Yardley Wealth Management

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

  • Top 5 stock holdings are DFAU, AVDE, FRDM, DFNM, DFGX, and represent 51.76% of Yardley Wealth Management's stock portfolio.
  • Added to shares of these 5 stocks: DFNM, SPY, MUB, AVGE, LMT.
  • Reduced shares in these 10 stocks: DFAU, AVDE, FRDM, DISV, CEG, ROP, DFUS, AVLV, DFIP, DFSD.
  • Sold out of its positions in ALL, CEG, EXC, MS, ROP.
  • Yardley Wealth Management was a net seller of stock by $-14M.
  • Yardley Wealth Management has $179M in assets under management (AUM), dropping by -2.11%.
  • Central Index Key (CIK): 0002044323

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Portfolio Holdings for Yardley Wealth Management

Yardley Wealth Management holds 36 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 17.0 $30M -9% 663k 45.76
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American Centy Etf Tr Intl Eqt Etf (AVDE) 13.4 $24M -9% 304k 78.90
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Ea Series Trust Freedom 100 Em (FRDM) 8.1 $15M -8% 328k 44.31
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Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 7.6 $14M 284k 47.98
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Dimensional Etf Trust Global Ex Us Cor (DFGX) 5.7 $10M -2% 188k 53.96
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Dimensional Etf Trust Inflation Prote (DFIP) 5.6 $10M -4% 239k 42.23
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Dimensional Etf Trust Core Fixed Incom (DFCF) 5.6 $10M -3% 233k 42.76
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Dimensional Etf Trust Intl Small Cap V (DISV) 4.8 $8.6M -10% 242k 35.69
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Dimensional Etf Trust Short Duration F (DFSD) 4.8 $8.5M -4% 177k 48.19
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Dimensional Etf Trust Us Equity Market (DFUS) 4.5 $8.0M -8% 110k 72.44
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 4.1 $7.3M -5% 107k 68.46
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 3.9 $7.0M -5% 70k 99.53
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American Centy Etf Tr Us Large Cap Vlu (AVLV) 3.8 $6.7M -8% 93k 72.26
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.6 $2.8M +4% 4.2k 666.22
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Dimensional Etf Trust Global Real Est (DFGR) 1.4 $2.5M -6% 91k 27.31
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American Centy Etf Tr Avantis All Eqt (AVGE) 1.2 $2.2M +5% 27k 83.41
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Ishares Tr Russell 3000 Etf (IWV) 1.2 $2.2M 5.8k 378.96
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Ishares Tr National Mun Etf (MUB) 0.7 $1.3M +9% 12k 106.49
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Lockheed Martin Corporation (LMT) 0.6 $1.1M 2.2k 499.23
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Ishares Tr Msci Eafe Etf (EFA) 0.5 $863k 9.2k 93.37
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.5 $851k 22k 38.57
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Ishares Tr Rus 2000 Val Etf (IWN) 0.3 $579k 3.3k 176.81
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Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $576k 1.8k 328.17
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American Centy Etf Tr Us Eqt Etf (AVUS) 0.3 $557k 5.1k 108.70
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Ishares Tr U.s. Tech Etf (IYW) 0.3 $533k 2.7k 195.86
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Dimensional Etf Trust Us Core Equity 1 (DCOR) 0.3 $488k 6.8k 71.94
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $474k 789.00 600.30
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Apple (AAPL) 0.2 $413k -4% 1.6k 254.70
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Microsoft Corporation (MSFT) 0.2 $410k -5% 791.00 517.89
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $402k -8% 6.7k 59.92
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Dimensional Etf Trust Us Small Cap Val (DFSV) 0.2 $400k 13k 31.84
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $313k 2.2k 142.41
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Ishares Tr Core S&p500 Etf (IVV) 0.2 $307k 458.00 669.30
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Amazon (AMZN) 0.2 $305k -7% 1.4k 219.57
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Vanguard World Consum Dis Etf (VCR) 0.2 $296k -13% 747.00 396.15
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Two Rds Shared Tr Leasershs Alphaf (LSAT) 0.1 $216k 5.2k 41.37
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Past Filings by Yardley Wealth Management

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