YEOMANS CONSULTING GROUP, INC.

Filed: 1/7/2026ACC: 0002085853-26-000018

📋 What this filing means

YEOMANS CONSULTING GROUP, INC. filed this quarterly 13F‑HR report disclosing 113 equity positions with a total reported market value of $341.28M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

113

Positions

$341.28M

Total AUM (reported)

4.97M

Total Shares

Allocation by class

LARGE CAP ETF$31.82M9.3%

ISHARES NEW$26.90M7.9%

COM$26.68M7.8%

ENHANCED US LRG$24.75M7.3%

UNIT SER 1$22.64M6.6%

TOTAL INT BD ETF$19.68M5.8%

TOTAL BND MRKT$19.24M5.6%

Portfolio Concentration

Top 3$81.36M23.8%

4–10$118.28M34.7%

11–25$80.34M23.5%

Rest$61.30M18.0%

Top 3 weight

23.8%

Top 10 weight

58.5%

Voting Authority Distribution

Total shares with voting rights: 4.97M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

4.97M

% of voting shares100.0%

Investment Discretion (by position count)

Sole113

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings113

Rows:

VANGUARD INDEX FDS

SOLE

LARGE CAP ETF

Shares101.07K

TypeSH

Market value$31.82M

9.32%

Sole

0.00

Shared

0.00

None

101.07K

ISHARES GOLD TR

SOLE

ISHARES NEW

Shares331.44K

TypeSH

Market value$26.90M

7.88%

Sole

0.00

Shared

0.00

None

331.44K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares36.85K

TypeSH

Market value$22.64M

6.63%

Sole

0.00

Shared

0.00

None

36.85K

VANGUARD CHARLOTTE FDS

SOLE

TOTAL INT BD ETF

Shares407.36K

TypeSH

Market value$19.68M

5.77%

Sole

0.00

Shared

0.00

None

407.36K

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares259.80K

TypeSH

Market value$19.24M

5.64%

Sole

0.00

Shared

0.00

None

259.80K

SEI EXCHANGE TRADED FUNDS

SOLE

ENHANCED US LRG

Shares367.44K

TypeSH

Market value$16.95M

4.97%

Sole

0.00

Shared

0.00

None

367.44K

ISHARES TR

SOLE

EAFE VALUE ETF

Shares220.55K

TypeSH

Market value$15.75M

4.61%

Sole

0.00

Shared

0.00

None

220.55K

VANGUARD MUN BD FDS

SOLE

TAX EXEMPT BD

Shares310.98K

TypeSH

Market value$15.64M

4.58%

Sole

0.00

Shared

0.00

None

310.98K

ISHARES TR

SOLE

MSCI EMG MKT ETF

Shares285.28K

TypeSH

Market value$15.61M

4.57%

Sole

0.00

Shared

0.00

None

285.28K

ISHARES TR

SOLE

MSCI EAFE ETF

Shares160.43K

TypeSH

Market value$15.41M

4.51%

Sole

0.00

Shared

0.00

None

160.43K

ISHARES TR

SOLE

MICRO-CAP ETF

Shares66.72K

TypeSH

Market value$10.52M

3.08%

Sole

0.00

Shared

0.00

None

66.72K

VANGUARD MALVERN FDS

SOLE

STRM INFPROIDX

Shares151.30K

TypeSH

Market value$7.48M

2.19%

Sole

0.00

Shared

0.00

None

151.30K

VANGUARD WHITEHALL FDS

SOLE

EM MK GOV BD ETF

Shares107.41K

TypeSH

Market value$7.24M

2.12%

Sole

0.00

Shared

0.00

None

107.41K

ISHARES TR

SOLE

MSCI EAFE MIN VL

Shares82.53K

TypeSH

Market value$7.12M

2.09%

Sole

0.00

Shared

0.00

None

82.53K

DIMENSIONAL ETF TRUST

SOLE

INTL SMALL CAP V

Shares140.27K

TypeSH

Market value$5.33M

1.56%

Sole

0.00

Shared

0.00

None

140.27K

ISHARES TR

SOLE

SHRT NAT MUN ETF

Shares49.07K

TypeSH

Market value$5.24M

1.53%

Sole

0.00

Shared

0.00

None

49.07K

DIMENSIONAL ETF TRUST

SOLE

US MKTWIDE VALUE

Shares112.06K

TypeSH

Market value$5.22M

1.53%

Sole

0.00

Shared

0.00

None

112.06K

COCA COLA CO

SOLE

COM

Shares68.94K

TypeSH

Market value$4.82M

1.41%

Sole

0.00

Shared

0.00

None

68.94K

SEI EXCHANGE TRADED FUNDS

SOLE

ENHANCED US LRG

Shares109.23K

TypeSH

Market value$4.25M

1.25%

Sole

0.00

Shared

0.00

None

109.23K

ISHARES U S ETF TR

SOLE

INT RT HD LONG

Shares168.51K

TypeSH

Market value$4.15M

1.22%

Sole

0.00

Shared

0.00

None

168.51K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares44.55K

TypeSH

Market value$4.07M

1.19%

Sole

0.00

Shared

0.00

None

44.55K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares11.77K

TypeSH

Market value$3.95M

1.16%

Sole

0.00

Shared

0.00

None

11.77K

ISHARES TR

SOLE

MSCI USA MIN VOL

Shares39.68K

TypeSH

Market value$3.74M

1.09%

Sole

0.00

Shared

0.00

None

39.68K

DIMENSIONAL ETF TRUST

SOLE

INTL HIGH PROFIT

Shares115.91K

TypeSH

Market value$3.67M

1.08%

Sole

0.00

Shared

0.00

None

115.91K

SEI EXCHANGE TRADED FUNDS

SOLE

ENHANCED US LRG

Shares85.42K

TypeSH

Market value$3.54M

1.04%

Sole

0.00

Shared

0.00

None

85.42K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD INDEX FDSSOLE	LARGE CAP ETF	101.07K	SH	$31.82M 9.32%	101.07K
ISHARES GOLD TRSOLE	ISHARES NEW	331.44K	SH	$26.90M 7.88%	331.44K
INVESCO QQQ TRSOLE	UNIT SER 1	36.85K	SH	$22.64M 6.63%	36.85K
VANGUARD CHARLOTTE FDSSOLE	TOTAL INT BD ETF	407.36K	SH	$19.68M 5.77%	407.36K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	259.80K	SH	$19.24M 5.64%	259.80K
SEI EXCHANGE TRADED FUNDSSOLE	ENHANCED US LRG	367.44K	SH	$16.95M 4.97%	367.44K
ISHARES TRSOLE	EAFE VALUE ETF	220.55K	SH	$15.75M 4.61%	220.55K
VANGUARD MUN BD FDSSOLE	TAX EXEMPT BD	310.98K	SH	$15.64M 4.58%	310.98K
ISHARES TRSOLE	MSCI EMG MKT ETF	285.28K	SH	$15.61M 4.57%	285.28K
ISHARES TRSOLE	MSCI EAFE ETF	160.43K	SH	$15.41M 4.51%	160.43K
ISHARES TRSOLE	MICRO-CAP ETF	66.72K	SH	$10.52M 3.08%	66.72K
VANGUARD MALVERN FDSSOLE	STRM INFPROIDX	151.30K	SH	$7.48M 2.19%	151.30K
VANGUARD WHITEHALL FDSSOLE	EM MK GOV BD ETF	107.41K	SH	$7.24M 2.12%	107.41K
ISHARES TRSOLE	MSCI EAFE MIN VL	82.53K	SH	$7.12M 2.09%	82.53K
DIMENSIONAL ETF TRUSTSOLE	INTL SMALL CAP V	140.27K	SH	$5.33M 1.56%	140.27K
ISHARES TRSOLE	SHRT NAT MUN ETF	49.07K	SH	$5.24M 1.53%	49.07K
DIMENSIONAL ETF TRUSTSOLE	US MKTWIDE VALUE	112.06K	SH	$5.22M 1.53%	112.06K
COCA COLA COSOLE	COM	68.94K	SH	$4.82M 1.41%	68.94K
SEI EXCHANGE TRADED FUNDSSOLE	ENHANCED US LRG	109.23K	SH	$4.25M 1.25%	109.23K
ISHARES U S ETF TRSOLE	INT RT HD LONG	168.51K	SH	$4.15M 1.22%	168.51K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	44.55K	SH	$4.07M 1.19%	44.55K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	11.77K	SH	$3.95M 1.16%	11.77K
ISHARES TRSOLE	MSCI USA MIN VOL	39.68K	SH	$3.74M 1.09%	39.68K
DIMENSIONAL ETF TRUSTSOLE	INTL HIGH PROFIT	115.91K	SH	$3.67M 1.08%	115.91K
SEI EXCHANGE TRADED FUNDSSOLE	ENHANCED US LRG	85.42K	SH	$3.54M 1.04%	85.42K

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