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CIK: 0002044323
Total reported value
$220.1M
$220.1M
40 檔
39.8%
In Q1 2025, Yardley Wealth Management LLC's U.S. equity holdings reached a combined market value of $220.1M, distributed across 40 disclosed stock positions.
In Q1 2025, Yardley Wealth Management LLC adopted a defensive or profit-taking posture, trimming 32 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | ETF-Other | 16.28% | +0.71% | -14.84% | |
| 2 | AVDE | Avantis International Equity | ETF-Other | 13.42% | -0.33% | -10.77% | |
| 3 | DFNM | Dimensional National Muni Bd | ETF-Other | 8.33% | -0.66% | -3.75% | |
| 4 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 7.56% | +0.32% | -12.36% | |
| 5 | DFIP | Dimensional Inflation-protec | ETF-Other | 5.99% | -0.26% | -11.74% | |
| 6 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 5.75% | -0.10% | -14.85% | |
| 7 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 5.73% | -0.26% | -10.50% | |
| 8 | DFSD | Dimensional Short Duration | ETF-Other | 5.18% | -0.12% | -10.08% | |
| 9 | DISV | Dimensional International Sm | ETF-Other | 4.78% | -0.28% | -12.99% | |
| 10 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 4.19% | +0.20% | -13.29% | |
| 11 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 3.78% | +0.15% | -15.26% | |
| 12 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 3.76% | +0.07% | -12.69% | |
| 13 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.74% | — | -15.84% | |
| 14 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.50% | +0.03% | -12.50% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.35% | +0.02% | -51.94% | |
| 16 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.09% | +0.02% | -2.38% | |
| 17 | AVGE | Avantis All Eqty Mrkts ETF | ETF-Other | 0.97% | +0.01% | +12.28% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-Other | 0.73% | -0.07% | +0.13% | |
| 19 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.56% | -0.17% | +0.75% | |
| 20 | ROP | Roper Technologies Inc | Stock-Tech | 0.50% | — | — | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.44% | -0.02% | -63.49% | |
| 22 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.43% | +0.69% | -50.25% | |
| 23 | CEG | Constellation Energy | Stock-Utilities | 0.32% | — | -50.00% | |
| 24 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.29% | +0.01% | -57.12% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.28% | — | — | |
| 26 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.28% | +0.01% | — | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.27% | -0.03% | — | |
| 28 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.23% | -0.01% | -75.00% | |
| 29 | ALL | Allstate CORP | Stock-Financials | 0.23% | — | -50.00% | |
| 30 | AAPL | Apple Inc | Stock-Tech | 0.22% | — | -37.39% | |
| 31 | EXC | Exelon CORP | Stock-Utilities | 0.22% | — | -50.00% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.21% | — | -14.93% | |
| 33 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.21% | — | — | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.19% | -0.02% | -70.41% | |
| 35 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.19% | -0.01% | -50.00% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.17% | — | -35.28% | |
| 37 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.17% | — | -75.00% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.16% | — | -65.99% | |
| 39 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.15% | — | -75.00% | |
| 40 | LSAT | Leadershares Alphafact Tact | ETF-Other | 0.14% | — | -4.63% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVDE | Avantis International Equity | +1.8% | -10.77% | Trim |
| 2 | DFNM | Dimensional National Muni Bd | +1.2% | -3.75% | Trim |
| 3 | FRDM | Freedom 100 Emeging Mrkt ETF | +0.8% | -12.36% | Trim |
| 4 | DISV | Dimensional International Sm | +0.6% | -12.99% | Trim |
| 5 | DFIP | Dimensional Inflation-protec | +0.6% | -11.74% | Trim |
| 6 | DFCF | Dimensional Core Fixed Inc | +0.5% | -10.50% | Trim |
| 7 | DFSD | Dimensional Short Duration | +0.5% | -10.08% | Trim |
| 8 | AVGE | Avantis All Eqty Mrkts ETF | +0.2% | +12.28% | Add |
| 9 | DCOR | Dimensional US Core Eq 1 ETF | +0.2% | NEW | New buy |
| 10 | DFGX | Dimsnl Intr Cf In Etf-usd In | +0.2% | -14.85% | Trim |
| 11 | ROP | Roper Technologies Inc | +0.1% | — | Unchanged |
| 12 | AVLV | Avantis US Large Cap Value | +0.1% | -12.69% | Trim |
| 13 | MUB | Ishares National Muni Bond E | +0.1% | +0.13% | Add |
| 14 | IWV | Ishares Russell 3000 ETF | +0.1% | -2.38% | Trim |
| 15 | DFGR | Dim Global Real Estate ETF | +0.1% | -12.50% | Trim |
| 16 | LMT | Lockheed Martin CORP | +0.1% | +0.75% | Add |
| 17 | VEA | Vanguard Ftse Developed ETF | +0.1% | — | Unchanged |
| 18 | AVUS | Avantis U.s. Equity ETF | 0% | — | Unchanged |
| 19 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 20 | LSAT | Leadershares Alphafact Tact | 0% | -4.63% | Trim |
| 21 | DFUS | Dimensional US Eq Mkt ETF | — | -13.29% | Trim |
| 22 | QQQ | Invesco Qqq Trust Series 1 | 0% | -14.93% | Trim |
| 23 | AMZN | Amazon.com Inc | -0.1% | -35.28% | Trim |
| 24 | EXC | Exelon CORP | -0.1% | -50.00% | Trim |
| 25 | AAPL | Apple Inc | -0.1% | -37.39% | Trim |
| 26 | ALL | Allstate CORP | -0.1% | -50.00% | Trim |
| 27 | VCR | Vanguard Consumer Discre ETF | -0.2% | -50.00% | Trim |
| 28 | DFAS | Dimensional US Small Cap ETF | -0.2% | -15.26% | Trim |
| 29 | IVV | Ishares Core S&p 500 ETF | -0.2% | -65.99% | Trim |
| 30 | DFAU | Dimensional US Core Equity M | -0.3% | -14.84% | Trim |
| 31 | DFAC | Dimensional US Core Equity 2 | -0.3% | -50.25% | Trim |
| 32 | CEG | Constellation Energy | -0.3% | -50.00% | Trim |
| 33 | AVUV | Avantis US Small Cap Value | -0.3% | -15.84% | Trim |
| 34 | IWN | Ishares Russell 2000 Value E | -0.3% | -57.12% | Trim |
| 35 | MS | Morgan Stanley | -0.4% | EXIT | Sold out |
| 36 | IWP | Ishares Russell Mid-cap Grow | -0.4% | -75.00% | Trim |
| 37 | VTEB | Vanguard Tax-exempt Bond ETF | -0.4% | -75.00% | Trim |
| 38 | MSFT | Microsoft CORP | -0.4% | -70.41% | Trim |
| 39 | EFA | Ishares Msci Eafe ETF | -0.5% | -63.49% | Trim |
| 40 | IYW | Ishares Ustechnology ETF | -0.6% | -75.00% | Trim |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.1% | -51.94% | Trim |
| 42 | MEAR | Ishrs Short Mat Muni Act ETF | -1.1% | EXIT | Sold out |
According to official SEC Form 13F filings, Yardley Wealth Management LLC reported a total U.S. public equity portfolio value of $220.1M across 40 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAU, AVDE, DFNM) accounted for 39.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
DCOR
市值: $358.0K
Top Position Liquidated / Trimmed
MEAR
前期市值: $2.3M
During Q1 2025, Yardley Wealth Management LLC's top holdings by market value included DFAU (16.3%)、AVDE (13.4%)、DFNM (8.3%). The largest single position, DFAU, represented 16.3% of total portfolio value.
In Q1 2025, Yardley Wealth Management LLC made 38 total portfolio adjustments, initiating 1 new buys, adding to 3 positions, trimming 32 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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