Skip to content
Disclosery

13F-HR filed by Yardley Wealth Management LLC

Yardley Wealth Management LLC filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-10-23, with 36 holding rows worth $178,998,637.

Accession
0002044323-25-000007
Filer
CIK 2044323
Filed
2025-10-23
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 36 entries on the cover page, a total value of $178,998,637 stated on the cover page (in dollars after the unit check, H1), rows summing to $178,998,637 with VALUE read as dollars as filed, 13F file number 028-24435. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
DIMENSIONAL ETF TRUST25434V104US CORE EQT MKT663,198$30,347,936dollars as filed
Avantis International Equity ETF025072703SHS304,232$24,003,921dollars as filed
EA SERIES TRUST02072L607FREEDOM 100 EM327,658$14,518,532dollars as filed
DIMENSIONAL ETF TRUST25434V849NATL MUN BD ETF284,228$13,637,261dollars as filed
DIMENSIONAL ETF TRUST25434V575INTL COR FIX ETF188,032$10,146,207dollars as filed
DIMENSIONAL ETF TRUST25434V856INFLATION PROTE238,528$10,073,022dollars as filed
DIMENSIONAL ETF TRUST25434V872CORE FIXE IN ETF232,822$9,955,462dollars as filed
Dimensional International Sm Cp Val ETF25434V781SHS242,196$8,643,979dollars as filed
DIMENSIONAL ETF TRUST25434V864SHOR DUR FIX ETF177,132$8,536,012dollars as filed
DIMENSIONAL ETF TRUST25434V401US EQUI MARK ETF110,118$7,976,933dollars as filed
Dimensional US Small Cap ETF25434V500COM107,235$7,341,342dollars as filed
Avantis US Small Cap Value ETF025072877SHS70,183$6,985,268dollars as filed
Avantis US Large Cap Value ETF025072349SHS93,324$6,743,574dollars as filed
SPY78462F103SHS4,208$2,803,435dollars as filed
Dimensional Global Real Estate ETF25434V658COM90,802$2,479,799dollars as filed
Avantis All Equity Markets ETF025072232SHS26,765$2,232,469dollars as filed
ISHARES TR464287689RUSSELL 3000 ETF5,804$2,199,506dollars as filed
ISHARES TR464288414NATIONAL MUN ETF12,268$1,306,433dollars as filed
Lockheed Martin Corporation539830109COM2,175$1,085,835dollars as filed
ISHARES TR464287465MSCI EAFE ETF9,241$862,833dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 222,062$850,934dollars as filed
ISHARES TR464287630RUS 2000 VAL ETF3,275$579,053dollars as filed
VTI922908769COM1,754$575,611dollars as filed
Avantis US Equity ETF025072885SHS5,123$556,871dollars as filed
iShares U.S. Technology ETF464287721SHS2,723$533,327dollars as filed
DIMENSIONAL ETF TRUST25434V625US COR EQU 1 ETF6,788$488,329dollars as filed
INVESCO QQQ TR46090E103COM789$473,639dollars as filed
Apple Inc037833100COM1,621$412,869dollars as filed
Microsoft Corp594918104COM791$409,650dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS6,706$401,824dollars as filed
DIMENSIONAL ETF TRUST25434V815US SMALL CAP ETF12,569$400,212dollars as filed
ISHARES RUSSELL MID-CAP GROWTH ETF464287481ETF2,200$313,302dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS458$306,540dollars as filed
Amazon.com, Inc023135106COM1,390$305,203dollars as filed
Vanguard Consumer Discretionary ETF92204A108SHS747$295,925dollars as filed
TWO RDS SHARED TR90214Q691LEASERSHS ALPHAF5,211$215,589dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002044323-25-000007this filing2025-10-23acceptance time not in the bulk data set