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, DFIP, and represent 51.67% of Yardley Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: DFIP, DFGX, DFNM, DFSD, DFCF, VOO, AVGE, AVUV, DFAS, DFGR.
  • Started 1 new stock position in VOO.
  • Reduced shares in these 10 stocks: FRDM, AVDE, DISV, LSAT, QQQ, DFUS, MSFT, VEA, VCR, IYW.
  • Sold out of its position in LSAT.
  • Yardley Wealth Management was a net buyer of stock by $3.9M.
  • Yardley Wealth Management has $188M in assets under management (AUM), dropping by 5.10%.
  • 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 December 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) 16.5 $31M 664k 46.80
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American Centy Etf Tr Intl Eqt Etf (AVDE) 13.1 $25M 300k 82.32
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Ea Series Trust Freedom 100 Em (FRDM) 8.3 $16M -7% 305k 51.27
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Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 7.7 $15M +6% 303k 48.17
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Dimensional Etf Trust Inflation Prote (DFIP) 6.0 $11M +13% 270k 41.55
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Dimensional Etf Trust Global Ex Us Cor (DFGX) 5.9 $11M +11% 210k 52.64
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Dimensional Etf Trust Core Fixed Incom (DFCF) 5.7 $11M +7% 251k 42.56
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Dimensional Etf Trust Short Duration F (DFSD) 5.0 $9.3M +9% 195k 47.95
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Dimensional Etf Trust Intl Small Cap V (DISV) 4.7 $8.9M -3% 234k 38.00
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Dimensional Etf Trust Us Equity Market (DFUS) 4.3 $8.1M 109k 74.17
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 4.1 $7.7M +3% 111k 69.67
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 3.9 $7.4M +3% 73k 101.98
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American Centy Etf Tr Us Large Cap Vlu (AVLV) 3.8 $7.2M 95k 75.77
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.5 $2.9M 4.2k 681.96
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American Centy Etf Tr Avantis All Eqt (AVGE) 1.4 $2.6M +12% 30k 85.91
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Dimensional Etf Trust Global Real Est (DFGR) 1.4 $2.6M +6% 97k 26.42
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Ishares Tr Russell 3000 Etf (IWV) 1.2 $2.2M 5.8k 386.87
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Ishares Tr National Mun Etf (MUB) 0.7 $1.3M 12k 107.11
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Lockheed Martin Corporation (LMT) 0.6 $1.1M 2.2k 483.76
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Ishares Tr Msci Eafe Etf (EFA) 0.5 $874k 9.1k 96.03
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.5 $869k 22k 39.59
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Ishares Tr Rus 2000 Val Etf (IWN) 0.3 $594k 3.3k 181.21
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Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $588k 1.8k 335.27
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American Centy Etf Tr Us Eqt Etf (AVUS) 0.3 $573k 5.1k 111.78
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Ishares Tr U.s. Tech Etf (IYW) 0.3 $518k -4% 2.6k 199.68
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Dimensional Etf Trust Us Core Equity 1 (DCOR) 0.3 $500k 6.8k 73.63
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Apple (AAPL) 0.2 $441k 1.6k 271.94
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Dimensional Etf Trust Us Small Cap Val (DFSV) 0.2 $413k 13k 32.89
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $408k -15% 664.00 614.23
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $361k -13% 5.8k 62.47
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Microsoft Corporation (MSFT) 0.2 $322k -15% 666.00 483.55
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Amazon (AMZN) 0.2 $321k 1.4k 230.82
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Ishares Tr Core S&p500 Etf (IVV) 0.2 $312k 455.00 684.94
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $301k 2.2k 136.94
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $298k NEW 475.00 627.13
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Vanguard World Consum Dis Etf (VCR) 0.1 $268k -8% 681.00 393.92
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Past Filings by Yardley Wealth Management

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