 |
Size ($ in 1000's)
At 12/31/2025: $341,284
At 09/30/2025: $289,675Yeomans Consulting Group Inc. AUM history
Yeomans Consulting Group Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Yeomans Consulting Group Inc. 13F filings.
Link to 13F filings: SEC filings
|
|
|
As of 12/31/2025, below is a summary of the Yeomans Consulting Group Inc. top holdings by largest position size, as per the latest 13f filing made by Yeomans Consulting Group Inc..
In the Yeomans Consulting Group Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Yeomans Consulting Group Inc. in that top holding, then the share count change between reporting periods, and finally the Yeomans Consulting Group Inc. top holding position size
for that row.
| Entity | Amount | Change
09/30/2025 to 12/31/2025 |
Position Size
($ in 1000's) |
|---|
| VANGUARD INDEX FDS (VV) |
101,070 |
-371 |
$31,817 | | VV | 101,070 | -371 | $31,817 | | ISHARES GOLD TR (IAU) |
331,438 |
-32,724 |
$26,903 | | IAU | 331,438 | -32,724 | $26,903 | | INVESCO QQQ TR |
36,854 |
+7,295 |
$22,640 | | QQQ | 36,854 | +7,295 | $22,640 | | VANGUARD CHARLOTTE FDS (BNDX) |
407,361 |
+407,361 |
$19,684 | | BNDX | 407,361 | +407,361 | $19,684 | | VANGUARD BD INDEX FDS (BND) |
259,795 |
+259,795 |
$19,243 | | BND | 259,795 | +259,795 | $19,243 | | SEI EXCHANGE TRADED FUNDS (SEIM) |
367,435 |
+367,435 |
$16,950 | | SEIM | 367,435 | +367,435 | $16,950 | | ISHARES TR (EFV) |
220,550 |
+220,550 |
$15,749 | | EFV | 220,550 | +220,550 | $15,749 | | VANGUARD MUN BD FDS (VTEB) |
310,975 |
+202,118 |
$15,639 | | VTEB | 310,975 | +202,118 | $15,639 | | ISHARES TR (EEM) |
285,278 |
-6,679 |
$15,608 | | EEM | 285,278 | -6,679 | $15,608 | | ISHARES TR (EFA) |
160,433 |
+1,062 |
$15,406 | | EFA | 160,433 | +1,062 | $15,406 | | ISHARES TR (IWC) |
66,718 |
+66,718 |
$10,521 | | IWC | 66,718 | +66,718 | $10,521 | | VANGUARD MALVERN FDS (VTIP) |
151,299 |
+86,585 |
$7,483 | | VTIP | 151,299 | +86,585 | $7,483 | | VANGUARD WHITEHALL FDS (VWOB) |
107,410 |
+61,398 |
$7,243 | | VWOB | 107,410 | +61,398 | $7,243 | | ISHARES TR (EFAV) |
82,525 |
+1,373 |
$7,118 | | EFAV | 82,525 | +1,373 | $7,118 | | DIMENSIONAL ETF TRUST (DISV) |
140,272 |
-178,822 |
$5,330 | | DISV | 140,272 | -178,822 | $5,330 | | ISHARES TR (SUB) |
49,074 |
+25,288 |
$5,236 | | SUB | 49,074 | +25,288 | $5,236 | | DIMENSIONAL ETF TRUST (DFUV) |
112,065 |
+2,901 |
$5,221 | | DFUV | 112,065 | +2,901 | $5,221 | | COCA COLA CO |
68,942 |
-78 |
$4,820 | | KO | 68,942 | -78 | $4,820 | | SEI EXCHANGE TRADED FUNDS (SEIQ) |
109,229 |
+109,229 |
$4,252 | | SEIQ | 109,229 | +109,229 | $4,252 | | ISHARES U S ETF TR (IGBH) |
168,508 |
-203,056 |
$4,150 | | IGBH | 168,508 | -203,056 | $4,150 | | SPDR SERIES TRUST (BIL) |
44,547 |
+44,547 |
$4,071 | | BIL | 44,547 | +44,547 | $4,071 | | VANGUARD INDEX FDS (VTI) |
11,768 |
+3,293 |
$3,945 | | VTI | 11,768 | +3,293 | $3,945 | | ISHARES TR (USMV) |
39,679 |
+800 |
$3,736 | | USMV | 39,679 | +800 | $3,736 | | DIMENSIONAL ETF TRUST (DIHP) |
115,905 |
+1,969 |
$3,670 | | DIHP | 115,905 | +1,969 | $3,670 | | SEI EXCHANGE TRADED FUNDS (SEIV) |
85,421 |
+85,421 |
$3,545 | | SEIV | 85,421 | +85,421 | $3,545 | | VANGUARD SCOTTSDALE FDS (VCIT) |
30,461 |
+416 |
$2,551 | | VCIT | 30,461 | +416 | $2,551 | | ISHARES TR (LQD) |
22,722 |
+22,722 |
$2,504 | | LQD | 22,722 | +22,722 | $2,504 | | DIMENSIONAL ETF TRUST (DFIP) |
59,722 |
+59,722 |
$2,482 | | DFIP | 59,722 | +59,722 | $2,482 | | APPLE INC |
8,292 |
-60 |
$2,254 | | AAPL | 8,292 | -60 | $2,254 | | ISHARES TR (DVY) |
15,231 |
+270 |
$2,150 | | DVY | 15,231 | +270 | $2,150 | | DIMENSIONAL ETF TRUST (DEHP) |
58,722 |
+943 |
$1,894 | | DEHP | 58,722 | +943 | $1,894 | | MICROSOFT CORP |
3,615 |
-76 |
$1,748 | | MSFT | 3,615 | -76 | $1,748 | | ALPHABET INC |
5,548 |
+2,600 |
$1,737 | | GOOGL | 5,548 | +2,600 | $1,737 | | HOME DEPOT INC |
4,901 |
+713 |
$1,686 | | HD | 4,901 | +713 | $1,686 | | SPDR S&P 500 ETF TR (SPY) |
2,414 |
+65 |
$1,646 | | SPY | 2,414 | +65 | $1,646 | | ISHARES INC (IEMG) |
24,418 |
+24,418 |
$1,641 | | IEMG | 24,418 | +24,418 | $1,641 | | ISHARES TR (IYZ) |
39,670 |
+3,519 |
$1,345 | | IYZ | 39,670 | +3,519 | $1,345 | | ISHARES TR (IYW) |
6,529 |
+373 |
$1,304 | | IYW | 6,529 | +373 | $1,304 | | ISHARES TR (IYH) |
19,961 |
+19,961 |
$1,299 | | IYH | 19,961 | +19,961 | $1,299 | | SPDR SERIES TRUST (HYMB) |
51,317 |
+3,419 |
$1,280 | | HYMB | 51,317 | +3,419 | $1,280 | | ISHARES TR (IDU) |
11,586 |
+11,586 |
$1,255 | | IDU | 11,586 | +11,586 | $1,255 | | VANECK ETF TRUST (HYD) |
24,432 |
+1,494 |
$1,249 | | HYD | 24,432 | +1,494 | $1,249 | | NVIDIA CORPORATION |
5,784 |
-1,394 |
$1,079 | | NVDA | 5,784 | -1,394 | $1,079 | | BROADCOM INC |
2,640 |
-952 |
$914 | | AVGO | 2,640 | -952 | $914 | | WARNER BROS DISCOVERY INC |
30,159 |
+11,193 |
$869 | | WBD | 30,159 | +11,193 | $869 | | MICRON TECHNOLOGY INC |
3,035 |
+3,035 |
$866 | | MU | 3,035 | +3,035 | $866 | | APPLOVIN CORP |
1,250 |
-149 |
$842 | | APP | 1,250 | -149 | $842 | | TESLA INC |
1,857 |
+779 |
$835 | | TSLA | 1,857 | +779 | $835 | | KLA CORP |
675 |
+675 |
$820 | | KLAC | 675 | +675 | $820 | | AMAZON COM INC |
3,347 |
+251 |
$773 | | AMZN | 3,347 | +251 | $773 |
See Full List: All Stocks Held By Yeomans Consulting Group Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Yeomans Consulting Group Inc.
|
|
