Yardley Wealth Management LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 25, 2025), Yardley Wealth Management LLC reported 40 stock positions worth $169.8 million. Its top holding was Dimensional US Core Equity M (DFAU) at 16.3% of the portfolio, followed by Avantis International Equity (AVDE, 13.4%) and Dimensional National Muni BD (DFNM, 8.3%). Compared with Q4 2024, it opened 1 new position, sold out of 2, added to 3 and reduced 32. The biggest buy was Avantis All Eqty Mrkts ETF (AVGE, shares +12%) and the biggest sale an exit from Ishrs Short Mat Muni Act ETF (MEAR).
- Most Recent 13F
- Q2 2026
- Location
- YARDLEY, PA
- CIK
- 0002044323
- Portfolio Value
- $169.8M (Q1 2025)
- SEC Filing
- 0002044323-25-000003 ↗ filed Apr 25, 2025
Holdings Value
Holdings 40 stocks · $169.8M
| DFAU Dimensional US Core Equity M | 16.28% | 718,976 | $27.6M | Reduce -14.8% |
| AVDE Avantis International Equity | 13.42% | 343,697 | $22.8M | Reduce -10.8% |
| DFNM Dimensional National Muni BD | 8.33% | 297,286 | $14.1M | Reduce -3.8% |
| FRDM Freedom 100 Emeging MRKT ETF | 7.56% | 366,032 | $12.8M | Reduce -12.4% |
| DFIP Dimensional Inflation-Protec | 5.99% | 241,401 | $10.2M | Reduce -11.7% |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 5.75% | 186,698 | $9.8M | Reduce -14.8% |
| DFCF Dimensional Core Fixed Inc. | 5.73% | 231,287 | $9.7M | Reduce -10.5% |
| DFSD Dimensional Short Duration | 5.18% | 185,156 | $8.8M | Reduce -10.1% |
| DISV Dimensional International SM | 4.78% | 278,461 | $8.1M | Reduce -13.0% |
| DFUS Dimensional US Eq MKT ETF | 4.19% | 117,669 | $7.1M | Reduce -13.3% |
| DFAS Dimensional US Small Cap ETF | 3.78% | 107,380 | $6.4M | Reduce -15.3% |
| AVLV Avantis US Large Cap Value | 3.76% | 97,926 | $6.4M | Reduce -12.7% |
| AVUV Avantis US Small Cap Value | 3.74% | 72,898 | $6.4M | Reduce -15.8% |
| DFGR Dim Global Real Estate ETF | 1.50% | 96,949 | $2.5M | Reduce -12.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.35% | 4,086 | $2.3M | Reduce -51.9% |
| IWV iShares Russell 3000 ETF | 1.09% | 5,833 | $1.9M | Reduce -2.4% |
| AVGE Avantis All Eqty Mrkts ETF | 0.97% | 23,161 | $1.6M | Add +12.3% |
| MUB iShares National Muni Bond E | 0.73% | 11,678 | $1.2M | Add +0.1% |
| LMT Lockheed Martin Corp. | 0.56% | 2,145 | $958K | Add +0.8% |
| ROP Roper Technologies Inc. | 0.50% | 1,443 | $851K | No change |
| EFA iShares MSCI Eafe ETF | 0.44% | 9,241 | $755K | Reduce -63.5% |
| DFAC Dimensional US Core Equity 2 | 0.43% | 22,062 | $728K | Reduce -50.3% |
| CEG Constellation Energy | 0.32% | 2,666 | $538K | Reduce -50.0% |
| IWN iShares Russell 2000 Value E | 0.29% | 3,275 | $494K | Reduce -57.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.28% | 1,754 | $482K | No change |
| AVUS Avantis U.S. Equity ETF | 0.28% | 5,123 | $473K | No change |
| VEA Vanguard Ftse Developed ETF | 0.27% | 8,869 | $451K | No change |
| ALL Allstate Corp. | 0.23% | 1,912 | $396K | Reduce -50.0% |
| IYW iShares Ustechnology ETF | 0.23% | 2,817 | $396K | Reduce -75.0% |
| AAPL Apple Inc. | 0.22% | 1,701 | $378K | Reduce -37.4% |
| EXC Exelon Corp. | 0.22% | 8,000 | $369K | Reduce -50.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.21% | 769 | $361K | Reduce -14.9% |
| DCOR Dimensional US Core Eq 1 ETF | 0.21% | 5,845 | $358K | New |
| MSFT Microsoft Corp. | 0.19% | 880 | $330K | Reduce -70.4% |
| VCR Vanguard Consumer Discre ETF | 0.19% | 998 | $325K | Reduce -50.0% |
| AMZN Amazon.com Inc. | 0.17% | 1,510 | $287K | Reduce -35.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.17% | 5,691 | $282K | Reduce -75.0% |
| IVV iShares Core S&P 500 ETF | 0.16% | 470 | $264K | Reduce -66.0% |
| IWP iShares Russell Mid-Cap Grow | 0.15% | 2,200 | $258K | Reduce -75.0% |
| LSAT Leadershares Alphafact Tact | 0.14% | 6,124 | $246K | Reduce -4.6% |
Portfolio Sells Q4 2024 → Q1 2025
| MEAR Ishrs Short Mat Muni Act ETF | Sold out | 0.00% | −1.14 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -51.9% | 1.35% | −1.05 |
| IYW iShares Ustechnology ETF | Reduce -75.0% | 0.23% | −0.62 |
| EFA iShares MSCI Eafe ETF | Reduce -63.5% | 0.44% | −0.51 |
| MSFT Microsoft Corp. | Reduce -70.4% | 0.19% | −0.42 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -75.0% | 0.17% | −0.39 |
| IWP iShares Russell Mid-Cap Grow | Reduce -75.0% | 0.15% | −0.37 |
| MS Morgan Stanley | Sold out | 0.00% | −0.35 |
| IWN iShares Russell 2000 Value E | Reduce -57.1% | 0.29% | −0.32 |
| AVUV Avantis US Small Cap Value | Reduce -15.8% | 3.74% | −0.31 |
| DFAC Dimensional US Core Equity 2 | Reduce -50.3% | 0.43% | −0.31 |
| CEG Constellation Energy | Reduce -50.0% | 0.32% | −0.31 |
| DFAU Dimensional US Core Equity M | Reduce -14.8% | 16.28% | −0.28 |
| IVV iShares Core S&P 500 ETF | Reduce -66.0% | 0.16% | −0.24 |
| DFAS Dimensional US Small Cap ETF | Reduce -15.3% | 3.78% | −0.22 |
| VCR Vanguard Consumer Discre ETF | Reduce -50.0% | 0.19% | −0.16 |
| ALL Allstate Corp. | Reduce -50.0% | 0.23% | −0.12 |
| AAPL Apple Inc. | Reduce -37.4% | 0.22% | −0.10 |
| EXC Exelon Corp. | Reduce -50.0% | 0.22% | −0.09 |
| AMZN Amazon.com Inc. | Reduce -35.3% | 0.17% | −0.07 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -14.9% | 0.21% | −0.01 |
| DFUS Dimensional US Eq MKT ETF | Reduce -13.3% | 4.19% | +0.00 |
| LSAT Leadershares Alphafact Tact | Reduce -4.6% | 0.14% | +0.02 |
| DFGR Dim Global Real Estate ETF | Reduce -12.5% | 1.50% | +0.10 |
| IWV iShares Russell 3000 ETF | Reduce -2.4% | 1.09% | +0.12 |
| AVLV Avantis US Large Cap Value | Reduce -12.7% | 3.76% | +0.13 |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | Reduce -14.8% | 5.75% | +0.15 |
| DFSD Dimensional Short Duration | Reduce -10.1% | 5.18% | +0.48 |
| DFCF Dimensional Core Fixed Inc. | Reduce -10.5% | 5.73% | +0.52 |
| DFIP Dimensional Inflation-Protec | Reduce -11.7% | 5.99% | +0.58 |
| DISV Dimensional International SM | Reduce -13.0% | 4.78% | +0.59 |
| FRDM Freedom 100 Emeging MRKT ETF | Reduce -12.4% | 7.56% | +0.84 |
| DFNM Dimensional National Muni BD | Reduce -3.8% | 8.33% | +1.15 |
| AVDE Avantis International Equity | Reduce -10.8% | 13.42% | +1.81 |
Portfolio Buys Q4 2024 → Q1 2025
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 |