• 13F History

Yardley Wealth Management LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 10, 2025
Value $
$206M
Signature - Title
Ashleigh Swayze - Counsel
Location
Yardley, PA
Summary
This page shows a list of all the recent 13F filings made by Yardley Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Yardley Wealth Management LLC reported 41 stock holdings with total value $206M as of Q4 2024. Top holdings included DFAU, AVDE, DFNM, FRDM, and DFGX.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 41 $206M +$41.7M -$236K +$41.4M DFAU, AVDE, DFNM, FRDM, DFGX 13F-HR 2/10/2025, 03:16 PM
Q3 2024 41 $169M $0 $0 DFAU, AVDE, FRDM, DFNM, DFIP 13F-HR 11/8/2024, 12:24 PM