2026 Q2 Portfolio Activity
In 2026 Q2, Yardley Wealth Management LLC maintained a portfolio of 37 distinct positions. The most significant new addition was AMERICAN CENTY ETF TR, now representing 0.09% of the total fund value. They heavily accumulated shares in DIMENSIONAL ETF TRUST, increasing the position by 155.4%.
Position History
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Total Positions
37
Quarter
2026 Q2
Top Holding
DFAU (17.2%)
Top 10 Concentration
76.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-37 of 37
Yardley Wealth Management LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
DFAU
DIMENSIONAL ETF...
|
ETF | 17.18% | 16.47% |
#1
Prev: #1
|
6.5 |
—
|
19,109 | 2.7% |
P
S
|
731,553 | $37,813,958 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
AVDE
AMERICAN CENTY ...
|
Bond/Debt | 12.93% | 13.26% |
#2
Prev: #2
|
6.0 |
—
|
14,224 | 4.7% |
P
S
|
319,168 | $28,469,768 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
FRDM
EA SERIES TRUST
|
ETF | 8.04% | 7.72% |
#3
1
Prev: #4
|
4.7 |
—
|
-32,860 | -11.9% |
P
S
|
242,657 | $17,689,711 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
DFNM
DIMENSIONAL ETF...
|
ETF | 7.21% | 7.87% |
#4
1
Prev: #3
|
3.9 |
—
|
7,572 | 2.4% |
P
S
|
328,185 | $15,862,824 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
DFGX
DIMENSIONAL ETF...
|
Bond/Debt | 6.16% | 6.26% |
#5
Prev: #5
|
5.0 |
—
|
20,131 | 8.6% |
P
S
|
252,993 | $13,559,117 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
DFIP
DIMENSIONAL ETF...
|
ETF | 5.90% | 6.16% |
#6
Prev: #6
|
4.4 |
—
|
26,935 | 9.3% |
P
S
|
315,060 | $12,997,789 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
DFCF
DIMENSIONAL ETF...
|
ETF | 5.52% | 5.78% |
#7
Prev: #7
|
4.2 |
—
|
20,718 | 7.8% |
P
S
|
287,908 | $12,152,596 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
DFSD
DIMENSIONAL ETF...
|
ETF | 4.99% | 5.11% |
#8
Prev: #8
|
4.0 |
—
|
21,546 | 10.3% |
P
S
|
229,981 | $10,981,579 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
DFUS
DIMENSIONAL ETF...
|
ETF | 4.39% | 4.19% |
#9
1
Prev: #10
|
2.3 |
—
|
2,480 | 2.1% |
P
S
|
117,898 | $9,660,600 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
DISV
DIMENSIONAL ETF...
|
Bond/Debt | 4.32% | 4.60% |
#10
1
Prev: #9
|
2.2 |
—
|
8,913 | 3.9% |
P
S
|
236,745 | $9,500,597 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
AVUV
AMERICAN CENTY ...
|
ETF | 4.14% | 4.14% |
#11
Prev: #11
|
2.2 |
—
|
-164 | -0.2% |
P
S
|
73,057 | $9,114,588 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
DFAS
DIMENSIONAL ETF...
|
ETF | 4.11% | 3.96% |
#12
Prev: #12
|
2.1 |
—
|
1,436 | 1.3% |
P
S
|
109,981 | $9,055,877 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
AVLV
AMERICAN CENTY ...
|
ETF | 4.02% | 3.95% |
#13
Prev: #13
|
2.1 |
—
|
1,419 | 1.5% |
P
S
|
96,964 | $8,844,060 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
AVGE
AMERICAN CENTY ...
|
Bond/Debt | 1.52% | 1.51% |
#14
Prev: #14
|
1.1 |
—
|
309 | 0.9% |
P
S
|
33,830 | $3,352,553 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
DFGR
DIMENSIONAL ETF...
|
ETF | 1.50% | 1.47% |
#15
Prev: #15
|
2.6 |
—
|
5,911 | 5.5% |
P
S
|
113,791 | $3,296,512 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 1.29% | 1.27% |
#16
Prev: #16
|
1.0 |
—
|
1 | 0.0% |
P
S
|
3,812 | $2,846,315 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
DFAC
DIMENSIONAL ETF...
|
ETF | 1.13% | 0.44% |
#17
4
Prev: #21
|
3.5 |
—
|
34,099 | 155.4% |
P
S
|
56,048 | $2,486,292 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
IWV
ISHARES TR
|
ETF | 1.11% | 1.09% |
#18
1
Prev: #17
|
0.9 |
—
|
-5 | -0.1% |
P
S
|
5,741 | $2,448,118 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
MUB
ISHARES TR
|
ETF | 0.59% | 0.66% |
#19
Prev: #19
|
0.7 |
—
|
-2 | -0.0% |
P
S
|
12,114 | $1,303,688 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
LMT
LOCKHEED MARTIN...
|
Industrials | 0.51% | 0.68% |
#20
2
Prev: #18
|
0.7 |
—
|
14 | 0.6% |
P
S
|
2,217 | $1,129,676 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
EFA
ISHARES TR
|
ETF | 0.42% | 0.44% |
#21
1
Prev: #20
|
1.2 |
—
|
no change | no change |
P
S
|
8,905 | $925,052 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
IWN
ISHARES TR
|
ETF | 0.33% | 0.32% |
#22
Prev: #22
|
1.1 |
—
|
no change | no change |
P
S
|
3,275 | $724,430 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
AVUS
AMERICAN CENTY ...
|
ETF | 0.30% | 0.29% |
#23
Prev: #23
|
1.1 |
—
|
no change | no change |
P
S
|
5,123 | $656,154 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.29% | 0.29% |
#24
Prev: #24
|
1.1 |
—
|
no change | no change |
P
S
|
1,754 | $649,051 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
DFSV
DIMENSIONAL ETF...
|
ETF | 0.22% | 0.23% |
#25
Prev: #25
|
1.1 |
—
|
no change | no change |
P
S
|
12,569 | $487,570 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
DCOR
DIMENSIONAL ETF...
|
ETF | 0.22% | 0.22% |
#26
Prev: #26
|
0.6 |
—
|
-112 | -1.9% |
P
S
|
5,806 | $475,976 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
IYW
ISHARES TR
|
ETF | 0.21% | 0.22% |
#27
Prev: #27
|
0.1 |
—
|
-475 | -20.2% |
P
S
|
1,872 | $472,175 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
AAPL
APPLE INC
|
Technology | 0.21% | 0.21% |
#28
Prev: #28
|
1.1 |
—
|
no change | no change |
P
S
|
1,622 | $469,241 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.16% | 0.19% |
#29
Prev: #29
|
0.6 |
—
|
-780 | -13.7% |
P
S
|
4,901 | $349,197 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.15% | 0.15% |
#30
3
Prev: #33
|
1.1 |
—
|
no change | no change |
P
S
|
1,390 | $331,293 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.15% | 0.15% |
#31
Prev: #31
|
0.6 |
—
|
-68 | -13.4% |
P
S
|
440 | $324,315 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.15% | 0.15% |
#32
Prev: #32
|
0.6 |
—
|
-21 | -4.3% |
P
S
|
470 | $322,801 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
IVV
ISHARES TR
|
ETF | 0.15% | 0.15% |
#33
3
Prev: #30
|
0.6 |
—
|
-27 | -5.9% |
P
S
|
428 | $320,525 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
IWP
ISHARES TR
|
ETF | 0.14% | 0.14% |
#34
Prev: #34
|
0.6 |
—
|
-24 | -1.1% |
P
S
|
2,176 | $318,589 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
VCR
VANGUARD WORLD ...
|
ETF | 0.12% | 0.13% |
#35
1
Prev: #36
|
1.0 |
—
|
no change | no change |
P
S
|
681 | $270,092 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.11% | 0.13% |
#36
1
Prev: #35
|
0.5 |
—
|
1 | 0.2% |
P
S
|
667 | $248,778 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
AVEM
AMERICAN CENTY ...
|
Bond/Debt | 0.09% | — |
#37
Prev: #—
|
3.5 |
—
|
2,163 | — |
NEW
|
2,163 | $208,708 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-16 |
Showing 1-37 of 37 holdings