StockDriftsStockDriftsTop 50 Yeomans Consulting Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VV | VANGUARD INDEX FDS | 9.32% | 101.1K | $31.8M | -0.37%(-371) | $289.31(+11.26%) | 2025-12-31 | |
| IAU | ISHARES GOLD TR | 7.88% | 331.4K | $26.9M | -8.99%(-32.72K) | $42.12(+114.24%) | 2025-12-31 | |
| QQQ | INVESCO QQQ TR | 6.63% | 36.9K | $22.6M | +24.68%(+7.29K) | $480.20(+32.74%) | 2025-12-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 5.77% | 407.4K | $19.7M | new | $48.89(-1.57%) | 2025-12-31 | |
| BND | VANGUARD BD INDEX FDS | 5.64% | 259.8K | $19.2M | new | $74.22(-0.46%) | 2025-12-31 | |
| SEIM | SEI EXCHANGE TRADED FUNDS | 4.97% | 367.4K | $16.9M | new | $45.77(+8.93%) | 2025-12-31 | |
| EFV | ISHARES TR | 4.61% | 220.6K | $15.7M | new | $63.80(+22.65%) | 2025-12-31 | |
| VTEB | VANGUARD MUN BD FDS | 4.58% | 311.0K | $15.6M | +185.67%(+202.12K) | $49.99(+0.53%) | 2025-12-31 | |
| EEM | ISHARES TR | 4.57% | 285.3K | $15.6M | -2.29%(-6.68K) | $50.82(+22.39%) | 2025-12-31 | |
| EFA | ISHARES TR | 4.51% | 160.4K | $15.4M | +0.67%(+1.06K) | $77.11(+33.97%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (8 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +27.18% |
| Top 20 Holdings Unweighted | — | — | — | — | +23.80% |
Yeomans Consulting Group, Inc. reports $341.28M in US-listed equity holdings across 113 positions in its most recent 13F filing. Its largest disclosed positions are VV (9.3%), IAU (7.9%) and QQQ (6.6%). The top 20 holdings account for 76.46% of reported assets. Its disclosed equity book has returned +27.18% cumulatively over 8 quarters. Figures reflect the Q4 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Yeomans Consulting Group, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2014739). View Yeomans Consulting Group, Inc.’s 13F filings on SEC