Yardley Wealth Management LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 10, 2025), Yardley Wealth Management LLC reported 41 stock positions worth $205.9 million. Its top holding was Dimensional US Core Equity M (DFAU) at 16.6% of the portfolio, followed by Avantis International Equity (AVDE, 11.6%) and Dimensional National Muni BD (DFNM, 7.2%). Compared with Q3 2024, it opened 1 new position, sold out of 1, added to 32 and reduced 2. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +87%) and the biggest sale iShares Russell 3000 ETF (IWV, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- YARDLEY, PA
- CIK
- 0002044323
- Portfolio Value
- $205.9M (Q4 2024)
- SEC Filing
- 0002044323-25-000001 ↗ filed Feb 10, 2025
Holdings Value
Holdings 41 stocks · $205.9M
| DFAU Dimensional US Core Equity M | 16.56% | 844,256 | $34.1M | Add +19.4% |
| AVDE Avantis International Equity | 11.61% | 385,191 | $23.9M | Add +18.2% |
| DFNM Dimensional National Muni BD | 7.18% | 308,855 | $14.8M | Add +22.4% |
| FRDM Freedom 100 Emeging MRKT ETF | 6.72% | 417,673 | $13.8M | Add +21.4% |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 5.60% | 219,254 | $11.5M | Add +21.9% |
| DFIP Dimensional Inflation-Protec | 5.41% | 273,504 | $11.1M | Add +16.1% |
| DFCF Dimensional Core Fixed Inc. | 5.21% | 258,410 | $10.7M | Add +15.9% |
| DFSD Dimensional Short Duration | 4.70% | 205,904 | $9.7M | Add +17.5% |
| DFUS Dimensional US Eq MKT ETF | 4.19% | 135,707 | $8.6M | Add +16.8% |
| DISV Dimensional International SM | 4.18% | 320,043 | $8.6M | Add +22.4% |
| AVUV Avantis US Small Cap Value | 4.06% | 86,619 | $8.4M | Add +21.4% |
| DFAS Dimensional US Small Cap ETF | 4.00% | 126,713 | $8.2M | Add +19.9% |
| AVLV Avantis US Large Cap Value | 3.63% | 112,161 | $7.5M | Add +19.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.40% | 8,501 | $4.9M | Add +87.2% |
| DFGR Dim Global Real Estate ETF | 1.40% | 110,800 | $2.9M | Add +19.9% |
| MEAR Ishrs Short Mat Muni Act ETF | 1.14% | 46,632 | $2.3M | Add +100.0% |
| IWV iShares Russell 3000 ETF | 0.97% | 5,975 | $2.0M | Reduce -0.8% |
| EFA iShares MSCI Eafe ETF | 0.96% | 25,312 | $2.0M | Add +173.9% |
| IYW iShares Ustechnology ETF | 0.85% | 11,268 | $1.8M | Add +300.0% |
| DFAC Dimensional US Core Equity 2 | 0.74% | 44,346 | $1.5M | Add +99.0% |
| AVGE Avantis All Eqty Mrkts ETF | 0.73% | 20,628 | $1.5M | Add +0.7% |
| CEG Constellation Energy | 0.63% | 5,332 | $1.3M | Add +100.0% |
| MSFT Microsoft Corp. | 0.61% | 2,974 | $1.3M | Add +237.9% |
| IWN iShares Russell 2000 Value E | 0.61% | 7,638 | $1.3M | Add +133.2% |
| MUB iShares National Muni Bond E | 0.60% | 11,663 | $1.2M | Reduce -0.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.56% | 22,764 | $1.2M | Add +300.0% |
| IWP iShares Russell Mid-Cap Grow | 0.52% | 8,800 | $1.1M | Add +300.0% |
| LMT Lockheed Martin Corp. | 0.50% | 2,129 | $1.0M | Add +0.7% |
| IVV iShares Core S&P 500 ETF | 0.39% | 1,382 | $808K | Add +189.1% |
| ROP Roper Technologies Inc. | 0.36% | 1,443 | $750K | No change |
| ALL Allstate Corp. | 0.36% | 3,824 | $731K | Add +100.0% |
| MS Morgan Stanley | 0.35% | 6,304 | $724K | New |
| VCR Vanguard Consumer Discre ETF | 0.35% | 1,996 | $714K | Add +100.0% |
| AAPL Apple Inc. | 0.32% | 2,717 | $663K | Add +59.7% |
| EXC Exelon Corp. | 0.30% | 16,000 | $626K | Add +100.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.25% | 1,754 | $508K | No change |
| AVUS Avantis U.S. Equity ETF | 0.24% | 5,123 | $497K | No change |
| AMZN Amazon.com Inc. | 0.24% | 2,333 | $485K | Add +54.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.22% | 904 | $462K | No change |
| VEA Vanguard Ftse Developed ETF | 0.21% | 8,869 | $424K | No change |
| LSAT Leadershares Alphafact Tact | 0.13% | 6,421 | $258K | No change |
Portfolio Sells Q3 2024 → Q4 2024
Portfolio Buys Q3 2024 → Q4 2024
| SPY SS SPDR S&P 500 ETF Trust-US | Add +87.2% | 2.40% | +0.85 |
| IYW iShares Ustechnology ETF | Add +300.0% | 0.85% | +0.60 |
| EFA iShares MSCI Eafe ETF | Add +173.9% | 0.96% | +0.50 |
| MEAR Ishrs Short Mat Muni Act ETF | Add +100.0% | 1.14% | +0.44 |
| MSFT Microsoft Corp. | Add +237.9% | 0.61% | +0.39 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +300.0% | 0.56% | +0.39 |
| IWP iShares Russell Mid-Cap Grow | Add +300.0% | 0.52% | +0.37 |
| MS Morgan Stanley | New | 0.35% | +0.35 |
| DFAC Dimensional US Core Equity 2 | Add +99.0% | 0.74% | +0.29 |
| IWN iShares Russell 2000 Value E | Add +133.2% | 0.61% | +0.29 |
| IVV iShares Core S&P 500 ETF | Add +189.1% | 0.39% | +0.23 |
| CEG Constellation Energy | Add +100.0% | 0.63% | +0.22 |
| VCR Vanguard Consumer Discre ETF | Add +100.0% | 0.35% | +0.15 |
| ALL Allstate Corp. | Add +100.0% | 0.36% | +0.14 |
| EXC Exelon Corp. | Add +100.0% | 0.30% | +0.11 |
| AAPL Apple Inc. | Add +59.7% | 0.32% | +0.09 |
| AMZN Amazon.com Inc. | Add +54.5% | 0.24% | +0.07 |
| AVUV Avantis US Small Cap Value | Add +21.4% | 4.06% | −0.00 |
| AVLV Avantis US Large Cap Value | Add +19.5% | 3.63% | −0.03 |
| DFAS Dimensional US Small Cap ETF | Add +19.9% | 4.00% | −0.06 |
| DFNM Dimensional National Muni BD | Add +22.4% | 7.18% | −0.08 |
| DFAU Dimensional US Core Equity M | Add +19.4% | 16.56% | −0.08 |
| DFUS Dimensional US Eq MKT ETF | Add +16.8% | 4.19% | −0.10 |
| AVGE Avantis All Eqty Mrkts ETF | Add +0.7% | 0.73% | −0.17 |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | Add +21.9% | 5.60% | −0.17 |
| DFGR Dim Global Real Estate ETF | Add +19.9% | 1.40% | −0.18 |
| LMT Lockheed Martin Corp. | Add +0.7% | 0.50% | −0.23 |
| DFSD Dimensional Short Duration | Add +17.5% | 4.70% | −0.26 |
| DISV Dimensional International SM | Add +22.4% | 4.18% | −0.32 |
| DFIP Dimensional Inflation-Protec | Add +16.1% | 5.41% | −0.50 |
| DFCF Dimensional Core Fixed Inc. | Add +15.9% | 5.21% | −0.50 |
| FRDM Freedom 100 Emeging MRKT ETF | Add +21.4% | 6.72% | −0.58 |
| AVDE Avantis International Equity | Add +18.2% | 11.61% | −1.35 |
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 |