Yardley Wealth Management LLC 13F Holdings · Q2 2026
Yardley Wealth Management LLC reported 37 securities worth $220.12M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: DFAU (17.18%), AVDE (12.93%), FRDM (8.04%). Among its top 25 positions this quarter: 16 added, 5 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | $37.8M | 17.18% | 731,553 | Added |
| 2 | AVDE | AMERICAN CENTY ETF TR | $28.5M | 12.93% | 319,168 | Added |
| 3 | FRDM | EA SERIES TRUST | $17.7M | 8.04% | 242,657 | Trimmed |
| 4 | DFNM | DIMENSIONAL ETF TRUST | $15.9M | 7.21% | 328,185 | Added |
| 5 | DFGX | DIMENSIONAL ETF TRUST | $13.6M | 6.16% | 252,993 | Added |
| 6 | DFIP | DIMENSIONAL ETF TRUST | $13.0M | 5.90% | 315,060 | Added |
| 7 | DFCF | DIMENSIONAL ETF TRUST | $12.2M | 5.52% | 287,908 | Added |
| 8 | DFSD | DIMENSIONAL ETF TRUST | $11.0M | 4.99% | 229,981 | Added |
| 9 | DFUS | DIMENSIONAL ETF TRUST | $9.7M | 4.39% | 117,898 | Added |
| 10 | DISV | DIMENSIONAL ETF TRUST | $9.5M | 4.32% | 236,745 | Added |
| 11 | AVUV | AMERICAN CENTY ETF TR | $9.1M | 4.14% | 73,057 | Trimmed |
| 12 | DFAS | DIMENSIONAL ETF TRUST | $9.1M | 4.11% | 109,981 | Added |
| 13 | AVLV | AMERICAN CENTY ETF TR | $8.8M | 4.02% | 96,964 | Added |
| 14 | AVGE | AMERICAN CENTY ETF TR | $3.4M | 1.52% | 33,830 | Added |
| 15 | DFGR | DIMENSIONAL ETF TRUST | $3.3M | 1.50% | 113,791 | Added |
| 16 | SPY | STATE STR SPDR S&P 500 ETF T | $2.8M | 1.29% | 3,812 | Added |
| 17 | DFAC | DIMENSIONAL ETF TRUST | $2.5M | 1.13% | 56,048 | Added |
| 18 | IWV | ISHARES TR | $2.4M | 1.11% | 5,741 | Trimmed |
| 19 | MUB | ISHARES TR | $1.3M | 0.59% | 12,114 | Trimmed |
| 20 | LMT | LOCKHEED MARTIN CORP | $1.1M | 0.51% | 2,217 | Added |
| 21 | EFA | ISHARES TR | $925,052 | 0.42% | 8,905 | Hold |
| 22 | IWN | ISHARES TR | $724,430 | 0.33% | 3,275 | Hold |
| 23 | AVUS | AMERICAN CENTY ETF TR | $656,154 | 0.30% | 5,123 | Hold |
| 24 | VTI | VANGUARD INDEX FDS | $649,051 | 0.29% | 1,754 | Hold |
| 25 | DCOR | DIMENSIONAL ETF TRUST | $475,976 | 0.22% | 5,806 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR