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Yardley Wealth Management LLC

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13F filer, CIK 2044323, YARDLEY, PA

Yardley Wealth Management LLC reported $178,998,637 across 36 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-23. Its ten largest share positions make up 77.01% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002044323-25-000007

Period
2025-09-30
Reported value
$179M
Holdings
36
Top 10 weight
77.01%
New
0
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFNMadded+4,022$193K
SPYadded+192$128K
MUBadded+1,111$118K
AVGEadded+1,282$107K
LMTadded+15$7.49K

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
DFAUreduced-69,791-$3.19M
AVDEreduced-31,155-$2.46M
FRDMreduced-32,367-$1.43M
DISVreduced-27,869-$995K
CEGexited-2,666-$860K

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, Q3 2025

Share positions as resolved from 13F-HR 0002044323-25-000007, largest first. % of portfolio is the value over $178,998,637, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 707,122 shares; 2024Q4: 844,256 shares; 2025Q1: 718,976 shares; 2025Q2: 732,989 shares; 2025Q3: 663,198 shares 663,198$30.3M16.95%-69,791Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326,001 shares; 2024Q4: 385,191 shares; 2025Q1: 343,697 shares; 2025Q2: 335,387 shares; 2025Q3: 304,232 shares 304,232$24M13.41%-31,155Timeline
FRDMEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 344,028 shares; 2024Q4: 417,673 shares; 2025Q1: 366,032 shares; 2025Q2: 360,025 shares; 2025Q3: 327,658 shares 327,658$14.5M8.11%-32,367Timeline
DFNMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,305 shares; 2024Q4: 308,855 shares; 2025Q1: 297,286 shares; 2025Q2: 280,206 shares; 2025Q3: 284,228 shares 284,228$13.6M7.62%+4,022Timeline
DFGXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,936 shares; 2024Q4: 219,254 shares; 2025Q1: 186,698 shares; 2025Q2: 192,920 shares; 2025Q3: 188,032 shares 188,032$10.1M5.67%-4,888Timeline
DFIPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,514 shares; 2024Q4: 273,504 shares; 2025Q1: 241,401 shares; 2025Q2: 250,286 shares; 2025Q3: 238,528 shares 238,528$10.1M5.63%-11,758Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,913 shares; 2024Q4: 258,410 shares; 2025Q1: 231,287 shares; 2025Q2: 241,427 shares; 2025Q3: 232,822 shares 232,822$9.96M5.56%-8,605Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,541 shares; 2024Q4: 320,043 shares; 2025Q1: 278,461 shares; 2025Q2: 270,065 shares; 2025Q3: 242,196 shares 242,196$8.64M4.83%-27,869Timeline
DFSDDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,254 shares; 2024Q4: 205,904 shares; 2025Q1: 185,156 shares; 2025Q2: 185,796 shares; 2025Q3: 177,132 shares 177,132$8.54M4.77%-8,664Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,240 shares; 2024Q4: 135,707 shares; 2025Q1: 117,669 shares; 2025Q2: 120,217 shares; 2025Q3: 110,118 shares 110,118$7.98M4.46%-10,099Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,677 shares; 2024Q4: 126,713 shares; 2025Q1: 107,380 shares; 2025Q2: 113,079 shares; 2025Q3: 107,235 shares 107,235$7.34M4.1%-5,844Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,377 shares; 2024Q4: 86,619 shares; 2025Q1: 72,898 shares; 2025Q2: 74,157 shares; 2025Q3: 70,183 shares 70,183$6.99M3.9%-3,974Timeline
AVLVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,892 shares; 2024Q4: 112,161 shares; 2025Q1: 97,926 shares; 2025Q2: 101,523 shares; 2025Q3: 93,324 shares 93,324$6.74M3.77%-8,199Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,541 shares; 2024Q4: 8,501 shares; 2025Q1: 4,086 shares; 2025Q2: 4,016 shares; 2025Q3: 4,208 shares 4,208$2.8M1.57%+192Timeline
DFGRDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,411 shares; 2024Q4: 110,800 shares; 2025Q1: 96,949 shares; 2025Q2: 96,964 shares; 2025Q3: 90,802 shares 90,802$2.48M1.39%-6,162Timeline
AVGEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,484 shares; 2024Q4: 20,628 shares; 2025Q1: 23,161 shares; 2025Q2: 25,483 shares; 2025Q3: 26,765 shares 26,765$2.23M1.25%+1,282Timeline
IWVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,020 shares; 2024Q4: 5,975 shares; 2025Q1: 5,833 shares; 2025Q2: 5,833 shares; 2025Q3: 5,804 shares 5,804$2.2M1.23%-29Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,709 shares; 2024Q4: 11,663 shares; 2025Q1: 11,678 shares; 2025Q2: 11,157 shares; 2025Q3: 12,268 shares 12,268$1.31M0.73%+1,111Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,115 shares; 2024Q4: 2,129 shares; 2025Q1: 2,145 shares; 2025Q2: 2,160 shares; 2025Q3: 2,175 shares 2,175$1.09M0.61%+15Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,241 shares; 2024Q4: 25,312 shares; 2025Q1: 9,241 shares; 2025Q2: 9,241 shares; 2025Q3: 9,241 shares 9,241$863K0.48%0Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,284 shares; 2024Q4: 44,346 shares; 2025Q1: 22,062 shares; 2025Q2: 22,062 shares; 2025Q3: 22,062 shares 22,062$851K0.48%0Timeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,275 shares; 2024Q4: 7,638 shares; 2025Q1: 3,275 shares; 2025Q2: 3,275 shares; 2025Q3: 3,275 shares 3,275$579K0.32%0Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,754 shares; 2024Q4: 1,754 shares; 2025Q1: 1,754 shares; 2025Q2: 1,754 shares; 2025Q3: 1,754 shares 1,754$576K0.32%0Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,123 shares; 2024Q4: 5,123 shares; 2025Q1: 5,123 shares; 2025Q2: 5,123 shares; 2025Q3: 5,123 shares 5,123$557K0.31%0Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,817 shares; 2024Q4: 11,268 shares; 2025Q1: 2,817 shares; 2025Q2: 2,723 shares; 2025Q3: 2,723 shares 2,723$533K0.3%0Timeline
DCORDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,845 shares; 2025Q2: 6,788 shares; 2025Q3: 6,788 shares 6,788$488K0.27%0Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 904 shares; 2024Q4: 904 shares; 2025Q1: 769 shares; 2025Q2: 791 shares; 2025Q3: 789 shares 789$474K0.26%-2Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,701 shares; 2024Q4: 2,717 shares; 2025Q1: 1,701 shares; 2025Q2: 1,701 shares; 2025Q3: 1,621 shares 1,621$413K0.23%-80Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 880 shares; 2024Q4: 2,974 shares; 2025Q1: 880 shares; 2025Q2: 841 shares; 2025Q3: 791 shares 791$410K0.23%-50Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,869 shares; 2024Q4: 8,869 shares; 2025Q1: 8,869 shares; 2025Q2: 7,318 shares; 2025Q3: 6,706 shares 6,706$402K0.22%-612Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,569 shares; 2025Q3: 12,569 shares 12,569$400K0.22%0Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,200 shares; 2024Q4: 8,800 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares 2,200$313K0.18%0Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 478 shares; 2024Q4: 1,382 shares; 2025Q1: 470 shares; 2025Q2: 458 shares; 2025Q3: 458 shares 458$307K0.17%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,510 shares; 2024Q4: 2,333 shares; 2025Q1: 1,510 shares; 2025Q2: 1,510 shares; 2025Q3: 1,390 shares 1,390$305K0.17%-120Timeline
VCRVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 998 shares; 2024Q4: 1,996 shares; 2025Q1: 998 shares; 2025Q2: 860 shares; 2025Q3: 747 shares 747$296K0.17%-113Timeline
LSATTWO RDS SHARED TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,421 shares; 2024Q4: 6,421 shares; 2025Q1: 6,124 shares; 2025Q2: 5,211 shares; 2025Q3: 5,211 shares 5,211$216K0.12%0Timeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
CEGCONSTELLATION ENERGY CORP2,666$860Kshares
ROPROPER TECHNOLOGIES INC1,443$818Kshares
ALLALLSTATE CORP1,912$385Kshares
EXCEXELON CORP8,000$347Kshares
MSMORGAN STANLEY1,576$222Kshares

How Q3 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 0002044323-25-000007 base2025-10-23acceptance time not in the bulk data set