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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 2026-03-31, filed 2026-04-21, with 36 holding rows worth $195,147,294.

Accession
0002044323-26-000002
Filer
CIK 2044323
Filed
2026-04-21
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 36 entries on the cover page, a total value of $195,147,294 stated on the cover page (in dollars after the unit check, H1), rows summing to $195,147,294 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 MKT712,444$32,145,466dollars as filed
Avantis International Equity ETF025072703SHS304,944$25,871,466dollars as filed
DIMENSIONAL ETF TRUST25434V849NATL MUN BD ETF320,613$15,366,983dollars as filed
EA SERIES TRUST02072L607FREEDOM 100 EM275,517$15,057,001dollars as filed
DIMENSIONAL ETF TRUST25434V575INTL COR FIX ETF232,862$12,213,745dollars as filed
DIMENSIONAL ETF TRUST25434V856INFLATION PROTE288,125$12,020,582dollars as filed
DIMENSIONAL ETF TRUST25434V872CORE FIXE IN ETF267,190$11,280,754dollars as filed
DIMENSIONAL ETF TRUST25434V864SHOR DUR FIX ETF208,435$9,979,859dollars as filed
Dimensional International Sm Cp Val ETF25434V781SHS227,832$8,985,704dollars as filed
DIMENSIONAL ETF TRUST25434V401US EQUI MARK ETF115,418$8,184,256dollars as filed
Avantis US Small Cap Value ETF025072877SHS73,221$8,088,733dollars as filed
Dimensional US Small Cap ETF25434V500COM108,545$7,720,783dollars as filed
Avantis US Large Cap Value ETF025072349SHS95,545$7,701,854dollars as filed
Avantis All Equity Markets ETF025072232SHS33,521$2,950,519dollars as filed
Dimensional Global Real Estate ETF25434V658COM107,880$2,867,445dollars as filed
SPY78462F103SHS3,811$2,478,688dollars as filed
ISHARES TR464287689RUSSELL 3000 ETF5,746$2,130,063dollars as filed
Lockheed Martin Corporation539830109COM2,203$1,331,202dollars as filed
ISHARES TR464288414NATIONAL MUN ETF12,116$1,286,156dollars as filed
ISHARES TR464287465MSCI EAFE ETF8,905$864,943dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 221,949$852,941dollars as filed
ISHARES TR464287630RUS 2000 VAL ETF3,275$620,908dollars as filed
Avantis US Equity ETF025072885SHS5,123$569,576dollars as filed
VTI922908769COM1,754$562,701dollars as filed
DIMENSIONAL ETF TRUST25434V815US SMALL CAP ETF12,569$440,434dollars as filed
DIMENSIONAL ETF TRUST25434V625US COR EQU 1 ETF5,918$426,570dollars as filed
iShares U.S. Technology ETF464287721SHS2,347$425,793dollars as filed
Apple Inc037833100COM1,622$411,534dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS5,681$364,039dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS455$297,211dollars as filed
INVESCO QQQ TR46090E103COM508$293,442dollars as filed
Vanguard S&P 500 ETF922908363COM491$293,398dollars as filed
Amazon.com, Inc023135106COM1,390$289,496dollars as filed
ISHARES RUSSELL MID-CAP GROWTH ETF464287481ETF2,200$281,864dollars as filed
Microsoft Corp594918104COM666$246,685dollars as filed
Vanguard Consumer Discretionary ETF92204A108SHS681$244,500dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002044323-26-000002this filing2026-04-21acceptance time not in the bulk data set