Skip to content
Disclosery

Yardley Wealth Management LLC

Follow

13F filer, CIK 2044323, YARDLEY, PA

Yardley Wealth Management LLC reported $188,127,785 across 36 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-05. Its ten largest share positions make up 77.21% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002044323-26-000001

Period
2025-12-31
Reported value
$188M
Holdings
36
Top 10 weight
77.21%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFIPadded+31,495$1.31M
DFGXadded+21,655$1.14M
DFNMadded+18,259$880K
DFSDadded+17,560$842K
DFCFadded+18,243$776K

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-23,144-$1.19M
AVDEreduced-3,982-$328K
DISVreduced-8,195-$311K
LSATexited-5,211-$216K
QQQreduced-125-$76.8K

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, Q4 2025

Share positions as resolved from 13F-HR 0002044323-26-000001, largest first. % of portfolio is the value over $188,127,785, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 707,122 shares; 2024Q4: 844,256 shares; 2025Q1: 718,976 shares; 2025Q2: 732,989 shares; 2025Q3: 663,198 shares; 2025Q4: 664,180 shares 664,180$31.1M16.52%+982Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326,001 shares; 2024Q4: 385,191 shares; 2025Q1: 343,697 shares; 2025Q2: 335,387 shares; 2025Q3: 304,232 shares; 2025Q4: 300,250 shares 300,250$24.7M13.14%-3,982Timeline
FRDMEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 344,028 shares; 2024Q4: 417,673 shares; 2025Q1: 366,032 shares; 2025Q2: 360,025 shares; 2025Q3: 327,658 shares; 2025Q4: 304,514 shares 304,514$15.6M8.3%-23,144Timeline
DFNMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,305 shares; 2024Q4: 308,855 shares; 2025Q1: 297,286 shares; 2025Q2: 280,206 shares; 2025Q3: 284,228 shares; 2025Q4: 302,487 shares 302,487$14.6M7.75%+18,259Timeline
DFIPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,514 shares; 2024Q4: 273,504 shares; 2025Q1: 241,401 shares; 2025Q2: 250,286 shares; 2025Q3: 238,528 shares; 2025Q4: 270,023 shares 270,023$11.2M5.96%+31,495Timeline
DFGXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,936 shares; 2024Q4: 219,254 shares; 2025Q1: 186,698 shares; 2025Q2: 192,920 shares; 2025Q3: 188,032 shares; 2025Q4: 209,687 shares 209,687$11M5.87%+21,655Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,913 shares; 2024Q4: 258,410 shares; 2025Q1: 231,287 shares; 2025Q2: 241,427 shares; 2025Q3: 232,822 shares; 2025Q4: 251,065 shares 251,065$10.7M5.68%+18,243Timeline
DFSDDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,254 shares; 2024Q4: 205,904 shares; 2025Q1: 185,156 shares; 2025Q2: 185,796 shares; 2025Q3: 177,132 shares; 2025Q4: 194,692 shares 194,692$9.34M4.96%+17,560Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,541 shares; 2024Q4: 320,043 shares; 2025Q1: 278,461 shares; 2025Q2: 270,065 shares; 2025Q3: 242,196 shares; 2025Q4: 234,001 shares 234,001$8.89M4.73%-8,195Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,240 shares; 2024Q4: 135,707 shares; 2025Q1: 117,669 shares; 2025Q2: 120,217 shares; 2025Q3: 110,118 shares; 2025Q4: 109,176 shares 109,176$8.1M4.3%-942Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,677 shares; 2024Q4: 126,713 shares; 2025Q1: 107,380 shares; 2025Q2: 113,079 shares; 2025Q3: 107,235 shares; 2025Q4: 110,606 shares 110,606$7.71M4.1%+3,371Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,377 shares; 2024Q4: 86,619 shares; 2025Q1: 72,898 shares; 2025Q2: 74,157 shares; 2025Q3: 70,183 shares; 2025Q4: 72,496 shares 72,496$7.39M3.93%+2,313Timeline
AVLVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,892 shares; 2024Q4: 112,161 shares; 2025Q1: 97,926 shares; 2025Q2: 101,523 shares; 2025Q3: 93,324 shares; 2025Q4: 95,003 shares 95,003$7.2M3.83%+1,679Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,541 shares; 2024Q4: 8,501 shares; 2025Q1: 4,086 shares; 2025Q2: 4,016 shares; 2025Q3: 4,208 shares; 2025Q4: 4,208 shares 4,208$2.87M1.53%0Timeline
AVGEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,484 shares; 2024Q4: 20,628 shares; 2025Q1: 23,161 shares; 2025Q2: 25,483 shares; 2025Q3: 26,765 shares; 2025Q4: 30,115 shares 30,115$2.59M1.38%+3,350Timeline
DFGRDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,411 shares; 2024Q4: 110,800 shares; 2025Q1: 96,949 shares; 2025Q2: 96,964 shares; 2025Q3: 90,802 shares; 2025Q4: 96,962 shares 96,962$2.56M1.36%+6,160Timeline
IWVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,020 shares; 2024Q4: 5,975 shares; 2025Q1: 5,833 shares; 2025Q2: 5,833 shares; 2025Q3: 5,804 shares; 2025Q4: 5,759 shares 5,759$2.23M1.18%-45Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,709 shares; 2024Q4: 11,663 shares; 2025Q1: 11,678 shares; 2025Q2: 11,157 shares; 2025Q3: 12,268 shares; 2025Q4: 12,258 shares 12,258$1.31M0.7%-10Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,115 shares; 2024Q4: 2,129 shares; 2025Q1: 2,145 shares; 2025Q2: 2,160 shares; 2025Q3: 2,175 shares; 2025Q4: 2,190 shares 2,190$1.06M0.56%+15Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,241 shares; 2024Q4: 25,312 shares; 2025Q1: 9,241 shares; 2025Q2: 9,241 shares; 2025Q3: 9,241 shares; 2025Q4: 9,101 shares 9,101$874K0.46%-140Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,284 shares; 2024Q4: 44,346 shares; 2025Q1: 22,062 shares; 2025Q2: 22,062 shares; 2025Q3: 22,062 shares; 2025Q4: 21,949 shares 21,949$869K0.46%-113Timeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,275 shares; 2024Q4: 7,638 shares; 2025Q1: 3,275 shares; 2025Q2: 3,275 shares; 2025Q3: 3,275 shares; 2025Q4: 3,275 shares 3,275$593K0.32%0Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,754 shares; 2024Q4: 1,754 shares; 2025Q1: 1,754 shares; 2025Q2: 1,754 shares; 2025Q3: 1,754 shares; 2025Q4: 1,754 shares 1,754$588K0.31%0Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,123 shares; 2024Q4: 5,123 shares; 2025Q1: 5,123 shares; 2025Q2: 5,123 shares; 2025Q3: 5,123 shares; 2025Q4: 5,123 shares 5,123$573K0.3%0Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,817 shares; 2024Q4: 11,268 shares; 2025Q1: 2,817 shares; 2025Q2: 2,723 shares; 2025Q3: 2,723 shares; 2025Q4: 2,595 shares 2,595$518K0.28%-128Timeline
DCORDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,845 shares; 2025Q2: 6,788 shares; 2025Q3: 6,788 shares; 2025Q4: 6,788 shares 6,788$500K0.27%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,701 shares; 2024Q4: 2,717 shares; 2025Q1: 1,701 shares; 2025Q2: 1,701 shares; 2025Q3: 1,621 shares; 2025Q4: 1,621 shares 1,621$441K0.23%0Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,569 shares; 2025Q3: 12,569 shares; 2025Q4: 12,569 shares 12,569$413K0.22%0Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 904 shares; 2024Q4: 904 shares; 2025Q1: 769 shares; 2025Q2: 791 shares; 2025Q3: 789 shares; 2025Q4: 664 shares 664$408K0.22%-125Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,869 shares; 2024Q4: 8,869 shares; 2025Q1: 8,869 shares; 2025Q2: 7,318 shares; 2025Q3: 6,706 shares; 2025Q4: 5,772 shares 5,772$361K0.19%-934Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 880 shares; 2024Q4: 2,974 shares; 2025Q1: 880 shares; 2025Q2: 841 shares; 2025Q3: 791 shares; 2025Q4: 666 shares 666$322K0.17%-125Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,510 shares; 2024Q4: 2,333 shares; 2025Q1: 1,510 shares; 2025Q2: 1,510 shares; 2025Q3: 1,390 shares; 2025Q4: 1,390 shares 1,390$321K0.17%0Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 478 shares; 2024Q4: 1,382 shares; 2025Q1: 470 shares; 2025Q2: 458 shares; 2025Q3: 458 shares; 2025Q4: 455 shares 455$312K0.17%-3Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,200 shares; 2024Q4: 8,800 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares 2,200$301K0.16%0Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 475 shares 475$298K0.16%newTimeline
VCRVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 998 shares; 2024Q4: 1,996 shares; 2025Q1: 998 shares; 2025Q2: 860 shares; 2025Q3: 747 shares; 2025Q4: 681 shares 681$268K0.14%-66Timeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
LSATTWO RDS SHARED TR5,211$216Kshares

How Q4 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 0002044323-26-000001 base2026-02-05acceptance time not in the bulk data set