Yardley Wealth Management LLC Portfolio Holdings

Yardley Wealth Management LLC

  • $183 Million
  • Q2 2025

Yardley Wealth Management LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $183 Million distributed in 41 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $31M, American Centy ETF Tr Avantis with a value of $24.8M, Ea Ser Tr Freedom 100 Emerging with a value of $14.5M, Dimensional ETF Tr Natl Mun Bd with a value of $13.3M, and Dimensional ETF Tr Inflation P with a value of $10.5M.

Examining the 13F form we can see an increase of $13.1M in the current position value, from $170M to 183M.

Yardley Wealth Management LLC is based out at Yardley, PA

Below you can find more details about Yardley Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $183 Million
ETFs: $156 Million
Industrials: $1.82 Million
Utilities: $1.21 Million
Technology: $767,000
Financial Services: $607,000
Consumer Cyclical: $331,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$31 Million 16.98% of portfolio
732,989
Q2 2025 Added 1.95%
$0
$24.8 Million 13.57% of portfolio
335,387
Q2 2025 Reduced 2.42%
$0
$14.5 Million 7.95% of portfolio
360,025
Q2 2025 Reduced 1.64%
$0
$13.3 Million 7.27% of portfolio
280,206
Q2 2025 Reduced 5.75%
$0
$10.5 Million 5.72% of portfolio
250,286
Q2 2025 Added 3.68%
Dimensional ETF Trust
-
$10.3 Million 5.63% of portfolio
-
Q2 2025 Added 3.33%
$0
$10.2 Million 5.58% of portfolio
241,427
Q2 2025 Added 4.38%
$0
$8.92 Million 4.88% of portfolio
185,796
Q2 2025 Added 0.35%
$0
$8.89 Million 4.86% of portfolio
270,065
Q2 2025 Reduced 3.02%
$0
$8.06 Million 4.41% of portfolio
120,217
Q2 2025 Added 2.17%
$0
$7.2 Million 3.94% of portfolio
113,079
Q2 2025 Added 5.31%
$0
$6.93 Million 3.79% of portfolio
101,523
Q2 2025 Added 3.67%
$0
$6.76 Million 3.69% of portfolio
74,157
Q2 2025 Added 1.73%
Dimensional ETF Trust
-
$2.6 Million 1.42% of portfolio
-
Q2 2025 Added 0.02%
$0
$2.48 Million 1.36% of portfolio
4,016
Q2 2025 Reduced 1.71%
$0
$2.05 Million 1.12% of portfolio
5,833
Q1 2025 Reduced 2.38%
$0
$1.17 Million 0.64% of portfolio
11,157
Q2 2025 Reduced 4.46%
$108B
$1 Million 0.55% of portfolio
2,160
Q2 2025 Added 0.7%
$104B
$860,000 0.47% of portfolio
2,666
Q1 2025 Reduced 50.0%
$0
$826,000 0.45% of portfolio
9,241
Q1 2025 Reduced 63.49%
$59.8B
$818,000 0.45% of portfolio
1,443
Q3 2024 New
$0
$791,000 0.43% of portfolio
22,062
Q1 2025 Reduced 50.25%
$0
$533,000 0.29% of portfolio
1,754
Q3 2024 New
$0
$517,000 0.28% of portfolio
5,123
Q3 2024 New
$0
$517,000 0.28% of portfolio
3,275
Q1 2025 Reduced 57.12%
$0
$472,000 0.26% of portfolio
2,723
Q2 2025 Reduced 3.34%
Dimensional ETF Trust
-
$454,000 0.25% of portfolio
-
Q2 2025 Added 16.13%
$0
$436,000 0.24% of portfolio
791
Q2 2025 Added 2.86%
$3.77T
$418,000 0.23% of portfolio
841
Q2 2025 Reduced 4.43%
$0
$417,000 0.23% of portfolio
7,318
Q2 2025 Reduced 17.49%
$53.4B
$385,000 0.21% of portfolio
1,912
Q1 2025 Reduced 50.0%
$0
$370,000 0.2% of portfolio
12,569
Q2 2025 New
$44.2B
$347,000 0.19% of portfolio
8,000
Q1 2025 Reduced 50.0%
$3.45T
$349,000 0.19% of portfolio
1,701
Q1 2025 Reduced 37.39%
$2.32T
$331,000 0.18% of portfolio
1,510
Q1 2025 Reduced 35.28%
$0
$305,000 0.17% of portfolio
2,200
Q1 2025 Reduced 75.0%
$0
$312,000 0.17% of portfolio
860
Q2 2025 Reduced 13.83%
$0
$284,000 0.16% of portfolio
458
Q2 2025 Reduced 2.55%
$237B
$222,000 0.12% of portfolio
1,576
Q2 2025 New
$0
$206,000 0.11% of portfolio
5,211
Q2 2025 Reduced 14.91%

Summary

  • Portfolio
  • No. of Stocks 41
  • Current Value $183 Million
  • Prior Value $170 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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