Yardley Wealth Management LLC Portfolio
Invests via Yardley Wealth Management LLC | Managed by Ashleigh Swayze, Michael J. Garry
Invests via Yardley Wealth Management LLC
Managed by Ashleigh Swayze, Michael J. Garry
Automatically Tracked
Company Profile
Regional independent wealth manager providing advisory, financial planning and investment management services to high-net-worth individuals, families and small institutions. Yardley Wealth Management LLC typically generates fee income tied to assets under management and offers discretionary portfolio management, retirement planning, tax-aware allocation and multi-asset solutions. The firm competes with national RIAs and wirehouses for HNW clients and is a potential partner or distribution target for asset managers and M&A activity in the advisor consolidation market.
Regional independent wealth manager providing advisory, financial planning and investment management services to high-net-worth individuals, families and small institutions. Yardley Wealth Management LLC typically generates fee income tied to assets under management and offers discretionary portfolio management, retirement planning, tax-aware allocation and multi-asset solutions. The firm competes with national RIAs and wirehouses for HNW clients and is a potential partner or distribution target for asset managers and M&A activity in the advisor consolidation market.
Investment Philosophy & Strategy
Focuses on fee-based, fiduciary advisory for high-net-worth individuals, families and small institutions, prioritizing AUM-linked recurring revenue and scalable discretionary management. Portfolio construction emphasizes tax-aware, multi-asset allocation with retirement planning overlays and risk-managed downside protection. Capital deployment strategy favors diversified, liquid strategies with tactical tilts to income and tax-efficient vehicles; external manager selection is pragmatic, favoring boutique managers where they provide operational or tax alpha. Competitive positioning leverages regional relationships, personalized service and partnership potential—supporting M&A or product distribution arrangements to broaden capabilities while preserving client-centric governance and long-term wealth preservation.
Focuses on fee-based, fiduciary advisory for high-net-worth individuals, families and small institutions, prioritizing AUM-linked recurring revenue and scalable discretionary management. Portfolio construction emphasizes tax-aware, multi-asset allocation with retirement planning overlays and risk-managed downside protection. Capital deployment strategy favors diversified, liquid strategies with tactical tilts to income and tax-efficient vehicles; external manager selection is pragmatic, favoring boutique managers where they provide operational or tax alpha. Competitive positioning leverages regional relationships, personalized service and partnership potential—supporting M&A or product distribution arrangements to broaden capabilities while preserving client-centric governance and long-term wealth preservation.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
24.41%
Gain -0.26%
Monthly
1.02%
Yearly
12.97%
Drawdown
12.58%
$219.29M
Equity
Holdings
$219.29M
Investment
$181.2M
$41.33M
Profit -$519,076.21
Realized
$3.24M
Unrealized
$38.09M
Dividends
$8.05M
Goals
Avg. 48.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.26%
Profit
-$519,076.21
Win %
78%
This Week
Compared To Last Week
Gain
-0.58%
Profit
-$1.27M
Win %
78%
This Month
Compared to last month
Gain
-0.61%
Profit
-$1.34M
Win %
78%
This Year
Compared to last year
Gain
-0.61%
Profit
-$1.34M
Win %
80%
AAPL Apple Inc.
+1.76%
+$9,342.72 
AVDE Avantis International Equity ETF
0%
$0 
AVEM Avantis Emerging Markets Equity ETF
0%
$0 
AVGE FRCL 3 2022Q3 Hb Float
0%
$0 
AVLV Avantis U.S. Large Cap Value ETF
0%
$0 
AVUS Avantis U.S. Equity ETF
0%
+$0.05 
AVUV Avantis U.S. Small Cap Value ETF
0%
$0 
DCOR Dimensional US Core Equity 1 ETF
0%
$0 
DFAC Dimensional U.S. Core Equity 2 ETF
0%
$0 
DFAS Dimensional U.S. Small Cap ETF
0%
$0 
DFAU Dimensional US Core Equity Market ETF
0%
$0 
DFCF Dimensional Core Fixed Income ETF
0%
+$0.49 
DFGR Dimensional Global Real Estate ETF
0%
$0 
DFGX Dimensional Global ex US Core Fixed Income Fund
0%
$0 
DFIP Dimensional Inflation-Protected Securities ETF
0%
$0 
DFNM Dimensional National Municipal Bond ETF
0%
$0 
DFSD Dimensional Short-Duration Fixed Income ETF
0%
$0 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
DFUS Dimensional U.S. Equity Market ETF
0%
$0 
DISV Dimensional International Small Cap Equity Fund
0%
$0 
EFA iShares MSCI EAFE ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
$0 
IWN iShares Russell 2000 Value ETF
0%
+$0.03 
IWP iShares Russell Mid-Cap Growth ETF
0%
$0 
IWV ISHARES RUSSELL 3000 ETF
0%
-$0.06 
MSFT Microsoft Corp.
0%
$0 
MUB iShares National Muni Bond ETF
0%
$0 
VCR Vanguard Consumer Discretionary ETF
0%
-$0.01 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
-$0.02 
Events
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Dividends
Dividend Analysis
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| Trades 242 | Longs Won 164/242 67% | Profit Factor 19.08 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $713,642.34 |
| Average Win $265,955.95 | Best Trade (Jul 17) $6.38M | Sharpe Ratio -55.67 |
| Average Loss -$29,313.52 | Worst Trade (Jul 17) -$220,878.3 | Z-Score 6.31 (100%) |
| Commissions $0 | Avg. Trade Length 11m 1w | Expectancy $170,786.45 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,463 | 6,716 | 5,970 | 5,224 | 4,478 | 3,731 | 2,985 | 2,239 | 1,493 | 746 |
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Returns
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Option values are updated at end of day.
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