YOUNGS ADVISORY GROUP, INC.

RIA/Wealth

YOUNGS ADVISORY GROUP, INC. is a RIA/Wealth based in Beverly Hills, CA led by John Gorton Youngs, reporting $646.3M in AUM as of Q3 2025 with 84% ETF concentration, 81% concentrated in top 10 holdings, and 18% allocation to IXUS.

CEOJohn Gorton Youngs

Portfolio Value: $281.0M
Positions: 65
Top Holding: IXUS at 18.34%
Last Reported: Q3 2025

Address9444 Santa Monica Blvd, Suite 301, Beverly Hills, CA, 90210, United States

Top Holdings

Largest long holdings in YOUNGS ADVISORY GROUP, INC.'s portfolio (81.3% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Core MSCI Total International Stock IXUS	ETF ETF	$51.5M	18.34%	+$526.7K Bought	— 624.1K shares	Q2 2021 Held for 4y 5m
2 SPDR S&P 500 ETF Trust SPY	ETF ETF	$42.4M	15.07%	-$42.0K Sold	— 63.6K shares	Q1 2020 Held for 5y 8m
3 Technology Select Sector SPDR Fund XLK	ETF ETF	$26.5M	9.43%	-$405.9K Sold	— 94.0K shares	Q2 2021 Held for 4y 5m
4 Invesco S&P 500 Equal Weight ETF RSP	ETF ETF	$23.5M	8.37%	-$137.5K Sold	— 124.0K shares	Q4 2015 Held for 9y 11m
5 Global X U.S. Preferred ETF PFFD	ETF ETF	$18.6M	6.63%	+$234.1K Bought	— 959.6K shares	Q4 2020 Held for 4y 11m
6 SPDR S&P MidCap 400 ETF MDY	ETF ETF	$17.2M	6.12%	+$286.7K Bought	— 28.8K shares	Q4 2015 Held for 9y 11m
7 Dimensional U.S. Targeted Value DFAT	ETF ETF	$14.8M	5.25%	+$656.7K Bought	— 253.6K shares	Q1 2025 Held for 8 months
8 Schwab U.S. Small-Cap ETF SCHA	ETF ETF	$12.2M	4.33%	-$275.9K Sold	— 436.1K shares	Q2 2021 Held for 4y 5m
9 Air Products and Chemicals APD	Chemicals - Specialty Basic Materials	$11.3M	4.03%	+$988.1K Bought	0.02% 41.5K shares	Q4 2015 Held for 9y 11m
10 Schwab U.S. Mid-Cap ETF SCHM	ETF ETF	$10.6M	3.77%	-$28.2K Sold	— 357.6K shares	Q4 2017 Held for 7y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in YOUNGS ADVISORY GROUP, INC.'s latest filing

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Market Value

$281.0M

Prior: $262.4M

Q/Q Change

+7.11%

+$18.7M

Net Flows % of MV

+0.748%

Turnover Ratio

1.66%

New Purchases

6 stocks

$1.9M

Added To

19 stocks

+$3.4M

Sold Out Of

2 stocks

$447.2K

Reduced Holdings

20 stocks

-$2.8M

Increased Positions

Position	Shares Δ	Change
1 AdvanSix ASIX	New	0 → 26.9K +$520.5K
2 ETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW	New	0 → 55.4K +$501.2K
3 iShares Core MSCI EAFE ETF IEFA	New	0 → 2.9K +$254.5K
4 AZN AstraZeneca AZN	New	0 → 3.3K +$253.2K
5 Vanguard Communication Services VOX	New	0 → 1.1K +$214.0K

Decreased Positions

Position	Shares Δ	Change
1 Verizon Communications VZ	Sold	5.5K → 0 −$236.0K
2 Coca-Cola KO	Sold	3.0K → 0 −$211.1K
3 Oracle ORCL	-26.4%	1.6K → 1.2K −$116.7K
4 Vanguard FTSE Europe VGK	-14.07%	90.0K → 77.3K −$1.0M
5 iShares 20+ Year Treasury Bond TLT	-10.41%	60.3K → 54.0K −$561.2K