Yardley Wealth Management LLC
RIA/Wealth
Yardley Wealth Management LLC is a RIA/Wealth based in Yardley, PA led by Michael Joseph Garry, reporting $192.0M in AUM as of Q3 2025 with 99% ETF concentration, 77% concentrated in top 10 holdings, and 17% allocation to DFAU.
CEOMichael Joseph Garry
- Portfolio Value
- $179.0M
- Positions
- 36
- Top Holding
- DFAU at 16.95%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Yardley Wealth Management LLC's portfolio (77% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $30.3M | 16.95% | -$3.2M Sold | — 663.2K shares | |
ETF ETF | $24.0M | 13.41% | -$2.5M Sold | — 304.2K shares | |
ETF ETF | $14.5M | 8.11% | -$1.4M Sold | — 327.7K shares | |
ETF ETF | $13.6M | 7.62% | +$193.0K Bought | — 284.2K shares | |
ETF ETF | $10.1M | 5.67% | -$263.8K Sold | — 188.0K shares | |
ETF ETF | $10.1M | 5.63% | -$496.5K Sold | — 238.5K shares | |
ETF ETF | $10.0M | 5.56% | -$367.9K Sold | — 232.8K shares | |
ETF ETF | $8.6M | 4.83% | -$994.6K Sold | — 242.2K shares | |
ETF ETF | $8.5M | 4.77% | -$417.5K Sold | — 177.1K shares | |
ETF ETF | $8.0M | 4.46% | -$731.6K Sold | — 110.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Yardley Wealth Management LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+9.96% | |
+5.03% | |
+4.78% | |
+1.44% | |
+0.69% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Yardley Wealth Management LLC
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