Yardley Wealth Management LLC

Q1 2026 13F-HR Holdings

Location
Yardley, PA
Holdings as of
3/31/2026
Date filed
4/21/2026
Form type
13F-HR
Num holdings
36
Total value ($000)
$195,147
Net value change ($000)
+7,019 (3.7%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
DFGX 1,177 10.7%
AVDE 1,154 4.7%
DFAU 1,061 3.4%
DFIP 800 7.1%
DFNM 796 5.5%
AVUV 696 9.4%
DFSD 645 6.9%
DFCF 596 5.6%
AVLV 504 7.0%
AVGE 364 14.1%
Top Reduces (Value $000, Stocks/ETFs)
FRDM -555 -3.6%
SPY -391 -13.6%
QQQ -115 -28.2%
IWV -98 -4.4%
IYW -92 -17.8%
MSFT -75 -23.3%
DCOR -73 -14.6%
AMZN -32 -10.0%
AAPL -29 -6.6%
MUB -27 -2.1%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type