Yardley Wealth Management LLC

Q3 2026 13F-HR Holdings

Location
Yardley, PA
Holdings as of
9/30/2026
Date filed
10/23/2026
Form type
13F-HR
Num holdings
40
Total value ($000)
$229,028
Net value change ($000)
+8,908 (4.0%)
New positions
6
Sold out positions
3
Turnover %
5.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
DFA INVT DIMENSIONS GROUP IN 8,033 NEW
DFAU 1,599 4.2%
DFNM 1,173 7.4%
DISV 1,156 12.2%
AVDE 1,138 4.0%
LLY 1,040 NEW
AAPL 890 189.8%
MSFT 821 329.7%
DFCF 570 4.7%
DFA INVT DIMENSIONS GROUP IN 471 NEW
Top Reduces (Value $000, Stocks/ETFs)
DFUS -7,412 -76.7%
MUB -544 -41.7%
DFSV -488 -100.0%
DCOR -476 -100.0%
DFAC -350 -14.1%
AVUV -217 -2.4%
AVEM -209 -100.0%
DFAS -169 -1.9%
IWN -124 -17.1%
DFGR -123 -3.7%
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