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Yardley Wealth Management

Latest statistics and disclosures from Yardley Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAU, AVDE, DFNM, FRDM, DFGX, and represent 47.68% of Yardley Wealth Management's stock portfolio.
Added to shares of these 10 stocks: DFAU (+$5.5M), AVDE, DFNM, FRDM, SPY, DFGX, DISV, DFIP, DFCF, AVUV.
Started 1 new stock position in MS.
Reduced shares in these 3 stocks: LSAF, IWV, MUB.
Sold out of its position in LSAF.
Yardley Wealth Management was a net buyer of stock by $41M.
Yardley Wealth Management has $206M in assets under management (AUM), dropping by 22.09%.
Central Index Key (CIK): 0002044323

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Portfolio Holdings for Yardley Wealth Management

Yardley Wealth Management holds 41 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	16.6	$34M	+19%	844k	40.38	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	11.6	$24M	+18%	385k	62.05	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	7.2	$15M	+22%	309k	47.87	View chart
Ea Series Trust Freedom 100 Em (FRDM)	6.7	$14M	+21%	418k	33.12	View chart
Dimensional Etf Trust Global Ex Us Cor (DFGX)	5.6	$12M	+21%	219k	52.59	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	5.4	$11M	+16%	274k	40.72	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	5.2	$11M	+15%	258k	41.50	View chart
Dimensional Etf Trust Short Duration F (DFSD)	4.7	$9.7M	+17%	206k	47.00	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	4.2	$8.6M	+16%	136k	63.54	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	4.2	$8.6M	+22%	320k	26.91	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	4.1	$8.4M	+21%	87k	96.45	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	4.0	$8.2M	+19%	127k	65.05	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	3.6	$7.5M	+19%	112k	66.65	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.4	$4.9M	+87%	8.5k	580.87	View chart
Dimensional Etf Trust Global Real Est (DFGR)	1.4	$2.9M	+19%	111k	26.05	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	1.1	$2.3M	+100%	47k	50.14	View chart
Ishares Tr Russell 3000 Etf (IWV)	1.0	$2.0M		6.0k	334.23	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.0	$2.0M	+173%	25k	77.75	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.9	$1.8M	+300%	11k	155.48	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.7	$1.5M	+99%	44k	34.43	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.7	$1.5M		21k	72.38	View chart
Constellation Energy (CEG)	0.6	$1.3M	+100%	5.3k	241.94	View chart
Microsoft Corporation (MSFT)	0.6	$1.3M	+237%	3.0k	425.02	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.6	$1.3M	+133%	7.6k	164.44	View chart
Ishares Tr National Mun Etf (MUB)	0.6	$1.2M		12k	106.58	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.6	$1.2M	+300%	23k	50.61	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.5	$1.1M	+300%	8.8k	122.05	View chart
Lockheed Martin Corporation (LMT)	0.5	$1.0M		2.1k	486.14	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$808k	+189%	1.4k	584.66	View chart
Roper Industries (ROP)	0.4	$750k		1.4k	519.75	View chart
Allstate Corporation (ALL)	0.4	$731k	+100%	3.8k	191.16	View chart
Morgan Stanley Com New (MS)	0.4	$724k	NEW	6.3k	114.85	View chart
Vanguard World Consum Dis Etf (VCR)	0.3	$714k	+100%	2.0k	357.72	View chart
Apple (AAPL)	0.3	$663k	+59%	2.7k	244.02	View chart
Exelon Corporation (EXC)	0.3	$626k	+100%	16k	39.12	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$508k		1.8k	289.62	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.2	$497k		5.1k	97.01	View chart
Amazon (AMZN)	0.2	$485k	+54%	2.3k	207.89	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$462k		904.00	511.06	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$424k		8.9k	47.81	View chart
Two Rds Shared Tr Leasershs Alphaf (LSAT)	0.1	$258k		6.4k	40.18	View chart

Past Filings by Yardley Wealth Management

SEC 13F filings are viewable for Yardley Wealth Management going back to 2024

Yardley Wealth Management 2024 Q4 filed Feb. 10, 2025
Yardley Wealth Management 2024 Q3 filed Nov. 8, 2024

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