Yardley Wealth Management

Yardley Wealth Management as of Sept. 30, 2026

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 753k 52.36
American Centy Etf Tr Intl Eqt Etf (AVDE) 12.9 $30M 329k 90.11
Ea Series Trust Freedom 100 Em (FRDM) 7.8 $18M 257k 69.96
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 7.4 $17M 370k 46.03
Dimensional Etf Trust Intl Cor Fix Etf (DFGX) 6.0 $14M 271k 51.14
Dimensional Etf Trust Inflation Prote (DFIP) 5.9 $14M 345k 39.06
Dimensional Etf Trust Core Fixe In Etf (DFCF) 5.6 $13M 317k 40.12
Dimensional Etf Trust Shor Dur Fix Etf (DFSD) 4.8 $11M 234k 46.47
Dimensional Etf Trust Intl Small Cap V (DISV) 4.7 $11M 246k 43.29
American Centy Etf Tr Us Large Cap Vlu (AVLV) 3.9 $9.0M 100k 90.44
American Centy Etf Tr Us Sml Cp Valu (AVUV) 3.9 $8.9M 76k 117.77
Dimensional Etf Trust Us Small Cap Etf 3.9 $8.9M 115k 77.42
Dfa Invt Dimensions Group In U.s. High Relati (DUHP) 3.5 $8.0M 192k 41.91
American Centy Etf Tr Avantis All Eqt (AVGE) 1.5 $3.4M 35k 98.34
Dimensional Etf Trust Global Real Est (DFGR) 1.4 $3.2M 117k 27.05
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.3 $2.9M 3.8k 762.56
Ishares Tr Russell 3000 Etf (IWV) 1.1 $2.4M 5.6k 431.69
Dimensional Etf Trust Us Equi Mark Etf (DFUS) 1.0 $2.2M 27k 83.03
Dimensional Etf Trust Us Cor Equ 2 Etf 0.9 $2.1M 48k 44.45
Apple (AAPL) 0.6 $1.4M 4.1k 333.00
Lockheed Martin Corporation (LMT) 0.5 $1.1M 2.2k 509.26
Microsoft Corporation (MSFT) 0.5 $1.1M 2.1k 512.98
Eli Lilly & Co. (LLY) 0.5 $1.0M 899.00 1157.08
Ishares Tr Msci Eafe Etf (EFA) 0.4 $925k 8.9k 103.89
Ishares Tr National Mun Etf (MUB) 0.3 $760k 7.5k 101.10
American Centy Etf Tr Us Eqt Etf (AVUS) 0.3 $656k 5.1k 128.09
Vanguard Index Fds MRNGSTR TTL STK (VTI) 0.3 $638k 1.7k 374.24
Ishares Tr Rus 2000 Val Etf (IWN) 0.3 $600k 2.9k 209.45
Ishares Tr U.s. Tech Etf (IYW) 0.2 $496k 1.9k 264.90
Dfa Invt Dimensions Group In U.s. Sml Cp Val (DFSV) 0.2 $471k 13k 37.47
Dfa Invt Dimensions Group In U.s. Core Eqty 1 (DCOR) 0.2 $437k 5.3k 82.66
American Centy Etf Tr Core Muni Fxd In (AVMU) 0.2 $353k 8.3k 42.72
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $334k 451.00 739.50
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $329k 470.00 700.86
Ishares Tr Core S&p500 Etf (IVV) 0.1 $328k 428.00 765.85
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $317k 4.5k 70.61
Amazon (AMZN) 0.1 $302k 1.2k 249.15
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $284k 2.1k 137.68
Vanguard World Consum Dis Etf (VCR) 0.1 $248k 681.00 364.68
Johnson & Johnson (JNJ) 0.1 $236k 891.00 264.65