Yardley Wealth Management LLC Top Holdings and 13F Report (2026) About Yardley Wealth Management LLCInvestment ActivityYardley Wealth Management LLC has $220.12 million in total holdings as of June 30, 2026.Yardley Wealth Management LLC owns shares of 37 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 4.30% of the portfolio was purchased this quarter.About 1.22% of the portfolio was sold this quarter.This quarter, Yardley Wealth Management LLC has purchased 36 new stocks and bought additional shares in 17 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 $37,813,958Avantis International Equity ETF $28,469,768Freedom 100 Emerging Markets ETF $17,689,711Dimensional National Municipal Bond ETF $15,862,824DIMENSIONAL ETF TRUST $13,559,117 Largest New Holdings this Quarter 025072604 - Avantis Emerging Markets Equity ETF $208,708 Holding Largest Purchases this Quarter Dimensional U.S. Core Equity 2 ETF 34,099 shares (about $1.51M)Avantis International Equity ETF 14,224 shares (about $1.27M)Dimensional Inflation-Protected Securities ETF 26,935 shares (about $1.11M)DIMENSIONAL ETF TRUST 20,131 shares (about $1.08M)Dimensional Short-Duration Fixed Income ETF 21,546 shares (about $1.03M) Largest Sales this Quarter Freedom 100 Emerging Markets ETF 32,860 shares (about $2.40M)iShares U.S. Technology ETF 475 shares (about $119.81K)Vanguard FTSE Developed Markets ETF 780 shares (about $55.58K)Invesco QQQ 68 shares (about $50.12K)Avantis U.S. Small Cap Value ETF 164 shares (about $20.46K) 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$37,813,958$987,744 â–²2.7%731,55317.2%ETFAVDEAvantis International Equity ETF$28,469,768$1,268,780 â–²4.7%319,16812.9%ETFFRDMFreedom 100 Emerging Markets ETF$17,689,711$2,395,496 â–¼-11.9%242,6578.0%ETFDFNMDimensional National Municipal Bond ETF$15,862,824$365,993 â–²2.4%328,1857.2%ETFDIMENSIONAL ETF TRUST$13,559,117$1,078,918 â–²8.6%252,9936.2%INTL COR FIX ETFDFIPDimensional Inflation-Protected Securities ETF$12,997,789$1,111,202 â–²9.3%315,0605.9%ETFDFCFDimensional Core Fixed Income ETF$12,152,596$874,507 â–²7.8%287,9085.5%ETFDFSDDimensional Short-Duration Fixed Income ETF$10,981,579$1,028,820 â–²10.3%229,9815.0%ETFDFUSDimensional U.S. Equity ETF$9,660,600$203,212 â–²2.1%117,8984.4%ETFDISVDimensional International Small Cap Value ETF$9,500,597$357,679 â–²3.9%236,7454.3%ETFAVUVAvantis U.S. Small Cap Value ETF$9,114,588$20,461 â–¼-0.2%73,0574.1%ETFDFASDimensional U.S. Small Cap ETF$9,055,877$118,241 â–²1.3%109,9814.1%ETFAVLVAvantis U.S. Large Cap Value ETF$8,844,060$129,427 â–²1.5%96,9644.0%ETFAVGEAvantis All Equity Markets ETF$3,352,553$30,622 â–²0.9%33,8301.5%ETFDFGRDimensional Global Real Estate ETF$3,296,512$171,241 â–²5.5%113,7911.5%ETFSPYSPDR S&P 500 ETF Trust$2,846,315$747 â–²0.0%3,8121.3%FinanceDFACDimensional U.S. Core Equity 2 ETF$2,486,292$1,512,633 â–²155.4%56,0481.1%ETFIWViShares Russell 3000 ETF$2,448,118$2,132 â–¼-0.1%5,7411.1%ETFMUBiShares National Muni Bond ETF$1,303,688$215 â–¼0.0%12,1140.6%ETFLMTLockheed Martin$1,129,676$7,134 â–²0.6%2,2170.5%AerospaceEFAiShares MSCI EAFE ETF$925,0520.0%8,9050.4%FinanceIWNiShares Russell 2000 Value ETF$724,4300.0%3,2750.3%ETFAVUSAvantis U.S. Equity ETF$656,1540.0%5,1230.3%ETFVTIVanguard Total Stock Market ETF$649,0510.0%1,7540.3%ETFDFSVDimensional US Small Cap Value ETF$487,5700.0%12,5690.2%ETFDIMENSIONAL ETF TRUST$475,976$9,182 â–¼-1.9%5,8060.2%US COR EQU 1 ETFIYWiShares U.S. Technology ETF$472,175$119,809 â–¼-20.2%1,8720.2%ManufacturingAAPLApple$469,2410.0%1,6220.2%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$349,197$55,575 â–¼-13.7%4,9010.2%ETFAMZNAmazon.com$331,2930.0%1,3900.2%Retail/WholesaleQQQInvesco QQQ$324,315$50,121 â–¼-13.4%4400.1%FinanceVOOVanguard S&P 500 ETF$322,801$14,423 â–¼-4.3%4700.1%ETFIVViShares Core S&P 500 ETF$320,525$20,220 â–¼-5.9%4280.1%ETFIWPiShares Russell Mid-Cap Growth ETF$318,589$3,514 â–¼-1.1%2,1760.1%ETFVCRVanguard Consumer Discretionary ETF$270,0920.0%6810.1%ETFMSFTMicrosoft$248,778$373 â–²0.2%6670.1%Computer and TechnologyAVEMAvantis Emerging Markets Equity ETF$208,708$208,708 â–²New Holding2,1630.1%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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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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