Yardley Wealth Management LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 5, 2026, for the 2025 Q4 period, Yardley Wealth Management LLC held in its portfolio 36 assets valued at $188,127,785 (i.e. $188.13M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($31.08M), AMERICAN CENTY ETF TR ($24.72M), and EA SERIES TRUST ($15.61M).
The chart below shows the top 10 valuable assets, and the table below shows the top 36 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Yardley Wealth Management LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 664180 | 31083618 | US CORE EQT MKT |
| AMERICAN CENTY ETF TR | 300250 | 24716606 | INTL EQT ETF |
| EA SERIES TRUST | 304514 | 15612430 | FREEDOM 100 EM |
| DIMENSIONAL ETF TRUST | 302487 | 14570801 | NATL MUN BD ETF |
| DIMENSIONAL ETF TRUST | 270023 | 11220814 | INFLATION PROTE |
| DIMENSIONAL ETF TRUST | 209687 | 11036893 | GLOBAL EX US COR |
| DIMENSIONAL ETF TRUST | 251065 | 10685336 | CORE FIXED INCOM |
| DIMENSIONAL ETF TRUST | 194692 | 9335473 | SHORT DURATION F |
| DIMENSIONAL ETF TRUST | 234001 | 8892025 | INTL SMALL CAP V |
| DIMENSIONAL ETF TRUST | 109176 | 8097605 | US EQUITY MARKET |
| DIMENSIONAL ETF TRUST | 110606 | 7705955 | US SMALL CAP ETF |
| AMERICAN CENTY ETF TR | 72496 | 7393187 | US SML CP VALU |
| AMERICAN CENTY ETF TR | 95003 | 7198364 | US LARGE CAP VLU |
| SPDR S&P 500 ETF TR | 4208 | 2869673 | TR UNIT |
| AMERICAN CENTY ETF TR | 30115 | 2587180 | AVANTIS ALL EQT |
| DIMENSIONAL ETF TRUST | 96962 | 2561733 | GLOBAL REAL EST |
| ISHARES TR | 5759 | 2228011 | RUSSELL 3000 ETF |
| ISHARES TR | 12258 | 1312968 | NATIONAL MUN ETF |
| LOCKHEED MARTIN CORP | 2190 | 1059441 | COM |
| ISHARES TR | 9101 | 873970 | MSCI EAFE ETF |
| DIMENSIONAL ETF TRUST | 21949 | 868964 | US CORE EQUITY 2 |
| ISHARES TR | 3275 | 593463 | RUS 2000 VAL ETF |
| VANGUARD INDEX FDS | 1754 | 588064 | TOTAL STK MKT |
| AMERICAN CENTY ETF TR | 5123 | 572649 | US EQT ETF |
| ISHARES TR | 2595 | 518170 | U.S. TECH ETF |
| DIMENSIONAL ETF TRUST | 6788 | 499801 | US CORE EQUITY 1 |
| APPLE INC | 1621 | 440807 | COM |
| DIMENSIONAL ETF TRUST | 12569 | 413410 | US SMALL CAP VAL |
| INVESCO QQQ TR | 664 | 407848 | UNIT SER 1 |
| VANGUARD TAX-MANAGED FDS | 5772 | 360577 | VAN FTSE DEV MKT |
| MICROSOFT CORP | 666 | 322046 | COM |
| AMAZON COM INC | 1390 | 320840 | COM |
| ISHARES TR | 455 | 311648 | CORE S&P500 ETF |
| ISHARES TR | 2200 | 301268 | RUS MD CP GR ETF |
| VANGUARD INDEX FDS | 475 | 297887 | S&P 500 ETF SHS |
| VANGUARD WORLD FD | 681 | 268260 | CONSUM DIS ETF |
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