Yardley Wealth Management LLC Portfolio Holdings

Yardley Wealth Management LLC

  • $164 Million
  • Q3 2025

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.

Portfolio value $164 Million
ETFs: $155 Million
Industrials: $1.09 Million
Technology: $821,000
Consumer Cyclical: $305,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 36
  • Current Value $164 Million
  • Prior Value $183 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 23, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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