Yardley Wealth Management LLC reported 6 positions worth $5.14M for the quarter ended Sep 30, 2026, up 136.0% on the prior quarter. It opened 2 new positions, added to 3, trimmed 1 and exited 0. Its largest holding is Apple Inc. at 26.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AMZN Amazon Com Inc | -180 | -12.9% | $44.85K | 5.86% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 4,080 | $1.36M | 26.42% | +2,458 | +151.5% | Added | 0% |
| 2 | LMT Lockheed Martin Corp | Industrials | 2,232 | $1.14M | 22.1% | +15 | +0.7% | Added | 0% |
| 3 | MSFT Microsoft Corp | Technology | 2,085 | $1.07M | 20.8% | +1,418 | +212.6% | Added | 0% |
| 4 | LLY ELI LILLY & Co | Healthcare | 899 | $1.04M | 20.23% | +899 | – | New | 0% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 1,210 | $301.47K | 5.86% | -180 | -12.9% | Reduced | 0% |
| 6 | JNJ Johnson & Johnson | Healthcare | 891 | $235.81K | 4.59% | +891 | – | New | 0% |
Tip. Select a row to see that position’s full history at Yardley Wealth Management.
As of its Q3 2026 13F filing, Yardley Wealth Management LLC’s five largest positions were Apple Inc. (AAPL) at 26.4%, Lockheed Martin Corp (LMT) at 22.1%, Microsoft Corp (MSFT) at 20.8%, ELI LILLY & Co (LLY) at 20.2%, Amazon Com Inc (AMZN) at 5.9% of the reported portfolio.
Yardley Wealth Management LLC reported a 13F portfolio worth $5.14M across 6 positions for Q3 2026. That is up 136.0% from the previous quarter.
Its largest purchases by value were ELI LILLY & Co ($1.04M), Apple Inc. ($818.51K), Microsoft Corp ($727.41K). It opened 2 new positions.
Its largest sales by value were Amazon Com Inc ($44.85K). It exited 0 positions entirely.
From the Form 13F-HR reports Yardley Wealth Management LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.