Institutional Manager · CIK 0001663649
YOUNGS ADVISORY GROUP, INC.
BETHLEHEM, PA · File #028-17079
Latest AUM
$281.0M
Positions
65
Top-10 Concentration
82.7%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202565 pos · $281.0M
- 13F HOLDINGS REPORTQ/E Sep 202565 pos · $281.0M
- 13F HOLDINGS REPORTQ/E Jun 202560 pos · $263.1M
- 13F HOLDINGS REPORTQ/E Mar 202554 pos · $240.1M
- 13F HOLDINGS REPORTQ/E Dec 202456 pos · $235.9M
- 13F HOLDINGS REPORTQ/E Sep 202456 pos · $241.2M
- 13F HOLDINGS REPORTQ/E Jun 202450 pos · $227.9M
- 13F HOLDINGS REPORTQ/E Mar 202447 pos · $223.9M
- 13F HOLDINGS REPORTQ/E Dec 202346 pos · $183.9M
- 13F HOLDINGS REPORTQ/E Sep 202345 pos · $183.7M
- 13F HOLDINGS REPORTQ/E Jun 202347 pos · $178.5M
- 13F HOLDINGS REPORTQ/E Mar 202348 pos · $169.4M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 46432F834 | 623,204 | $52.7M | 19.01% |
| 2 | SPDR S&P 500 ETF TR | SPY | 61,198 | $41.7M | 15.04% |
| 3 | SELECT SECTOR SPDR TR | 81369Y803 | 180,818 | $26.0M | 9.38% |
| 4 | INVESCO EXCHANGE TRADED FD T | IVZ | 123,093 | $23.6M | 8.50% |
| 5 | SPDR S&P MIDCAP 400 ETF TR | MDY | 32,648 | $19.7M | 7.10% |
| 6 | GLOBAL X FDS | 37954Y657 | 961,547 | $18.2M | 6.55% |
| 7 | DIMENSIONAL ETF TRUST | 25434V609 | 270,527 | $16.1M | 5.80% |
| 8 | SCHWAB STRATEGIC TR | 808524607 | 403,024 | $11.5M | 4.14% |
| 9 | AIR PRODS & CHEMS INC | AIIR | 41,136 | $10.2M | 3.66% |
| 10 | SCHWAB STRATEGIC TR | 808524508 | 327,279 | $9.8M | 3.55% |
| 11 | APPLE INC | AAPL | 29,956 | $8.1M | 2.93% |
| 12 | AMERICAN CENTY ETF TR | 025072125 | 101,374 | $7.2M | 2.58% |
| 13 | VANGUARD INTL EQUITY INDEX F | 922042874 | 60,782 | $5.1M | 1.83% |
| 14 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 8,925 | $4.5M | 1.62% |
| 15 | C3 AI INC | AI | 222,090 | $3.0M | 1.08% |
| 16 | NVIDIA CORPORATION | NVDA | 10,462 | $2.0M | 0.70% |
| 17 | AMAZON COM INC | AMZN | 8,264 | $1.9M | 0.69% |
| 18 | ISHARES TR | 464287432 | 20,991 | $1.8M | 0.66% |
| 19 | JPMORGAN CHASE & CO. | VYLD | 3,040 | $979,584 | 0.35% |
| 20 | PNC FINL SVCS GROUP INC | 693475105 | 3,336 | $696,324 | 0.25% |