Yardley Wealth Management

Yardley Wealth Management as of June 30, 2026

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