Yardley Wealth Management LLC

Q4 2025 13F-HR Holdings

Location
Yardley, PA
Holdings as of
12/31/2025
Date filed
2/5/2026
Form type
13F-HR
Num holdings
36
Total value ($000)
$188,128
Net value change ($000)
+9,129 (5.1%)
New positions
1
Sold out positions
1
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/23/2025 Next filing: 4/21/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFIP 1,148 11.4%
FRDM 1,093 7.5%
DFNM 934 6.8%
DFGX 891 8.8%
DFSD 799 9.4%
DFAU 736 2.4%
DFCF 730 7.3%
AVDE 713 3.0%
AVLV 454 6.7%
AVUV 408 5.8%
Top Reduces (Value $000, Stocks/ETFs)
LSAT -216 -100.0%
MSFT -88 -21.5%
QQQ -66 -13.9%
VEA -41 -10.2%
VCR -28 -9.5%
LMT -27 -2.5%
IYW -15 -2.8%
IWP -12 -3.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type