Yeomans Consulting Group Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Large-Cap ETF
VV
|
+$21.7M |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
+$14.7M |
| 3 |
Dimensional International Value ETF
DFIV
|
+$8.67M |
| 4 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
+$6.48M |
| 5 |
Dimensional International Small Cap Value ETF
DISV
|
+$6.08M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$18.2M |
| 2 |
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$12.8M |
| 3 |
iShares US Real Estate ETF
IYR
|
+$11.7M |
| 4 |
iShares MSCI EAFE Value ETF
EFV
|
+$9.65M |
| 5 |
iShares US Utilities ETF
IDU
|
+$1.01M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 4.36% |
| 2 | Consumer Discretionary | 2% |
| 3 | Consumer Staples | 1.7% |
| 4 | Communication Services | 1.64% |
| 5 | Financials | 1.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Vistra
VST
$48.7B
| – | – |
-1,772
| Closed | -$328K |
|
127
Walmart Inc
WMT
$901B
| – | – |
-2,115
| Closed | -$208K |
|
128
Zscaler
ZS
$24.7B
| – | – |
-935
| Closed | -$287K |
|
Similar funds
Yeomans Consulting Group's Q3 2025 Portfolio in Review
As of Q3 2025, Yeomans Consulting Group held 128 positions worth $290M, up 20% from $242M the previous quarter. Its ten largest holdings account for 61% of the portfolio.
Yeomans Consulting Group deployed $29.5M of net new capital in Q3 2025, opening 28 new positions and adding to 38 existing holdings. Its largest new stake was iShares MSCI Emerging Markets ETF: 291,957 shares worth $15.7M.
By sector, the portfolio is most concentrated in Technology at 4.4% of assets, up from 4% a quarter earlier, followed by Consumer Discretionary and Consumer Staples.
On the sell side, the largest reduction was State Street SPDR S&P 500 ETF Trust, an estimated $18.2M trimmed.
- Yeomans Consulting Group's largest Q3 2025 buy was iShares MSCI Emerging Markets ETF: 291,957 shares worth $15.7M.
- Yeomans Consulting Group added most to Vanguard Large-Cap ETF in Q3 2025, an estimated $21.7M increase.
- Yeomans Consulting Group's biggest Q3 2025 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $18.2M.
- Yeomans Consulting Group fully exited State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2025, selling an estimated $12.8M.
- Yeomans Consulting Group's ten largest holdings make up 61% of its $290M portfolio in Q3 2025.
- Yeomans Consulting Group opened 28 new positions and closed 29 in Q3 2025.
- Yeomans Consulting Group's portfolio value rose 20% quarter-over-quarter to $290M.
Based on Yeomans Consulting Group's 13F filing for Q3 2025, filed 16 Oct 2025.