Yeomans Consulting Group, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 7, 2026, for the 2025 Q4 period, Yeomans Consulting Group, Inc. held in its portfolio 110 assets valued at $341,282,473 (i.e. $341.28M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($31.82M), ISHARES GOLD TR ($26.90M), and SEI EXCHANGE TRADED FUNDS ($24.75M).
The chart below shows the top 10 valuable assets, and the table below shows the top 110 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Yeomans Consulting Group, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 101070 | 31816836 | LARGE CAP ETF |
| ISHARES GOLD TR | 331438 | 26902822 | ISHARES NEW |
| SEI EXCHANGE TRADED FUNDS | 562085 | 24747034 | ENHANCED US LRG |
| INVESCO QQQ TR | 36854 | 22639781 | UNIT SER 1 |
| VANGUARD CHARLOTTE FDS | 407361 | 19683684 | TOTAL INT BD ETF |
| VANGUARD BD INDEX FDS | 259795 | 19243016 | TOTAL BND MRKT |
| ISHARES TR | 220550 | 15749476 | EAFE VALUE ETF |
| VANGUARD MUN BD FDS | 310975 | 15638933 | TAX EXEMPT BD |
| ISHARES TR | 285278 | 15607559 | MSCI EMG MKT ETF |
| ISHARES TR | 160433 | 15406381 | MSCI EAFE ETF |
| ISHARES TR | 66718 | 10521429 | MICRO-CAP ETF |
| VANGUARD MALVERN FDS | 151299 | 7483249 | STRM INFPROIDX |
| VANGUARD WHITEHALL FDS | 107410 | 7242656 | EM MK GOV BD ETF |
| ISHARES TR | 82525 | 7117781 | MSCI EAFE MIN VL |
| SPDR SERIES TRUST | 95864 | 5350551 | STATE STREET SPD |
| DIMENSIONAL ETF TRUST | 140272 | 5330336 | INTL SMALL CAP V |
| ISHARES TR | 49074 | 5236196 | SHRT NAT MUN ETF |
| DIMENSIONAL ETF TRUST | 112065 | 5221108 | US MKTWIDE VALUE |
| COCA COLA CO | 68942 | 4819735 | COM |
| ISHARES U S ETF TR | 168508 | 4150352 | INT RT HD LONG |
| VANGUARD INDEX FDS | 11768 | 3945457 | TOTAL STK MKT |
| ISHARES TR | 39679 | 3736175 | MSCI USA MIN VOL |
| DIMENSIONAL ETF TRUST | 115905 | 3670132 | INTL HIGH PROFIT |
| VANGUARD SCOTTSDALE FDS | 30461 | 2551109 | INT-TERM CORP |
| ISHARES TR | 22722 | 2503737 | IBOXX INV CP ETF |
| DIMENSIONAL ETF TRUST | 59722 | 2481749 | INFLATION PROTE |
| APPLE INC | 8292 | 2254263 | COM |
| ISHARES TR | 15231 | 2149703 | SELECT DIVID ETF |
| DIMENSIONAL ETF TRUST | 58722 | 1893785 | EMERGING MKTS HI |
| MICROSOFT CORP | 3615 | 1748286 | COM |
| ALPHABET INC | 5548 | 1736524 | CAP STK CL A |
| HOME DEPOT INC | 4901 | 1686434 | COM |
| SPDR S&P 500 ETF TR | 2414 | 1646155 | TR UNIT |
| ISHARES INC | 24418 | 1641378 | CORE MSCI EMKT |
| ISHARES TR | 39670 | 1344813 | US TELECOM ETF |
| ISHARES TR | 6529 | 1303711 | U.S. TECH ETF |
| ISHARES TR | 19961 | 1299461 | US HLTHCARE ETF |
| ISHARES TR | 11586 | 1255459 | U.S. UTILITS ETF |
| VANECK ETF TRUST | 24432 | 1248964 | HIGH YLD MUNIETF |
| NVIDIA CORPORATION | 5784 | 1078716 | COM |
| BROADCOM INC | 2640 | 913704 | COM |
| WARNER BROS DISCOVERY INC | 30159 | 869182 | COM SER A |
| MICRON TECHNOLOGY INC | 3035 | 866219 | COM |
| APPLOVIN CORP | 1250 | 842275 | COM CL A |
| TESLA INC | 1857 | 835130 | COM |
| KLA CORP | 675 | 820179 | COM NEW |
| AMAZON COM INC | 3347 | 772555 | COM |
| VANGUARD TAX-MANAGED FDS | 10489 | 655248 | VAN FTSE DEV MKT |
| VANGUARD MALVERN FDS | 8176 | 638668 | CORE-PLUS BD ETF |
| SOUTHERN CO | 7265 | 633508 | COM |
| INTERNATIONAL BUSINESS MACHS | 2061 | 610489 | COM |
| GE AEROSPACE | 1942 | 598194 | COM NEW |
| SELECT SECTOR SPDR TR | 4062 | 584806 | STATE STREET TEC |
| CISCO SYS INC | 6971 | 536976 | COM |
| AST SPACEMOBILE INC | 7244 | 526132 | COM CL A |
| META PLATFORMS INC | 790 | 521471 | CL A |
| ISHARES TR | 12019 | 515255 | 0-5YR HI YL CP |
| ADVANCED MICRO DEVICES INC | 2334 | 499849 | COM |
| NEWMONT CORP | 4597 | 459010 | COM |
| CIENA CORP | 1943 | 454409 | COM NEW |
| COHERENT CORP | 2388 | 440753 | COM |
| LAM RESEARCH CORP | 2556 | 437536 | COM NEW |
| CATERPILLAR INC | 757 | 433663 | COM |
| JPMORGAN CHASE & CO. | 1345 | 433386 | COM |
| ALBEMARLE CORP | 3052 | 431675 | COM |
| LUMENTUM HLDGS INC | 1163 | 428670 | COM |
| TERADYNE INC | 2211 | 427961 | COM |
| PALANTIR TECHNOLOGIES INC | 2404 | 427311 | CL A |
| WESTERN DIGITAL CORP | 2430 | 418616 | COM |
| CORNING INC | 4766 | 417311 | COM |
| TE CONNECTIVITY PLC | 1759 | 400190 | ORD SHS |
| GOLDMAN SACHS GROUP INC | 454 | 399066 | COM |
| NETFLIX INC | 4245 | 398011 | COM |
| ROBINHOOD MKTS INC | 3492 | 394945 | COM CL A |
| FIRST SOLAR INC | 1499 | 391584 | COM |
| BANK NEW YORK MELLON CORP | 3362 | 390295 | COM |
| EXXON MOBIL CORP | 3235 | 389300 | COM |
| AMPHENOL CORP NEW | 2846 | 384608 | CL A |
| BELITE BIO INC | 2399 | 383744 | SPONSORED ADS |
| INTEL CORP | 10342 | 381620 | COM |
| BERKSHIRE HATHAWAY INC DEL | 755 | 379501 | CL B NEW |
| SEAGATE TECHNOLOGY HLDNGS PL | 1374 | 378386 | ORD SHS |
| DEUTSCHE BANK A G | 9759 | 376307 | NAMEN AKT |
| MONOLITHIC PWR SYS INC | 411 | 372514 | COM |
| VERTIV HOLDINGS CO | 2285 | 370193 | COM CL A |
| SOCIEDAD QUIMICA Y MINERA DE | 5380 | 370144 | SPON ADR SER B |
| ANGLOGOLD ASHANTI PLC | 4263 | 363549 | COM SHS |
| JUMIA TECHNOLOGIES AG | 28780 | 359462 | SPONSORED ADS |
| SOFI TECHNOLOGIES INC | 13175 | 344922 | COM |
| MP MATERIALS CORP | 6483 | 327521 | COM CL A |
| INSMED INC | 1871 | 325629 | COM PAR $.01 |
| AT&T INC | 12958 | 321877 | COM |
| CANAAN INC | 463223 | 319624 | SPONSORED ADS |
| ALPHABET INC | 1002 | 314428 | CAP STK CL C |
| VANGUARD INDEX FDS | 1713 | 303835 | MCAP VL IDXVIP |
| ISHARES TR | 3669 | 295831 | IBOXX HI YD ETF |
| COSTCO WHSL CORP NEW | 341 | 294058 | COM |
| LOWES COS INC | 1159 | 279504 | COM |
| CHEVRON CORP NEW | 1808 | 275557 | COM |
| VANGUARD INDEX FDS | 925 | 258205 | MCAP GR IDXVIP |
| UNITED PARCEL SERVICE INC | 2522 | 250157 | CL B |
| MASTERCARD INCORPORATED | 400 | 228352 | CL A |
| TRUIST FINL CORP | 4555 | 224152 | COM |
| 3M CO | 1382 | 221258 | COM |
| VISA INC | 620 | 217440 | COM CL A |
| VANGUARD INDEX FDS | 442 | 215634 | GROWTH ETF |
| YUM BRANDS INC | 1421 | 214969 | COM |
| ELI LILLY & CO | 198 | 212787 | COM |
| WALMART INC | 1908 | 212570 | COM |
| PARKER-HANNIFIN CORP | 234 | 205677 | COM |
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