§ 13F · FUND PROFILE
Yardley Wealth Management LLC.
AUM · $220M (13F)Positions · 37Turnover · n/a · Q2Filed · Jul 16, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$209K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | 732K | $38M | 17.2% | +3% |
| 2 | AVDE | AMERICAN CENTY ETF TR | 319K | $28M | 12.9% | +5% |
| 3 | FRDM | EA SERIES TRUST | 243K | $18M | 8.0% | −12% |
| 4 | DFNM | DIMENSIONAL ETF TRUST | 328K | $16M | 7.2% | +2% |
| 5 | DFGX | DIMENSIONAL ETF TRUST | 253K | $14M | 6.2% | +9% |
| 6 | DFIP | DIMENSIONAL ETF TRUST | 315K | $13M | 5.9% | +9% |
| 7 | DFCF | DIMENSIONAL ETF TRUST | 288K | $12M | 5.5% | +8% |
| 8 | DFSD | DIMENSIONAL ETF TRUST | 230K | $11M | 5.0% | +10% |
| 9 | DFUS | DIMENSIONAL ETF TRUST | 118K | $10M | 4.4% | +2% |
| 10 | DISV | DIMENSIONAL ETF TRUST | 237K | $10M | 4.3% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE YARDLEY SIGNAL
AC read
Yardley Wealth Management LLC is a Other fund managing $220 million in assets. The fund runs a portfolio of 37 positions.
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