Yardley Wealth Management LLC FRDM — EA SERIES TRUST

Ownership history in Yardley Wealth Management LLC  ·  7 quarters on record

AI Ownership Summary

Yardley Wealth Management LLC reported EA SERIES TRUST (FRDM) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 8.3% in 2025 Q4. The latest visible filing shows FRDM at 7.72% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FRDM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Yardley Wealth Management LLC's position in EA SERIES TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FRDM was reported at 7.72% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.3% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FRDM stock page Yardley Wealth Management LLC fund profile Yardley Wealth Management LLC full holdings
How Yardley Wealth Management LLC held FRDM — position size vs. price
% of Fund (quarterly)    FRDM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 275,517 -28,997 -9.5% 7.72% $15.1M 2026-04-21 $61.87
2025 Q4 REDUCED 7.1% +7.0% ❌ 304,514 -23,144 -7.1% 8.30% $15.6M 2026-02-05 $57.36
2025 Q3 REDUCED 9.0% +16.3% ❌ 327,658 -32,367 -9.0% 8.11% $14.5M 2025-10-23 $46.29
2025 Q2 REDUCED — — — 360,025 -6,007 -1.6% 7.95% $14.5M 2025-07-22 $39.83
2025 Q1 REDUCED 12.4% +16.2% ❌ 366,032 -51,641 -12.4% 7.56% $12.8M 2025-04-25 $35.10
2024 Q4 ADDED — — — 417,673 +73,645 +21.4% 6.72% $13.8M 2025-02-10 $34.01
2024 Q3 INITIATED — — — 344,028 — — 7.30% $12.3M 2024-11-08 $33.91

🏢 Other funds also holding FRDM

As of 2026 Q1 — sorted by position size

Investment Planning Advisors, Inc. 7.08% Longview Financial Advisors, Inc. 5.93% ENZI WEALTH 3Y 5.57% Pearl Planning LLC 5.15% Retirement Planning Group, LLC 3Y 7Y 4.32% Harbour Wealth Management Group, Inc. 4.12% Philadelphia Investment Partners, LLC 4.12% Oath Planning, LLC 3.6% Tanglewood Wealth Management, Inc. 3Y 7Y 3.58% MUHLENKAMP & CO INC 3Y 7Y 3.41%

FAQ About Yardley Wealth Management LLC and FRDM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Yardley Wealth Management LLC reported owning FRDM?

Yardley Wealth Management LLC reported FRDM across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported FRDM position in Yardley Wealth Management LLC's portfolio?

The largest reported portfolio weight for FRDM was 8.30% in 2025 Q4.

What is the latest reported FRDM position on this page?

The most recent filing on this page is 2026 Q1, when Yardley Wealth Management LLC reported 275,517 shares, equal to 7.72% of portfolio, with an estimated market value of $15.1M.

What does the chart on this FRDM ownership page compare?

The chart compares Yardley Wealth Management LLC's quarterly FRDM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Yardley Wealth Management LLC time their FRDM position?

Based on 13F filing dates vs. subsequent FRDM price moves, Yardley Wealth Management LLC correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on FRDM relative to SPY over the holding period was +52.2%.

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