Yardley Wealth Management LLC
Long book
$195.1M
Q1 2026
Positions
36
Top-10 weight
77%
concentration
Last quarter
+9.5%
SPY +14.8%
Turnover
0%
of book per quarter
Strategy in plain words
auto-generated from filingsYardley Wealth Management LLC is a wealth-management firm allocating client money, running a $195.1M US long book across 36 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: DIMENSIONAL US CORE EQUITY M, AVANTIS INTERNATIONAL EQUITY, DIMENSIONAL NATIONAL MUNI BD, FREEDOM 100 EMEGING MRKT ETF, DIMSNL INTR CF IN ETF-USD IN.
Over the last 7 quarters its long book ran on average 0.5pp per quarter behind the S&P 500, beating the index in 3 of 7 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q3 2024
-1.9%
Q4 2024
+0.1%
Q1 2025
+8.0%
Q2 2025
+6.1%
Q3 2025
+3.8%
Q4 2025
+1.1%
Q1 2026
+9.5%
Sector allocation
Industrials 58%
Technology 29%
Consumer discretionary 13%
Long book by quarter
What does Yardley Wealth own?
Q1 2026 13F13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 21, 2026 | 36 | $195.1M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 5, 2026 | 36 | $188.1M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 23, 2025 | 36 | $179.0M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 22, 2025 | 41 | $182.9M | $K fixed canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 25, 2025 | 40 | $169.8M | $K fixed canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 10, 2025 | 49 | $205.9M | $K fixed canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 8, 2024 | 41 | $168.6M | $K fixed canonical | SEC ↗ |