13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002044323
Total reported value
$220.1M
$220.1M
36 檔
44.2%
As reported in its official Q4 2025 Form 13F filing, Yardley Wealth Management LLC's tracked investment portfolio stood at $220.1M with 36 total positions.
Yardley Wealth Management LLC executed strategic sector rebalancing during Q4 2025, establishing 1 new positions while fully exiting 1 holdings and trimming 14 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | ETF-Other | 16.52% | +0.71% | +0.15% | |
| 2 | AVDE | Avantis International Equity | ETF-Other | 13.14% | -0.33% | -1.31% | |
| 3 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 8.30% | +0.32% | -7.06% | |
| 4 | DFNM | Dimensional National Muni Bd | ETF-Other | 7.75% | -0.66% | +6.42% | |
| 5 | DFIP | Dimensional Inflation-protec | ETF-Other | 5.96% | -0.26% | +13.20% | |
| 6 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 5.87% | -0.10% | +11.52% | |
| 7 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 5.68% | -0.26% | +7.84% | |
| 8 | DFSD | Dimensional Short Duration | ETF-Other | 4.96% | -0.12% | +9.91% | |
| 9 | DISV | Dimensional International Sm | ETF-Other | 4.73% | -0.28% | -3.38% | |
| 10 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 4.30% | +0.20% | -0.86% | |
| 11 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 4.10% | +0.15% | +3.14% | |
| 12 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.93% | — | +3.30% | |
| 13 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 3.83% | +0.07% | +1.80% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.53% | +0.02% | — | |
| 15 | AVGE | Avantis All Eqty Mrkts ETF | ETF-Other | 1.38% | +0.01% | +12.52% | |
| 16 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.36% | +0.03% | +6.78% | |
| 17 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.18% | +0.02% | -0.78% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-Other | 0.70% | -0.07% | -0.08% | |
| 19 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.56% | -0.17% | +0.69% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.46% | -0.02% | -1.51% | |
| 21 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.46% | +0.69% | -0.51% | |
| 22 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.32% | +0.01% | — | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.31% | — | — | |
| 24 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.30% | +0.01% | — | |
| 25 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.28% | -0.01% | -4.70% | |
| 26 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.27% | — | — | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.23% | — | — | |
| 28 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.22% | -0.01% | — | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.22% | — | -15.84% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.19% | -0.03% | -13.93% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.17% | -0.02% | -15.80% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.17% | — | — | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.17% | — | -0.66% | |
| 34 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.16% | — | — | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.16% | — | — | |
| 36 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.14% | -0.01% | -8.84% |
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 Q4 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 44.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
VOO
市值: $297.9K
Top Position Liquidated / Trimmed
LSAT
前期市值: $215.6K
During Q4 2025, Yardley Wealth Management LLC's top holdings by market value included DFAU (16.5%)、AVDE (13.1%)、FRDM (8.3%). The largest single position, DFAU, represented 16.5% of total portfolio value.
In Q4 2025, Yardley Wealth Management LLC made 28 total portfolio adjustments, initiating 1 new buys, adding to 12 positions, trimming 14 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.