Yardley Wealth Management LLC

Est. AUM

$195.1M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$32.1M	712444	16.47%	SOLE
2	AMERICAN CENTY ETF TR	INTL EQT ETF	$25.9M	304944	13.26%	SOLE
3	DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$15.4M	320613	7.87%	SOLE
4	EA SERIES TRUST	FREEDOM 100 EM	$15.1M	275517	7.72%	SOLE
5	DIMENSIONAL ETF TRUST	DIMENSIONAL INTE	$12.2M	232862	6.26%	SOLE
6	DIMENSIONAL ETF TRUST	INFLATION PROTE	$12.0M	288125	6.16%	SOLE
7	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$11.3M	267190	5.78%	SOLE
8	DIMENSIONAL ETF TRUST	SHORT DURATION F	$10.0M	208435	5.11%	SOLE
9	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$9.0M	227832	4.60%	SOLE
10	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$8.2M	115418	4.19%	SOLE
11	AMERICAN CENTY ETF TR	US SML CP VALU	$8.1M	73221	4.15%	SOLE
12	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$7.7M	108545	3.96%	SOLE
13	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$7.7M	95545	3.95%	SOLE
14	AMERICAN CENTY ETF TR	AVANTIS ALL EQT	$3.0M	33521	1.51%	SOLE
15	DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$2.9M	107880	1.47%	SOLE
16	STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.5M	3811	1.27%	SOLE
17	ISHARES TR	RUSSELL 3000 ETF	$2.1M	5746	1.09%	SOLE
18	LOCKHEED MARTIN CORP	COM	$1.3M	2203	0.68%	SOLE
19	ISHARES TR	NATIONAL MUN ETF	$1.3M	12116	0.66%	SOLE
20	ISHARES TR	MSCI EAFE ETF	$865K	8905	0.44%	SOLE
21	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$853K	21949	0.44%	SOLE
22	ISHARES TR	RUS 2000 VAL ETF	$621K	3275	0.32%	SOLE
23	AMERICAN CENTY ETF TR	US EQT ETF	$570K	5123	0.29%	SOLE
24	VANGUARD INDEX FDS	TOTAL STK MKT	$563K	1754	0.29%	SOLE
25	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$440K	12569	0.23%	SOLE
26	DIMENSIONAL ETF TRUST	US CORE EQUITY 1	$427K	5918	0.22%	SOLE
27	ISHARES TR	U.S. TECH ETF	$426K	2347	0.22%	SOLE
28	APPLE INC	COM	$412K	1622	0.21%	SOLE
29	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$364K	5681	0.19%	SOLE
30	ISHARES TR	CORE S&P500 ETF	$297K	455	0.15%	SOLE
31	INVESCO QQQ TR	UNIT SER 1	$293K	508	0.15%	SOLE
32	VANGUARD INDEX FDS	S&P 500 ETF SHS	$293K	491	0.15%	SOLE
33	AMAZON COM INC	COM	$289K	1390	0.15%	SOLE
34	ISHARES TR	RUS MD CP GR ETF	$282K	2200	0.14%	SOLE
35	MICROSOFT CORP	COM	$247K	666	0.13%	SOLE
36	VANGUARD WORLD FD	CONSUM DIS ETF	$245K	681	0.13%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.