Youngs Advisory Group, Inc. Portfolio Holdings

Youngs Advisory Group, Inc.

  • $296 Million
  • Q4 2025

Youngs Advisory Group, Inc. has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $296 Million distributed in 65 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $52.5M, Technology Sector Spdr with a value of $52.1M, Spdr S&P 500 ETF Trust with a value of $40.7M, Invesco S&P 500 Equal Weight E with a value of $23.1M, and Spdr S&P Midcap 400 ETF Trust with a value of $19.1M.

Examining the 13F form we can see an increase of $15.2M in the current position value, from $280M to 296M.

Below you can find more details about Youngs Advisory Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $296 Million
ETFs: $256 Million
Technology: $14.1 Million
Basic Materials: $11 Million
Financial Services: $7.25 Million
Consumer Cyclical: $3.18 Million
Communication Services: $2.36 Million
Healthcare: $950,000
Energy: $697,000
Other: $472,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$52.5 Million 17.77% of portfolio
623,204
Q4 2025 Reduced 0.15%
$0
$52.1 Million 17.63% of portfolio
180,818
Q4 2025 Added 92.35%
$0
$40.7 Million 13.78% of portfolio
61,198
Q4 2025 Reduced 3.75%
$0
$23.1 Million 7.8% of portfolio
123,093
Q4 2025 Reduced 0.77%
$0
$19.1 Million 6.47% of portfolio
32,648
Q4 2025 Added 13.22%
$0
$18.2 Million 6.16% of portfolio
961,547
Q4 2025 Added 0.2%
$0
$15.4 Million 5.21% of portfolio
270,527
Q4 2025 Added 6.68%
$0
$11.1 Million 3.74% of portfolio
403,024
Q4 2025 Reduced 7.59%
$57.5B
$10.7 Million 3.61% of portfolio
41,136
Q4 2025 Reduced 0.95%
$0
$9.54 Million 3.23% of portfolio
327,279
Q4 2025 Reduced 8.47%
$4.3T
$8.01 Million 2.71% of portfolio
29,956
Q4 2025 Reduced 15.19%
$0
$4.93 Million 1.67% of portfolio
60,782
Q4 2025 Reduced 21.36%
$662B
$4.54 Million 1.54% of portfolio
8,925
Q4 2025 Reduced 5.67%
$1.48B
$3.12 Million 1.06% of portfolio
222,090
Q4 2025 Added 2.97%
$465B
$1.95 Million 0.66% of portfolio
10,462
Q4 2025 Reduced 15.68%
$2.39T
$1.94 Million 0.66% of portfolio
8,264
Q4 2025 Reduced 14.59%
$0
$921,000 0.31% of portfolio
3,991
Q4 2025 Added 106.89%
$881B
$913,000 0.31% of portfolio
3,040
Q4 2025 Reduced 0.13%
$3.78T
$712,000 0.24% of portfolio
1,403
Q4 2025 Added 0.36%
$367B
$700,000 0.24% of portfolio
1,956
Q4 2025 Reduced 0.36%
$74.3B
$613,000 0.21% of portfolio
3,336
Q4 2025 Added 8.98%
$1.74T
$625,000 0.21% of portfolio
2,190
Q4 2025 Reduced 14.45%
$1.37T
$585,000 0.2% of portfolio
961
Q4 2025 Reduced 1.23%
$0
$566,000 0.19% of portfolio
18,328
Q4 2025 Added 28.53%
$0
$532,000 0.18% of portfolio
4,600
Q4 2025 Added 2.79%
$52.5B
$496,000 0.17% of portfolio
29,210
Q4 2025 Reduced 1.41%
$0
$499,000 0.17% of portfolio
9,529
Q4 2025 Added 0.79%
$0
$453,000 0.15% of portfolio
50,600
Q4 2025 Reduced 8.63%
$0
$433,000 0.15% of portfolio
2,850
Q4 2025 Added 3.07%
$1.65T
$425,000 0.14% of portfolio
1,540
Q4 2025 Reduced 48.75%
$0
$408,000 0.14% of portfolio
28,200
Q4 2025 Added 107.73%
$0
$375,000 0.13% of portfolio
3,155
Q4 2025 Added 9.93%
$193B
$392,000 0.13% of portfolio
3,713
Q4 2025 Reduced 2.21%
$522B
$384,000 0.13% of portfolio
1,927
Q2 2025 New
$0
$388,000 0.13% of portfolio
1,953
Q4 2025 Added 3.17%
$0
$349,000 0.12% of portfolio
743
Q4 2025 Reduced 7.82%
$224B
$341,000 0.12% of portfolio
1,120
Q3 2025 Reduced 1.32%
$49.1B
$328,000 0.11% of portfolio
2,980
Q4 2025 Added 867.53%
$533B
$318,000 0.11% of portfolio
979
Q4 2025 Reduced 18.21%
$0
$332,000 0.11% of portfolio
12,220
Q4 2025 Reduced 44.99%
$0
$322,000 0.11% of portfolio
2,127
Q4 2025 Added 1.14%
$277B
$295,000 0.1% of portfolio
3,300
Q2 2025 Reduced 13.61%
$277M
$296,000 0.1% of portfolio
65,186
Q3 2025 Added 117.29%
$0
$282,000 0.1% of portfolio
2,950
Q4 2025 Added 4.61%
$204B
$262,000 0.09% of portfolio
1,779
Q4 2025 Reduced 15.49%
$0
$272,000 0.09% of portfolio
452
Q4 2025 Reduced 1.09%
$593B
$254,000 0.09% of portfolio
1,157
Q3 2025 Reduced 26.4%
$141B
$271,000 0.09% of portfolio
10,832
Q4 2025 Reduced 0.06%
$0
$244,000 0.08% of portfolio
645
Q4 2025 Added 8.4%

Summary

  • Portfolio
  • No. of Stocks 65
  • Current Value $296 Million
  • Prior Value $280 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 14, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 6 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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