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CIK: 0002044323
Total reported value
$220.1M
$220.1M
36 檔
45.7%
According to the latest 13F quarterly dataset, Yardley Wealth Management LLC managed an equity portfolio of $220.1M at the end of Q1 2026, spanning 36 distinct U.S. exchange-listed positions.
In Q1 2026, Yardley Wealth Management LLC displayed an active expansion posture, initiating 0 new positions and adding to 15 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | ETF-Other | 16.47% | +0.71% | +7.27% | |
| 2 | AVDE | Avantis International Equity | ETF-Other | 13.26% | -0.33% | +1.56% | |
| 3 | DFNM | Dimensional National Muni Bd | ETF-Other | 7.87% | -0.66% | +5.99% | |
| 4 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 7.72% | +0.32% | -9.52% | |
| 5 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 6.26% | -0.10% | +11.05% | |
| 6 | DFIP | Dimensional Inflation-protec | ETF-Other | 6.16% | -0.26% | +6.70% | |
| 7 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 5.78% | -0.26% | +6.42% | |
| 8 | DFSD | Dimensional Short Duration | ETF-Other | 5.11% | -0.12% | +7.06% | |
| 9 | DISV | Dimensional International Sm | ETF-Other | 4.60% | -0.28% | -2.64% | |
| 10 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 4.19% | +0.20% | +5.72% | |
| 11 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 4.14% | — | +1.00% | |
| 12 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 3.96% | +0.15% | -1.86% | |
| 13 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 3.95% | +0.07% | +0.57% | |
| 14 | AVGE | Avantis All Eqty Mrkts ETF | ETF-Other | 1.51% | +0.01% | +11.31% | |
| 15 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.47% | +0.03% | +11.26% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.27% | +0.02% | -9.43% | |
| 17 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.09% | +0.02% | -0.23% | |
| 18 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.68% | -0.17% | +0.59% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-Other | 0.66% | -0.07% | -1.16% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.44% | -0.02% | -2.15% | |
| 21 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.44% | +0.69% | — | |
| 22 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.32% | +0.01% | — | |
| 23 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.29% | +0.01% | — | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.29% | — | — | |
| 25 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.23% | -0.01% | — | |
| 26 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.22% | — | -12.82% | |
| 27 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.22% | -0.01% | -9.56% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 0.21% | — | +0.06% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.19% | -0.03% | -1.58% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.15% | — | — | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.15% | — | -23.49% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.15% | — | +3.37% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.15% | — | — | |
| 34 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.14% | — | — | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.13% | -0.02% | — | |
| 36 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.13% | -0.01% | — |
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 Q1 2026.
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 45.7% of total reported equity market value during Q1 2026.
Top Position Liquidated / Trimmed
FRDM
前期市值: $15.6M
During Q1 2026, Yardley Wealth Management LLC's top holdings by market value included DFAU (16.5%)、AVDE (13.3%)、DFNM (7.9%). The largest single position, DFAU, represented 16.5% of total portfolio value.
In Q1 2026, Yardley Wealth Management LLC made 26 total portfolio adjustments, initiating 0 new buys, adding to 15 positions, trimming 11 holdings, and fully liquidating 0 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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