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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 51.58% of Yardley Wealth Management's stock portfolio.
Added to shares of these 10 stocks: DFAU, DFGX, DFNM, DFIP, DFCF, DFSD, DFUS, AVDE, AVGE, DFGR.
Reduced shares in these 10 stocks: FRDM, SPY, DISV, DFAS, QQQ, DCOR, IYW, EFA, MUB, VEA.
Yardley Wealth Management was a net buyer of stock by $5.5M.
Yardley Wealth Management has $195M in assets under management (AUM), dropping by 3.73%.
Central Index Key (CIK): 0002044323

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

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Portfolio Holdings for Yardley Wealth Management

Yardley Wealth Management holds 36 positions in its portfolio as reported in the March 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)	16.5	$32M	+7%	712k	45.12	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	13.3	$26M		305k	84.84	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	7.9	$15M	+5%	321k	47.93	View chart
Ea Series Trust Freedom 100 Em (FRDM)	7.7	$15M	-9%	276k	54.65	View chart
Dimensional Etf Trust Dimensional Inte (DFGX)	6.3	$12M	+11%	233k	52.45	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	6.2	$12M	+6%	288k	41.72	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	5.8	$11M	+6%	267k	42.22	View chart
Dimensional Etf Trust Short Duration F (DFSD)	5.1	$10M	+7%	208k	47.88	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	4.6	$9.0M	-2%	228k	39.44	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	4.2	$8.2M	+5%	115k	70.91	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	4.1	$8.1M		73k	110.47	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	4.0	$7.7M		109k	71.13	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	3.9	$7.7M		96k	80.61	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	1.5	$3.0M	+11%	34k	88.02	View chart
Dimensional Etf Trust Global Real Est (DFGR)	1.5	$2.9M	+11%	108k	26.58	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.3	$2.5M	-9%	3.8k	650.40	View chart
Ishares Tr Russell 3000 Etf (IWV)	1.1	$2.1M		5.7k	370.70	View chart
Lockheed Martin Corporation (LMT)	0.7	$1.3M		2.2k	604.27	View chart
Ishares Tr National Mun Etf (MUB)	0.7	$1.3M		12k	106.15	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$865k	-2%	8.9k	97.13	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.4	$853k		22k	38.86	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.3	$621k		3.3k	189.59	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.3	$570k		5.1k	111.18	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$563k		1.8k	320.81	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.2	$440k		13k	35.04	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.2	$427k	-12%	5.9k	72.08	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$426k	-9%	2.3k	181.42	View chart
Apple (AAPL)	0.2	$412k		1.6k	253.72	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$364k		5.7k	64.08	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$297k		455.00	653.21	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$293k	-23%	508.00	577.64	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$293k	+3%	491.00	597.55	View chart
Amazon (AMZN)	0.1	$290k		1.4k	208.27	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$282k		2.2k	128.12	View chart
Microsoft Corporation (MSFT)	0.1	$247k		666.00	370.40	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$245k		681.00	359.03	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 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

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