Yardley Wealth Management LLC Portfolio Holdings by Sector
Yardley Wealth Management LLC
- $164 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
DFAU AVDE FRDM DFNM DFIP DFCF DISV DFSD 26 stocks |
$154,104
98.22% of portfolio
|
  3  
|
  14  
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
LMT 1 stocks |
$1,085
0.69% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$575
0.37% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$412
0.26% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$409
0.26% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$305
0.19% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|