Yardley Wealth Management LLC

Q2 2026 13F-HR Holdings

Location
Yardley, PA
Holdings as of
6/30/2026
Date filed
7/16/2026
Form type
13F-HR
Num holdings
37
Total value ($000)
$220,120
Net value change ($000)
+24,973 (12.8%)
New positions
1
Sold out positions
0
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
DFAU 5,669 17.6%
FRDM 2,633 17.5%
AVDE 2,599 10.0%
DFAC 1,633 191.4%
DFUS 1,477 18.0%
DFGX 1,345 11.0%
DFAS 1,335 17.3%
AVLV 1,142 14.8%
AVUV 1,026 12.7%
DFSD 1,002 10.0%
Top Reduces (Value $000, Stocks/ETFs)
LMT -201 -15.1%
VEA -15 -4.1%
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.
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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