Yardley Wealth Management LLC has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $164 Million distributed in 36 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $30.3M, American Centy ETF Tr Avantis with a value of $24M, Ea Ser Tr Freedom 100 Emerging with a value of $14.5M, Dimensional ETF Tr Natl Mun Bd with a value of $13.6M, and Dimensional ETF Tr Inflation P with a value of $10.1M.
Examining the 13F form we can see an decrease of $19.2M in the current position value, from $183M to 164M.
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.
