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CIK: 0002044323
Total reported value
$220.1M
$220.1M
41 檔
42.8%
In Q2 2025, Yardley Wealth Management LLC's U.S. equity holdings reached a combined market value of $220.1M, distributed across 41 disclosed stock positions.
Yardley Wealth Management LLC executed strategic sector rebalancing during Q2 2025, establishing 2 new positions while fully exiting 1 holdings and trimming 12 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | ETF-Other | 16.98% | +0.71% | +1.95% | |
| 2 | AVDE | Avantis International Equity | ETF-Other | 13.57% | -0.33% | -2.42% | |
| 3 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 7.95% | +0.32% | -1.64% | |
| 4 | DFNM | Dimensional National Muni Bd | ETF-Other | 7.27% | -0.66% | -5.75% | |
| 5 | DFIP | Dimensional Inflation-protec | ETF-Other | 5.72% | -0.26% | +3.68% | |
| 6 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 5.63% | -0.10% | +3.33% | |
| 7 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 5.58% | -0.26% | +4.38% | |
| 8 | DFSD | Dimensional Short Duration | ETF-Other | 4.88% | -0.12% | +0.35% | |
| 9 | DISV | Dimensional International Sm | ETF-Other | 4.86% | -0.28% | -3.02% | |
| 10 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 4.41% | +0.20% | +2.17% | |
| 11 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 3.94% | +0.15% | +5.31% | |
| 12 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 3.79% | +0.07% | +3.67% | |
| 13 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.69% | — | +1.73% | |
| 14 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.42% | +0.03% | +0.02% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.36% | +0.02% | -1.71% | |
| 16 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.12% | +0.02% | — | |
| 17 | AVGE | Avantis All Eqty Mrkts ETF | ETF-Other | 1.08% | +0.01% | +10.03% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-Other | 0.64% | -0.07% | -4.46% | |
| 19 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.55% | -0.17% | +0.70% | |
| 20 | CEG | Constellation Energy | Stock-Utilities | 0.47% | — | — | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.45% | -0.02% | — | |
| 22 | ROP | Roper Technologies Inc | Stock-Tech | 0.45% | — | — | |
| 23 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.43% | +0.69% | — | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.29% | — | — | |
| 25 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.28% | +0.01% | — | |
| 26 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.28% | +0.01% | — | |
| 27 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.26% | -0.01% | -3.34% | |
| 28 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.25% | — | +16.13% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.24% | — | +2.86% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.23% | -0.02% | -4.43% | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.23% | -0.03% | -17.49% | |
| 32 | ALL | Allstate CORP | Stock-Financials | 0.21% | — | — | |
| 33 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.20% | -0.01% | — | |
| 34 | AAPL | Apple Inc | Stock-Tech | 0.19% | — | — | |
| 35 | EXC | Exelon CORP | Stock-Utilities | 0.19% | — | — | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.18% | — | — | |
| 37 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.17% | -0.01% | -13.83% | |
| 38 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.17% | — | — | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.16% | — | -2.55% | |
| 40 | MS | Morgan Stanley | Stock-Financials | 0.12% | — | — | |
| 41 | LSAT | Leadershares Alphafact Tact | ETF-Other | 0.11% | — | -14.91% |
According to official SEC Form 13F filings, Yardley Wealth Management LLC reported a total U.S. public equity portfolio value of $220.1M across 41 disclosed positions in Q2 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, FRDM) accounted for 42.8% of total reported equity market value during Q2 2025.
Top New Position Initiated
DFSV
市值: $370.0K
Top Position Liquidated / Trimmed
VTEB
前期市值: $282.0K
During Q2 2025, Yardley Wealth Management LLC's top holdings by market value included DFAU (17.0%)、AVDE (13.6%)、FRDM (8.0%). The largest single position, DFAU, represented 17.0% of total portfolio value.
In Q2 2025, Yardley Wealth Management LLC made 29 total portfolio adjustments, initiating 2 new buys, adding to 14 positions, trimming 12 holdings, and fully liquidating 1 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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