Yardley Wealth Management LLC reported 37 holdings worth US$220M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 16, 2026
Yardley Wealth Management LLC reported 37 holdings worth US$220M as of Jun 30, 2026. Largest: Lockheed Martin Corporation, Apple Inc and Amazon.com, Inc. Filed Jul 16, 2026 (Form 13F).
- Holdings
- 37
- Value as reported
- US$220M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Lockheed Martin Corporation | 2,217 | US$1.13M | 0.51% |
| Apple Inc | 1,622 | US$469K | 0.21% |
| Amazon.com, Inc. | 1,390 | US$331K | 0.15% |
| Microsoft Corp. | 667 | US$249K | 0.11% |