Yardley Wealth Management LLC
13F Portfolio Filings
Most recent 13F Q1 2026Location yardley, PACIK 0002044323All SEC filings
Q1 2026 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
36 | $195.15M | DFAU, AVDE, DFNM, FRDM | 13F-HR | Apr 21, 2026 | 000204432326000002 | ||
36 | $188.13M | DFAU, AVDE, FRDM, DFNM | 13F-HR | Feb 5, 2026 | 000204432326000001 | ||
36 | $179M | DFAU, AVDE, FRDM, DFNM | 13F-HR | Oct 23, 2025 | 000204432325000007 | ||
41 | $183K | DFAU, AVDE, FRDM, DFNM | 13F-HR | Jul 22, 2025 | 000204432325000004 | ||
40 | $170K | DFAU, AVDE, DFNM, FRDM | 13F-HR | Apr 25, 2025 | 000204432325000003 | ||
41 | $206K | DFAU, AVDE, DFNM, FRDM | 13F-HR | Feb 10, 2025 | 000204432325000001 | ||
41 | $169K | DFAU, AVDE, FRDM, DFNM | 13F-HR | Nov 8, 2024 | 000204432324000001 |