Yardley Wealth Management LLC
Net seller this quarter
$220M
7
-$2.44M
10.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 FRDM | $17.7M | 8.04% | Not reported | -11.9% | Q3 2024 |
 SPY | $2.85M | 1.29% | Not reported | 0.0% | Q3 2024 |
 LMT | $1.13M | 0.51% | 0.00% | +0.6% | Q3 2024 |
 AAPL | $469K | 0.21% | 0.00% | Not reported | Q3 2024 |
 AMZN | $331K | 0.15% | 0.00% | Not reported | Q3 2024 |
 QQQ | $324K | 0.15% | Not reported | -13.4% | Q3 2024 |
 MSFT | $249K | 0.11% | 0.00% | +0.2% | Q3 2024 |
| Q1 2026 | |||||
| FRDM | $15.1M | 7.72% | Not reported | -9.5% | Q3 2024 |
| SPY | $2.48M | 1.27% | Not reported | -9.4% | Q3 2024 |
| LMT | $1.33M | 0.68% | 0.00% | +0.6% | Q3 2024 |
| AAPL | $412K | 0.21% | 0.00% | +0.1% | Q3 2024 |
| QQQ | $293K | 0.15% | Not reported | -23.5% | Q3 2024 |
| AMZN | $289K | 0.15% | 0.00% | Not reported | Q3 2024 |
| MSFT | $247K | 0.13% | 0.00% | Not reported | Q3 2024 |
| Q4 2025 | |||||
| FRDM | $15.6M | 8.30% | Not reported | -7.1% | Q3 2024 |
| SPY | $2.87M | 1.53% | Not reported | Not reported | Q3 2024 |
| LMT | $1.06M | 0.56% | 0.00% | +0.7% | Q3 2024 |
| AAPL | $441K | 0.23% | 0.00% | Not reported | Q3 2024 |
| QQQ | $408K | 0.22% | Not reported | -15.8% | Q3 2024 |
| MSFT | $322K | 0.17% | 0.00% | -15.8% | Q3 2024 |
| AMZN | $321K | 0.17% | 0.00% | Not reported | Q3 2024 |
| Q3 2025 | |||||
| FRDM | $14.5M | 8.11% | Not reported | -9.0% | Q3 2024 |
| SPY | $2.8M | 1.57% | Not reported | +4.8% | Q3 2024 |
| LMT | $1.09M | 0.61% | 0.00% | +0.7% | Q3 2024 |
| QQQ | $474K | 0.26% | Not reported | -0.3% | Q3 2024 |
| AAPL | $413K | 0.23% | 0.00% | -4.7% | Q3 2024 |
| MSFT | $410K | 0.23% | 0.00% | -6.0% | Q3 2024 |
| AMZN | $305K | 0.17% | 0.00% | -8.0% | Q3 2024 |