Yardley Wealth Management LLC - Portfolio Stock Holdings

Yardley Wealth Management LLC disclosed 37 stock positions in a recent SEC 13F filing. $220,119,979 of stock holdings were filed, with the largest holdings including DFAU, AVDE, and FRDM. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $231,589,312 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.