Yardley Wealth Management LLC

CIK

2044323

Location

YARDLEY, PA

Portfolio Value

Small $227,648,186

Diversification

Highly concentrated

Filing Date

Global Rank

#6,211 / 8,827 ▼ 43 · as of Jun 2026

Top Industry

Consumer Electronics 26.4%

3Y Alpha vs SPY

-1.7%

Period ended 38 days ago

Filed Oct 23, 2026 · 15d

9 quarters · since Sep 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 99.3% of the book (60%+)

Turnover

Low turnover

4.1% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 8.0 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 94.9%; sector active share 86.1% against the combined 13F book's sector weights.

Over time 8 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

40 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

63.0%

+0.1 pts

Top 5

96.9%

−0.5 pts

Top 10

99.4%

+0.1 pts

HHI

4,557

Highly concentrated+6

Portfolio Trend

9 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	97.7%	$222,505,855	34
Technology	1.1%	$2,428,117	2
Healthcare	0.6%	$1,276,097	2
Industrials	0.5%	$1,136,646	1
Consumer Cyclical	0.1%	$301,471	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

18 positions

Ticker	Company	Δ Shares	Shares	Value
DFNM	Dimensional National Municipal Bond ETF	+41,923	370,108	$17,036,071
DFIP	Dimensional Inflation-Protected Securities Portfolio ETF	+29,464	344,524	$13,457,107
DFCF	Dimensional Core Fixed Income ETF	+29,215	317,123	$12,722,974
DFAU	Dimensional US Core Equity Market ETF	+21,182	752,735	$39,413,204
DFGX	Dimensional International Core Fixed Income ETF	+17,587	270,580	$13,837,190
FRDM	Freedom 100 Emerging Markets ETF	+14,230	256,887	$17,971,814
DISV	Dimensional International Small Cap Value ETF	+9,423	246,168	$10,656,612
AVDE	Avantis International Equity ETF	+9,403	328,571	$29,607,532
DFAS	Dimensional U.S. Small Cap ETF	+4,807	114,788	$8,886,886
DFSD	Dimensional Short-Duration Fixed Income ETF	+4,141	234,122	$10,880,117
DFGR	Dimensional Global Real Estate ETF	+3,561	117,352	$3,174,371
AVLV	Avantis U.S. Large Cap Value ETF	+2,716	99,680	$9,015,059
AVUV	Avantis U.S. Small Cap Value ETF	+2,498	75,555	$8,898,112
AAPL	Apple Inc.	+2,458	4,080	$1,358,721
MSFT	Microsoft Corp	+1,418	2,085	$1,069,396
AVGE	Avantis All Equity Markets ETF	+831	34,661	$3,408,562
LMT	Lockheed Martin Corp	+15	2,232	$1,136,646
QQQ	Invesco Qqq Trust, Series 1	+11	451	$333,636
No positions match the current search.

Trimmed

Positions the filer reduced

10 positions

Ticker	Company	Δ Shares	Shares	Value
DFUS	Dimensional U.S. Equity Market ETF	−90,806	27,092	$2,249,448
DFAC	Dimensional U.S. Core Equity 2 ETF	−8,003	48,045	$2,135,600
MUB	iShares National Muni Bond ETF	−4,595	7,519	$760,170
DCOR	Dimensional ETF Trust	−517	5,289	$437,188
—		−409	2,866	$0
VEA	Vanguard FTSE Developed Markets ETF	−409	4,492	$317,180
AMZN	Amazon Com Inc	−180	1,210	$301,471
IWV	iShares Russell 3000 ETF	−139	5,602	$2,418,159
—		−112	2,064	$0
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	−50	1,704	$637,704
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
DUHP	Dimensional US High Profitability ETF	191,680	$8,033,308
LLY	ELI LILLY & Co	899	$1,040,214
AVMU	Avantis Core Municipal Fixed Income ETF	8,260	$352,867
JNJ	Johnson & Johnson	891	$235,883
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
AVEM	Avantis Emerging Markets Equity ETF	2,163	$208,707
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

40 tracked positions · $227,648,186 total · filing declares 40 positions · $229,028,156 · as of Sep 30, 2026

All sectors Consumer Cyclical Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DFAU	Dimensional US Core Equity Market ETF	Added	752,735	+21,182	$39,413,204	+4.2%	17.31%
AVDE	Avantis International Equity ETF	Added	328,571	+9,403	$29,607,532	+4.0%	13.01%
FRDM	Freedom 100 Emerging Markets ETF	Added	256,887	+14,230	$17,971,814	+1.6%	7.89%
DFNM	Dimensional National Municipal Bond ETF	Added	370,108	+41,923	$17,036,071	+7.4%	7.48%
DFGX	Dimensional International Core Fixed Income ETF	Added	270,580	+17,587	$13,837,190	+2.1%	6.08%
DFIP	Dimensional Inflation-Protected Securities Portfolio ETF	Added	344,524	+29,464	$13,457,107	+3.5%	5.91%
DFCF	Dimensional Core Fixed Income ETF	Added	317,123	+29,215	$12,722,974	+4.7%	5.59%
DFSD	Dimensional Short-Duration Fixed Income ETF	Added	234,122	+4,141	$10,880,117	−0.9%	4.78%
DISV	Dimensional International Small Cap Value ETF	Added	246,168	+9,423	$10,656,612	+12.2%	4.68%
AVLV	Avantis U.S. Large Cap Value ETF	Added	99,680	+2,716	$9,015,059	+1.9%	3.96%
AVUV	Avantis U.S. Small Cap Value ETF	Added	75,555	+2,498	$8,898,112	−2.4%	3.91%
DFAS	Dimensional U.S. Small Cap ETF	Added	114,788	+4,807	$8,886,886	−1.9%	3.90%
DUHP	Dimensional US High Profitability ETF	NEW	191,680	NEW	$8,033,308	NEW	3.53%
AVGE	Avantis All Equity Markets ETF	Added	34,661	+831	$3,408,562	+1.7%	1.50%
DFGR	Dimensional Global Real Estate ETF	Added	117,352	+3,561	$3,174,371	−3.7%	1.39%
SPY	Spdr S&P 500 ETF Trust	Held	3,812	0	$2,907,145	+2.1%	1.28%
IWV	iShares Russell 3000 ETF	Reduced	5,602	-139	$2,418,159	−1.2%	1.06%
DFUS	Dimensional U.S. Equity Market ETF	Reduced	27,092	-90,806	$2,249,448	−76.7%	0.99%
DFAC	Dimensional U.S. Core Equity 2 ETF	Reduced	48,045	-8,003	$2,135,600	−14.1%	0.94%
AAPL	Apple Inc. Technology	Added	4,080	+2,458	$1,358,721	+189.5%	0.60%
LMT	Lockheed Martin Corp Industrials	Added	2,232	+15	$1,136,646	+0.6%	0.50%
MSFT	Microsoft Corp Technology	Added	2,085	+1,418	$1,069,396	+329.8%	0.47%
LLY	ELI LILLY & Co Healthcare	NEW	899	NEW	$1,040,214	NEW	0.46%
EFA	iShares MSCI EAFE ETF	Held	8,905	0	$925,140	+0.0%	0.41%
MUB	iShares National Muni Bond ETF	Reduced	7,519	-4,595	$760,170	−41.7%	0.33%
AVUS	Avantis U.S. Equity ETF	Held	5,123	0	$656,205	+0.0%	0.29%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	1,704	-50	$637,704	−1.7%	0.28%
DFSV	Dimensional US Small Cap Value ETF	Held	12,569	0	$470,960	−3.4%	0.21%
DCOR	Dimensional ETF Trust	Reduced	5,289	-517	$437,188	−8.1%	0.19%
AVMU	Avantis Core Municipal Fixed Income ETF	NEW	8,260	NEW	$352,867	NEW	0.16%
QQQ	Invesco Qqq Trust, Series 1	Added	451	+11	$333,636	+3.0%	0.15%
VOO	VANGUARD 500 INDEX FUND	Held	470	0	$329,404	+2.0%	0.14%
IVV	iShares Core S&P 500 ETF	Held	428	0	$327,783	+2.3%	0.14%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	4,492	-409	$317,180	−9.2%	0.14%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,210	-180	$301,471	−9.0%	0.13%
VCR	VANGUARD CONSUMER DISCRETIONARY INDEX FUND	Held	681	0	$248,347	−8.1%	0.11%
JNJ	Johnson & Johnson Healthcare	NEW	891	NEW	$235,883	NEW	0.10%
		Reduced	2,866	-409	$0	−100.0%	0.00%
		Reduced	2,064	-112	$0	−100.0%	0.00%
IYW	iShares, Inc.	Held	1,872	0	$0	−100.0%	0.00%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.