Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 51.52% of Yardley Wealth Management's stock portfolio.
Added to shares of these 10 stocks: DFAC, AVDE, DFIP, DFGX, DFSD, DFAU, DFCF, DFNM, DISV, AVEM.
Started 1 new stock position in AVEM.
Reduced shares in these 10 stocks: FRDM, IYW, VEA, QQQ, AVUV, IVV, VOO, DCOR, IWP, IWV.
Yardley Wealth Management was a net buyer of stock by $6.8M.
Yardley Wealth Management has $220M in assets under management (AUM), dropping by 12.80%.
Central Index Key (CIK): 0002044323

Tip: Access up to 7 years of quarterly data

Positions held by Yardley Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Yardley Wealth Management

Yardley Wealth Management holds 37 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	17.2	$38M	+2%	732k	51.69	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	12.9	$29M	+4%	319k	89.20	View chart
Ea Series Trust Freedom 100 Em (FRDM)	8.0	$18M	-11%	243k	72.90	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	7.2	$16M	+2%	328k	48.34	View chart
Dimensional Etf Trust Intl Cor Fix Etf (DFGX)	6.2	$14M	+8%	253k	53.59	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	5.9	$13M	+9%	315k	41.26	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	5.5	$12M	+7%	288k	42.21	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	5.0	$11M	+10%	230k	47.75	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	4.4	$9.7M	+2%	118k	81.94	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	4.3	$9.5M	+3%	237k	40.13	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	4.1	$9.1M		73k	124.76	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	4.1	$9.1M		110k	82.34	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	4.0	$8.8M		97k	91.21	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	1.5	$3.4M		34k	99.10	View chart
Dimensional Etf Trust Global Real Est (DFGR)	1.5	$3.3M	+5%	114k	28.97	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.3	$2.8M		3.8k	746.67	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	1.1	$2.5M	+155%	56k	44.36	View chart
Ishares Tr Russell 3000 Etf (IWV)	1.1	$2.4M		5.7k	426.43	View chart
Ishares Tr National Mun Etf (MUB)	0.6	$1.3M		12k	107.62	View chart
Lockheed Martin Corporation (LMT)	0.5	$1.1M		2.2k	509.55	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$925k		8.9k	103.88	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.3	$724k		3.3k	221.20	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.3	$656k		5.1k	128.08	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$649k		1.8k	370.04	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.2	$488k		13k	38.79	View chart
Dimensional Etf Trust Us Cor Equ 1 Etf (DCOR)	0.2	$476k		5.8k	81.98	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$472k	-20%	1.9k	252.23	View chart
Apple (AAPL)	0.2	$469k		1.6k	289.30	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$349k	-13%	4.9k	71.25	View chart
Amazon (AMZN)	0.2	$331k		1.4k	238.34	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$324k	-13%	440.00	737.08	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$323k	-4%	470.00	686.81	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$321k	-5%	428.00	748.89	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$319k		2.2k	146.41	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$270k		681.00	396.61	View chart
Microsoft Corporation (MSFT)	0.1	$249k		667.00	372.98	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$209k	NEW	2.2k	96.49	View chart

Past Filings by Yardley Wealth Management

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

Yardley Wealth Management 2026 Q2 filed July 16, 2026
Yardley Wealth Management 2026 Q1 filed April 21, 2026
Yardley Wealth Management 2025 Q4 filed Feb. 5, 2026
Yardley Wealth Management 2025 Q3 filed Oct. 23, 2025
Yardley Wealth Management 2025 Q2 filed July 22, 2025
Yardley Wealth Management 2025 Q1 filed April 25, 2025
Yardley Wealth Management 2024 Q4 filed Feb. 10, 2025
Yardley Wealth Management 2024 Q3 filed Nov. 8, 2024

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z