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Yeomans Consulting Group, Inc. — 13F Holdings & Portfolio

CIK 2014739 · latest 13F-HR filed 2026-01-07

Backtest portfolio

Yeomans Consulting Group, Inc. manages $341.3M in 13F-reported U.S. long-equity assets across 113 reported positions as of its 2025-12-31 13F-HR filing. Its largest disclosed positions are VV (9.32%), IAU (7.88%), QQQ (6.63%). Quarter over quarter (versus its 2025-09-30 filing) the fund opened 38 new positions and exited 24; 24 existing positions rose in reported value and 20 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$341.3M

Long-equity book

Holdings
113

Distinct positions

Period
2025-12-31

Filed 2026-01-07

Q/Q Activity
+38 / −24 / ↑24 / ↓20

vs 2025-09-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q4 25
VV9.3% · -0%IAU7.9% · -9%QQQ6.6% · +25%BNDX5.8% · newBND5.6% · newSEIM5.0% · newEFV4.6% · newVTEB4.6% · +186%EEM4.6% · -2%EFA4.5% · +1%IWC3.1% · newVTIP2.2% · +134%VWOB2.1% · +133%EFAV2.1% · +2%DISV1.6% · -56%SUB1.5% · +106%DFUV1.5% · +3%KO1.4% · -0%SEIQ1.2% · newIGBH1.2% · -55%BIL1.2% · newVTI1.2% · +39%USMV1.1% · +2%DIHP1.1% · +2%SEIV1.0% · newVCIT0.7% · +1%LQD0.7% · newDFIP0.7% · newAAPL0.7% · -1%DVY0.6% · +2%DEHP0.6% · +2%MSFT0.5% · -2%GOOGL0.5% · +88%HD0.5% · +17%SPY0.5% · +3%IEMG0.5% · newIYZ0.4% · +10%IYW0.4% · +6%IYH0.4% · newHYMB0.4% · +7%IDU0.4% · newHYD0.4% · +6%NVDA0.3% · -19%AVGO0.3% · -26%WBD0.3% · +59%MU0.3% · newAPP0.2% · -11%TSLA0.2% · +72%KLAC0.2% · newAMZN0.2% · +8%VEA0.2% · newVPLS0.2% · newSO0.2% · -5%IBM0.2% · +2%GE0.2% · -5%XLK0.2% · +100%CSCO0.2% · +5%ASTS0.2% · +18%META0.2% · +16%SHYG0.2% · +3%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q3 25 → Q4 25

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

2 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 58.5%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Jan 23, 2026.

Assets Under Management
$377.1M
Discretionary
$375.5M
Employees
14
Accounts
1,460
Address
61 ATLANTA STREET SE
MARIETTA, GA 30060
Phone
(770) 427-5227
Website
Name Title / Status Ownership Type
YEOMANS, NICHOLAS, B ControlPRESIDENT/CCO
since Dec 2012
25–50%Individual
YEOMANS, RANDALL, JAY ControlCEO
since Sep 1995
50–75%Individual
Ownership & leadership changes · 1 filing with changes since Mar 8, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

May 7, 2015 filing
  • AddedYEOMANS, NICHOLAS, B · PRESIDENT/CCO · 25–50% · control person
  • ChangedYEOMANS, RANDALL, JAY · title PRESIDENT/CHIEF COMPLIANCE OFFICER → CEO; ownership 75% or more → 50–75%
Mar 8, 2012 filing (earliest on record)
  • ListedYEOMANS, RANDALL, JAY · PRESIDENT/CHIEF COMPLIANCE OFFICER · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 24 →

Top Trims

Show all 20 →

New Positions

Show all 38 →

Exited Positions

Show all 24 →

Yeomans Consulting Group, Inc. Holdings (2025-12-31)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FDS VV 922908637 $31.8M 9.32% 101,070 SH
2 ISHARES GOLD TR IAU 464285204 $26.9M 7.88% 331,438 SH
3 INVESCO QQQ TR QQQ 46090E103 $22.6M 6.63% 36,854 SH
4 VANGUARD CHARLOTTE FDS BNDX 92203J407 $19.7M 5.77% 407,361 SH
5 VANGUARD BD INDEX FDS BND 921937835 $19.2M 5.64% 259,795 SH
6 SEI EXCHANGE TRADED FUNDS SEIM 81589A205 $16.9M 4.97% 367,435 SH
7 ISHARES TR EFV 464288877 $15.7M 4.61% 220,550 SH
8 VANGUARD MUN BD FDS VTEB 922907746 $15.6M 4.58% 310,975 SH
9 ISHARES TR EEM 464287234 $15.6M 4.57% 285,278 SH
10 ISHARES TR EFA 464287465 $15.4M 4.51% 160,433 SH
11 ISHARES TR IWC 464288869 $10.5M 3.08% 66,718 SH
12 VANGUARD MALVERN FDS VTIP 922020805 $7.5M 2.19% 151,299 SH
13 VANGUARD WHITEHALL FDS VWOB 921946885 $7.2M 2.12% 107,410 SH
14 ISHARES TR EFAV 46429B689 $7.1M 2.09% 82,525 SH
15 DIMENSIONAL ETF TRUST DISV 25434V781 $5.3M 1.56% 140,272 SH
16 ISHARES TR SUB 464288158 $5.2M 1.53% 49,074 SH
17 DIMENSIONAL ETF TRUST DFUV 25434V724 $5.2M 1.53% 112,065 SH
18 COCA COLA CO KO 191216100 $4.8M 1.41% 68,942 SH
19 SEI EXCHANGE TRADED FUNDS SEIQ 81589A106 $4.3M 1.25% 109,229 SH
20 ISHARES U S ETF TR IGBH 46431W812 $4.2M 1.22% 168,508 SH
21 SPDR SERIES TRUST BIL 78468R663 $4.1M 1.19% 44,547 SH
22 VANGUARD INDEX FDS VTI 922908769 $3.9M 1.16% 11,768 SH
23 ISHARES TR USMV 46429B697 $3.7M 1.09% 39,679 SH
24 DIMENSIONAL ETF TRUST DIHP 25434V765 $3.7M 1.08% 115,905 SH
25 SEI EXCHANGE TRADED FUNDS SEIV 81589A304 $3.5M 1.04% 85,421 SH
26 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $2.6M 0.75% 30,461 SH
27 ISHARES TR LQD 464287242 $2.5M 0.73% 22,722 SH
28 DIMENSIONAL ETF TRUST DFIP 25434V856 $2.5M 0.73% 59,722 SH
29 APPLE INC AAPL 037833100 $2.3M 0.66% 8,292 SH
30 ISHARES TR DVY 464287168 $2.1M 0.63% 15,231 SH
31 DIMENSIONAL ETF TRUST DEHP 25434V757 $1.9M 0.55% 58,722 SH
32 MICROSOFT CORP MSFT 594918104 $1.7M 0.51% 3,615 SH
33 ALPHABET INC GOOGL 02079K305 $1.7M 0.51% 5,548 SH
34 HOME DEPOT INC HD 437076102 $1.7M 0.49% 4,901 SH
35 SPDR S&P 500 ETF TR SPY 78462F103 $1.6M 0.48% 2,414 SH
36 ISHARES INC IEMG 46434G103 $1.6M 0.48% 24,418 SH
37 ISHARES TR IYZ 464287713 $1.3M 0.39% 39,670 SH
38 ISHARES TR IYW 464287721 $1.3M 0.38% 6,529 SH
39 ISHARES TR IYH 464287762 $1.3M 0.38% 19,961 SH
40 SPDR SERIES TRUST HYMB 78464A284 $1.3M 0.38% 51,317 SH
41 ISHARES TR IDU 464287697 $1.3M 0.37% 11,586 SH
42 VANECK ETF TRUST HYD 92189H409 $1.2M 0.37% 24,432 SH
43 NVIDIA CORPORATION NVDA 67066G104 $1.1M 0.32% 5,784 SH
44 BROADCOM INC AVGO 11135F101 $913.7K 0.27% 2,640 SH
45 WARNER BROS DISCOVERY INC WBD 934423104 $869.2K 0.25% 30,159 SH
46 MICRON TECHNOLOGY INC MU 595112103 $866.2K 0.25% 3,035 SH
47 APPLOVIN CORP APP 03831W108 $842.3K 0.25% 1,250 SH
48 TESLA INC TSLA 88160R101 $835.1K 0.24% 1,857 SH
49 KLA CORP KLAC 482480100 $820.2K 0.24% 675 SH
50 AMAZON COM INC AMZN 023135106 $772.6K 0.23% 3,347 SH
Filing History
Period Filed AUM Holdings Accession
2025-12-31 2026-01-07 $341.3M 113 0002085853-26-000018
2025-09-30 2025-10-16 $289.7M 99 0002085853-25-000103