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Yardley Wealth Management - Q2 2026 13F Filings

YA

Yardley Wealth Management LLC

CIK: 0002044323
Address: Pennsylvania Yardley 37 S. Main Street
$220.12 M
Portfolio Value
37
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 07/16/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. DFAC Dimensional Us Core Equity 2 Etf
+$1.51 M
2. AVDE Avantis International Equity Etf
+$1.27 M
3. DFIP Dimensional Inflation-Protected Securities Etf
+$1.11 M
4. DFGX Dimensional Global Ex Us Core Fixed Income Etf
+$1.08 M
5. DFSD Dimensional Short-Duration Fixed Income Etf
+$1.03 M

Top Sells

Q2 2026
1. FRDM Freedom 100 Emerging Markets Etf
−$2.4 M
2. IYW Ishares Us Technology Etf
−$119,809.36
3. VEA Vanguard Ftse Developed Markets Etf
−$55,575.12
4. QQQ Invesco Qqq Trust Series I
−$50,121.41
5. AVUV Avantis Us Small Cap Value Etf
−$20,460.63

Asset Allocation

Stocks/ETFs
+12.80%
$220.12 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Yardley Wealth Management Q2 2026 Filing Summary

Yardley Wealth Management LLC filed its 13F report for Q2 2026 on July 16, 2026. The portfolio totaled 220.12 M reflecting a +12.80% change from the prior quarter, spanning 37 assets. The top 10 holdings comprised 76.6% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 1 new positions and 0 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Yardley Wealth Management’s Q2 2026 Filing

Yardley Wealth Management submitted their Form 13F-HR for the Q2 2026 period on 07/16/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Yardley Wealth Management reported a managed portfolio value of 220.12 M, consisting of 37 individual positions.

This page displays the raw filing documents. To see which stocks Yardley Wealth Management bought or sold during Q2 2026, please visit Yardley Wealth Management's Portfolio Analysis page.