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CIK: 0002044323
Total reported value
$220.1M
$220.1M
36 檔
42.1%
At the close of Q3 2025, Yardley Wealth Management LLC disclosed equity holdings valued at approximately $220.1M, spread across 36 reported holdings.
In Q3 2025, Yardley Wealth Management LLC adopted a defensive or profit-taking posture, trimming 21 positions and completely liquidating 5 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 | 16.95% | +0.71% | -9.52% | |
| 2 | AVDE | Avantis International Equity | ETF-Other | 13.41% | -0.33% | -9.29% | |
| 3 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 8.11% | +0.32% | -8.99% | |
| 4 | DFNM | Dimensional National Muni Bd | ETF-Other | 7.62% | -0.66% | +1.44% | |
| 5 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 5.67% | -0.10% | -2.53% | |
| 6 | DFIP | Dimensional Inflation-protec | ETF-Other | 5.63% | -0.26% | -4.70% | |
| 7 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 5.56% | -0.26% | -3.56% | |
| 8 | DISV | Dimensional International Sm | ETF-Other | 4.83% | -0.28% | -10.32% | |
| 9 | DFSD | Dimensional Short Duration | ETF-Other | 4.77% | -0.12% | -4.66% | |
| 10 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 4.46% | +0.20% | -8.40% | |
| 11 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 4.10% | +0.15% | -5.17% | |
| 12 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.90% | — | -5.36% | |
| 13 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 3.77% | +0.07% | -8.08% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.57% | +0.02% | +4.78% | |
| 15 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.39% | +0.03% | -6.35% | |
| 16 | AVGE | Avantis All Eqty Mrkts ETF | ETF-Other | 1.25% | +0.01% | +5.03% | |
| 17 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.23% | +0.02% | -0.50% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-Other | 0.73% | -0.07% | +9.96% | |
| 19 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.61% | -0.17% | +0.69% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.48% | -0.02% | — | |
| 21 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.48% | +0.69% | — | |
| 22 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.32% | +0.01% | — | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.32% | — | — | |
| 24 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.31% | +0.01% | — | |
| 25 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.30% | -0.01% | — | |
| 26 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.27% | — | — | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.26% | — | -0.25% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 0.23% | — | -4.70% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.23% | -0.02% | -5.95% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.22% | -0.03% | -8.36% | |
| 31 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.22% | -0.01% | — | |
| 32 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.18% | — | — | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.17% | — | — | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.17% | — | -7.95% | |
| 35 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.17% | -0.01% | -13.14% | |
| 36 | LSAT | Leadershares Alphafact Tact | ETF-Other | 0.12% | — | — |
According to official SEC Form 13F filings, Yardley Wealth Management LLC reported a total U.S. public equity portfolio value of $220.1M across 36 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including DFAU, AVDE, FRDM) accounted for 42.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
DFSV
市值: $400.2K
Top Position Liquidated / Trimmed
ROP
前期市值: $851.0K
During Q3 2025, Yardley Wealth Management LLC's top holdings by market value included DFAU (16.9%)、AVDE (13.4%)、FRDM (8.1%). The largest single position, DFAU, represented 16.9% of total portfolio value.
In Q3 2025, Yardley Wealth Management LLC made 35 total portfolio adjustments, initiating 1 new buys, adding to 8 positions, trimming 21 holdings, and fully liquidating 5 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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