Yardley Wealth Management LLC - Portfolio Stock Holdings

Yardley Wealth Management LLC disclosed 41 stock positions in a recent SEC 13F filing. $229,028,418 of stock holdings were filed, with the largest holdings including DFAU, AVDE, and FRDM. This filing represented positions held on Sept. 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.