Yardley Wealth Management LLC

Portfolio Overview

Yardley Wealth Management LLC disclosed 37 positions worth $220.1M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 1 new position and exited 0. The portfolio is most concentrated in Other (99.0% of disclosed assets). All figures are sourced directly from Yardley Wealth Management LLC’s Form 13F-HR filing with the SEC under CIK 2044323.

• DIMENSIONAL ETF TRUST - US CORE EQT MKT

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  Quality

  $37.8M731,553 sh

• AMERICAN CENTY ETF TR - INTL EQT ETF

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  Quality

  $28.5M319,168 sh

• EA SERIES TRUST - FREEDOM 100 EM

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  Quality

  $17.7M242,657 sh

• DIMENSIONAL ETF TRUST - NATL MUN BD ETF

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  Quality

  $15.9M328,185 sh

• DIMENSIONAL ETF TRUST - INTL COR FIX ETF

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  Quality

  $13.6M252,993 sh

• DIMENSIONAL ETF TRUST - INFLATION PROTE

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  Quality

  $13.0M315,060 sh

• DIMENSIONAL ETF TRUST - CORE FIXE IN ETF

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  Quality

  $12.2M287,908 sh

• DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF

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  Quality

  $11.0M229,981 sh

• DIMENSIONAL ETF TRUST - US EQUI MARK ETF

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  Quality

  $9.7M117,898 sh

• DIMENSIONAL ETF TRUST - INTL SMALL CAP V

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  Quality

  $9.5M236,745 sh

Showing top 10 of 37 holdings.

Full Holdings — Yardley Wealth Management LLC (Q2 2026)

All 37 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	—	DIMENSIONAL ETF TRUST - US CORE EQT MKT	$37.8M	17.2%	+3%	—
2	—	AMERICAN CENTY ETF TR - INTL EQT ETF	$28.5M	12.9%	+5%	—
3	—	EA SERIES TRUST - FREEDOM 100 EM	$17.7M	8.0%	-12%	—
4	—	DIMENSIONAL ETF TRUST - NATL MUN BD ETF	$15.9M	7.2%	+2%	—
5	—	DIMENSIONAL ETF TRUST - INTL COR FIX ETF	$13.6M	6.2%	+9%	—
6	—	DIMENSIONAL ETF TRUST - INFLATION PROTE	$13.0M	5.9%	+9%	—
7	—	DIMENSIONAL ETF TRUST - CORE FIXE IN ETF	$12.2M	5.5%	+8%	—
8	—	DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF	$11.0M	5.0%	+10%	—
9	—	DIMENSIONAL ETF TRUST - US EQUI MARK ETF	$9.7M	4.4%	+2%	—
10	—	DIMENSIONAL ETF TRUST - INTL SMALL CAP V	$9.5M	4.3%	+4%	—
11	—	AMERICAN CENTY ETF TR - US SML CP VALU	$9.1M	4.1%	-0%	—
12	—	DIMENSIONAL ETF TRUST - US SMALL CAP ETF	$9.1M	4.1%	+1%	—
13	—	AMERICAN CENTY ETF TR - US LARGE CAP VLU	$8.8M	4.0%	+1%	—
14	—	AMERICAN CENTY ETF TR - AVANTIS ALL EQT	$3.4M	1.5%	+1%	—
15	—	DIMENSIONAL ETF TRUST - GLOBAL REAL EST	$3.3M	1.5%	+5%	—
16	$SPY	SPDR S&P 500 ETF TRUST	$2.8M	1.3%	+0%	—
17	—	DIMENSIONAL ETF TRUST - US COR EQU 2 ETF	$2.5M	1.1%	+155%	—
18	—	ISHARES TR - RUSSELL 3000 ETF	$2.4M	1.1%	-0%	—
19	—	ISHARES TR - NATIONAL MUN ETF	$1.3M	0.6%	-0%	—
20	$LMT	LOCKHEED MARTIN CORP	$1.1M	0.5%	+1%	65.4
21	—	ISHARES TR - MSCI EAFE ETF	$925,052	0.4%	+0%	—
22	—	ISHARES TR - RUS 2000 VAL ETF	$724,430	0.3%	+0%	—
23	—	AMERICAN CENTY ETF TR - US EQT ETF	$656,154	0.3%	+0%	—
24	—	VANGUARD INDEX FDS - TOTAL STK MKT	$649,051	0.3%	+0%	—
25	—	DIMENSIONAL ETF TRUST - US SMALL CAP ETF	$487,570	0.2%	+0%	—
26	—	DIMENSIONAL ETF TRUST - US COR EQU 1 ETF	$475,976	0.2%	-2%	—
27	—	ISHARES TR - U.S. TECH ETF	$472,175	0.2%	-20%	—
28	$AAPL	Apple Inc.	$469,241	0.2%	+0%	76.3
29	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	$349,197	0.2%	-14%	—
30	$AMZN	AMAZON COM INC	$331,293	0.1%	+0%	68.4
31	$QQQ	INVESCO QQQ TRUST, SERIES 1	$324,315	0.1%	-13%	—
32	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	$322,801	0.1%	-4%	—
33	—	ISHARES TR - CORE S&P500 ETF	$320,525	0.1%	-6%	—
34	—	ISHARES TR - RUS MD CP GR ETF	$318,589	0.1%	-1%	—
35	—	VANGUARD WORLD FD - CONSUM DIS ETF	$270,092	0.1%	+0%	—
36	$MSFT	MICROSOFT CORP	$248,778	0.1%	+0%	79.7
37	—	AMERICAN CENTY ETF TR - AVANTIS EMGMKT	$208,708	0.1%	NEW	—