Yardley Wealth Management

YARDLEY, PAfiles as Yardley Wealth Management LLC

$220m in 37 US stocks at the end of 30 June 2026. The top 10 are 76.6% of the money. It changed about 2.3% of the portfolio this quarter.

Value

$220m

Stocks

Top 10 share

76.6%

Turnover

2.3%

What changed this quarter

New

Bought for the first time this quarter.

American Centy ETF TRAVEM
<0.1% of the fund

Added

Bought more of a stock they already held.

Dimensional ETF TrustDFAU
17.2% of the fund
+3%
American Centy ETF TRAVDE
12.9% of the fund
+5%
Dimensional ETF TrustDFNM
7.2% of the fund
+2%
Dimensional ETF TrustDFGX
6.2% of the fund
+9%
Dimensional ETF TrustDFIP
5.9% of the fund
+9%
Dimensional ETF TrustDFCF
5.5% of the fund
+8%
Dimensional ETF TrustDFSD
5.0% of the fund
+10%
Dimensional ETF TrustDFUS
4.4% of the fund
+2%
Dimensional ETF TrustDISV
4.3% of the fund
+4%
Dimensional ETF TrustDFGR
1.5% of the fund
+5%
Dimensional ETF TrustDFAC
1.1% of the fund
+155%

Cut

Sold some of their stake.

EA Series TrustFRDM
8.0% of the fund
-12%
Ishares TRIYW
0.2% of the fund
-20%
Vanguard Tax-Managed FDSVEA
0.2% of the fund
-14%
Invesco QQQ TRQQQ
0.1% of the fund
-13%
Vanguard Index FDSVOO
0.1% of the fund
-4%
Ishares TRIVV
0.1% of the fund
-6%

Sold out

Sold their entire stake.

None this quarter.

Holdings

Dimensional ETF TrustDFAU
Share
17.2%
Value
$38m
Shares
731,553
+3%
American Centy ETF TRAVDE
Share
12.9%
Value
$28m
Shares
319,168
+5%
EA Series TrustFRDM
Share
8.0%
Value
$18m
Shares
242,657
-12%
Dimensional ETF TrustDFNM
Share
7.2%
Value
$16m
Shares
328,185
+2%
Dimensional ETF TrustDFGX
Share
6.2%
Value
$14m
Shares
252,993
+9%
Dimensional ETF TrustDFIP
Share
5.9%
Value
$13m
Shares
315,060
+9%
Dimensional ETF TrustDFCF
Share
5.5%
Value
$12m
Shares
287,908
+8%
Dimensional ETF TrustDFSD
Share
5.0%
Value
$11m
Shares
229,981
+10%
Dimensional ETF TrustDFUS
Share
4.4%
Value
$10m
Shares
117,898
+2%
Dimensional ETF TrustDISV
Share
4.3%
Value
$10m
Shares
236,745
+4%
American Centy ETF TRAVUV
Share
4.1%
Value
$9m
Shares
73,057
Held
Dimensional ETF TrustDFAS
Share
4.1%
Value
$9m
Shares
109,981
Held
American Centy ETF TRAVLV
Share
4.0%
Value
$9m
Shares
96,964
Held
American Centy ETF TRAVGE
Share
1.5%
Value
$3m
Shares
33,830
Held
Dimensional ETF TrustDFGR
Share
1.5%
Value
$3m
Shares
113,791
+5%
State STR Spdr S&P 500 ETF TSPY
Share
1.3%
Value
$3m
Shares
3,812
Held
Dimensional ETF TrustDFAC
Share
1.1%
Value
$2m
Shares
56,048
+155%
Ishares TRIWV
Share
1.1%
Value
$2m
Shares
5,741
Held
Ishares TRMUB
Share
0.6%
Value
$1m
Shares
12,114
Held
Lockheed MartinLMT
Share
0.5%
Value
$1m
Shares
2,217
Held
Ishares TREFA
Share
0.4%
Value
$925,052
Shares
8,905
Held
Ishares TRIWN
Share
0.3%
Value
$724,430
Shares
3,275
Held
American Centy ETF TRAVUS
Share
0.3%
Value
$656,154
Shares
5,123
Held
Vanguard Index FDSVTI
Share
0.3%
Value
$649,051
Shares
1,754
Held
Dimensional ETF TrustDFSV
Share
0.2%
Value
$487,570
Shares
12,569
Held
Dimensional ETF TrustDCOR
Share
0.2%
Value
$475,976
Shares
5,806
Held
Ishares TRIYW
Share
0.2%
Value
$472,175
Shares
1,872
-20%
AppleAAPL
Share
0.2%
Value
$469,241
Shares
1,622
Held
Vanguard Tax-Managed FDSVEA
Share
0.2%
Value
$349,197
Shares
4,901
-14%
Amazon.comAMZN
Share
0.2%
Value
$331,293
Shares
1,390
Held
Invesco QQQ TRQQQ
Share
0.1%
Value
$324,315
Shares
440
-13%
Vanguard Index FDSVOO
Share
0.1%
Value
$322,801
Shares
470
-4%
Ishares TRIVV
Share
0.1%
Value
$320,525
Shares
428
-6%
Ishares TRIWP
Share
0.1%
Value
$318,589
Shares
2,176
Held
Vanguard World FDVCR
Share
0.1%
Value
$270,092
Shares
681
Held
MicrosoftMSFT
Share
0.1%
Value
$248,778
Shares
667
Held
American Centy ETF TRAVEM
Share
<0.1%
Value
$208,708
Shares
2,163
New

Company	Share of fund	Value	Shares	Change
Dimensional ETF TrustDFAU	17.2%	$38m	731,553	+3%
American Centy ETF TRAVDE	12.9%	$28m	319,168	+5%
EA Series TrustFRDM	8.0%	$18m	242,657	-12%
Dimensional ETF TrustDFNM	7.2%	$16m	328,185	+2%
Dimensional ETF TrustDFGX	6.2%	$14m	252,993	+9%
Dimensional ETF TrustDFIP	5.9%	$13m	315,060	+9%
Dimensional ETF TrustDFCF	5.5%	$12m	287,908	+8%
Dimensional ETF TrustDFSD	5.0%	$11m	229,981	+10%
Dimensional ETF TrustDFUS	4.4%	$10m	117,898	+2%
Dimensional ETF TrustDISV	4.3%	$10m	236,745	+4%
American Centy ETF TRAVUV	4.1%	$9m	73,057	Held
Dimensional ETF TrustDFAS	4.1%	$9m	109,981	Held
American Centy ETF TRAVLV	4.0%	$9m	96,964	Held
American Centy ETF TRAVGE	1.5%	$3m	33,830	Held
Dimensional ETF TrustDFGR	1.5%	$3m	113,791	+5%
State STR Spdr S&P 500 ETF TSPY	1.3%	$3m	3,812	Held
Dimensional ETF TrustDFAC	1.1%	$2m	56,048	+155%
Ishares TRIWV	1.1%	$2m	5,741	Held
Ishares TRMUB	0.6%	$1m	12,114	Held
Lockheed MartinLMT	0.5%	$1m	2,217	Held
Ishares TREFA	0.4%	$925,052	8,905	Held
Ishares TRIWN	0.3%	$724,430	3,275	Held
American Centy ETF TRAVUS	0.3%	$656,154	5,123	Held
Vanguard Index FDSVTI	0.3%	$649,051	1,754	Held
Dimensional ETF TrustDFSV	0.2%	$487,570	12,569	Held
Dimensional ETF TrustDCOR	0.2%	$475,976	5,806	Held
Ishares TRIYW	0.2%	$472,175	1,872	-20%
AppleAAPL	0.2%	$469,241	1,622	Held
Vanguard Tax-Managed FDSVEA	0.2%	$349,197	4,901	-14%
Amazon.comAMZN	0.2%	$331,293	1,390	Held
Invesco QQQ TRQQQ	0.1%	$324,315	440	-13%
Vanguard Index FDSVOO	0.1%	$322,801	470	-4%
Ishares TRIVV	0.1%	$320,525	428	-6%
Ishares TRIWP	0.1%	$318,589	2,176	Held
Vanguard World FDVCR	0.1%	$270,092	681	Held
MicrosoftMSFT	0.1%	$248,778	667	Held
American Centy ETF TRAVEM	<0.1%	$208,708	2,163	New

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 20.4% since 30 June 2025.

Where the money is

Industrials0.5%

Technology0.3%

Retail & consumer0.2%

Other99.0%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.