Yeomans Consulting Group, Inc.
- SEC CIK
- 0002014739
- Latest filing
- Jan 7, 2026
The latest 13F from Yeomans Consulting Group, Inc. covers Q4 2025 (filed Jan 7, 2026): 113 long positions worth $341.3M. The top 10 holdings make up 58.5% of the portfolio, and the largest is Vanguard Morningstar Large-Cap ETF at 9.3%. Livermore has 9 filings on Form 13F from this institution, going back to Q4 2023.
What changed in Q4 2025
Share counts compared with Q3 2025: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 38
- Est. +$113.8M
- Added
- 37
- Est. +$30.0M
- Reduced
- 35
- Est. −$17.4M
- Sold out
- 24
- Est. −$81.8M
Top 5 holdings
Share of this quarter's portfolio value
- Vanguard Morningstar Large-Cap ETF9229086379.3%$31.8M
- IAUiShares Gold Trust
- Invesco QQQ Trust Series I46090E1036.6%$22.6M
- Vanguard Total International Bond ETF92203J4075.8%$19.7M
- Vanguard Total Bond Market ETF9219378355.6%$19.2M
Biggest buys
New and added positions, by estimated amount bought
- Vanguard Total International Bond ETF92203J407+$19.7MNew
- Vanguard Total Bond Market ETF921937835+$19.2MNew
- SEI Exchange Traded Funds81589A205+$16.9MNew
- iShares Tr464288877+$15.7MNew
- iShares Tr464288869+$10.5MNew
Largest weight increases
New and added positions, by percentage points of the portfolio gained
- Vanguard Total International Bond ETF92203J407+5.77 pp0.0% → 5.8%
- Vanguard Total Bond Market ETF921937835+5.64 pp0.0% → 5.6%
- SEI Exchange Traded Funds81589A205+4.97 pp0.0% → 5.0%
- iShares Tr464288877+4.61 pp0.0% → 4.6%
- iShares Tr464288869+3.08 pp0.0% → 3.1%
Biggest sells
Reduced and sold-out positions, by estimated amount sold
- Vanguard Intermediate-Term Bond ETF921937819−$19.0MSold out
- iShares MSCI USA Momentum Factor ETF46432F396−$15.3MSold out
- Pacer US Large Cap Cash Cows Growth Leaders ETF69374H360−$14.6MSold out
- Dimensional ETF Trust25434V807−$8.97MSold out
- Invesco Exch Traded FD Tr II46138G508−$7.56MSold out
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
- Vanguard Intermediate-Term Bond ETF921937819−6.56 pp6.6% → 0.0%
- iShares MSCI USA Momentum Factor ETF46432F396−5.28 pp5.3% → 0.0%
- Pacer US Large Cap Cash Cows Growth Leaders ETF69374H360−5.03 pp5.0% → 0.0%
- Dimensional ETF Trust25434V807−3.09 pp3.1% → 0.0%
- Invesco Exch Traded FD Tr II46138G508−2.61 pp2.6% → 0.0%
Metrics
13F metrics for Q4 2025, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $341.3M
- +$51.5M (+17.8%) vs. prior quarter
- Positions
- 113
- +14 vs. prior quarter
- Top 10 concentration
- 58.5%
- Top 10 as share of value
- Turnover
- 31.5%
- Q4 2025, one quarter
- Average holding period
- 4.9 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2023), so positions held before then are understated.
13F filings by quarter
9 quarters, going back to Q4 2023. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $341.3M (Q4 2025)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q4 2025 | Jan 7, 2026 | 113 | $341.3M | Vanguard Morningstar Large-Cap ETFIAUInvesco QQQ Trust Series I | vs. Q3 2025 | SEC |
| Q3 2025 | Oct 16, 2025 | 99 | $289.7M | Vanguard Morningstar Large-Cap ETFIAUVanguard Intermediate-Term Bond ETF | vs. Q2 2025 | SEC |
| Q2 2025 | Jul 21, 2025 | 100 | $242.0M | IAUSPYVanguard Intermediate-Term Bond ETF | vs. Q1 2025 | SEC |
| Q1 2025 | May 5, 2025 | 68 | $258.7M | SPYIAUDIA | vs. Q4 2024 | SEC |
| Q4 2024 | Jan 17, 2025 | 97 | $267.0M | IAUVanguard Morningstar Growth ETFiShares MSCI USA Momentum Factor ETF | vs. Q3 2024 | SEC |
| Q3 2024 | Oct 24, 2024 | 85 | $267.5M | IAUInvesco QQQ Trust Series IVanguard Intermediate-Term Bond ETF | vs. Q2 2024 | SEC |
| Q2 2024 | Jul 25, 2024 | 90 | $258.7M | iShares U S ETF TrInvesco QQQ Trust Series IInvesco Exch Traded FD Tr II | vs. Q1 2024 | SEC |
| Q1 2024 | Apr 30, 2024 | 72 | $228.4M | Invesco QQQ Trust Series IPacer US Small Cap Cash Cows ETFVanguard Morningstar Growth ETF | vs. Q4 2023 | SEC |
| Q4 2023 | Mar 14, 2024 | 66 | $200.8M | Invesco QQQ Trust Series IState Street SPDR Portfolio S&P 500 Value ETFiShares MSCI Eafe ETF | – | SEC |