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.