Yardley Wealth Management LLC
Yardley Wealth Management LLC reported 37 positions worth $220.1M as of June 30, 2026 (13F filed July 16, 2026). Largest holding: DFAU (17.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFAU | SH | $37.8M | 17.18% | 731,553 | — | — | |
| ▸ 2 | AVDE | SH | $28.5M | 12.93% | 319,168 | — | — | |
| ▸ 3 | FRDM | SH | $17.7M | 8.04% | 242,657 | — | — | |
| ▸ 4 | DFNM | SH | $15.9M | 7.21% | 328,185 | — | — | |
| ▸ 5 | DFGX | SH | $13.6M | 6.16% | 252,993 | — | — | |
| ▸ 6 | DFIP | SH | $13.0M | 5.91% | 315,060 | — | — | |
| ▸ 7 | DFCF | SH | $12.2M | 5.52% | 287,908 | — | — | |
| ▸ 8 | DFSD | SH | $11.0M | 4.99% | 229,981 | — | — | |
| ▸ 9 | DFUS | SH | $9.7M | 4.39% | 117,898 | — | — | |
| ▸ 10 | DISV | SH | $9.5M | 4.32% | 236,745 | — | — |
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Frequently Asked Questions
What stocks does Yardley Wealth Management LLC hold as of Q2 2026?
Yardley Wealth Management LLC reported 37 positions worth $220.1M in its Q2 2026 13F filing. Largest positions: DFAU (17.2%), AVDE (12.9%), FRDM (8.0%), DFNM (7.2%) and DFGX (6.2%).
What did Yardley Wealth Management LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Yardley Wealth Management LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.