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Yardley Wealth Management LLC — 13F Holdings & Portfolio

CIK 2044323 · latest 13F-HR filed 2026-04-21

Backtest portfolio

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$195.1M

Long-equity book

Holdings

36

Distinct positions

Period

2026-03-31

Filed 2026-04-21

Q/Q Activity

+0 / −0 / ↑11 / ↓9

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • DIMENSIONAL ETF TRUST$1.2M +10.7%
  • DIMENSIONAL ETF TRUST$799.8K +7.1%
  • DIMENSIONAL ETF TRUST$796.2K +5.5%
  • AMERICAN CENTY ETF TR$695.5K +9.4%
  • DIMENSIONAL ETF TRUST$644.4K +6.9%
Show all 11 →

Top Trims

  • STATE STR SPDR S&P 500 ETF T-$391.0K -13.6%
  • INVESCO QQQ TR-$114.4K -28.1%
  • ISHARES TR-$92.4K -17.8%
  • MICROSOFT CORP-$75.4K -23.4%
  • DIMENSIONAL ETF TRUST-$73.2K -14.7%
Show all 9 →

New Positions

  • No new positions this quarter.
Show all 0 →

Exited Positions

  • No exits this quarter.
Show all 0 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 DIMENSIONAL ETF TRUST DFAU 25434V104 $32.1M 16.47% 712,444 SH
2 AMERICAN CENTY ETF TR AVDE 025072703 $25.9M 13.26% 304,944 SH
3 DIMENSIONAL ETF TRUST DFNM 25434V849 $15.4M 7.87% 320,613 SH
4 EA SERIES TRUST FRDM 02072L607 $15.1M 7.72% 275,517 SH
5 DIMENSIONAL ETF TRUST DFGX 25434V575 $12.2M 6.26% 232,862 SH
6 DIMENSIONAL ETF TRUST DFIP 25434V856 $12.0M 6.16% 288,125 SH
7 DIMENSIONAL ETF TRUST DFCF 25434V872 $11.3M 5.78% 267,190 SH
8 DIMENSIONAL ETF TRUST DFSD 25434V864 $10.0M 5.11% 208,435 SH
9 DIMENSIONAL ETF TRUST DISV 25434V781 $9.0M 4.60% 227,832 SH
10 DIMENSIONAL ETF TRUST DFUS 25434V401 $8.2M 4.19% 115,418 SH
11 AMERICAN CENTY ETF TR AVUV 025072877 $8.1M 4.14% 73,221 SH
12 DIMENSIONAL ETF TRUST DFAS 25434V500 $7.7M 3.96% 108,545 SH
13 AMERICAN CENTY ETF TR AVLV 025072349 $7.7M 3.95% 95,545 SH
14 AMERICAN CENTY ETF TR AVGE 025072232 $3.0M 1.51% 33,521 SH
15 DIMENSIONAL ETF TRUST DFGR 25434V658 $2.9M 1.47% 107,880 SH
16 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $2.5M 1.27% 3,811 SH
17 ISHARES TR IWV 464287689 $2.1M 1.09% 5,746 SH
18 LOCKHEED MARTIN CORP LMT 539830109 $1.3M 0.68% 2,203 SH
19 ISHARES TR MUB 464288414 $1.3M 0.66% 12,116 SH
20 ISHARES TR EFA 464287465 $864.9K 0.44% 8,905 SH
21 DIMENSIONAL ETF TRUST DFAC 25434V708 $852.9K 0.44% 21,949 SH
22 ISHARES TR IWN 464287630 $620.9K 0.32% 3,275 SH
23 AMERICAN CENTY ETF TR AVUS 025072885 $569.6K 0.29% 5,123 SH
24 VANGUARD INDEX FDS VTI 922908769 $562.7K 0.29% 1,754 SH
25 DIMENSIONAL ETF TRUST DFSV 25434V815 $440.4K 0.23% 12,569 SH
26 DIMENSIONAL ETF TRUST DCOR 25434V625 $426.6K 0.22% 5,918 SH
27 ISHARES TR IYW 464287721 $425.8K 0.22% 2,347 SH
28 APPLE INC AAPL 037833100 $411.5K 0.21% 1,622 SH
29 VANGUARD TAX-MANAGED FDS VEA 921943858 $364.0K 0.19% 5,681 SH
30 ISHARES TR IVV 464287200 $297.2K 0.15% 455 SH
31 INVESCO QQQ TR QQQ 46090E103 $293.4K 0.15% 508 SH
32 VANGUARD INDEX FDS VOO 922908363 $293.4K 0.15% 491 SH
33 AMAZON COM INC AMZN 023135106 $289.5K 0.15% 1,390 SH
34 ISHARES TR IWP 464287481 $281.9K 0.14% 2,200 SH
35 MICROSOFT CORP MSFT 594918104 $246.7K 0.13% 666 SH
36 VANGUARD WORLD FD VCR 92204A108 $244.5K 0.13% 681 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-21 $195.1M 36 0002044323-26-000002
2025-12-31 2026-02-05 $188.1M 36 0002044323-26-000001