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Yardley Wealth Management LLC

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13F filer, CIK 2044323, YARDLEY, PA

Yardley Wealth Management LLC reported $182,859,000 across 41 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-22. Its ten largest share positions make up 76.85% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002044323-25-000004

Period
2025-06-30
Reported value
$183M
Holdings
41
Top 10 weight
76.85%
New
2
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFAUadded+14,013$594K
DFCFadded+10,140$429K
DFIPadded+8,885$371K
DFSVnew+12,569$370K
DFASadded+5,699$363K

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
DFNMreduced-17,080-$810K
AVDEreduced-8,310-$615K
VTEBexited-5,691-$282K
DISVreduced-8,396-$276K
FRDMreduced-6,007-$243K

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 2025

Share positions as resolved from 13F-HR 0002044323-25-000004, largest first. % of portfolio is the value over $182,859,000, 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 707,122 shares; 2024Q4: 844,256 shares; 2025Q1: 718,976 shares; 2025Q2: 732,989 shares 732,989$31M16.98%+14,013Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326,001 shares; 2024Q4: 385,191 shares; 2025Q1: 343,697 shares; 2025Q2: 335,387 shares 335,387$24.8M13.57%-8,310Timeline
FRDMEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 344,028 shares; 2024Q4: 417,673 shares; 2025Q1: 366,032 shares; 2025Q2: 360,025 shares 360,025$14.5M7.95%-6,007Timeline
DFNMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,305 shares; 2024Q4: 308,855 shares; 2025Q1: 297,286 shares; 2025Q2: 280,206 shares 280,206$13.3M7.27%-17,080Timeline
DFIPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,514 shares; 2024Q4: 273,504 shares; 2025Q1: 241,401 shares; 2025Q2: 250,286 shares 250,286$10.5M5.72%+8,885Timeline
DFGXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,936 shares; 2024Q4: 219,254 shares; 2025Q1: 186,698 shares; 2025Q2: 192,920 shares 192,920$10.3M5.63%+6,222Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,913 shares; 2024Q4: 258,410 shares; 2025Q1: 231,287 shares; 2025Q2: 241,427 shares 241,427$10.2M5.58%+10,140Timeline
DFSDDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,254 shares; 2024Q4: 205,904 shares; 2025Q1: 185,156 shares; 2025Q2: 185,796 shares 185,796$8.92M4.88%+640Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,541 shares; 2024Q4: 320,043 shares; 2025Q1: 278,461 shares; 2025Q2: 270,065 shares 270,065$8.89M4.86%-8,396Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,240 shares; 2024Q4: 135,707 shares; 2025Q1: 117,669 shares; 2025Q2: 120,217 shares 120,217$8.06M4.41%+2,548Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,677 shares; 2024Q4: 126,713 shares; 2025Q1: 107,380 shares; 2025Q2: 113,079 shares 113,079$7.2M3.94%+5,699Timeline
AVLVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,892 shares; 2024Q4: 112,161 shares; 2025Q1: 97,926 shares; 2025Q2: 101,523 shares 101,523$6.92M3.79%+3,597Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,377 shares; 2024Q4: 86,619 shares; 2025Q1: 72,898 shares; 2025Q2: 74,157 shares 74,157$6.76M3.69%+1,259Timeline
DFGRDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,411 shares; 2024Q4: 110,800 shares; 2025Q1: 96,949 shares; 2025Q2: 96,964 shares 96,964$2.6M1.42%+15Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,541 shares; 2024Q4: 8,501 shares; 2025Q1: 4,086 shares; 2025Q2: 4,016 shares 4,016$2.48M1.36%-70Timeline
IWVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,020 shares; 2024Q4: 5,975 shares; 2025Q1: 5,833 shares; 2025Q2: 5,833 shares 5,833$2.05M1.12%0Timeline
AVGEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,484 shares; 2024Q4: 20,628 shares; 2025Q1: 23,161 shares; 2025Q2: 25,483 shares 25,483$1.97M1.08%+2,322Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,709 shares; 2024Q4: 11,663 shares; 2025Q1: 11,678 shares; 2025Q2: 11,157 shares 11,157$1.17M0.64%-521Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,115 shares; 2024Q4: 2,129 shares; 2025Q1: 2,145 shares; 2025Q2: 2,160 shares 2,160$1M0.55%+15Timeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,666 shares; 2024Q4: 5,332 shares; 2025Q1: 2,666 shares; 2025Q2: 2,666 shares 2,666$860K0.47%0Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,241 shares; 2024Q4: 25,312 shares; 2025Q1: 9,241 shares; 2025Q2: 9,241 shares 9,241$826K0.45%0Timeline
ROPROPER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,443 shares; 2024Q4: 1,443 shares; 2025Q1: 1,443 shares; 2025Q2: 1,443 shares 1,443$818K0.45%0Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,284 shares; 2024Q4: 44,346 shares; 2025Q1: 22,062 shares; 2025Q2: 22,062 shares 22,062$791K0.43%0Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,754 shares; 2024Q4: 1,754 shares; 2025Q1: 1,754 shares; 2025Q2: 1,754 shares 1,754$533K0.29%0Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,123 shares; 2024Q4: 5,123 shares; 2025Q1: 5,123 shares; 2025Q2: 5,123 shares 5,123$517K0.28%0Timeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,275 shares; 2024Q4: 7,638 shares; 2025Q1: 3,275 shares; 2025Q2: 3,275 shares 3,275$517K0.28%0Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,817 shares; 2024Q4: 11,268 shares; 2025Q1: 2,817 shares; 2025Q2: 2,723 shares 2,723$472K0.26%-94Timeline
DCORDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,845 shares; 2025Q2: 6,788 shares 6,788$454K0.25%+943Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 904 shares; 2024Q4: 904 shares; 2025Q1: 769 shares; 2025Q2: 791 shares 791$436K0.24%+22Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 880 shares; 2024Q4: 2,974 shares; 2025Q1: 880 shares; 2025Q2: 841 shares 841$418K0.23%-39Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,869 shares; 2024Q4: 8,869 shares; 2025Q1: 8,869 shares; 2025Q2: 7,318 shares 7,318$417K0.23%-1,551Timeline
ALLALLSTATE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,912 shares; 2024Q4: 3,824 shares; 2025Q1: 1,912 shares; 2025Q2: 1,912 shares 1,912$385K0.21%0Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,569 shares 12,569$370K0.2%newTimeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,701 shares; 2024Q4: 2,717 shares; 2025Q1: 1,701 shares; 2025Q2: 1,701 shares 1,701$349K0.19%0Timeline
EXCEXELON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 16,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares 8,000$347K0.19%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,510 shares; 2024Q4: 2,333 shares; 2025Q1: 1,510 shares; 2025Q2: 1,510 shares 1,510$331K0.18%0Timeline
VCRVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 998 shares; 2024Q4: 1,996 shares; 2025Q1: 998 shares; 2025Q2: 860 shares 860$312K0.17%-138Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,200 shares; 2024Q4: 8,800 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares 2,200$305K0.17%0Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 478 shares; 2024Q4: 1,382 shares; 2025Q1: 470 shares; 2025Q2: 458 shares 458$284K0.16%-12Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,304 shares; 2025Q1: not reported; 2025Q2: 1,576 shares 1,576$222K0.12%newTimeline
LSATTWO RDS SHARED TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,421 shares; 2024Q4: 6,421 shares; 2025Q1: 6,124 shares; 2025Q2: 5,211 shares 5,211$206K0.11%-913Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
VTEBVANGUARD MUN BD FDS5,691$282Kshares

How Q2 2025 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 0002044323-25-000004 base2025-07-22acceptance time not in the bulk data set