Yeomans Consulting Group, Inc.
Reported holdings as of Q4 2025, from 9 quarterly filings.
This filer last reported in Q4 2025; the most recent quarter on file across all filers is Q2 2026. Firms that restructure stop filing under one CIK and start under another, so a successor entity may hold these positions now under a similar name.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VV | $31.8M | 101,070 | -1.50pp | 3q | HELD | |
| ISHARES GOLD TR | IAU | $26.9M | 331,438 | -1.28pp | 9q | -9.0%-$2.7M | |
| INVESCO QQQ TR | QQQ | $22.6M | 36,854 | +0.48pp | 9q | +24.7%+$4.5M | |
| VANGUARD CHARLOTTE FDS | BNDX | $19.7M | 407,361 | - | new | NEW | |
| VANGUARD BD INDEX FDS | BND | $19.2M | 259,795 | - | new | NEW | |
| SEI EXCHANGE TRADED FUNDS | SEIM | $16.9M | 367,435 | - | new | NEW | |
| ISHARES TR | EFV | $15.7M | 220,550 | - | new | NEW | |
| VANGUARD MUN BD FDS | VTEB | $15.6M | 310,975 | +2.70pp | 9q | +185.7%+$10.2M | |
| ISHARES TR | EEM | $15.6M | 285,278 | -0.85pp | 2q | -2.3%-$365.4K | |
| ISHARES TR | EFA | $15.4M | 160,433 | -0.66pp | 3q | +0.7%+$102.0K | |
| ISHARES TR | IWC | $10.5M | 66,718 | - | new | NEW | |
| VANGUARD MALVERN FDS | VTIP | $7.5M | 151,299 | +1.08pp | 9q | +133.8%+$4.3M | |
| VANGUARD WHITEHALL FDS | VWOB | $7.2M | 107,410 | +1.06pp | 7q | +133.4%+$4.1M | |
| ISHARES TR | EFAV | $7.1M | 82,525 | -0.30pp | 9q | +1.7%+$118.4K | |
| DIMENSIONAL ETF TRUST | DISV | $5.3M | 140,272 | -2.38pp | 9q | -56.0%-$6.8M | |
| ISHARES TR | SUB | $5.2M | 49,074 | +0.66pp | 9q | +106.3%+$2.7M | |
| DIMENSIONAL ETF TRUST | DFUV | $5.2M | 112,065 | -0.16pp | 9q | +2.7%+$135.2K | |
| COCA COLA CO | KO | $4.8M | 68,942 | -0.18pp | 9q | HELD | |
| SEI EXCHANGE TRADED FUNDS | SEIQ | $4.3M | 109,229 | - | new | NEW | |
| ISHARES U S ETF TR | IGBH | $4.2M | 168,508 | -1.94pp | 8q | -54.6%-$5.0M | |
| SPDR SERIES TRUST | BIL | $4.1M | 44,547 | - | new | NEW | |
| VANGUARD INDEX FDS | VTI | $3.9M | 11,768 | +0.19pp | 9q | +38.9%+$1.1M | |
| ISHARES TR | USMV | $3.7M | 39,679 | -0.18pp | 9q | +2.1%+$75.3K | |
| DIMENSIONAL ETF TRUST | DIHP | $3.7M | 115,905 | -0.13pp | 9q | +1.7%+$62.3K | |
| SEI EXCHANGE TRADED FUNDS | SEIV | $3.5M | 85,421 | - | new | NEW | |
| VANGUARD SCOTTSDALE FDS | VCIT | $2.6M | 30,461 | -0.12pp | 9q | +1.4%+$34.8K | |
| ISHARES TR | LQD | $2.5M | 22,722 | - | new | NEW | |
| DIMENSIONAL ETF TRUST | DFIP | $2.5M | 59,722 | - | new | NEW | |
| APPLE INC | AAPL | $2.3M | 8,292 | -0.08pp | 9q | -0.7%-$16.3K | |
| ISHARES TR | DVY | $2.1M | 15,231 | -0.11pp | 9q | +1.8%+$38.1K | |
| DIMENSIONAL ETF TRUST | DEHP | $1.9M | 58,722 | -0.06pp | 9q | +1.6%+$30.4K | |
| MICROSOFT CORP | MSFT | $1.7M | 3,615 | -0.15pp | 9q | -2.1%-$36.8K | |
| ALPHABET INC | GOOGL | $1.7M | 5,548 | +0.26pp | 9q | +88.2%+$813.8K | |
| HOME DEPOT INC | HD | $1.7M | 4,901 | -0.08pp | 9q | +17.0%+$245.3K | |
| STATE STR SPDR S&P 500 ETF T | SPY | $1.6M | 2,414 | -0.06pp | 9q | +2.8%+$44.3K | |
| ISHARES INC | IEMG | $1.6M | 24,418 | - | new | NEW | |
| ISHARES TR | IYZ | $1.3M | 39,670 | -0.01pp | 3q | +9.7%+$119.3K | |
| ISHARES TR | IYW | $1.3M | 6,529 | -0.04pp | 3q | +6.1%+$74.5K | |
| ISHARES TR | IYH | $1.3M | 19,961 | - | new | NEW | |
| SPDR SERIES TRUST | HYMB | $1.3M | 51,317 | -0.04pp | 8q | +7.1%+$85.3K | |
| ISHARES TR | IDU | $1.3M | 11,586 | - | new | NEW | |
| VANECK ETF TRUST | HYD | $1.2M | 24,432 | -0.04pp | 9q | +6.5%+$76.4K | |
| NVIDIA CORPORATION | NVDA | $1.1M | 5,784 | -0.15pp | 9q | -19.4%-$260.0K | |
| BROADCOM INC | AVGO | $913.7K | 2,640 | -0.15pp | 9q | -26.5%-$329.5K | |
| WARNER BROS DISCOVERY INC | WBD | $869.2K | 30,159 | +0.13pp | 2q | +59.0%+$322.6K | |
| MICRON TECHNOLOGY INC | MU | $866.2K | 3,035 | - | new | NEW | |
| APPLOVIN CORP | APP | $842.3K | 1,250 | -0.09pp | 3q | -10.7%-$100.4K | |
| TESLA INC | TSLA | $835.1K | 1,857 | +0.07pp | 2q | +72.3%+$350.3K | |
| KLA CORP | KLAC | $820.2K | 675 | - | new | NEW | |
| AMAZON COM INC | AMZN | $772.6K | 3,347 | -0.01pp | 9q | +8.1%+$57.9K | |
| VANGUARD TAX-MANAGED FDS | VEA | $655.2K | 10,489 | - | new | NEW | |
| VANGUARD MALVERN FDS | VPLS | $638.7K | 8,176 | - | new | NEW | |
| SOUTHERN CO | SO | $633.5K | 7,265 | -0.06pp | 9q | -5.1%-$34.4K | |
| INTERNATIONAL BUSINESS MACHS | IBM | $610.5K | 2,061 | -0.02pp | 9q | +2.2%+$13.0K | |
| GE AEROSPACE | GE | $598.2K | 1,942 | -0.04pp | 3q | -5.2%-$33.0K | |
| SELECT SECTOR SPDR TR | XLK | $584.8K | 4,062 | -0.03pp | 9q | +100.0%+$292.4K | |
| CISCO SYS INC | CSCO | $537.0K | 6,971 | flat | 9q | +4.6%+$23.8K | |
| AST SPACEMOBILE INC | ASTS | $526.1K | 7,244 | +0.03pp | 2q | +17.5%+$78.2K | |
| META PLATFORMS INC | META | $521.5K | 790 | -0.02pp | 9q | +16.3%+$73.3K | |
| ISHARES TR | SHYG | $515.3K | 12,019 | -0.02pp | 9q | +3.2%+$16.1K | |
| ADVANCED MICRO DEVICES INC | AMD | $499.8K | 2,334 | - | new | NEW | |
| NEWMONT CORP | NEM | $459.0K | 4,597 | -0.03pp | 2q | -17.8%-$99.4K | |
| CIENA CORP | CIEN | $454.4K | 1,943 | - | new | NEW | |
| COHERENT CORP | COHR | $440.8K | 2,388 | - | new | NEW | |
| LAM RESEARCH CORP | LRCX | $437.5K | 2,556 | -0.04pp | 2q | -23.3%-$133.0K | |
| CATERPILLAR INC | CAT | $433.7K | 757 | - | new | NEW | |
| JPMORGAN CHASE & CO | JPM | $433.4K | 1,345 | -0.02pp | 9q | -3.9%-$17.4K | |
| ALBEMARLE CORP | ALB | $431.7K | 3,052 | - | new | NEW | |
| LUMENTUM HLDGS INC | LITE | $428.7K | 1,163 | +0.01pp | 2q | -42.9%-$322.1K | |
| TERADYNE INC | TER | $428.0K | 2,211 | - | new | NEW | |
| PALANTIR TECHNOLOGIES INC | PLTR | $427.3K | 2,404 | -0.04pp | 3q | -8.8%-$41.4K | |
| WESTERN DIGITAL CORP | WDC | $418.6K | 2,430 | -0.04pp | 2q | -33.7%-$213.1K | |
| CORNING INC | GLW | $417.3K | 4,766 | -0.04pp | 2q | -15.8%-$78.4K | |
| TE CONNECTIVITY PLC | TEL | $400.2K | 1,759 | - | new | NEW | |
| GOLDMAN SACHS GROUP INC | GS | $399.1K | 454 | -0.03pp | 2q | -13.9%-$64.2K | |
| NETFLIX INC | NFLX | $398.0K | 4,245 | -0.14pp | 8q | +570.6%+$338.7K | |
| ROBINHOOD MKTS INC | HOOD | $394.9K | 3,492 | -0.05pp | 3q | +0.7%+$2.7K | |
| FIRST SOLAR INC | FSLR | $391.6K | 1,499 | - | new | NEW | |
| BANK OF NY MELLON CORP | BNY | $390.3K | 3,362 | -0.02pp | 4q | -5.2%-$21.2K | |
| EXXON MOBIL CORP | XOMXXXX | $389.3K | 3,235 | -0.02pp | 9q | -5.0%-$20.5K | |
| AMPHENOL CORP | APH | $384.6K | 2,846 | -0.02pp | 3q | -6.2%-$25.5K | |
| BELITE BIO INC | BLTE | $383.7K | 2,399 | - | new | NEW | |
| INTEL CORP | INTC | $381.6K | 10,342 | - | new | NEW | |
| BERKSHIRE HATHAWAY INC DEL | BRKB | $379.5K | 755 | -0.01pp | 9q | +4.7%+$17.1K | |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | $378.4K | 1,374 | -0.05pp | 2q | -22.1%-$107.4K | |
| DEUTSCHE BK AG | DB | $376.3K | 9,759 | -0.01pp | 3q | -3.8%-$15.0K | |
| MONOLITHIC PWR SYS INC | MPWR | $372.5K | 411 | - | new | NEW | |
| VERTIV HOLDINGS CO | VRT | $370.2K | 2,285 | - | new | NEW | |
| SOCIEDAD QUIMICA Y MINERA DE | SQM | $370.1K | 5,380 | - | new | NEW | |
| ANGLOGOLD ASHANTI PLC | AU | $363.5K | 4,263 | - | new | NEW | |
| JUMIA TECHNOLOGIES AG | JMIA | $359.5K | 28,780 | -0.05pp | 2q | -26.4%-$128.8K | |
| SOFI TECHNOLOGIES INC | SOFI | $344.9K | 13,175 | -0.06pp | 2q | -26.2%-$122.5K | |
| MP MATERIALS CORP | MP | $327.5K | 6,483 | -0.02pp | 3q | +28.6%+$72.8K | |
| INSMED INC | INSM | $325.6K | 1,871 | - | new | NEW | |
| AT&T INC | T | $321.9K | 12,958 | -0.02pp | 7q | +8.0%+$23.9K | |
| CANAAN INC | CAN | $319.6K | 463,223 | - | new | NEW | |
| ALPHABET INC | GOOG | $314.4K | 1,002 | - | new | NEW | |
| VANGUARD INDEX FDS | VOE | $303.8K | 1,713 | - | new | NEW | |
| ISHARES TR | HYG | $295.8K | 3,669 | -0.01pp | 9q | +1.1%+$3.1K | |
| COSTCO WHOLESALE CORPORATION | COST | $294.1K | 341 | -0.02pp | 9q | HELD | |
| LOWES COS INC | LOW | $279.5K | 1,159 | -0.02pp | 2q | -0.5%-$1.4K | |
| CHEVRON CORPORATION | CVX | $275.6K | 1,808 | -0.02pp | 9q | -5.8%-$17.1K | |
| VANGUARD INDEX FDS | VOT | $258.2K | 925 | -0.02pp | 7q | HELD | |
| UNITED PARCEL SVCS INC | UPS | $250.2K | 2,522 | - | new | NEW | |
| MASTERCARD INCORPORATED | MA | $228.4K | 400 | -0.01pp | 7q | +2.0%+$4.6K | |
| TRUIST FINL CORP | TFC | $224.2K | 4,555 | -0.01pp | 9q | -6.9%-$16.5K | |
| 3M CO | MMM | $221.3K | 1,382 | -0.01pp | 3q | +3.1%+$6.6K | |
| VISA INC | V | $217.4K | 620 | -0.02pp | 9q | -6.5%-$15.1K | |
| VANGUARD INDEX FDS | VUG | $215.6K | 442 | -0.01pp | 9q | -4.3%-$9.8K | |
| YUM BRANDS INC | YUM | $215.0K | 1,421 | -0.01pp | 3q | HELD | |
| ELI LILLY & CO | LLY | $212.8K | 198 | - | new | NEW | |
| WALMART INC | WMT | $212.6K | 1,908 | - | new | NEW | |
| PARKER-HANNIFIN CORP | PH | $205.7K | 234 | -0.01pp | 2q | -13.7%-$32.5K |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Capital Markets | $27.7M | 8.1% |
| Funds & ETFs | $24.3M | 7.1% |
| Semiconductors & Electronics | $6.7M | 2.0% |
| Software & IT Services | $5.6M | 1.6% |
| Other sectors | $26.5M | 7.8% |
| Not classified | $250.4M | 73.4% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | $341.3M | 113 | 38 | 38 | 32 | 24 | 58.5% | 7 |
| Q3 2025 | $289.7M | 99 | 28 | 38 | 28 | 29 | 60.7% | 16 |
| Q2 2025 | $242.0M | 100 | 43 | 25 | 27 | 11 | 54.3% | 21 |
| Q1 2025 | $258.7M | 68 | 12 | 28 | 25 | 41 | 65.9% | 35 |
| Q4 2024 | $267.0M | 97 | 27 | 20 | 41 | 15 | 63.3% | 17 |
| Q3 2024 | $267.5M | 85 | 15 | 25 | 30 | 20 | 65.5% | 24 |
| Q2 2024 | $258.7M | 90 | 33 | 30 | 26 | 15 | 67.4% | 25 |
| Q1 2024 | $228.4M | 72 | 18 | 26 | 23 | 12 | 68.8% | 30 |
| Q4 2023 | $200.8M | 66 | 0 | 0 | 0 | 0 | 70.3% | 74 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.