Yardley Wealth Management Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 16, 2026, Yardley Wealth Management Llc disclosed 37 stock positions valued at approximately $220.12M as of quarter-end June 30, 2026. The largest holdings include DIMENSIONAL ETF TRUST, AMERICAN CENTY ETF TR, and EA SERIES TRUST.
- Report Period
- June 30, 2026
- No. of Stocks
- 37
- Portfolio Value
- $220.12M
Holdings by Sector
Yardley Wealth Management Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAU | Other | 17.18% | 731,553 | +19,109 | +2.68% | $37,813,958 |
| AMERICAN CENTY ETF TR | AVDE | Other | 12.93% | 319,168 | +14,224 | +4.66% | $28,469,768 |
| EA SERIES TRUST | FRDM | Other | 8.04% | 242,657 | -32,860 | -11.93% | $17,689,711 |
| DIMENSIONAL ETF TRUST | DFNM | Other | 7.21% | 328,185 | +7,572 | +2.36% | $15,862,824 |
| DIMENSIONAL ETF TRUST | DFGX | Other | 6.16% | 252,993 | +20,131 | +8.65% | $13,559,117 |
| DIMENSIONAL ETF TRUST | DFIP | Other | 5.90% | 315,060 | +26,935 | +9.35% | $12,997,789 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 5.52% | 287,908 | +20,718 | +7.75% | $12,152,596 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 4.99% | 229,981 | +21,546 | +10.34% | $10,981,579 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 4.39% | 117,898 | +2,480 | +2.15% | $9,660,600 |
| DIMENSIONAL ETF TRUST | DISV | Other | 4.32% | 236,745 | +8,913 | +3.91% | $9,500,597 |
| AMERICAN CENTY ETF TR | AVUV | Other | 4.14% | 73,057 | -164 | -0.22% | $9,114,588 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 4.11% | 109,981 | +1,436 | +1.32% | $9,055,877 |
| AMERICAN CENTY ETF TR | AVLV | Other | 4.02% | 96,964 | +1,419 | +1.49% | $8,844,060 |
| AMERICAN CENTY ETF TR | AVGE | Other | 1.52% | 33,830 | +309 | +0.92% | $3,352,553 |
| DIMENSIONAL ETF TRUST | DFGR | Other | 1.50% | 113,791 | +5,911 | +5.48% | $3,296,512 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.29% | 3,812 | +1 | +0.03% | $2,846,315 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 1.13% | 56,048 | +34,099 | +155.36% | $2,486,292 |
| ISHARES TR | IWV | Other | 1.11% | 5,741 | -5 | -0.09% | $2,448,118 |
| ISHARES TR | MUB | Other | 0.59% | 12,114 | -2 | -0.02% | $1,303,688 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.51% | 2,217 | +14 | +0.64% | $1,129,676 |
| ISHARES TR | EFA | Other | 0.42% | 8,905 | - | - | $925,052 |
| ISHARES TR | IWN | Other | 0.33% | 3,275 | - | - | $724,430 |
| AMERICAN CENTY ETF TR | AVUS | Other | 0.30% | 5,123 | - | - | $656,154 |
| VANGUARD INDEX FDS | VTI | Other | 0.29% | 1,754 | - | - | $649,051 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 0.22% | 12,569 | - | - | $487,570 |
| DIMENSIONAL ETF TRUST | DCOR | Other | 0.22% | 5,806 | -112 | -1.89% | $475,976 |
| ISHARES TR | IYW | Other | 0.21% | 1,872 | -475 | -20.24% | $472,175 |
| APPLE INC | AAPL | Technology | 0.21% | 1,622 | - | - | $469,241 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.16% | 4,901 | -780 | -13.73% | $349,197 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.15% | 1,390 | - | - | $331,293 |
Showing 30 of 37 holdings in the latest reporting period.