Yardley Wealth Management LLC

CIK

2044323

Location

YARDLEY, PA

Portfolio Value

Micro $5,050,798

Diversification

Highly concentrated

Filing Date

Global Rank

#8,340 / 8,603 ▲ 74 · as of Mar 2026

Top Industry

Aerospace & Defense 58.4%

3Y Alpha vs SPY

-1.2%

Period ended 3 months ago

Filed Apr 21, 2026 · 3mo

7 quarters · since Sep 2024

Clone Performance

Nov 2024–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+24.9%

SPY

+28.3%

Annualised alpha

-1.9%

Max drawdown

−18.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

6 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

49.1%

−3.9 pts

Top 5

95.1%

+1.0 pts

Top 10

100.0%

0.0 pts

HHI

3,260

Highly concentrated−118

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	54.9%	$2,771,652	2
Industrials	26.4%	$1,331,471	1
Technology	13.0%	$658,180	2
Consumer Cyclical	5.7%	$289,495	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
LMT	Lockheed Martin Corp	+13	2,203	$1,331,471
AAPL	Apple Inc.	+1	1,622	$411,647
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	−397	3,811	$2,478,445
QQQ	Invesco Qqq Trust, Series 1	−156	508	$293,207
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

6 positions · $5,050,798 total · as of Mar 31, 2026

All sectors Consumer Cyclical Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	3,811	-397	$2,478,445	−13.6%	49.07%
LMT	Lockheed Martin Corp Industrials	Added	2,203	+13	$1,331,471	+25.7%	26.36%
AAPL	Apple Inc. Technology	Added	1,622	+1	$411,647	−6.6%	8.15%
QQQ	Invesco Qqq Trust, Series 1	Reduced	508	-156	$293,207	−28.1%	5.81%
AMZN	Amazon Com Inc Consumer Cyclical	Held	1,390	0	$289,495	−9.8%	5.73%
MSFT	Microsoft Corp Technology	Held	666	0	$246,533	−23.5%	4.88%