Yardley Wealth Management LLC
All 13F Filings
- Location
- Yardley, PA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 188,128
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/5/2026 | 36 | 188,128 | 13F-HR | Yardley Wealth Management LLC |
| Q3 2025 | 10/23/2025 | 36 | 178,999 | 13F-HR | Yardley Wealth Management LLC |
| Q2 2025 | 7/22/2025 | 41 | 182,859 | 13F-HR | Yardley Wealth Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 133.9 K | 71.2% | 6.793 K | 0 | 6.793 K |
| ETFs | 54.27 K | 28.8% | 2.336 K | 0 | 2.336 K |
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Fund Snapshot
Q4 2025
Latest filed
2/5/2026
Total value ($000)
188,128
Holdings
36
QoQ value change ($000)
9,129
(5.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.