Yardley Wealth Management LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 16, 2026), Yardley Wealth Management LLC reported 37 stock positions worth $220.1 million. Its top holding was Dimensional US Core Equity M (DFAU) at 17.2% of the portfolio, followed by Avantis International Equity (AVDE, 12.9%) and Freedom 100 Emeging MRKT ETF (FRDM, 8.0%). Compared with Q1 2026, it opened 1 new position, added to 17 and reduced 11. The biggest buy was Dimensional US Core Equity M (DFAU, shares +3%) and the biggest sale iShares National Muni Bond E (MUB, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- YARDLEY, PA
- CIK
- 0002044323
- Portfolio Value
- $220.1M (Q2 2026)
- SEC Filing
- 0002044323-26-000003 ↗ filed Jul 16, 2026
Holdings Value
Holdings 37 stocks · $220.1M
| DFAU Dimensional US Core Equity M | 17.18% | 731,553 | $37.8M | Add +2.7% |
| AVDE Avantis International Equity | 12.93% | 319,168 | $28.5M | Add +4.7% |
| FRDM Freedom 100 Emeging MRKT ETF | 8.04% | 242,657 | $17.7M | Reduce -11.9% |
| DFNM Dimensional National Muni BD | 7.21% | 328,185 | $15.9M | Add +2.4% |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 6.16% | 252,993 | $13.6M | Add +8.7% |
| DFIP Dimensional Inflation-Protec | 5.90% | 315,060 | $13.0M | Add +9.3% |
| DFCF Dimensional Core Fixed Inc. | 5.52% | 287,908 | $12.2M | Add +7.8% |
| DFSD Dimensional Short Duration | 4.99% | 229,981 | $11.0M | Add +10.3% |
| DFUS Dimensional US Eq MKT ETF | 4.39% | 117,898 | $9.7M | Add +2.1% |
| DISV Dimensional International SM | 4.32% | 236,745 | $9.5M | Add +3.9% |
| AVUV Avantis US Small Cap Value | 4.14% | 73,057 | $9.1M | Reduce -0.2% |
| DFAS Dimensional US Small Cap ETF | 4.11% | 109,981 | $9.1M | Add +1.3% |
| AVLV Avantis US Large Cap Value | 4.02% | 96,964 | $8.8M | Add +1.5% |
| AVGE Avantis All Eqty Mrkts ETF | 1.52% | 33,830 | $3.4M | Add +0.9% |
| DFGR Dim Global Real Estate ETF | 1.50% | 113,791 | $3.3M | Add +5.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.29% | 3,812 | $2.8M | Add +0.0% |
| DFAC Dimensional US Core Equity 2 | 1.13% | 56,048 | $2.5M | Add +155.4% |
| IWV iShares Russell 3000 ETF | 1.11% | 5,741 | $2.4M | Reduce -0.1% |
| MUB iShares National Muni Bond E | 0.59% | 12,114 | $1.3M | Reduce -0.0% |
| LMT Lockheed Martin Corp. | 0.51% | 2,217 | $1.1M | Add +0.6% |
| EFA iShares MSCI Eafe ETF | 0.42% | 8,905 | $925K | No change |
| IWN iShares Russell 2000 Value E | 0.33% | 3,275 | $724K | No change |
| AVUS Avantis U.S. Equity ETF | 0.30% | 5,123 | $656K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.29% | 1,754 | $649K | No change |
| DFSV Dimensional US Small Cap Val | 0.22% | 12,569 | $488K | No change |
| DCOR Dimensional US Core Eq 1 ETF | 0.22% | 5,806 | $476K | Reduce -1.9% |
| IYW iShares Ustechnology ETF | 0.21% | 1,872 | $472K | Reduce -20.2% |
| AAPL Apple Inc. | 0.21% | 1,622 | $469K | No change |
| VEA Vanguard Ftse Developed ETF | 0.16% | 4,901 | $349K | Reduce -13.7% |
| AMZN Amazon.com Inc. | 0.15% | 1,390 | $331K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.15% | 440 | $324K | Reduce -13.4% |
| VOO Vanguard S&P 500 ETF | 0.15% | 470 | $323K | Reduce -4.3% |
| IVV iShares Core S&P 500 ETF | 0.15% | 428 | $321K | Reduce -5.9% |
| IWP iShares Russell Mid-Cap Grow | 0.14% | 2,176 | $319K | Reduce -1.1% |
| VCR Vanguard Consumer Discre ETF | 0.12% | 681 | $270K | No change |
| MSFT Microsoft Corp. | 0.11% | 667 | $249K | Add +0.1% |
| AVEM Avantis Emerging Markets Eq | 0.09% | 2,163 | $209K | New |
Portfolio Sells Q1 2026 → Q2 2026
| MUB iShares National Muni Bond E | Reduce -0.0% | 0.59% | −0.07 |
| VEA Vanguard Ftse Developed ETF | Reduce -13.7% | 0.16% | −0.03 |
| IVV iShares Core S&P 500 ETF | Reduce -5.9% | 0.15% | −0.01 |
| AVUV Avantis US Small Cap Value | Reduce -0.2% | 4.14% | −0.00 |
| IYW iShares Ustechnology ETF | Reduce -20.2% | 0.21% | −0.00 |
| VOO Vanguard S&P 500 ETF | Reduce -4.3% | 0.15% | −0.00 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -13.4% | 0.15% | −0.00 |
| DCOR Dimensional US Core Eq 1 ETF | Reduce -1.9% | 0.22% | −0.00 |
| IWP iShares Russell Mid-Cap Grow | Reduce -1.1% | 0.14% | +0.00 |
| IWV iShares Russell 3000 ETF | Reduce -0.1% | 1.11% | +0.02 |
| FRDM Freedom 100 Emeging MRKT ETF | Reduce -11.9% | 8.04% | +0.32 |
Portfolio Buys Q1 2026 → Q2 2026
| DFAU Dimensional US Core Equity M | Add +2.7% | 17.18% | +0.71 |
| DFAC Dimensional US Core Equity 2 | Add +155.4% | 1.13% | +0.69 |
| DFUS Dimensional US Eq MKT ETF | Add +2.1% | 4.39% | +0.19 |
| DFAS Dimensional US Small Cap ETF | Add +1.3% | 4.11% | +0.16 |
| AVEM Avantis Emerging Markets Eq | New | 0.09% | +0.09 |
| AVLV Avantis US Large Cap Value | Add +1.5% | 4.02% | +0.07 |
| DFGR Dim Global Real Estate ETF | Add +5.5% | 1.50% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.0% | 1.29% | +0.02 |
| AVGE Avantis All Eqty Mrkts ETF | Add +0.9% | 1.52% | +0.01 |
| MSFT Microsoft Corp. | Add +0.1% | 0.11% | −0.01 |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | Add +8.7% | 6.16% | −0.10 |
| DFSD Dimensional Short Duration | Add +10.3% | 4.99% | −0.13 |
| LMT Lockheed Martin Corp. | Add +0.6% | 0.51% | −0.17 |
| DFIP Dimensional Inflation-Protec | Add +9.3% | 5.90% | −0.25 |
| DFCF Dimensional Core Fixed Inc. | Add +7.8% | 5.52% | −0.26 |
| DISV Dimensional International SM | Add +3.9% | 4.32% | −0.29 |
| AVDE Avantis International Equity | Add +4.7% | 12.93% | −0.32 |
| DFNM Dimensional National Muni BD | Add +2.4% | 7.21% | −0.67 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 37 | $220.1M | DFAU, AVDE, FRDM, DFNM, DFGX |
| Q1 2026 | 36 | $195.1M | DFAU, AVDE, DFNM, FRDM, DFGX |
| Q4 2025 | 36 | $188.1M | DFAU, AVDE, FRDM, DFNM, DFIP |
| Q3 2025 | 36 | $179.0M | DFAU, AVDE, FRDM, DFNM, DFGX |
| Q2 2025 | 41 | $182.9M | DFAU, AVDE, FRDM, DFNM, DFIP |
| Q1 2025 | 40 | $169.8M | DFAU, AVDE, DFNM, FRDM, DFIP |
| Q4 2024 | 41 | $205.9M | DFAU, AVDE, DFNM, FRDM, DFGX |
| Q3 2024 | 41 | $168.6M | DFAU, AVDE, FRDM, DFNM, DFIP |