account_balance

Investment manager · 13F filer · SEC CIK 2044323

Yardley Wealth Management LLC

Reported value$229Mas of Sep 30, 2026
Positions40 4 new, 1 sold out
Top 10 weight76.2%DFAU alone is 17%
FiledOct 2323 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
DFAU Dimensional ETF Trust 17.2% Added +3%
AVDE American Centy ETF Tr 12.9% Added +3%
FRDM Ea Series Trust 7.8% Added +6%
DFNM Dimensional ETF Trust 7.4% Added +13%
DFGX Dimensional ETF Trust 6.0% Added +7%
DFIP Dimensional ETF Trust 5.9% Added +9%
DFCF Dimensional ETF Trust 5.6% Added +10%
DFSD Dimensional ETF Trust 4.8% Held
DISV Dimensional ETF Trust 4.7% Added +4%
AVLV American Centy ETF Tr 3.9% Added +3%
AVUV American Centy ETF Tr 3.9% Added +3%
DFAS Dimensional ETF Trust 3.9% Added +4%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 23, 2026, compared with the Jul 16, 2026 filing
add_circleNew
  • DUHP $8.03M
  • LLY $1.04M
  • AVMU $353K
  • JNJ $236K
arrow_upwardAdded
arrow_downwardTrimmed
  • DFUS −77%
  • MUB −38%
  • DFAC −14%
  • IWN −12%
remove_circleSold out
  • AVEM $209K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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