Yeomans Consulting Group, Inc.

Q3 2025 13F-HR Holdings

Location
Marietta, GA
Holdings as of
9/30/2025
Date filed
10/16/2025
Form type
13F-HR
Num holdings
99
Total value ($000)
$289,748
Net value change ($000)
+47,733 (19.7%)
New positions
28
Sold out positions
29
Turnover %
27.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/21/2025 Next filing: 1/7/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VV 23,325 290.7%
EEM 15,713 NEW
DFIV 8,967 NEW
MTUM 7,404 93.6%
QQQ 7,127 66.6%
DISV 6,763 145.2%
BIV 5,678 42.6%
EFA 4,372 41.1%
IAU 3,136 13.4%
IGBH 2,710 42.1%
Top Reduces (Value $000, Stocks/ETFs)
SPY -17,391 -91.7%
DIA -12,818 -100.0%
IYR -11,703 -100.0%
EFV -9,648 -100.0%
IDU -1,008 -100.0%
AXON -675 -100.0%
SPTM -637 -100.0%
PM -626 -100.0%
MSTR -579 -100.0%
NRG -423 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type