Yardley Wealth Management
DUHP icon

Yardley Wealth Management’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Yardley Wealth Management’s Portfolio DUHP Stock Details DUHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$8.03M Buy
+191,680
New +$8.04M 3.51% 13

Other funds holding DUHP

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Petersen Hastings Wealth Advisors
Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
RW Investment Management
RW Investment Management Eagle, Idaho $1.13B AUM
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Financial Consulate
Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return

Yardley Wealth Management's DUHP Position: Q3 2026 in Review

Yardley Wealth Management opened a new position in U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) in Q3 2026: 191,680 shares worth $8.03M. The stake represents 3.51% of the portfolio and ranks #13 among its holdings.

281 funds tracked by Wall St. Rank hold DUHP as of Q3 2026.

  • Yardley Wealth Management held 191,680 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $8.03M as of Q3 2026.
  • U.S. High Relative Profitability Portfolio ETF Class Shares was a new Yardley Wealth Management position in Q3 2026.
  • U.S. High Relative Profitability Portfolio ETF Class Shares made up 3.51% of Yardley Wealth Management's portfolio in Q3 2026, its #13 holding.
  • 281 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q3 2026.

Based on Yardley Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.