Yardley Wealth Management Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$195.1M
Q ending 2026-03-31
Prior quarter
$188.1M
Q ending 2025-12-31
Change
+3.7% QoQ · +114853.5% YoY
Positions
36
reported holdings
Largest positions
All 36 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Dimensional Etf Trust | DFAU | Shares | $32.1M | 712K |
| American Centy Etf Tr | AVDE | Shares | $25.9M | 305K |
| Dimensional Etf Trust | DFNM | Shares | $15.4M | 321K |
| Ea Series Trust | FRDM | Shares | $15.1M | 276K |
| Dimensional Etf Trust | DFGX | Shares | $12.2M | 233K |
| Dimensional Etf Trust | DFIP | Shares | $12.0M | 288K |
| Dimensional Etf Trust | DFCF | Shares | $11.3M | 267K |
| Dimensional Etf Trust | DFSD | Shares | $10.0M | 208K |
| Dimensional Etf Trust | DISV | Shares | $9.0M | 228K |
| Dimensional Etf Trust | DFUS | Shares | $8.2M | 115K |
| American Centy Etf Tr | AVUV | Shares | $8.1M | 73K |
| Dimensional Etf Trust | DFAS | Shares | $7.7M | 109K |
| American Centy Etf Tr | AVLV | Shares | $7.7M | 96K |
| American Centy Etf Tr | AVGE | Shares | $3.0M | 34K |
| Dimensional Etf Trust | DFGR | Shares | $2.9M | 108K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $2.5M | 4K |
| Ishares Tr | IWV | Shares | $2.1M | 6K |
| Lockheed Martin Corp | LMT | Shares | $1.3M | 2K |
| Ishares Tr | MUB | Shares | $1.3M | 12K |
| Ishares Tr | EFA | Shares | $865K | 9K |
| Dimensional Etf Trust | DFAC | Shares | $853K | 22K |
| Ishares Tr | IWN | Shares | $621K | 3K |
| American Centy Etf Tr | AVUS | Shares | $570K | 5K |
| Vanguard Index Fds | VTI | Shares | $563K | 2K |
| Dimensional Etf Trust | DFSV | Shares | $440K | 13K |
| Dimensional Etf Trust | DCOR | Shares | $427K | 6K |
| Ishares Tr | IYW | Shares | $426K | 2K |
| Apple Inc | AAPL | Shares | $412K | 2K |
| Vanguard Tax-Managed Fds | VEA | Shares | $364K | 6K |
| Ishares Tr | IVV | Shares | $297K | 455 |
| Invesco Qqq Tr | QQQ | Shares | $293K | 508 |
| Vanguard Index Fds | VOO | Shares | $293K | 491 |
| Amazon Com Inc | AMZN | Shares | $289K | 1K |
| Ishares Tr | IWP | Shares | $282K | 2K |
| Microsoft Corp | MSFT | Shares | $247K | 666 |
| Vanguard World Fd | VCR | Shares | $245K | 681 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.