Yardley Wealth Management LLC Portfolio Holdings

Yardley Wealth Management LLC

  • $170 Million
  • Q1 2025

Yardley Wealth Management LLC has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $170 Million distributed in 40 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $27.6M, American Centy ETF Tr Avantis with a value of $22.8M, Dimensional ETF Tr Natl Mun Bd with a value of $14.1M, Ea Ser Tr Freedom 100 Emerging with a value of $12.8M, and Dimensional ETF Tr Inflation P with a value of $10.2M.

Examining the 13F form we can see an decrease of $36.1M in the current position value, from $206M to 170M.

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 $170 Million
ETFs: $145 Million
Industrials: $1.81 Million
Utilities: $907,000
Technology: $708,000
Financial Services: $396,000
Consumer Cyclical: $287,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$27.6 Million 16.28% of portfolio
718,976
Q1 2025 Reduced 14.84%
$0
$22.8 Million 13.42% of portfolio
343,697
Q1 2025 Reduced 10.77%
$0
$14.1 Million 8.33% of portfolio
297,286
Q1 2025 Reduced 3.75%
$0
$12.8 Million 7.56% of portfolio
366,032
Q1 2025 Reduced 12.36%
$0
$10.2 Million 5.99% of portfolio
241,401
Q1 2025 Reduced 11.74%
Dimensional ETF Trust
-
$9.76 Million 5.75% of portfolio
-
Q1 2025 Reduced 14.85%
$0
$9.73 Million 5.73% of portfolio
231,287
Q1 2025 Reduced 10.5%
$0
$8.8 Million 5.18% of portfolio
185,156
Q1 2025 Reduced 10.08%
$0
$8.11 Million 4.78% of portfolio
278,461
Q1 2025 Reduced 12.99%
$0
$7.12 Million 4.19% of portfolio
117,669
Q1 2025 Reduced 13.29%
$0
$6.42 Million 3.78% of portfolio
107,380
Q1 2025 Reduced 15.26%
$0
$6.39 Million 3.76% of portfolio
97,926
Q1 2025 Reduced 12.69%
$0
$6.36 Million 3.74% of portfolio
72,898
Q1 2025 Reduced 15.84%
Dimensional ETF Trust
-
$2.55 Million 1.5% of portfolio
-
Q1 2025 Reduced 12.5%
$0
$2.29 Million 1.35% of portfolio
4,086
Q1 2025 Reduced 51.94%
$0
$1.85 Million 1.09% of portfolio
5,833
Q1 2025 Reduced 2.38%
$0
$1.23 Million 0.73% of portfolio
11,678
Q1 2025 Added 0.13%
$123B
$958,000 0.56% of portfolio
2,145
Q1 2025 Added 0.75%
$57.9B
$851,000 0.5% of portfolio
1,443
Q3 2024 New
$0
$755,000 0.44% of portfolio
9,241
Q1 2025 Reduced 63.49%
$0
$728,000 0.43% of portfolio
22,062
Q1 2025 Reduced 50.25%
$102B
$538,000 0.32% of portfolio
2,666
Q1 2025 Reduced 50.0%
$0
$494,000 0.29% of portfolio
3,275
Q1 2025 Reduced 57.12%
$0
$473,000 0.28% of portfolio
5,123
Q3 2024 New
$0
$482,000 0.28% of portfolio
1,754
Q3 2024 New
$0
$451,000 0.27% of portfolio
8,869
Q3 2024 New
$0
$396,000 0.23% of portfolio
2,817
Q1 2025 Reduced 75.0%
$52.2B
$396,000 0.23% of portfolio
1,912
Q1 2025 Reduced 50.0%
$42.7B
$369,000 0.22% of portfolio
8,000
Q1 2025 Reduced 50.0%
$3.38T
$378,000 0.22% of portfolio
1,701
Q1 2025 Reduced 37.39%
Dimensional ETF Trust
-
$358,000 0.21% of portfolio
-
Q1 2025 New
$0
$361,000 0.21% of portfolio
769
Q1 2025 Reduced 14.93%
$3.81T
$330,000 0.19% of portfolio
880
Q1 2025 Reduced 70.41%
$0
$325,000 0.19% of portfolio
998
Q1 2025 Reduced 50.0%
$0
$282,000 0.17% of portfolio
5,691
Q1 2025 Reduced 75.0%
$2.28T
$287,000 0.17% of portfolio
1,510
Q1 2025 Reduced 35.28%
$0
$264,000 0.16% of portfolio
470
Q1 2025 Reduced 65.99%
$0
$258,000 0.15% of portfolio
2,200
Q1 2025 Reduced 75.0%
$0
$246,000 0.14% of portfolio
6,124
Q1 2025 Reduced 4.63%

Summary

  • Portfolio
  • No. of Stocks 40
  • Current Value $170 Million
  • Prior Value $206 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 25, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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