Yardley Wealth Management LLC Top Holdings and 13F Report (2026) About Yardley Wealth Management LLCInvestment ActivityYardley Wealth Management LLC has $229.03 million in total holdings as of September 30, 2026.Yardley Wealth Management LLC owns shares of 40 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 9.57% of the portfolio was purchased this quarter.About 4.27% of the portfolio was sold this quarter.This quarter, Yardley Wealth Management LLC has purchased 37 new stocks and bought additional shares in 18 stocks.Yardley Wealth Management LLC sold shares of 9 stocks and completely divested from 3 stocks this quarter.Largest Holdings Dimensional US Core Equity Market ETF $39,413,217Avantis International Equity ETF $29,607,551Freedom 100 Emerging Markets ETF $17,971,792Dimensional National Municipal Bond ETF $17,036,073DIMENSIONAL ETF TRUST $13,837,031 Largest New Holdings this Quarter 25239Y196 - DFA INVT DIMENSIONS GROUP IN $8,033,311 Holding532457108 - Eli Lilly and Company $1,040,215 Holding25239Y170 - DFA INVT DIMENSIONS GROUP IN $470,978 Holding25239Y220 - DFA INVT DIMENSIONS GROUP IN $437,189 Holding025072695 - Avantis Core Municipal Fixed Income ETF $352,868 Holding Largest Purchases this Quarter DFA INVT DIMENSIONS GROUP IN 191,680 shares (about $8.03M)Dimensional National Municipal Bond ETF 41,923 shares (about $1.93M)Dimensional Core Fixed Income ETF 29,215 shares (about $1.17M)Dimensional Inflation-Protected Securities ETF 29,464 shares (about $1.15M)Dimensional US Core Equity Market ETF 21,182 shares (about $1.11M) Largest Sales this Quarter Dimensional U.S. Equity ETF 90,806 shares (about $7.54M)iShares National Muni Bond ETF 4,595 shares (about $464.57K)Dimensional U.S. Core Equity 2 ETF 8,003 shares (about $355.73K)iShares Russell 2000 Value ETF 409 shares (about $85.67K)iShares Russell 3000 ETF 139 shares (about $60.00K) 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$39,413,217$1,109,090 ▲2.9%752,73517.2%ETFAVDEAvantis International Equity ETF$29,607,551$847,305 ▲2.9%328,57112.9%ETFFRDMFreedom 100 Emerging Markets ETF$17,971,792$995,530 ▲5.9%256,8877.8%ETFDFNMDimensional National Municipal Bond ETF$17,036,073$1,929,716 ▲12.8%370,1087.4%ETFDIMENSIONAL ETF TRUST$13,837,031$899,371 ▲7.0%270,5806.0%INTL COR FIX ETFDFIPDimensional Inflation-Protected Securities ETF$13,457,096$1,150,863 ▲9.4%344,5245.9%ETFDFCFDimensional Core Fixed Income ETF$12,722,978$1,172,106 ▲10.1%317,1235.6%ETFDFSDDimensional Short-Duration Fixed Income ETF$10,880,104$192,440 ▲1.8%234,1224.8%ETFDISVDimensional International Small Cap Value ETF$10,656,601$407,921 ▲4.0%246,1684.7%ETFAVLVAvantis U.S. Large Cap Value ETF$9,015,021$245,634 ▲2.8%99,6803.9%ETFAVUVAvantis U.S. Small Cap Value ETF$8,898,101$294,189 ▲3.4%75,5553.9%ETFDFASDimensional U.S. Small Cap ETF$8,886,878$372,158 ▲4.4%114,7883.9%ETFDFA INVT DIMENSIONS GROUP IN$8,033,311$8,033,311 ▲New Holding191,6803.5%U.S. HIGH RELATIAVGEAvantis All Equity Markets ETF$3,408,563$81,721 ▲2.5%34,6611.5%ETFDFGRDimensional Global Real Estate ETF$3,174,368$96,325 ▲3.1%117,3521.4%ETFSPYSPDR S&P 500 ETF Trust$2,906,8670.0%3,8121.3%ETFIWViShares Russell 3000 ETF$2,418,317$60,005 ▼-2.4%5,6021.1%ETFDFUSDimensional U.S. Equity ETF$2,249,449$7,539,623 ▼-77.0%27,0921.0%ETFDFACDimensional U.S. Core Equity 2 ETF$2,135,603$355,734 ▼-14.3%48,0450.9%ETFAAPLApple$1,358,638$818,513 ▲151.5%4,0800.6%TechnologyLMTLockheed Martin$1,136,668$7,639 ▲0.7%2,2320.5%IndustrialsMSFTMicrosoft$1,069,573$727,412 ▲212.6%2,0850.5%TechnologyLLYEli Lilly and Company$1,040,215$1,040,215 ▲New Holding8990.5%HealthcareEFAiShares MSCI EAFE ETF$925,1410.0%8,9050.4%ETFMUBiShares National Muni Bond ETF$760,195$464,569 ▼-37.9%7,5190.3%ETFAVUSAvantis U.S. Equity ETF$656,2060.0%5,1230.3%ETFVTIVanguard Total Stock Market ETF$637,705$18,712 ▼-2.9%1,7040.3%ETFIWNiShares Russell 2000 Value ETF$600,284$85,665 ▼-12.5%2,8660.3%ETFIYWiShares U.S. Technology ETF$495,8930.0%1,8720.2%ETFDFA INVT DIMENSIONS GROUP IN$470,978$470,978 ▲New Holding12,5690.2%U.S. SML CP VALDFA INVT DIMENSIONS GROUP IN$437,189$437,189 ▲New Holding5,2890.2%U.S. CORE EQTY 1AVMUAvantis Core Municipal Fixed Income ETF$352,868$352,868 ▲New Holding8,2600.2%ETFQQQInvesco QQQ$333,515$8,135 ▲2.5%4510.1%ETFVOOVanguard S&P 500 ETF$329,4050.0%4700.1%ETFIVViShares Core S&P 500 ETF$327,7840.0%4280.1%ETFVEAVanguard FTSE Developed Markets ETF$317,181$28,880 ▼-8.3%4,4920.1%ETFAMZNAmazon.com$301,472$44,847 ▼-12.9%1,2100.1%Consumer DiscretionaryIWPiShares Russell Mid-Cap Growth ETF$284,172$15,420 ▼-5.1%2,0640.1%ETFVCRVanguard Consumer Discretionary ETF$248,3480.0%6810.1%ETFJNJJohnson & Johnson$235,805$235,805 ▲New Holding8910.1%HealthcareDFSVDimensional US Small Cap Value ETF$0$487,570 ▼-100.0%00.0%ETFDIMENSIONAL ETF TRUST$0$475,976 ▼-100.0%00.0%US COR EQU 1 ETFAVEMAvantis Emerging Markets Equity ETF$0$208,708 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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