 0.13% | +0.00 |
| DASH DoorDash Inc. Class A | Add +4.3% | 0.13% | −0.00 |
| IYC iShares US Consumer Discreti | Add +13.3% | 0.42% | −0.00 |
| IYW iShares Ustechnology ETF | Add +3.0% | 0.42% | −0.00 |
| CVX Chevron Corp. | Add +2.7% | 0.10% | −0.01 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +6.6% | 0.10% | −0.01 |
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 |