HolderBook

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.

CIK
2014739
Reported value
$341.3M
Positions
113
Top 10 weight
58.5%
Filed
2026-01-07
Days after quarter end
7

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
VANGUARD INDEX FDSVV$31.8M101,0709.32%-1.50pp3qHELD
ISHARES GOLD TRIAU$26.9M331,4387.88%-1.28pp9q-9.0%-$2.7M
INVESCO QQQ TRQQQ$22.6M36,8546.63%+0.48pp9q+24.7%+$4.5M
VANGUARD CHARLOTTE FDSBNDX$19.7M407,3615.77%-newNEW
VANGUARD BD INDEX FDSBND$19.2M259,7955.64%-newNEW
SEI EXCHANGE TRADED FUNDSSEIM$16.9M367,4354.97%-newNEW
ISHARES TREFV$15.7M220,5504.61%-newNEW
VANGUARD MUN BD FDSVTEB$15.6M310,9754.58%+2.70pp9q+185.7%+$10.2M
ISHARES TREEM$15.6M285,2784.57%-0.85pp2q-2.3%-$365.4K
ISHARES TREFA$15.4M160,4334.51%-0.66pp3q+0.7%+$102.0K
ISHARES TRIWC$10.5M66,7183.08%-newNEW
VANGUARD MALVERN FDSVTIP$7.5M151,2992.19%+1.08pp9q+133.8%+$4.3M
VANGUARD WHITEHALL FDSVWOB$7.2M107,4102.12%+1.06pp7q+133.4%+$4.1M
ISHARES TREFAV$7.1M82,5252.09%-0.30pp9q+1.7%+$118.4K
DIMENSIONAL ETF TRUSTDISV$5.3M140,2721.56%-2.38pp9q-56.0%-$6.8M
ISHARES TRSUB$5.2M49,0741.53%+0.66pp9q+106.3%+$2.7M
DIMENSIONAL ETF TRUSTDFUV$5.2M112,0651.53%-0.16pp9q+2.7%+$135.2K
COCA COLA COKO$4.8M68,9421.41%-0.18pp9qHELD
SEI EXCHANGE TRADED FUNDSSEIQ$4.3M109,2291.25%-newNEW
ISHARES U S ETF TRIGBH$4.2M168,5081.22%-1.94pp8q-54.6%-$5.0M
SPDR SERIES TRUSTBIL$4.1M44,5471.19%-newNEW
VANGUARD INDEX FDSVTI$3.9M11,7681.16%+0.19pp9q+38.9%+$1.1M
ISHARES TRUSMV$3.7M39,6791.09%-0.18pp9q+2.1%+$75.3K
DIMENSIONAL ETF TRUSTDIHP$3.7M115,9051.08%-0.13pp9q+1.7%+$62.3K
SEI EXCHANGE TRADED FUNDSSEIV$3.5M85,4211.04%-newNEW
VANGUARD SCOTTSDALE FDSVCIT$2.6M30,4610.75%-0.12pp9q+1.4%+$34.8K
ISHARES TRLQD$2.5M22,7220.73%-newNEW
DIMENSIONAL ETF TRUSTDFIP$2.5M59,7220.73%-newNEW
APPLE INCAAPL$2.3M8,2920.66%-0.08pp9q-0.7%-$16.3K
ISHARES TRDVY$2.1M15,2310.63%-0.11pp9q+1.8%+$38.1K
DIMENSIONAL ETF TRUSTDEHP$1.9M58,7220.55%-0.06pp9q+1.6%+$30.4K
MICROSOFT CORPMSFT$1.7M3,6150.51%-0.15pp9q-2.1%-$36.8K
ALPHABET INCGOOGL$1.7M5,5480.51%+0.26pp9q+88.2%+$813.8K
HOME DEPOT INCHD$1.7M4,9010.49%-0.08pp9q+17.0%+$245.3K
STATE STR SPDR S&P 500 ETF TSPY$1.6M2,4140.48%-0.06pp9q+2.8%+$44.3K
ISHARES INCIEMG$1.6M24,4180.48%-newNEW
ISHARES TRIYZ$1.3M39,6700.39%-0.01pp3q+9.7%+$119.3K
ISHARES TRIYW$1.3M6,5290.38%-0.04pp3q+6.1%+$74.5K
ISHARES TRIYH$1.3M19,9610.38%-newNEW
SPDR SERIES TRUSTHYMB$1.3M51,3170.38%-0.04pp8q+7.1%+$85.3K
ISHARES TRIDU$1.3M11,5860.37%-newNEW
VANECK ETF TRUSTHYD$1.2M24,4320.37%-0.04pp9q+6.5%+$76.4K
NVIDIA CORPORATIONNVDA$1.1M5,7840.32%-0.15pp9q-19.4%-$260.0K
BROADCOM INCAVGO$913.7K2,6400.27%-0.15pp9q-26.5%-$329.5K
WARNER BROS DISCOVERY INCWBD$869.2K30,1590.25%+0.13pp2q+59.0%+$322.6K
MICRON TECHNOLOGY INCMU$866.2K3,0350.25%-newNEW
APPLOVIN CORPAPP$842.3K1,2500.25%-0.09pp3q-10.7%-$100.4K
TESLA INCTSLA$835.1K1,8570.24%+0.07pp2q+72.3%+$350.3K
KLA CORPKLAC$820.2K6750.24%-newNEW
AMAZON COM INCAMZN$772.6K3,3470.23%-0.01pp9q+8.1%+$57.9K
VANGUARD TAX-MANAGED FDSVEA$655.2K10,4890.19%-newNEW
VANGUARD MALVERN FDSVPLS$638.7K8,1760.19%-newNEW
SOUTHERN COSO$633.5K7,2650.19%-0.06pp9q-5.1%-$34.4K
INTERNATIONAL BUSINESS MACHSIBM$610.5K2,0610.18%-0.02pp9q+2.2%+$13.0K
GE AEROSPACEGE$598.2K1,9420.18%-0.04pp3q-5.2%-$33.0K
SELECT SECTOR SPDR TRXLK$584.8K4,0620.17%-0.03pp9q+100.0%+$292.4K
CISCO SYS INCCSCO$537.0K6,9710.16%flat9q+4.6%+$23.8K
AST SPACEMOBILE INCASTS$526.1K7,2440.15%+0.03pp2q+17.5%+$78.2K
META PLATFORMS INCMETA$521.5K7900.15%-0.02pp9q+16.3%+$73.3K
ISHARES TRSHYG$515.3K12,0190.15%-0.02pp9q+3.2%+$16.1K
ADVANCED MICRO DEVICES INCAMD$499.8K2,3340.15%-newNEW
NEWMONT CORPNEM$459.0K4,5970.13%-0.03pp2q-17.8%-$99.4K
CIENA CORPCIEN$454.4K1,9430.13%-newNEW
COHERENT CORPCOHR$440.8K2,3880.13%-newNEW
LAM RESEARCH CORPLRCX$437.5K2,5560.13%-0.04pp2q-23.3%-$133.0K
CATERPILLAR INCCAT$433.7K7570.13%-newNEW
JPMORGAN CHASE & COJPM$433.4K1,3450.13%-0.02pp9q-3.9%-$17.4K
ALBEMARLE CORPALB$431.7K3,0520.13%-newNEW
LUMENTUM HLDGS INCLITE$428.7K1,1630.13%+0.01pp2q-42.9%-$322.1K
TERADYNE INCTER$428.0K2,2110.13%-newNEW
PALANTIR TECHNOLOGIES INCPLTR$427.3K2,4040.13%-0.04pp3q-8.8%-$41.4K
WESTERN DIGITAL CORPWDC$418.6K2,4300.12%-0.04pp2q-33.7%-$213.1K
CORNING INCGLW$417.3K4,7660.12%-0.04pp2q-15.8%-$78.4K
TE CONNECTIVITY PLCTEL$400.2K1,7590.12%-newNEW
GOLDMAN SACHS GROUP INCGS$399.1K4540.12%-0.03pp2q-13.9%-$64.2K
NETFLIX INCNFLX$398.0K4,2450.12%-0.14pp8q+570.6%+$338.7K
ROBINHOOD MKTS INCHOOD$394.9K3,4920.12%-0.05pp3q+0.7%+$2.7K
FIRST SOLAR INCFSLR$391.6K1,4990.11%-newNEW
BANK OF NY MELLON CORPBNY$390.3K3,3620.11%-0.02pp4q-5.2%-$21.2K
EXXON MOBIL CORPXOMXXXX$389.3K3,2350.11%-0.02pp9q-5.0%-$20.5K
AMPHENOL CORPAPH$384.6K2,8460.11%-0.02pp3q-6.2%-$25.5K
BELITE BIO INCBLTE$383.7K2,3990.11%-newNEW
INTEL CORPINTC$381.6K10,3420.11%-newNEW
BERKSHIRE HATHAWAY INC DELBRKB$379.5K7550.11%-0.01pp9q+4.7%+$17.1K
SEAGATE TECHNOLOGY HLDNGS PLSTX$378.4K1,3740.11%-0.05pp2q-22.1%-$107.4K
DEUTSCHE BK AGDB$376.3K9,7590.11%-0.01pp3q-3.8%-$15.0K
MONOLITHIC PWR SYS INCMPWR$372.5K4110.11%-newNEW
VERTIV HOLDINGS COVRT$370.2K2,2850.11%-newNEW
SOCIEDAD QUIMICA Y MINERA DESQM$370.1K5,3800.11%-newNEW
ANGLOGOLD ASHANTI PLCAU$363.5K4,2630.11%-newNEW
JUMIA TECHNOLOGIES AGJMIA$359.5K28,7800.11%-0.05pp2q-26.4%-$128.8K
SOFI TECHNOLOGIES INCSOFI$344.9K13,1750.10%-0.06pp2q-26.2%-$122.5K
MP MATERIALS CORPMP$327.5K6,4830.10%-0.02pp3q+28.6%+$72.8K
INSMED INCINSM$325.6K1,8710.10%-newNEW
AT&T INCT$321.9K12,9580.09%-0.02pp7q+8.0%+$23.9K
CANAAN INCCAN$319.6K463,2230.09%-newNEW
ALPHABET INCGOOG$314.4K1,0020.09%-newNEW
VANGUARD INDEX FDSVOE$303.8K1,7130.09%-newNEW
ISHARES TRHYG$295.8K3,6690.09%-0.01pp9q+1.1%+$3.1K
COSTCO WHOLESALE CORPORATIONCOST$294.1K3410.09%-0.02pp9qHELD
LOWES COS INCLOW$279.5K1,1590.08%-0.02pp2q-0.5%-$1.4K
CHEVRON CORPORATIONCVX$275.6K1,8080.08%-0.02pp9q-5.8%-$17.1K
VANGUARD INDEX FDSVOT$258.2K9250.08%-0.02pp7qHELD
UNITED PARCEL SVCS INCUPS$250.2K2,5220.07%-newNEW
MASTERCARD INCORPORATEDMA$228.4K4000.07%-0.01pp7q+2.0%+$4.6K
TRUIST FINL CORPTFC$224.2K4,5550.07%-0.01pp9q-6.9%-$16.5K
3M COMMM$221.3K1,3820.06%-0.01pp3q+3.1%+$6.6K
VISA INCV$217.4K6200.06%-0.02pp9q-6.5%-$15.1K
VANGUARD INDEX FDSVUG$215.6K4420.06%-0.01pp9q-4.3%-$9.8K
YUM BRANDS INCYUM$215.0K1,4210.06%-0.01pp3qHELD
ELI LILLY & COLLY$212.8K1980.06%-newNEW
WALMART INCWMT$212.6K1,9080.06%-newNEW
PARKER-HANNIFIN CORPPH$205.7K2340.06%-0.01pp2q-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.

Capital Markets 8.1%Funds & ETFs 7.1%Semiconductors & Electronics 2.0%Software & IT Services 1.6%Other sectors 7.8%Not classified 73.4%
 
SectorValueShare
Capital Markets$27.7M8.1%
Funds & ETFs$24.3M7.1%
Semiconductors & Electronics$6.7M2.0%
Software & IT Services$5.6M1.6%
Other sectors$26.5M7.8%
Not classified$250.4M73.4%

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q4 2025$341.3M1133838322458.5%7
Q3 2025$289.7M992838282960.7%16
Q2 2025$242.0M1004325271154.3%21
Q1 2025$258.7M681228254165.9%35
Q4 2024$267.0M972720411563.3%17
Q3 2024$267.5M851525302065.5%24
Q2 2024$258.7M903330261567.4%25
Q1 2024$228.4M721826231268.8%30
Q4 2023$200.8M66000070.3%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.