StockDriftsStockDriftsTop 37 Yardley Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | 17.18% | 731.6K | $37.8M | +2.68%(+19.11K) | $39.57(+35.36%) | 2026-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 12.93% | 319.2K | $28.5M | +4.66%(+14.22K) | $65.80(+42.75%) | 2026-06-30 | |
| FRDM | EA SERIES TRUST | 8.04% | 242.7K | $17.7M | -11.93%(-32.86K) | $35.32(+90.13%) | 2026-06-30 | |
| DFNM | DIMENSIONAL ETF TRUST | 7.21% | 328.2K | $15.9M | +2.36%(+7.57K) | $48.14(-0.60%) | 2026-06-30 | |
| DFGX | DIMENSIONAL ETF TRUST | 6.16% | 253.0K | $13.6M | +8.65%(+20.13K) | $53.19(-1.41%) | 2026-06-30 | |
| DFIP | DIMENSIONAL ETF TRUST | 5.9% | 315.1K | $13.0M | +9.35%(+26.93K) | $41.58(-2.50%) | 2026-06-30 | |
| DFCF | DIMENSIONAL ETF TRUST | 5.52% | 287.9K | $12.2M | +7.75%(+20.72K) | $42.35(-1.59%) | 2026-06-30 | |
| DFSD | DIMENSIONAL ETF TRUST | 4.99% | 230.0K | $11.0M | +10.34%(+21.55K) | $47.48(-0.14%) | 2026-06-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 4.39% | 117.9K | $9.7M | +2.15%(+2.48K) | $61.85(+36.81%) | 2026-06-30 | |
| DISV | DIMENSIONAL ETF TRUST | 4.32% | 236.7K | $9.5M | +3.91%(+8.91K) | $28.37(+54.33%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +24.47% |
| Top 20 Holdings Unweighted | — | — | — | — | +19.97% |
Yardley Wealth Management LLC reports $220.12M in US-listed equity holdings across 37 positions in its most recent 13F filing. Its largest disclosed positions are DFAU (17.2%), AVDE (12.9%) and FRDM (8.0%). The top 20 holdings account for 96.56% of reported assets. Its disclosed equity book has returned +24.47% cumulatively over 7 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Yardley Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2044323). View Yardley Wealth Management LLC’s 13F filings on SEC