Yardley Wealth Management LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 21, 2026), Yardley Wealth Management LLC reported 36 stock positions worth $195.1 million. Its top holding was Dimensional US Core Equity M (DFAU) at 16.5% of the portfolio, followed by Avantis International Equity (AVDE, 13.3%) and Dimensional National Muni BD (DFNM, 7.9%). Compared with Q4 2025, it added to 15 and reduced 11. The biggest buy was Dimsnl Intr CF in ETF-Usd (DFGX, shares +11%) and the biggest sale Freedom 100 Emeging MRKT ETF (FRDM, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- YARDLEY, PA
- CIK
- 0002044323
- Portfolio Value
- $195.1M (Q1 2026)
- SEC Filing
- 0002044323-26-000002 ↗ filed Apr 21, 2026
Holdings Value
Holdings 36 stocks · $195.1M
| DFAU Dimensional US Core Equity M | 16.47% | 712,444 | $32.1M | Add +7.3% |
| AVDE Avantis International Equity | 13.26% | 304,944 | $25.9M | Add +1.6% |
| DFNM Dimensional National Muni BD | 7.87% | 320,613 | $15.4M | Add +6.0% |
| FRDM Freedom 100 Emeging MRKT ETF | 7.72% | 275,517 | $15.1M | Reduce -9.5% |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 6.26% | 232,862 | $12.2M | Add +11.1% |
| DFIP Dimensional Inflation-Protec | 6.16% | 288,125 | $12.0M | Add +6.7% |
| DFCF Dimensional Core Fixed Inc. | 5.78% | 267,190 | $11.3M | Add +6.4% |
| DFSD Dimensional Short Duration | 5.11% | 208,435 | $10.0M | Add +7.1% |
| DISV Dimensional International SM | 4.60% | 227,832 | $9.0M | Reduce -2.6% |
| DFUS Dimensional US Eq MKT ETF | 4.19% | 115,418 | $8.2M | Add +5.7% |
| AVUV Avantis US Small Cap Value | 4.14% | 73,221 | $8.1M | Add +1.0% |
| DFAS Dimensional US Small Cap ETF | 3.96% | 108,545 | $7.7M | Reduce -1.9% |
| AVLV Avantis US Large Cap Value | 3.95% | 95,545 | $7.7M | Add +0.6% |
| AVGE Avantis All Eqty Mrkts ETF | 1.51% | 33,521 | $3.0M | Add +11.3% |
| DFGR Dim Global Real Estate ETF | 1.47% | 107,880 | $2.9M | Add +11.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.27% | 3,811 | $2.5M | Reduce -9.4% |
| IWV iShares Russell 3000 ETF | 1.09% | 5,746 | $2.1M | Reduce -0.2% |
| LMT Lockheed Martin Corp. | 0.68% | 2,203 | $1.3M | Add +0.6% |
| MUB iShares National Muni Bond E | 0.66% | 12,116 | $1.3M | Reduce -1.2% |
| EFA iShares MSCI Eafe ETF | 0.44% | 8,905 | $865K | Reduce -2.1% |
| DFAC Dimensional US Core Equity 2 | 0.44% | 21,949 | $853K | No change |
| IWN iShares Russell 2000 Value E | 0.32% | 3,275 | $621K | No change |
| AVUS Avantis U.S. Equity ETF | 0.29% | 5,123 | $570K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.29% | 1,754 | $563K | No change |
| DFSV Dimensional US Small Cap Val | 0.23% | 12,569 | $440K | No change |
| DCOR Dimensional US Core Eq 1 ETF | 0.22% | 5,918 | $427K | Reduce -12.8% |
| IYW iShares Ustechnology ETF | 0.22% | 2,347 | $426K | Reduce -9.6% |
| AAPL Apple Inc. | 0.21% | 1,622 | $412K | Add +0.1% |
| VEA Vanguard Ftse Developed ETF | 0.19% | 5,681 | $364K | Reduce -1.6% |
| IVV iShares Core S&P 500 ETF | 0.15% | 455 | $297K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.15% | 508 | $293K | Reduce -23.5% |
| VOO Vanguard S&P 500 ETF | 0.15% | 491 | $293K | Add +3.4% |
| AMZN Amazon.com Inc. | 0.15% | 1,390 | $289K | No change |
| IWP iShares Russell Mid-Cap Grow | 0.14% | 2,200 | $282K | No change |
| MSFT Microsoft Corp. | 0.13% | 666 | $247K | No change |
| VCR Vanguard Consumer Discre ETF | 0.13% | 681 | $245K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| FRDM Freedom 100 Emeging MRKT ETF | Reduce -9.5% | 7.72% | −0.58 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -9.4% | 1.27% | −0.26 |
| DFAS Dimensional US Small Cap ETF | Reduce -1.9% | 3.96% | −0.14 |
| DISV Dimensional International SM | Reduce -2.6% | 4.60% | −0.12 |
| IWV iShares Russell 3000 ETF | Reduce -0.2% | 1.09% | −0.09 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -23.5% | 0.15% | −0.07 |
| IYW iShares Ustechnology ETF | Reduce -9.6% | 0.22% | −0.06 |
| DCOR Dimensional US Core Eq 1 ETF | Reduce -12.8% | 0.22% | −0.05 |
| MUB iShares National Muni Bond E | Reduce -1.2% | 0.66% | −0.04 |
| EFA iShares MSCI Eafe ETF | Reduce -2.1% | 0.44% | −0.02 |
| VEA Vanguard Ftse Developed ETF | Reduce -1.6% | 0.19% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | Add +11.1% | 6.26% | +0.39 |
| AVUV Avantis US Small Cap Value | Add +1.0% | 4.14% | +0.22 |
| DFIP Dimensional Inflation-Protec | Add +6.7% | 6.16% | +0.20 |
| DFSD Dimensional Short Duration | Add +7.1% | 5.11% | +0.15 |
| AVGE Avantis All Eqty Mrkts ETF | Add +11.3% | 1.51% | +0.14 |
| DFNM Dimensional National Muni BD | Add +6.0% | 7.87% | +0.13 |
| AVLV Avantis US Large Cap Value | Add +0.6% | 3.95% | +0.12 |
| AVDE Avantis International Equity | Add +1.6% | 13.26% | +0.12 |
| LMT Lockheed Martin Corp. | Add +0.6% | 0.68% | +0.12 |
| DFGR Dim Global Real Estate ETF | Add +11.3% | 1.47% | +0.11 |
| DFCF Dimensional Core Fixed Inc. | Add +6.4% | 5.78% | +0.10 |
| VOO Vanguard S&P 500 ETF | Add +3.4% | 0.15% | −0.01 |
| AAPL Apple Inc. | Add +0.1% | 0.21% | −0.02 |
| DFAU Dimensional US Core Equity M | Add +7.3% | 16.47% | −0.05 |
| DFUS Dimensional US Eq MKT ETF | Add +5.7% | 4.19% | −0.11 |
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 |