Yardley Wealth Management LLC Top Holdings and 13F Report (2025) About Yardley Wealth Management LLCInvestment ActivityYardley Wealth Management LLC has $179.00 million in total holdings as of September 30, 2025.Yardley Wealth Management LLC owns shares of 36 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 0.31% of the portfolio was purchased this quarter.About 6.75% of the portfolio was sold this quarter.This quarter, Yardley Wealth Management LLC has purchased 41 new stocks and bought additional shares in 5 stocks.Yardley Wealth Management LLC sold shares of 20 stocks and completely divested from 5 stocks this quarter.Largest Holdings Dimensional US Core Equity Market ETF $30,347,936Avantis International Equity ETF $24,003,921Freedom 100 Emerging Markets ETF $14,518,532Dimensional National Municipal Bond ETF $13,637,261DIMENSIONAL ETF TRUST $10,146,207 Largest Purchases this Quarter Dimensional National Municipal Bond ETF 4,022 shares (about $192.98K)SPDR S&P 500 ETF Trust 192 shares (about $127.91K)iShares National Muni Bond ETF 1,111 shares (about $118.31K)Avantis All Equity Markets ETF 1,282 shares (about $106.93K)Lockheed Martin 15 shares (about $7.49K) Largest Sales this Quarter Dimensional US Core Equity Market ETF 69,791 shares (about $3.19M)Avantis International Equity ETF 31,155 shares (about $2.46M)Freedom 100 Emerging Markets ETF 32,367 shares (about $1.43M)Dimensional International Small Cap Value ETF 27,869 shares (about $994.65K)Dimensional U.S. Equity ETF 10,099 shares (about $731.57K) 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$30,347,936$3,193,636 ▼-9.5%663,19817.0%ETFAVDEAvantis International Equity ETF$24,003,921$2,458,131 ▼-9.3%304,23213.4%ETFFRDMFreedom 100 Emerging Markets ETF$14,518,532$1,434,182 ▼-9.0%327,6588.1%ETFDFNMDimensional National Municipal Bond ETF$13,637,261$192,976 ▲1.4%284,2287.6%ETFDIMENSIONAL ETF TRUST$10,146,207$263,756 ▼-2.5%188,0325.7%GLOBAL EX US CORDFIPDimensional Inflation-Protected Securities ETF$10,073,022$496,540 ▼-4.7%238,5285.6%ETFDFCFDimensional Core Fixed Income ETF$9,955,462$367,950 ▼-3.6%232,8225.6%ETFDISVDimensional International Small Cap Value ETF$8,643,979$994,645 ▼-10.3%242,1964.8%ETFDFSDDimensional Short-Duration Fixed Income ETF$8,536,012$417,519 ▼-4.7%177,1324.8%ETFDFUSDimensional U.S. Equity ETF$7,976,933$731,570 ▼-8.4%110,1184.5%ETFDFASDimensional U.S. Small Cap ETF$7,341,342$400,082 ▼-5.2%107,2354.1%ETFAVUVAvantis U.S. Small Cap Value ETF$6,985,268$395,530 ▼-5.4%70,1833.9%ETFAVLVAvantis U.S. Large Cap Value ETF$6,743,574$592,458 ▼-8.1%93,3243.8%ETFSPYSPDR S&P 500 ETF Trust$2,803,435$127,913 ▲4.8%4,2081.6%FinanceDFGRDimensional Global Real Estate ETF$2,479,799$168,284 ▼-6.4%90,8021.4%ETFAVGEAvantis All Equity Markets ETF$2,232,469$106,932 ▲5.0%26,7651.2%ETFIWViShares Russell 3000 ETF$2,199,506$10,990 ▼-0.5%5,8041.2%ETFMUBiShares National Muni Bond ETF$1,306,433$118,312 ▲10.0%12,2680.7%ETFLMTLockheed Martin$1,085,835$7,489 ▲0.7%2,1750.6%AerospaceEFAiShares MSCI EAFE ETF$862,8330.0%9,2410.5%FinanceDFACDimensional U.S. Core Equity 2 ETF$850,9340.0%22,0620.5%ETFIWNiShares Russell 2000 Value ETF$579,0530.0%3,2750.3%ETFVTIVanguard Total Stock Market ETF$575,6110.0%1,7540.3%ETFAVUSAvantis U.S. Equity ETF$556,8710.0%5,1230.3%ETFIYWiShares U.S. Technology ETF$533,3270.0%2,7230.3%ManufacturingDIMENSIONAL ETF TRUST$488,3290.0%6,7880.3%US CORE EQUITY 1QQQInvesco QQQ$473,639$1,201 ▼-0.3%7890.3%FinanceAAPLApple$412,869$20,376 ▼-4.7%1,6210.2%Computer and TechnologyMSFTMicrosoft$409,650$25,894 ▼-5.9%7910.2%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$401,824$36,671 ▼-8.4%6,7060.2%ETFDFSVDimensional US Small Cap Value ETF$400,2120.0%12,5690.2%ETFIWPiShares Russell Mid-Cap Growth ETF$313,3020.0%2,2000.2%ETFIVViShares Core S&P 500 ETF$306,5400.0%4580.2%ETFAMZNAmazon.com$305,203$26,348 ▼-7.9%1,3900.2%Retail/WholesaleVCRVanguard Consumer Discretionary ETF$295,925$44,765 ▼-13.1%7470.2%ETFLSATLeaderShares AlphaFactor Tactical Focused ETF$215,5890.0%5,2110.1%ETFCEGConstellation Energy$0$860 ▼-100.0%00.0%EnergyROPER TECHNOLOGIES INC$0$818 ▼-100.0%00.0%COMALLAllstate$0$385 ▼-100.0%00.0%FinanceEXCExelon$0$347 ▼-100.0%00.0%UtilitiesMSMorgan Stanley$0$222 ▼-100.0%00.0%FinanceShowing 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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