Yeomans Consulting Group, Inc.

CIK

2014739

Location

Marietta, GA

Portfolio Value

Small $339,641,041

Diversification

Diversified

Filing Date

Global Rank

#4,553 / 8,854 ▲ 301 · as of Dec 2025

Top Industry

Beverages - Non-Alcoholic 12.0%

Period ended 10 months ago

Filed Jan 7, 2026 · 10mo

9 quarters · since Dec 2023

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Dec 31, 2025, never from the firm's own description.

Style

Concentrated

The top 10 positions are 78.9% of the book (60%+)

Turnover

High turnover

120.0% over the last four quarters (100%+)

Horizon

Medium horizon

Value-weighted holding period 4.9 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 83.1%; sector active share 75.8% against the combined 13F book's sector weights.

Over time 9 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

113 tracked positions · as of Dec 31, 2025 · Δ vs Sep 30, 2025

Top Position

19.8%

+0.0 pts

Top 5

52.4%

−5.6 pts

Top 10

78.9%

−1.8 pts

HHI

827

Diversified−70

Portfolio Trend

9 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2025

Sector	% Portfolio	Value	Positions
Unclassified	88.2%	$299,587,044	45
Technology	4.7%	$15,935,898	25
Consumer Defensive	1.6%	$5,326,362	3
Communication Services	1.5%	$5,003,766	7
Consumer Cyclical	1.2%	$4,148,052	6
Financial Services	1.0%	$3,388,361	10
Industrials	0.6%	$2,079,139	6
Basic Materials	0.6%	$1,951,897	5
Healthcare	0.3%	$922,158	3
Energy	0.2%	$664,856	2
Utilities	0.2%	$633,508	1

Last Quarter's Activity

Export CSV

Dec 31, 2025 vs Sep 30, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	+202,118	310,975	$15,638,932
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	+86,585	151,299	$7,483,248
VWOB	VANGUARD EMERGING MARKETS GOVERNMENT BOND INDEX FUND	+61,398	107,410	$7,242,656
SUB	iShares Short-Term National Muni Bond ETF	+25,288	49,074	$5,236,195
—		+11,193	30,159	$869,182
QQQ	Invesco Qqq Trust, Series 1	+7,295	36,854	$22,639,780
NFLX	Netflix Inc	+3,612	4,245	$398,011
IYZ	iShares U.S. Telecommunications ETF	+3,519	39,670	$1,344,813
HYMB	State Street(R) SPDR Nuveen ICE High Yield Municipal Bond ETF	+3,419	51,317	$1,279,845
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+3,293	11,768	$3,945,457
DFUV	Dimensional U.S. Marketwide Value ETF	+2,901	112,065	$5,221,108
GOOGL	Alphabet Inc.	+2,600	5,548	$1,736,524
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	+2,031	4,062	$584,806
DIHP	Dimensional International High Profitability ETF	+1,969	115,905	$3,670,131
HYD	VanEck High Yield Muni ETF	+1,494	24,432	$1,248,963
MP	MP Materials Corp.	+1,442	6,483	$327,521
EFAV	iShares MSCI EAFE Min Vol Factor ETF	+1,373	82,525	$7,117,781
ASTS	AST SpaceMobile, Inc.	+1,077	7,244	$526,131
EFA	iShares MSCI EAFE ETF	+1,062	160,433	$15,406,380
T	At&T Inc.	+961	12,958	$321,876
DEHP	Dimensional Emerging Markets High Profitability ETF	+943	58,722	$1,893,784
USMV	iShares MSCI USA Min Vol Factor ETF	+800	39,679	$3,736,174
TSLA	Tesla, Inc.	+779	1,857	$835,130
HD	Home Depot, Inc.	+713	4,901	$1,686,434
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	+416	30,461	$2,551,108
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
IGBH	iShares Interest Rate Hedged Long-Term Corporate Bond ETF	−203,056	168,508	$4,150,352
DISV	Dimensional International Small Cap Value ETF	−178,822	140,272	$5,330,336
IAU	Ishares Gold Trust	−32,724	331,438	$26,902,822
JMIA	Jumia Technologies AG	−10,315	28,780	$359,462
EEM	iShares MSCI Emerging Markets ETF	−6,679	285,278	$15,607,559
SOFI	SoFi Technologies, Inc.	−4,679	13,175	$344,921
NVDA	Nvidia Corp	−1,394	5,784	$1,078,716
WDC	Western Digital Corp	−1,237	2,430	$418,616
NEM	NEWMONT Corp	−995	4,597	$459,010
AVGO	Broadcom Inc.	−952	2,640	$913,704
GLW	Corning Inc	−895	4,766	$417,310
LITE	Lumentum Holdings Inc.	−874	1,163	$428,670
LRCX	Lam Research Corp	−777	2,556	$437,536
SO	Southern Co	−394	7,265	$633,508
STX	Seagate Technology Holdings plc	−390	1,374	$378,385
DB	Deutsche Bank Aktiengesellschaft	−389	9,759	$376,307
VV	VANGUARD LARGE-CAP INDEX FUND	−371	101,070	$31,816,836
TFC	Truist Financial Corp	−336	4,555	$224,151
PLTR	Palantir Technologies Inc.	−233	2,404	$427,311
APH	Amphenol Corp	−189	2,846	$384,608
BNY	Bank of New York Mellon Corp	−183	3,362	$390,294
XOM	ExxonMobil Holdings Corp	−170	3,235	$389,299
APP	AppLovin Corp	−149	1,250	$842,275
CVX	Chevron Corp	−112	1,808	$275,557
GE	General Electric Co	−107	1,942	$598,194
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
BNDX	Vanguard Total International Bond ETF	407,361	$19,683,683
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	259,795	$19,243,015
SEIM	SEI Enhanced U.S. Large Cap Momentum Factor ETF	367,435	$16,949,776
EFV	iShares MSCI EAFE Value ETF	220,550	$15,749,475
IWC	iShares Micro-Cap ETF	66,718	$10,521,428
SEIQ	SEI Enhanced U.S. Large Cap Quality Factor ETF	109,229	$4,252,284
—		44,547	$4,070,704
SEIV	SEI Enhanced U.S. Large Cap Value Factor ETF	85,421	$3,544,971
LQD	iShares iBoxx $ Investment Grade Corporate Bond ETF	22,722	$2,503,737
DFIP	Dimensional Inflation-Protected Securities Portfolio ETF	59,722	$2,481,747
IYH	iShares U.S. Healthcare ETF	19,961	$1,299,461
IDU	iShares U.S. Utilities ETF	11,586	$1,255,458
MU	Micron Technology Inc	3,035	$866,219
KLAC	Kla Corp	675	$820,179
VEA	Vanguard FTSE Developed Markets ETF	10,489	$655,247
VPLS	VANGUARD CORE-PLUS BOND ETF	8,176	$638,668
AMD	Advanced Micro Devices Inc	2,334	$499,849
CIEN	Ciena Corp	1,943	$454,409
COHR	Coherent Corp.	2,388	$440,753
CAT	Caterpillar Inc	757	$433,662
ALB	Albemarle Corp	3,052	$431,674
TER	Teradyne, Inc	2,211	$427,961
TEL	TE Connectivity plc	1,759	$400,190
FSLR	First Solar, Inc.	1,499	$391,583
BLTE	Belite Bio, Inc	2,399	$383,744
No positions match the current search.

Sold Out

Positions the filer fully exited

24 positions

Ticker	Company	Shares	Value
BIV	Vanguard Bond Index Funds	243,563	$19,019,834
MTUM	iShares MSCI USA Momentum Factor ETF	59,839	$15,345,711
COWG	Pacer US Large Cap Cash Cows Growth Leaders ETF	399,396	$14,498,074
DFIV	Dimensional International Value ETF	193,749	$8,935,703
BKLN	Invesco Ltd.	361,454	$7,565,232
FLOT	iShares Floating Rate Bond ETF	140,385	$7,172,269
IYF	iShares U.S. Financials ETF	9,687	$1,226,761
IYC	iShares U.S. Consumer Discretionary ETF	11,597	$1,215,365
ORCL	Oracle Corp	2,310	$649,664
ALAB	Astera Labs, Inc.	2,507	$490,870
EBAY	Ebay Inc	5,289	$481,034
TPR	Tapestry, Inc.	4,140	$468,730
IDXX	Idexx Laboratories Inc	725	$463,195
RBLX	Roblox Corp	3,341	$462,795
ALNY	Alnylam Pharmaceuticals, Inc.	984	$448,704
RKLB	Rocket Lab Corp	9,365	$448,677
GEV	GE Vernova Inc.	720	$442,728
QS	QuantumScape Corp	32,231	$397,085
ANET	Arista Networks, Inc.	2,681	$390,648
RDDT	Reddit, Inc.	1,689	$388,453
DASH	DoorDash, Inc.	1,428	$388,401
TME	Tencent Music Entertainment Group	14,577	$340,227
FUTU	Futu Holdings Ltd	1,911	$332,342
MCD	Mcdonalds Corp	676	$205,429
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

113 tracked positions · $339,641,041 total · filing declares 113 positions · $341,282,473 · as of Dec 31, 2025

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 113 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
VV	VANGUARD LARGE-CAP INDEX FUND	Reduced	101,070	-371	$31,816,836	+1.9%	3	unpriced	9.37%
IAU	Ishares Gold Trust	Reduced	331,438	-32,724	$26,902,822	+1.5%	9	before history	7.92%
QQQ	Invesco Qqq Trust, Series 1	Added	36,854	+7,295	$22,639,780	+27.6%	9	before history	6.67%
BNDX	Vanguard Total International Bond ETF	NEW	407,361	NEW	$19,683,683	NEW	1	$49.39	5.80%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	NEW	259,795	NEW	$19,243,015	NEW	1	$74.43	5.67%
SEIM	SEI Enhanced U.S. Large Cap Momentum Factor ETF	NEW	367,435	NEW	$16,949,776	NEW	1	$45.55	4.99%
EFV	iShares MSCI EAFE Value ETF	NEW	220,550	NEW	$15,749,475	NEW	1	unpriced	4.64%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	Added	310,975	+202,118	$15,638,932	+186.9%	9	before history	4.60%
EEM	iShares MSCI Emerging Markets ETF	Reduced	285,278	-6,679	$15,607,559	+0.1%	2	$50.22	4.60%
EFA	iShares MSCI EAFE ETF	Added	160,433	+1,062	$15,406,380	+3.5%	3	unpriced	4.54%
IWC	iShares Micro-Cap ETF	NEW	66,718	NEW	$10,521,428	NEW	1	unpriced	3.10%
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	Added	151,299	+86,585	$7,483,248	+128.4%	9	before history	2.20%
VWOB	VANGUARD EMERGING MARKETS GOVERNMENT BOND INDEX FUND	Added	107,410	+61,398	$7,242,656	+135.3%	7	$65.87	2.13%
EFAV	iShares MSCI EAFE Min Vol Factor ETF	Added	82,525	+1,373	$7,117,781	+3.4%	9	before history	2.10%
DISV	Dimensional International Small Cap Value ETF	Reduced	140,272	-178,822	$5,330,336	−53.2%	9	before history	1.57%
SUB	iShares Short-Term National Muni Bond ETF	Added	49,074	+25,288	$5,236,195	+106.2%	9	before history	1.54%
DFUV	Dimensional U.S. Marketwide Value ETF	Added	112,065	+2,901	$5,221,108	+7.0%	9	before history	1.54%
KO	Coca Cola Co Consumer Defensive	Reduced	68,942	-78	$4,819,735	+5.3%	9	before history	1.42%
SEIQ	SEI Enhanced U.S. Large Cap Quality Factor ETF	NEW	109,229	NEW	$4,252,284	NEW	1	$38.50	1.25%
IGBH	iShares Interest Rate Hedged Long-Term Corporate Bond ETF	Reduced	168,508	-203,056	$4,150,352	−54.6%	8	$24.43	1.22%
		NEW	44,547	NEW	$4,070,704	NEW	1	$91.55	1.20%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	11,768	+3,293	$3,945,457	+41.9%	9	before history	1.16%
USMV	iShares MSCI USA Min Vol Factor ETF	Added	39,679	+800	$3,736,174	+1.0%	9	before history	1.10%
DIHP	Dimensional International High Profitability ETF	Added	115,905	+1,969	$3,670,131	+6.0%	9	before history	1.08%
SEIV	SEI Enhanced U.S. Large Cap Value Factor ETF	NEW	85,421	NEW	$3,544,971	NEW	1	$40.02	1.04%
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	Added	30,461	+416	$2,551,108	+1.0%	9	before history	0.75%
LQD	iShares iBoxx $ Investment Grade Corporate Bond ETF	NEW	22,722	NEW	$2,503,737	NEW	1	unpriced	0.74%
DFIP	Dimensional Inflation-Protected Securities Portfolio ETF	NEW	59,722	NEW	$2,481,747	NEW	1	$42.08	0.73%
AAPL	Apple Inc. Technology	Reduced	8,292	-60	$2,254,263	+6.0%	9	before history	0.66%
DVY	iShares Select Dividend ETF	Added	15,231	+270	$2,149,703	+1.1%	9	before history	0.63%
DEHP	Dimensional Emerging Markets High Profitability ETF	Added	58,722	+943	$1,893,784	+7.3%	9	before history	0.56%
MSFT	Microsoft Corp Technology	Reduced	3,615	-76	$1,748,286	−8.6%	9	before history	0.51%
GOOGL	Alphabet Inc. Communication Services	Added	5,548	+2,600	$1,736,524	+142.3%	9	before history	0.51%
HD	Home Depot, Inc. Consumer Cyclical	Added	4,901	+713	$1,686,434	−0.6%	9	before history	0.50%
SPY	Spdr S&P 500 ETF Trust	Added	2,414	+65	$1,646,154	+5.2%	9	before history	0.48%
IYZ	iShares U.S. Telecommunications ETF	Added	39,670	+3,519	$1,344,813	+15.3%	3	unpriced	0.40%
IYW	iShares, Inc.	Added	6,529	+373	$1,303,710	+8.1%	3	$155.20	0.38%
IYH	iShares U.S. Healthcare ETF	NEW	19,961	NEW	$1,299,461	NEW	1	unpriced	0.38%
HYMB	State Street(R) SPDR Nuveen ICE High Yield Municipal Bond ETF	Added	51,317	+3,419	$1,279,845	+7.2%	8	$25.34	0.38%
IDU	iShares U.S. Utilities ETF	NEW	11,586	NEW	$1,255,458	NEW	1	unpriced	0.37%
HYD	VanEck High Yield Muni ETF	Added	24,432	+1,494	$1,248,963	+7.0%	9	before history	0.37%
NVDA	Nvidia Corp Technology	Reduced	5,784	-1,394	$1,078,716	−19.5%	9	before history	0.32%
AVGO	Broadcom Inc. Technology	Reduced	2,640	-952	$913,704	−22.9%	9	before history	0.27%
		Added	30,159	+11,193	$869,182	+134.7%	2	$17.24	0.26%
MU	Micron Technology Inc Technology	NEW	3,035	NEW	$866,219	NEW	1	$229.44	0.26%
APP	AppLovin Corp Communication Services	Reduced	1,250	-149	$842,275	−16.2%	3	$370.21	0.25%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,857	+779	$835,130	+74.2%	2	$387.30	0.25%
KLAC	Kla Corp Technology	NEW	675	NEW	$820,179	NEW	1	$1,172.90	0.24%
AMZN	Amazon Com Inc Consumer Cyclical	Added	3,347	+251	$772,554	+13.6%	9	before history	0.23%
VEA	Vanguard FTSE Developed Markets ETF	NEW	10,489	NEW	$655,247	NEW	1	$61.26	0.19%

Showing the top 50 of 113 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.