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Yardley Wealth Management LLC

Q2 2026 13F Holdings

  • Location
    yardley, PA
  • Num holdings

    37

  • Value ($000)

    $220,120

  • Date Filed
    07/16/2026
  • Form type
    13F-HR
  • CIK
    0002044323
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
D
DFAU

DIMENSIONAL ETF TRUST

US CORE EQT MKT
25434V104
$37.81M
17 %

731,553

A
AVDE

AMERICAN CENTY ETF TR

INTL EQT ETF
025072703
$28.47M
13 %

319,168

F
FRDM

EA SERIES TRUST

FREEDOM 100 EM
02072L607
$17.69M
8 %

242,657

D
DFNM

DIMENSIONAL ETF TRUST

NATL MUN BD ETF
25434V849
$15.86M
7 %

328,185

D
DFGX

DIMENSIONAL ETF TRUST

INTL COR FIX ETF
25434V575
$13.56M
6 %

252,993

D
DFIP

DIMENSIONAL ETF TRUST

INFLATION PROTE
25434V856
$13M
6 %

315,060

D
DFCF

DIMENSIONAL ETF TRUST

CORE FIXE IN ETF
25434V872
$12.15M
6 %

287,908

D
DFSD

DIMENSIONAL ETF TRUST

SHOR DUR FIX ETF
25434V864
$10.98M
5 %

229,981

D
DFUS

DIMENSIONAL ETF TRUST

US EQUI MARK ETF
25434V401
$9.66M
4 %

117,898

D
DISV

DIMENSIONAL ETF TRUST

INTL SMALL CAP V
25434V781
$9.5M
4 %

236,745

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