Yardley Wealth Management

Yardley Wealth Management as of Dec. 31, 2025

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