Yardley Wealth Management LLC Top Holdings and 13F Report (2025) About Yardley Wealth Management LLCInvestment ActivityYardley Wealth Management LLC has $182.86 thousand in total holdings as of June 30, 2025.Yardley Wealth Management LLC owns shares of 41 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 1.92% of the portfolio was purchased this quarter.About 1.39% of the portfolio was sold this quarter.This quarter, Yardley Wealth Management LLC has purchased 40 new stocks and bought additional shares in 14 stocks.Yardley Wealth Management LLC sold shares of 12 stocks and completely divested from 1 stock this quarter.Largest Holdings Dimensional US Core Equity Market ETF $31,049Avantis International Equity ETF $24,822Freedom 100 Emerging Markets ETF $14,545Dimensional National Municipal Bond ETF $13,290Dimensional Inflation-Protected Securities ETF $10,464 Largest New Holdings this Quarter 25434V815 - Dimensional US Small Cap Value ETF $370 Holding617446448 - Morgan Stanley $222 Holding Largest Purchases this Quarter Dimensional US Core Equity Market ETF 14,013 shares (about $593.58)Dimensional Core Fixed Income ETF 10,140 shares (about $428.53)Dimensional Inflation-Protected Securities ETF 8,885 shares (about $371.47)Dimensional US Small Cap Value ETF 12,569 shares (about $370.00)Dimensional U.S. Small Cap ETF 5,699 shares (about $363.07) Largest Sales this Quarter Dimensional National Municipal Bond ETF 17,080 shares (about $810.09)Avantis International Equity ETF 8,310 shares (about $615.02)Dimensional International Small Cap Value ETF 8,396 shares (about $276.32)Freedom 100 Emerging Markets ETF 6,007 shares (about $242.68)Vanguard FTSE Developed Markets ETF 1,551 shares (about $88.38) Sector Allocation Over TimeMap of 500 Largest Holdings ofYardley Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFAUDimensional US Core Equity Market ETF$31,049$594 ▲1.9%732,98917.0%ETFAVDEAvantis International Equity ETF$24,822$615 ▼-2.4%335,38713.6%ETFFRDMFreedom 100 Emerging Markets ETF$14,545$243 ▼-1.6%360,0258.0%ETFDFNMDimensional National Municipal Bond ETF$13,290$810 ▼-5.7%280,2067.3%ETFDFIPDimensional Inflation-Protected Securities ETF$10,464$371 ▲3.7%250,2865.7%ETFDIMENSIONAL ETF TRUST$10,294$332 ▲3.3%192,9205.6%GLOBAL EX US CORDFCFDimensional Core Fixed Income ETF$10,203$429 ▲4.4%241,4275.6%ETFDFSDDimensional Short-Duration Fixed Income ETF$8,920$31 ▲0.3%185,7964.9%ETFDISVDimensional International Small Cap Value ETF$8,888$276 ▼-3.0%270,0654.9%ETFDFUSDimensional U.S. Equity ETF$8,057$171 ▲2.2%120,2174.4%ETFDFASDimensional U.S. Small Cap ETF$7,204$363 ▲5.3%113,0793.9%ETFAVLVAvantis U.S. Large Cap Value ETF$6,925$245 ▲3.7%101,5233.8%ETFAVUVAvantis U.S. Small Cap Value ETF$6,756$115 ▲1.7%74,1573.7%ETFDFGRDimensional Global Real Estate ETF$2,602$0 ▲0.0%96,9641.4%ETFSPYSPDR S&P 500 ETF Trust$2,481$43 ▼-1.7%4,0161.4%FinanceIWViShares Russell 3000 ETF$2,0480.0%5,8331.1%ETFAVGEAvantis All Equity Markets ETF$1,974$180 ▲10.0%25,4831.1%ETFMUBiShares National Muni Bond ETF$1,166$54 ▼-4.5%11,1570.6%ETFLMTLockheed Martin$1,001$7 ▲0.7%2,1600.5%AerospaceCEGConstellation Energy$8600.0%2,6660.5%EnergyEFAiShares MSCI EAFE ETF$8260.0%9,2410.5%FinanceROPRoper Technologies$8180.0%1,4430.4%Computer and TechnologyDFACDimensional U.S. Core Equity 2 ETF$7910.0%22,0620.4%ETFVTIVanguard Total Stock Market ETF$5330.0%1,7540.3%ETFIWNiShares Russell 2000 Value ETF$5170.0%3,2750.3%ETFAVUSAvantis U.S. Equity ETF$5170.0%5,1230.3%ETFIYWiShares U.S. Technology ETF$472$16 ▼-3.3%2,7230.3%ManufacturingDIMENSIONAL ETF TRUST$454$63 ▲16.1%6,7880.2%US CORE EQUITY 1QQQInvesco QQQ$436$12 ▲2.9%7910.2%FinanceMSFTMicrosoft$418$19 ▼-4.4%8410.2%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$417$88 ▼-17.5%7,3180.2%ETFALLAllstate$3850.0%1,9120.2%FinanceDFSVDimensional US Small Cap Value ETF$370$370 ▲New Holding12,5690.2%ETFAAPLApple$3490.0%1,7010.2%Computer and TechnologyEXCExelon$3470.0%8,0000.2%UtilitiesAMZNAmazon.com$3310.0%1,5100.2%Retail/WholesaleVCRVanguard Consumer Discretionary ETF$312$50 ▼-13.8%8600.2%ETFIWPiShares Russell Mid-Cap Growth ETF$3050.0%2,2000.2%ETFIVViShares Core S&P 500 ETF$284$7 ▼-2.6%4580.2%ETFMSMorgan Stanley$222$222 ▲New Holding1,5760.1%FinanceLSATLeaderShares AlphaFactor Tactical Focused ETF$206$36 ▼-14.9%5,2110.1%ETFVTEBVanguard Tax-Exempt Bond ETF$0$282 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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