Back to investors
YARDLEY WEALTH MANAGEMENT LLC
YARDLEY WEALTH MANAGEMENT LLC
Latest filing: 2026-06-30
YARDLEY WEALTH MANAGEMENT LLC runs YARDLEY WEALTH MANAGEMENT LLC and currently holds 37 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $220.12M. Their top holdings are DFAU, AVDE, FRDM, DFNM, DFGX. The top five represent 51.5% of reported portfolio weight. YARDLEY WEALTH MANAGEMENT LLC ranks #888 out of 1000 investors tracked by Alpha Score. In the most recent quarter, YARDLEY WEALTH MANAGEMENT LLC initiated 1 new position. They added to 17 existing positions. They trimmed 11 positions. Their current best-performing preview position is IYW with returns of +39.03%.
Sign in to enable email alerts for this investor.
Showper page
37 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 DFAU DIMENSIONAL ETF TRUST | 17.18% | $40.53 | $53.04 | +30.85% | Added +2.68% |
 AVDE AMERICAN CENTY ETF TR | 12.93% | $67.46 | $94.24 | +39.69% | Added +4.66% |
 FRDM EA SERIES TRUST | 8.04% | $35.23 | $68.72 | +95.06% | Trimmed -11.93% |
 DFNM DIMENSIONAL ETF TRUST | 7.21% | $48.35 | $47.58 | -1.59% | Added +2.36% |
 DFGX DIMENSIONAL ETF TRUST | 6.16% | $53.54 | $52.00 | -2.89% | Added +8.64% |
 DFIP DIMENSIONAL ETF TRUST | 5.90% | $41.89 | $40.33 | -3.74% | Added +9.35% |
 DFCF DIMENSIONAL ETF TRUST | 5.52% | $42.79 | $41.48 | -3.06% | Added +7.75% |
 DFSD DIMENSIONAL ETF TRUST | 4.99% | $47.67 | $47.31 | -0.76% | Added +10.34% |
 DFUS DIMENSIONAL ETF TRUST | 4.39% | $63.37 | $83.66 | +32.01% | Added +2.15% |
 DISV DIMENSIONAL ETF TRUST | 4.32% | $29.04 | $44.49 | +53.20% | Added +3.91% |
Showing 1-10 of 37