Yardley Wealth Management LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 5, 2026), Yardley Wealth Management LLC reported 36 stock positions worth $188.1 million. Its top holding was Dimensional US Core Equity M (DFAU) at 16.5% of the portfolio, followed by Avantis International Equity (AVDE, 13.1%) and Freedom 100 Emeging MRKT ETF (FRDM, 8.3%). Compared with Q3 2025, it opened 1 new position, sold out of 1, added to 12 and reduced 14. The biggest buy was Dimensional Inflation-Protec (DFIP, shares +13%) and the biggest sale Avantis International Equity (AVDE, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- YARDLEY, PA
- CIK
- 0002044323
- Portfolio Value
- $188.1M (Q4 2025)
- SEC Filing
- 0002044323-26-000001 ↗ filed Feb 5, 2026
Holdings Value
Holdings 36 stocks · $188.1M
| DFAU Dimensional US Core Equity M | 16.52% | 664,180 | $31.1M | Add +0.1% |
| AVDE Avantis International Equity | 13.14% | 300,250 | $24.7M | Reduce -1.3% |
| FRDM Freedom 100 Emeging MRKT ETF | 8.30% | 304,514 | $15.6M | Reduce -7.1% |
| DFNM Dimensional National Muni BD | 7.75% | 302,487 | $14.6M | Add +6.4% |
| DFIP Dimensional Inflation-Protec | 5.96% | 270,023 | $11.2M | Add +13.2% |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 5.87% | 209,687 | $11.0M | Add +11.5% |
| DFCF Dimensional Core Fixed Inc. | 5.68% | 251,065 | $10.7M | Add +7.8% |
| DFSD Dimensional Short Duration | 4.96% | 194,692 | $9.3M | Add +9.9% |
| DISV Dimensional International SM | 4.73% | 234,001 | $8.9M | Reduce -3.4% |
| DFUS Dimensional US Eq MKT ETF | 4.30% | 109,176 | $8.1M | Reduce -0.9% |
| DFAS Dimensional US Small Cap ETF | 4.10% | 110,606 | $7.7M | Add +3.1% |
| AVUV Avantis US Small Cap Value | 3.93% | 72,496 | $7.4M | Add +3.3% |
| AVLV Avantis US Large Cap Value | 3.83% | 95,003 | $7.2M | Add +1.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.53% | 4,208 | $2.9M | No change |
| AVGE Avantis All Eqty Mrkts ETF | 1.38% | 30,115 | $2.6M | Add +12.5% |
| DFGR Dim Global Real Estate ETF | 1.36% | 96,962 | $2.6M | Add +6.8% |
| IWV iShares Russell 3000 ETF | 1.18% | 5,759 | $2.2M | Reduce -0.8% |
| MUB iShares National Muni Bond E | 0.70% | 12,258 | $1.3M | Reduce -0.1% |
| LMT Lockheed Martin Corp. | 0.56% | 2,190 | $1.1M | Add +0.7% |
| EFA iShares MSCI Eafe ETF | 0.46% | 9,101 | $874K | Reduce -1.5% |
| DFAC Dimensional US Core Equity 2 | 0.46% | 21,949 | $869K | Reduce -0.5% |
| IWN iShares Russell 2000 Value E | 0.32% | 3,275 | $593K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.31% | 1,754 | $588K | No change |
| AVUS Avantis U.S. Equity ETF | 0.30% | 5,123 | $573K | No change |
| IYW iShares Ustechnology ETF | 0.28% | 2,595 | $518K | Reduce -4.7% |
| DCOR Dimensional US Core Eq 1 ETF | 0.27% | 6,788 | $500K | No change |
| AAPL Apple Inc. | 0.23% | 1,621 | $441K | No change |
| DFSV Dimensional US Small Cap Val | 0.22% | 12,569 | $413K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.22% | 664 | $408K | Reduce -15.8% |
| VEA Vanguard Ftse Developed ETF | 0.19% | 5,772 | $361K | Reduce -13.9% |
| MSFT Microsoft Corp. | 0.17% | 666 | $322K | Reduce -15.8% |
| AMZN Amazon.com Inc. | 0.17% | 1,390 | $321K | No change |
| IVV iShares Core S&P 500 ETF | 0.17% | 455 | $312K | Reduce -0.7% |
| IWP iShares Russell Mid-Cap Grow | 0.16% | 2,200 | $301K | No change |
| VOO Vanguard S&P 500 ETF | 0.16% | 475 | $298K | New |
| VCR Vanguard Consumer Discre ETF | 0.14% | 681 | $268K | Reduce -8.8% |
Portfolio Sells Q3 2025 → Q4 2025
| AVDE Avantis International Equity | Reduce -1.3% | 13.14% | −0.27 |
| DFUS Dimensional US Eq MKT ETF | Reduce -0.9% | 4.30% | −0.15 |
| LSAT Leadershares Alphafact Tact | Sold out | 0.00% | −0.12 |
| DISV Dimensional International SM | Reduce -3.4% | 4.73% | −0.10 |
| MSFT Microsoft Corp. | Reduce -15.8% | 0.17% | −0.06 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -15.8% | 0.22% | −0.05 |
| IWV iShares Russell 3000 ETF | Reduce -0.8% | 1.18% | −0.04 |
| VEA Vanguard Ftse Developed ETF | Reduce -13.9% | 0.19% | −0.03 |
| MUB iShares National Muni Bond E | Reduce -0.1% | 0.70% | −0.03 |
| VCR Vanguard Consumer Discre ETF | Reduce -8.8% | 0.14% | −0.02 |
| IYW iShares Ustechnology ETF | Reduce -4.7% | 0.28% | −0.02 |
| EFA iShares MSCI Eafe ETF | Reduce -1.5% | 0.46% | −0.02 |
| DFAC Dimensional US Core Equity 2 | Reduce -0.5% | 0.46% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -0.7% | 0.17% | −0.01 |
| FRDM Freedom 100 Emeging MRKT ETF | Reduce -7.1% | 8.30% | +0.19 |
Portfolio Buys Q3 2025 → Q4 2025
| DFIP Dimensional Inflation-Protec | Add +13.2% | 5.96% | +0.34 |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | Add +11.5% | 5.87% | +0.20 |
| DFSD Dimensional Short Duration | Add +9.9% | 4.96% | +0.19 |
| VOO Vanguard S&P 500 ETF | New | 0.16% | +0.16 |
| AVGE Avantis All Eqty Mrkts ETF | Add +12.5% | 1.38% | +0.13 |
| DFNM Dimensional National Muni BD | Add +6.4% | 7.75% | +0.13 |
| DFCF Dimensional Core Fixed Inc. | Add +7.8% | 5.68% | +0.12 |
| AVLV Avantis US Large Cap Value | Add +1.8% | 3.83% | +0.06 |
| AVUV Avantis US Small Cap Value | Add +3.3% | 3.93% | +0.03 |
| DFAS Dimensional US Small Cap ETF | Add +3.1% | 4.10% | −0.01 |
| DFGR Dim Global Real Estate ETF | Add +6.8% | 1.36% | −0.02 |
| LMT Lockheed Martin Corp. | Add +0.7% | 0.56% | −0.04 |
| DFAU Dimensional US Core Equity M | Add +0.1% | 16.52% | −0.43 |
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 |