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Disclosery

13F-HR filed by Yardley Wealth Management LLC

Yardley Wealth Management LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-05, with 36 holding rows worth $188,127,785.

Accession
0002044323-26-000001
Filer
CIK 2044323
Filed
2026-02-05
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 36 entries on the cover page, a total value of $188,127,785 stated on the cover page (in dollars after the unit check, H1), rows summing to $188,127,785 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 MKT664,180$31,083,618dollars as filed
Avantis International Equity ETF025072703SHS300,250$24,716,606dollars as filed
EA SERIES TRUST02072L607FREEDOM 100 EM304,514$15,612,430dollars as filed
DIMENSIONAL ETF TRUST25434V849NATL MUN BD ETF302,487$14,570,801dollars as filed
DIMENSIONAL ETF TRUST25434V856INFLATION PROTE270,023$11,220,814dollars as filed
DIMENSIONAL ETF TRUST25434V575INTL COR FIX ETF209,687$11,036,893dollars as filed
DIMENSIONAL ETF TRUST25434V872CORE FIXE IN ETF251,065$10,685,336dollars as filed
DIMENSIONAL ETF TRUST25434V864SHOR DUR FIX ETF194,692$9,335,473dollars as filed
Dimensional International Sm Cp Val ETF25434V781SHS234,001$8,892,025dollars as filed
DIMENSIONAL ETF TRUST25434V401US EQUI MARK ETF109,176$8,097,605dollars as filed
Dimensional US Small Cap ETF25434V500COM110,606$7,705,955dollars as filed
Avantis US Small Cap Value ETF025072877SHS72,496$7,393,187dollars as filed
Avantis US Large Cap Value ETF025072349SHS95,003$7,198,364dollars as filed
SPY78462F103SHS4,208$2,869,673dollars as filed
Avantis All Equity Markets ETF025072232SHS30,115$2,587,180dollars as filed
Dimensional Global Real Estate ETF25434V658COM96,962$2,561,733dollars as filed
ISHARES TR464287689RUSSELL 3000 ETF5,759$2,228,011dollars as filed
ISHARES TR464288414NATIONAL MUN ETF12,258$1,312,968dollars as filed
Lockheed Martin Corporation539830109COM2,190$1,059,441dollars as filed
ISHARES TR464287465MSCI EAFE ETF9,101$873,970dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 221,949$868,964dollars as filed
ISHARES TR464287630RUS 2000 VAL ETF3,275$593,463dollars as filed
VTI922908769COM1,754$588,064dollars as filed
Avantis US Equity ETF025072885SHS5,123$572,649dollars as filed
iShares U.S. Technology ETF464287721SHS2,595$518,170dollars as filed
DIMENSIONAL ETF TRUST25434V625US COR EQU 1 ETF6,788$499,801dollars as filed
Apple Inc037833100COM1,621$440,807dollars as filed
DIMENSIONAL ETF TRUST25434V815US SMALL CAP ETF12,569$413,410dollars as filed
INVESCO QQQ TR46090E103COM664$407,848dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS5,772$360,577dollars as filed
Microsoft Corp594918104COM666$322,046dollars as filed
Amazon.com, Inc023135106COM1,390$320,840dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS455$311,648dollars as filed
ISHARES RUSSELL MID-CAP GROWTH ETF464287481ETF2,200$301,268dollars as filed
Vanguard S&P 500 ETF922908363COM475$297,887dollars as filed
Vanguard Consumer Discretionary ETF92204A108SHS681$268,260dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002044323-26-000001this filing2026-02-05acceptance time not in the bulk data set