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Yardley Wealth Management LLC

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13F filer, CIK 2044323, YARDLEY, PA

Yardley Wealth Management LLC reported $220,120,165 across 37 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-16. Its ten largest share positions make up 76.63% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002044323-26-000003

Period
2026-06-30
Reported value
$220M
Holdings
37
Top 10 weight
76.63%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFACadded+34,099$1.51M
AVDEadded+14,224$1.27M
DFIPadded+26,935$1.11M
DFGXadded+20,131$1.08M
DFSDadded+21,546$1.03M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
FRDMreduced-32,860-$2.4M
IYWreduced-475-$120K
VEAreduced-780-$55.6K
QQQreduced-68-$50.1K
AVUVreduced-164-$20.5K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0002044323-26-000003, largest first. % of portfolio is the value over $220,120,165, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 707,122 shares; 2024Q4: 844,256 shares; 2025Q1: 718,976 shares; 2025Q2: 732,989 shares; 2025Q3: 663,198 shares; 2025Q4: 664,180 shares; 2026Q1: 712,444 shares; 2026Q2: 731,553 shares 731,553$37.8M17.18%+19,109Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 326,001 shares; 2024Q4: 385,191 shares; 2025Q1: 343,697 shares; 2025Q2: 335,387 shares; 2025Q3: 304,232 shares; 2025Q4: 300,250 shares; 2026Q1: 304,944 shares; 2026Q2: 319,168 shares 319,168$28.5M12.93%+14,224Timeline
FRDMEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 344,028 shares; 2024Q4: 417,673 shares; 2025Q1: 366,032 shares; 2025Q2: 360,025 shares; 2025Q3: 327,658 shares; 2025Q4: 304,514 shares; 2026Q1: 275,517 shares; 2026Q2: 242,657 shares 242,657$17.7M8.04%-32,860Timeline
DFNMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 252,305 shares; 2024Q4: 308,855 shares; 2025Q1: 297,286 shares; 2025Q2: 280,206 shares; 2025Q3: 284,228 shares; 2025Q4: 302,487 shares; 2026Q1: 320,613 shares; 2026Q2: 328,185 shares 328,185$15.9M7.21%+7,572Timeline
DFGXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 179,936 shares; 2024Q4: 219,254 shares; 2025Q1: 186,698 shares; 2025Q2: 192,920 shares; 2025Q3: 188,032 shares; 2025Q4: 209,687 shares; 2026Q1: 232,862 shares; 2026Q2: 252,993 shares 252,993$13.6M6.16%+20,131Timeline
DFIPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 235,514 shares; 2024Q4: 273,504 shares; 2025Q1: 241,401 shares; 2025Q2: 250,286 shares; 2025Q3: 238,528 shares; 2025Q4: 270,023 shares; 2026Q1: 288,125 shares; 2026Q2: 315,060 shares 315,060$13M5.9%+26,935Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 222,913 shares; 2024Q4: 258,410 shares; 2025Q1: 231,287 shares; 2025Q2: 241,427 shares; 2025Q3: 232,822 shares; 2025Q4: 251,065 shares; 2026Q1: 267,190 shares; 2026Q2: 287,908 shares 287,908$12.2M5.52%+20,718Timeline
DFSDDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175,254 shares; 2024Q4: 205,904 shares; 2025Q1: 185,156 shares; 2025Q2: 185,796 shares; 2025Q3: 177,132 shares; 2025Q4: 194,692 shares; 2026Q1: 208,435 shares; 2026Q2: 229,981 shares 229,981$11M4.99%+21,546Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,240 shares; 2024Q4: 135,707 shares; 2025Q1: 117,669 shares; 2025Q2: 120,217 shares; 2025Q3: 110,118 shares; 2025Q4: 109,176 shares; 2026Q1: 115,418 shares; 2026Q2: 117,898 shares 117,898$9.66M4.39%+2,480Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 261,541 shares; 2024Q4: 320,043 shares; 2025Q1: 278,461 shares; 2025Q2: 270,065 shares; 2025Q3: 242,196 shares; 2025Q4: 234,001 shares; 2026Q1: 227,832 shares; 2026Q2: 236,745 shares 236,745$9.5M4.32%+8,913Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,377 shares; 2024Q4: 86,619 shares; 2025Q1: 72,898 shares; 2025Q2: 74,157 shares; 2025Q3: 70,183 shares; 2025Q4: 72,496 shares; 2026Q1: 73,221 shares; 2026Q2: 73,057 shares 73,057$9.11M4.14%-164Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,677 shares; 2024Q4: 126,713 shares; 2025Q1: 107,380 shares; 2025Q2: 113,079 shares; 2025Q3: 107,235 shares; 2025Q4: 110,606 shares; 2026Q1: 108,545 shares; 2026Q2: 109,981 shares 109,981$9.06M4.11%+1,436Timeline
AVLVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,892 shares; 2024Q4: 112,161 shares; 2025Q1: 97,926 shares; 2025Q2: 101,523 shares; 2025Q3: 93,324 shares; 2025Q4: 95,003 shares; 2026Q1: 95,545 shares; 2026Q2: 96,964 shares 96,964$8.84M4.02%+1,419Timeline
AVGEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,484 shares; 2024Q4: 20,628 shares; 2025Q1: 23,161 shares; 2025Q2: 25,483 shares; 2025Q3: 26,765 shares; 2025Q4: 30,115 shares; 2026Q1: 33,521 shares; 2026Q2: 33,830 shares 33,830$3.35M1.52%+309Timeline
DFGRDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,411 shares; 2024Q4: 110,800 shares; 2025Q1: 96,949 shares; 2025Q2: 96,964 shares; 2025Q3: 90,802 shares; 2025Q4: 96,962 shares; 2026Q1: 107,880 shares; 2026Q2: 113,791 shares 113,791$3.3M1.5%+5,911Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,541 shares; 2024Q4: 8,501 shares; 2025Q1: 4,086 shares; 2025Q2: 4,016 shares; 2025Q3: 4,208 shares; 2025Q4: 4,208 shares; 2026Q1: 3,811 shares; 2026Q2: 3,812 shares 3,812$2.85M1.29%+1Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,284 shares; 2024Q4: 44,346 shares; 2025Q1: 22,062 shares; 2025Q2: 22,062 shares; 2025Q3: 22,062 shares; 2025Q4: 21,949 shares; 2026Q1: 21,949 shares; 2026Q2: 56,048 shares 56,048$2.49M1.13%+34,099Timeline
IWVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,020 shares; 2024Q4: 5,975 shares; 2025Q1: 5,833 shares; 2025Q2: 5,833 shares; 2025Q3: 5,804 shares; 2025Q4: 5,759 shares; 2026Q1: 5,746 shares; 2026Q2: 5,741 shares 5,741$2.45M1.11%-5Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,709 shares; 2024Q4: 11,663 shares; 2025Q1: 11,678 shares; 2025Q2: 11,157 shares; 2025Q3: 12,268 shares; 2025Q4: 12,258 shares; 2026Q1: 12,116 shares; 2026Q2: 12,114 shares 12,114$1.3M0.59%-2Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,115 shares; 2024Q4: 2,129 shares; 2025Q1: 2,145 shares; 2025Q2: 2,160 shares; 2025Q3: 2,175 shares; 2025Q4: 2,190 shares; 2026Q1: 2,203 shares; 2026Q2: 2,217 shares 2,217$1.13M0.51%+14Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,241 shares; 2024Q4: 25,312 shares; 2025Q1: 9,241 shares; 2025Q2: 9,241 shares; 2025Q3: 9,241 shares; 2025Q4: 9,101 shares; 2026Q1: 8,905 shares; 2026Q2: 8,905 shares 8,905$925K0.42%0Timeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,275 shares; 2024Q4: 7,638 shares; 2025Q1: 3,275 shares; 2025Q2: 3,275 shares; 2025Q3: 3,275 shares; 2025Q4: 3,275 shares; 2026Q1: 3,275 shares; 2026Q2: 3,275 shares 3,275$724K0.33%0Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,123 shares; 2024Q4: 5,123 shares; 2025Q1: 5,123 shares; 2025Q2: 5,123 shares; 2025Q3: 5,123 shares; 2025Q4: 5,123 shares; 2026Q1: 5,123 shares; 2026Q2: 5,123 shares 5,123$656K0.3%0Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,754 shares; 2024Q4: 1,754 shares; 2025Q1: 1,754 shares; 2025Q2: 1,754 shares; 2025Q3: 1,754 shares; 2025Q4: 1,754 shares; 2026Q1: 1,754 shares; 2026Q2: 1,754 shares 1,754$649K0.29%0Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,569 shares; 2025Q3: 12,569 shares; 2025Q4: 12,569 shares; 2026Q1: 12,569 shares; 2026Q2: 12,569 shares 12,569$488K0.22%0Timeline
DCORDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,845 shares; 2025Q2: 6,788 shares; 2025Q3: 6,788 shares; 2025Q4: 6,788 shares; 2026Q1: 5,918 shares; 2026Q2: 5,806 shares 5,806$476K0.22%-112Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,817 shares; 2024Q4: 11,268 shares; 2025Q1: 2,817 shares; 2025Q2: 2,723 shares; 2025Q3: 2,723 shares; 2025Q4: 2,595 shares; 2026Q1: 2,347 shares; 2026Q2: 1,872 shares 1,872$472K0.21%-475Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,701 shares; 2024Q4: 2,717 shares; 2025Q1: 1,701 shares; 2025Q2: 1,701 shares; 2025Q3: 1,621 shares; 2025Q4: 1,621 shares; 2026Q1: 1,622 shares; 2026Q2: 1,622 shares 1,622$469K0.21%0Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,869 shares; 2024Q4: 8,869 shares; 2025Q1: 8,869 shares; 2025Q2: 7,318 shares; 2025Q3: 6,706 shares; 2025Q4: 5,772 shares; 2026Q1: 5,681 shares; 2026Q2: 4,901 shares 4,901$349K0.16%-780Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,510 shares; 2024Q4: 2,333 shares; 2025Q1: 1,510 shares; 2025Q2: 1,510 shares; 2025Q3: 1,390 shares; 2025Q4: 1,390 shares; 2026Q1: 1,390 shares; 2026Q2: 1,390 shares 1,390$331K0.15%0Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 904 shares; 2024Q4: 904 shares; 2025Q1: 769 shares; 2025Q2: 791 shares; 2025Q3: 789 shares; 2025Q4: 664 shares; 2026Q1: 508 shares; 2026Q2: 440 shares 440$324K0.15%-68Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 475 shares; 2026Q1: 491 shares; 2026Q2: 470 shares 470$323K0.15%-21Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 478 shares; 2024Q4: 1,382 shares; 2025Q1: 470 shares; 2025Q2: 458 shares; 2025Q3: 458 shares; 2025Q4: 455 shares; 2026Q1: 455 shares; 2026Q2: 428 shares 428$321K0.15%-27Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,200 shares; 2024Q4: 8,800 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares; 2026Q2: 2,176 shares 2,176$319K0.14%-24Timeline
VCRVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 998 shares; 2024Q4: 1,996 shares; 2025Q1: 998 shares; 2025Q2: 860 shares; 2025Q3: 747 shares; 2025Q4: 681 shares; 2026Q1: 681 shares; 2026Q2: 681 shares 681$270K0.12%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 880 shares; 2024Q4: 2,974 shares; 2025Q1: 880 shares; 2025Q2: 841 shares; 2025Q3: 791 shares; 2025Q4: 666 shares; 2026Q1: 666 shares; 2026Q2: 667 shares 667$249K0.11%+1Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,163 shares 2,163$209K0.09%newTimeline

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002044323-26-000003 base2026-07-16acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0002044323-26-000003 Quarter ended 2026-06-302026-07-16acceptance time not in the bulk data set
13F-HR 0002044323-26-000002 Quarter ended 2026-03-312026-04-21acceptance time not in the bulk data set
13F-HR 0002044323-26-000001 Quarter ended 2025-12-312026-02-05acceptance time not in the bulk data set
13F-HR 0002044323-25-000007 Quarter ended 2025-09-302025-10-23acceptance time not in the bulk data set
13F-HR 0002044323-25-000004 Quarter ended 2025-06-302025-07-22acceptance time not in the bulk data set
13F-HR 0002044323-25-000003 Quarter ended 2025-03-312025-04-25acceptance time not in the bulk data set
13F-HR 0002044323-25-000001 Quarter ended 2024-12-312025-02-10acceptance time not in the bulk data set
13F-HR 0002044323-24-000001 Quarter ended 2024-09-302024-11-08acceptance time not in the bulk data set