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Yardley Wealth Management - Q1 2026 13F Filings

YA

Yardley Wealth Management LLC

CIK: 0002044323
Address: Pennsylvania Yardley 37 S. Main Street
$195.15 M
Portfolio Value
36
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 07/16/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. DFAU Dimensional Us Core Equity Market Etf
+$2.18 M
2. DFGX Dimensional Global Ex Us Core Fixed Income Etf
+$1.22 M
3. DFNM Dimensional National Municipal Bond Etf
+$868,779.29
4. DFIP Dimensional Inflation-Protected Securities Etf
+$755,215.88
5. DFCF Dimensional Core Fixed Income Etf
+$680,797.03

Top Sells

Q1 2026
1. FRDM Freedom 100 Emerging Markets Etf
−$1.58 M
2. SPY Spdr S&P 500 Etf Trust
−$258,210.22
3. DISV Dimensional International Small Cap Value Etf
−$243,305.63
4. DFAS Dimensional Us Small Cap Etf
−$146,598.5
5. QQQ Invesco Qqq Trust Series I
−$90,112.11

Asset Allocation

Stocks/ETFs
+3.73%
$195.15 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Yardley Wealth Management Q1 2026 Filing Summary

Yardley Wealth Management LLC filed its 13F report for Q1 2026 on April 21, 2026. The portfolio totaled 195.15 M reflecting a +3.73% change from the prior quarter, spanning 36 assets. The top 10 holdings comprised 77.4% of the portfolio, with Financials as the largest sector allocation. No significant position changes were reported during the quarter.

Report Type

Status

Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Yardley Wealth Management’s Q1 2026 Filing

Yardley Wealth Management submitted their Form 13F-HR for the Q1 2026 period on 04/21/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Yardley Wealth Management reported a managed portfolio value of 195.15 M, consisting of 36 individual positions.

This page displays the raw filing documents. To see which stocks Yardley Wealth Management bought or sold during Q1 2026, please visit Yardley Wealth Management's Portfolio Analysis page.