SEC Form 13F

Yardley Wealth Management LLC 13F Holdings

Inspect Yardley Wealth Management LLC's 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-07-17T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-07-17
Reported value
$220,120,165
Positions
37

Read this manager's filing book

Step 1 of 3

Disclosed positions

Yardley Wealth Management LLC: source evidence dated 2026-07-17T03:59:59.999Z.

Issuer
DIMENSIONAL ETF TRUST
Ticker
DFAU
Class
US CORE EQT MKT
Reported value
$37,813,958
Reported amount
731,553
Unit
SH
Option
None
What you should see

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Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0002044323-26-000003
What you should see

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Step 3 of 3

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Disclosed positions

See the complete disclosed positions

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DIMENSIONAL ETF TRUSTDFAUUS CORE EQT MKT$37,813,958731,553SHNone
AMERICAN CENTY ETF TRAVDEINTL EQT ETF$28,469,768319,168SHNone
EA SERIES TRUSTFRDMFREEDOM 100 EM$17,689,711242,657SHNone
DIMENSIONAL ETF TRUSTDFNMNATL MUN BD ETF$15,862,824328,185SHNone
DIMENSIONAL ETF TRUSTDFGXINTL COR FIX ETF$13,559,117252,993SHNone
DIMENSIONAL ETF TRUSTDFIPINFLATION PROTE$12,997,789315,060SHNone
DIMENSIONAL ETF TRUSTDFCFCORE FIXE IN ETF$12,152,596287,908SHNone
DIMENSIONAL ETF TRUSTDFSDSHOR DUR FIX ETF$10,981,579229,981SHNone
DIMENSIONAL ETF TRUSTDFUSUS EQUI MARK ETF$9,660,600117,898SHNone
DIMENSIONAL ETF TRUSTDISVINTL SMALL CAP V$9,500,597236,745SHNone
AMERICAN CENTY ETF TRAVUVUS SML CP VALU$9,114,58873,057SHNone
DIMENSIONAL ETF TRUSTDFASUS SMALL CAP ETF$9,055,877109,981SHNone
AMERICAN CENTY ETF TRAVLVUS LARGE CAP VLU$8,844,06096,964SHNone
AMERICAN CENTY ETF TRAVGEAVANTIS ALL EQT$3,352,55333,830SHNone
DIMENSIONAL ETF TRUSTDFGRGLOBAL REAL EST$3,296,512113,791SHNone
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$2,846,3153,812SHNone
DIMENSIONAL ETF TRUSTDFACUS COR EQU 2 ETF$2,486,29256,048SHNone
ISHARES TRIWVRUSSELL 3000 ETF$2,448,1185,741SHNone
ISHARES TRMUBNATIONAL MUN ETF$1,303,68812,114SHNone
LOCKHEED MARTIN CORPLMTCOM$1,129,6762,217SHNone
ISHARES TREFAMSCI EAFE ETF$925,0528,905SHNone
ISHARES TRIWNRUS 2000 VAL ETF$724,4303,275SHNone
AMERICAN CENTY ETF TRAVUSUS EQT ETF$656,1545,123SHNone
VANGUARD INDEX FDSVTITOTAL STK MKT$649,0511,754SHNone
DIMENSIONAL ETF TRUSTDFSVUS SMALL CAP ETF$487,57012,569SHNone
DIMENSIONAL ETF TRUSTDCORUS COR EQU 1 ETF$475,9765,806SHNone
ISHARES TRIYWU.S. TECH ETF$472,1751,872SHNone
APPLE INCAAPLCOM$469,2411,622SHNone
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$349,1974,901SHNone
AMAZON COM INCAMZNCOM$331,2931,390SHNone
INVESCO QQQ TRQQQUNIT SER 1$324,315440SHNone
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$322,801470SHNone
ISHARES TRIVVCORE S&P500 ETF$320,525428SHNone
ISHARES TRIWPRUS MD CP GR ETF$318,5892,176SHNone
VANGUARD WORLD FDVCRCONSUM DIS ETF$270,092681SHNone
MICROSOFT CORPMSFTCOM$248,778667SHNone
AMERICAN CENTY ETF TRAVEMAVANTIS EMGMKT$208,7082,163SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

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