DOSSIER · 13F-HR · Q2 2026

Yardley Wealth Management LLC

$220M in tracked AUM across 37 positions as of Q2 2026.

YW
CIK 0002044323 · last filed Jun 30, 2026
Total AUM
$220M
as of Q2 2026
Holdings
37
positions
Whale Score
64
64
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Yardley Wealth Management LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DFAU
DIMENSIONAL ETF TRUST
$38M732K17.2%
02
AVDE
AMERICAN CENTY ETF TR
$28M319K12.9%
03
FRDM
EA SERIES TRUST
$18M243K8.0%
04
DFNM
DIMENSIONAL ETF TRUST
$16M328K7.2%
05
DFGX
DIMENSIONAL ETF TRUST
$14M253K6.2%
06
DFIP
DIMENSIONAL ETF TRUST
$13M315K5.9%
07
DFCF
DIMENSIONAL ETF TRUST
$12M288K5.5%
08
DFSD
DIMENSIONAL ETF TRUST
$11M230K5.0%
09
DFUS
DIMENSIONAL ETF TRUST
$10M118K4.4%
10
DISV
DIMENSIONAL ETF TRUST
$10M237K4.3%

Filing history

2026Q2Jun 30
$220M 12.8%
37 positionsView →
2026Q1Mar 31
$195M 3.7%
36 positionsView →
2025Q4Dec 31
$188M 5.1%
36 positionsView →
2025Q3Sep 30
$179M 2.1%
36 positionsView →
2025Q2Jun 30
$183M 7.7%
41 positionsLocked
2025Q1Mar 31
$170M 17.5%
40 positionsLocked
2024Q4Dec 31
$206M 22.1%
49 positionsLocked
2024Q3Sep 30
$169M
41 positionsLocked