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Yardley Wealth Management LLC

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13F filer, CIK 2044323, YARDLEY, PA

Yardley Wealth Management LLC reported $195,147,294 across 36 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-21. Its ten largest share positions make up 77.43% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002044323-26-000002

Period
2026-03-31
Reported value
$195M
Holdings
36
Top 10 weight
77.43%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFAUadded+48,264$2.18M
DFGXadded+23,175$1.22M
DFNMadded+18,126$869K
DFIPadded+18,102$755K
DFCFadded+16,125$681K

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-28,997-$1.58M
SPYreduced-397-$258K
DISVreduced-6,169-$243K
DFASreduced-2,061-$147K
QQQreduced-156-$90.1K

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, Q1 2026

Share positions as resolved from 13F-HR 0002044323-26-000002, largest first. % of portfolio is the value over $195,147,294, 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; 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; 2026Q1: 712,444 shares 712,444$32.1M16.47%+48,264Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 304,944 shares 304,944$25.9M13.26%+4,694Timeline
DFNMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 320,613 shares 320,613$15.4M7.87%+18,126Timeline
FRDMEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 275,517 shares 275,517$15.1M7.72%-28,997Timeline
DFGXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 232,862 shares 232,862$12.2M6.26%+23,175Timeline
DFIPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 288,125 shares 288,125$12M6.16%+18,102Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 267,190 shares 267,190$11.3M5.78%+16,125Timeline
DFSDDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 208,435 shares 208,435$9.98M5.11%+13,743Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 227,832 shares 227,832$8.99M4.6%-6,169Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 115,418 shares 115,418$8.18M4.19%+6,242Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 73,221 shares 73,221$8.09M4.14%+725Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 108,545 shares 108,545$7.72M3.96%-2,061Timeline
AVLVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 95,545 shares 95,545$7.7M3.95%+542Timeline
AVGEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 33,521 shares 33,521$2.95M1.51%+3,406Timeline
DFGRDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 107,880 shares 107,880$2.87M1.47%+10,918Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,811 shares 3,811$2.48M1.27%-397Timeline
IWVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,746 shares 5,746$2.13M1.09%-13Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,203 shares 2,203$1.33M0.68%+13Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 12,116 shares 12,116$1.29M0.66%-142Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 8,905 shares 8,905$865K0.44%-196Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 21,949 shares 21,949$853K0.44%0Timeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,275 shares 3,275$621K0.32%0Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,123 shares 5,123$570K0.29%0Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,754 shares 1,754$563K0.29%0Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 12,569$440K0.23%0Timeline
DCORDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 5,918$427K0.22%-870Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,347 shares 2,347$426K0.22%-248Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,622 shares 1,622$412K0.21%+1Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,681 shares 5,681$364K0.19%-91Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 478 shares; 2024Q4: 1,382 shares; 2025Q1: 470 shares; 2025Q2: 458 shares; 2025Q3: 458 shares; 2025Q4: 455 shares; 2026Q1: 455 shares 455$297K0.15%0Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 904 shares; 2024Q4: 904 shares; 2025Q1: 769 shares; 2025Q2: 791 shares; 2025Q3: 789 shares; 2025Q4: 664 shares; 2026Q1: 508 shares 508$293K0.15%-156Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 475 shares; 2026Q1: 491 shares 491$293K0.15%+16Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,390 shares 1,390$289K0.15%0Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,200 shares 2,200$282K0.14%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 880 shares; 2024Q4: 2,974 shares; 2025Q1: 880 shares; 2025Q2: 841 shares; 2025Q3: 791 shares; 2025Q4: 666 shares; 2026Q1: 666 shares 666$247K0.13%0Timeline
VCRVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 998 shares; 2024Q4: 1,996 shares; 2025Q1: 998 shares; 2025Q2: 860 shares; 2025Q3: 747 shares; 2025Q4: 681 shares; 2026Q1: 681 shares 681$244K0.13%0Timeline

How Q1 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 0002044323-26-000002 base2026-04-21acceptance time not in the bulk data set