13F Filings History of Yardley Wealth Management LLC

Latest 13F report
Q4 2025 - 05 Feb 2026
Value $
$188,127,785
Signature - Title
Ashleigh Swayze - Counsel
Location
Yardley, PA
Summary
This page shows a list of all the recent 13F filings made by Yardley Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Yardley Wealth Management LLC reported 36 stock holdings with total value $188,127,785 as of Q4 2025. Top holdings included DFAU, AVDE, FRDM, DFNM, and DFIP.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 36 $188,127,785 +$6,346,154 -$2,396,840 +$3,949,314 DFAU, AVDE, FRDM, DFNM, DFIP 13F-HR 04 Feb 2026, 18:30
Q3 2025 36 $178,998,637 +$553,622 -$14,712,528 -$14,158,906 DFAU, AVDE, FRDM, DFNM, DFGX 13F-HR 23 Oct 2025, 14:54
Q2 2025 41 $182,859,000 +$3,504,616 -$2,541,467 +$963,149 DFAU, AVDE, FRDM, DFNM, DFIP 13F-HR 22 Jul 2025, 15:37
Q1 2025 40 $169,762,000 +$547,070 -$35,525,652 -$34,978,582 DFAU, AVDE, DFNM, FRDM, DFIP 13F-HR 25 Apr 2025, 13:34
Q4 2024 41 $205,854,000 +$41,670,393 -$235,943 +$41,434,450 DFAU, AVDE, DFNM, FRDM, DFGX 13F-HR 10 Feb 2025, 15:16
Q3 2024 41 $168,602,000 $0 $0 $0 DFAU, AVDE, FRDM, DFNM, DFIP 13F-HR 08 Nov 2024, 12:24