Yardley Wealth Management LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 8, 2024
Value $
$169M
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 41 stock holdings with total value $169M as of Q3 2024. Top holdings included DFAU, AVDE, FRDM, DFNM, and DFIP.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 41 $169M $0 $0 DFAU, AVDE, FRDM, DFNM, DFIP 13F-HR 11/8/2024, 12:24 PM