Yardley Wealth Management LLC Top Holdings and 13F Report (2026) About Yardley Wealth Management LLCInvestment ActivityYardley Wealth Management LLC has $195.15 million in total holdings as of March 31, 2026.Yardley Wealth Management LLC owns shares of 36 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 4.06% of the portfolio was purchased this quarter.About 1.27% of the portfolio was sold this quarter.This quarter, Yardley Wealth Management LLC has purchased 36 new stocks and bought additional shares in 15 stocks.Yardley Wealth Management LLC sold shares of 11 stocks and completely divested from 0 stocks this quarter.Largest Holdings Dimensional US Core Equity Market ETF $32,145,466Avantis International Equity ETF $25,871,466Dimensional National Municipal Bond ETF $15,366,983Freedom 100 Emerging Markets ETF $15,057,001DIMENSIONAL ETF TRUST $12,213,745 Largest Purchases this Quarter Dimensional US Core Equity Market ETF 48,264 shares (about $2.18M)DIMENSIONAL ETF TRUST 23,175 shares (about $1.22M)Dimensional National Municipal Bond ETF 18,126 shares (about $868.78K)Dimensional Inflation-Protected Securities ETF 18,102 shares (about $755.22K)Dimensional Core Fixed Income ETF 16,125 shares (about $680.80K) Largest Sales this Quarter Freedom 100 Emerging Markets ETF 28,997 shares (about $1.58M)SPDR S&P 500 ETF Trust 397 shares (about $258.21K)Dimensional International Small Cap Value ETF 6,169 shares (about $243.31K)Dimensional U.S. Small Cap ETF 2,061 shares (about $146.60K)Invesco QQQ 156 shares (about $90.11K) 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$32,145,466$2,177,671 ▲7.3%712,44416.5%ETFAVDEAvantis International Equity ETF$25,871,466$398,239 ▲1.6%304,94413.3%ETFDFNMDimensional National Municipal Bond ETF$15,366,983$868,779 ▲6.0%320,6137.9%ETFFRDMFreedom 100 Emerging Markets ETF$15,057,001$1,584,686 ▼-9.5%275,5177.7%ETFDIMENSIONAL ETF TRUST$12,213,745$1,215,542 ▲11.1%232,8626.3%DIMENSIONAL INTEDFIPDimensional Inflation-Protected Securities ETF$12,020,582$755,216 ▲6.7%288,1256.2%ETFDFCFDimensional Core Fixed Income ETF$11,280,754$680,797 ▲6.4%267,1905.8%ETFDFSDDimensional Short-Duration Fixed Income ETF$9,979,859$658,014 ▲7.1%208,4355.1%ETFDISVDimensional International Small Cap Value ETF$8,985,704$243,306 ▼-2.6%227,8324.6%ETFDFUSDimensional U.S. Equity ETF$8,184,256$442,618 ▲5.7%115,4184.2%ETFAVUVAvantis U.S. Small Cap Value ETF$8,088,733$80,091 ▲1.0%73,2214.1%ETFDFASDimensional U.S. Small Cap ETF$7,720,783$146,598 ▼-1.9%108,5454.0%ETFAVLVAvantis U.S. Large Cap Value ETF$7,701,854$43,690 ▲0.6%95,5453.9%ETFAVGEAvantis All Equity Markets ETF$2,950,519$299,796 ▲11.3%33,5211.5%ETFDFGRDimensional Global Real Estate ETF$2,867,445$290,200 ▲11.3%107,8801.5%ETFSPYSPDR S&P 500 ETF Trust$2,478,688$258,210 ▼-9.4%3,8111.3%FinanceIWViShares Russell 3000 ETF$2,130,063$4,819 ▼-0.2%5,7461.1%ETFLMTLockheed Martin$1,331,202$7,855 ▲0.6%2,2030.7%AerospaceMUBiShares National Muni Bond ETF$1,286,156$15,074 ▼-1.2%12,1160.7%ETFEFAiShares MSCI EAFE ETF$864,943$19,037 ▼-2.2%8,9050.4%FinanceDFACDimensional U.S. Core Equity 2 ETF$852,9410.0%21,9490.4%ETFIWNiShares Russell 2000 Value ETF$620,9080.0%3,2750.3%ETFAVUSAvantis U.S. Equity ETF$569,5760.0%5,1230.3%ETFVTIVanguard Total Stock Market ETF$562,7010.0%1,7540.3%ETFDFSVDimensional US Small Cap Value ETF$440,4340.0%12,5690.2%ETFDIMENSIONAL ETF TRUST$426,570$62,710 ▼-12.8%5,9180.2%US CORE EQUITY 1IYWiShares U.S. Technology ETF$425,793$44,992 ▼-9.6%2,3470.2%ManufacturingAAPLApple$411,534$254 ▲0.1%1,6220.2%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$364,039$5,831 ▼-1.6%5,6810.2%ETFIVViShares Core S&P 500 ETF$297,2110.0%4550.2%ETFQQQInvesco QQQ$293,442$90,112 ▼-23.5%5080.2%FinanceVOOVanguard S&P 500 ETF$293,398$9,561 ▲3.4%4910.2%ETFAMZNAmazon.com$289,4960.0%1,3900.1%Retail/WholesaleIWPiShares Russell Mid-Cap Growth ETF$281,8640.0%2,2000.1%ETFMSFTMicrosoft$246,6850.0%6660.1%Computer and TechnologyVCRVanguard Consumer Discretionary ETF$244,5000.0%6810.1%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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