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 51.46% of Yardley Wealth Management's stock portfolio.
Added to shares of these 10 stocks: Dfa Invt Dimensions Group In (+$8.0M), DFNM, DFCF, DFIP, DFAU, LLY, FRDM, DFGX, AVDE, AAPL.
Started 6 new stock positions in JNJ, Dfa Invt Dimensions Group In, DFA US Small Cap Value ETF, DFA US Core Equity 1 ETF, AVMU, LLY.
Reduced shares in these 10 stocks: DFUS (-$7.5M), DFSV, DCOR, MUB, DFAC, AVEM, IWN, IWV, AMZN, VEA.
Sold out of its positions in AVEM, DCOR, DFSV.
Yardley Wealth Management was a net buyer of stock by $12M.
Yardley Wealth Management has $229M in assets under management (AUM), dropping by 4.05%.
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 40 positions in its portfolio as reported in the September 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	$39M	+2%	753k	52.36	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	12.9	$30M	+2%	329k	90.11	View chart
Ea Series Trust Freedom 100 Em (FRDM)	7.8	$18M	+5%	257k	69.96	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	7.4	$17M	+12%	370k	46.03	View chart
Dimensional Etf Trust Intl Cor Fix Etf (DFGX)	6.0	$14M	+6%	271k	51.14	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	5.9	$14M	+9%	345k	39.06	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	5.6	$13M	+10%	317k	40.12	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	4.8	$11M		234k	46.47	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	4.7	$11M	+3%	246k	43.29	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	3.9	$9.0M	+2%	100k	90.44	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	3.9	$8.9M	+3%	76k	117.77	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	3.9	$8.9M	+4%	115k	77.42	View chart
Dfa Invt Dimensions Group In U.s. High Relati	3.5	$8.0M	NEW	192k	41.91	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	1.5	$3.4M	+2%	35k	98.34	View chart
Dimensional Etf Trust Global Real Est (DFGR)	1.4	$3.2M	+3%	117k	27.05	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.3	$2.9M		3.8k	762.56	View chart
Ishares Tr Russell 3000 Etf (IWV)	1.1	$2.4M	-2%	5.6k	431.69	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	1.0	$2.2M	-77%	27k	83.03	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.9	$2.1M	-14%	48k	44.45	View chart
Apple (AAPL)	0.6	$1.4M	+151%	4.1k	333.00	View chart
Lockheed Martin Corporation (LMT)	0.5	$1.1M		2.2k	509.26	View chart
Microsoft Corporation (MSFT)	0.5	$1.1M	+212%	2.1k	512.98	View chart
Eli Lilly & Co. (LLY)	0.5	$1.0M	NEW	899.00	1157.08	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$925k		8.9k	103.89	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$760k	-37%	7.5k	101.10	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.3	$656k		5.1k	128.09	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.3	$638k	-2%	1.7k	374.24	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.3	$600k	-12%	2.9k	209.45	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$496k		1.9k	264.90	View chart
Dfa Invt Dimensions Group In U.s. Sml Cp Val	0.2	$471k	NEW	13k	37.47	View chart
Dfa Invt Dimensions Group In U.s. Core Eqty 1	0.2	$437k	NEW	5.3k	82.66	View chart
American Centy Etf Tr Core Muni Fxd In (AVMU)	0.2	$353k	NEW	8.3k	42.72	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$334k	+2%	451.00	739.50	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$329k		470.00	700.86	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$328k		428.00	765.85	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$317k	-8%	4.5k	70.61	View chart
Amazon (AMZN)	0.1	$302k	-12%	1.2k	249.15	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$284k	-5%	2.1k	137.68	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$248k		681.00	364.68	View chart
Johnson & Johnson (JNJ)	0.1	$236k	NEW	891.00	264.65	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 Q3 filed Oct. 23, 2026
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