Yardley Wealth Management LLC
13F Portfolio Filings
- Most recent 13FQ2 2025
- Locationyardley, PA
- CIK0002044323
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
41 | $183.00K | DFAU, AVDE, FRDM, DFNM | 13F-HR | Jul 22, 2025 | 000204432325000004 | ||
40 | $170.00K | DFAU, AVDE, DFNM, FRDM | 13F-HR | Apr 25, 2025 | 000204432325000003 | ||
41 | $206.00K | DFAU, AVDE, DFNM, FRDM | 13F-HR | Feb 10, 2025 | 000204432325000001 | ||
41 | $169.00K | DFAU, AVDE, FRDM, DFNM | 13F-HR | Nov 8, 2024 | 000204432324000001 |