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Yardley Wealth Management - Q4 2025 13F Filings

YA

Yardley Wealth Management LLC

CIK: 0002044323
Address: Pennsylvania Yardley 37 S. Main Street
$188.13 M
Portfolio Value
36
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 07/16/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. DFIP Dimensional Inflation-Protected Securities Etf
+$1.31 M
2. DFGX Dimensional Global Ex Us Core Fixed Income Etf
+$1.14 M
3. DFNM Dimensional National Municipal Bond Etf
+$879,536.16
4. DFSD Dimensional Short-Duration Fixed Income Etf
+$842,001.24
5. DFCF Dimensional Core Fixed Income Etf
+$776,422.78

Top Sells

Q4 2025
1. FRDM Freedom 100 Emerging Markets Etf
−$1.19 M
2. AVDE Avantis International Equity Etf
−$327,798.58
3. DISV Dimensional International Small Cap Value Etf
−$311,409.54
4. LSAT Leadershares Alphafactor Tactical Focused Etf
−$215,589
5. QQQ Invesco Qqq Trust Series I
−$76,778.61

Asset Allocation

Stocks/ETFs
+5.10%
$188.13 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Yardley Wealth Management Q4 2025 Filing Summary

Yardley Wealth Management LLC filed its 13F report for Q4 2025 on February 04, 2026. The portfolio totaled 188.13 M reflecting a +5.10% change from the prior quarter, spanning 36 assets. The top 10 holdings comprised 77.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 1 new positions and 1 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Yardley Wealth Management’s Q4 2025 Filing

Yardley Wealth Management submitted their Form 13F-HR for the Q4 2025 period on 02/04/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Yardley Wealth Management reported a managed portfolio value of 188.13 M, consisting of 36 individual positions.

This page displays the raw filing documents. To see which stocks Yardley Wealth Management bought or sold during Q4 2025, please visit Yardley Wealth Management's Portfolio Analysis page.