Yardley Wealth Management LLC
CIK: 0002044323SEC EDGAR →
Portfolio Value
$188.1M
Holdings
36
As of
Q4 2025
New Positions
36
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 664,180 | $31.1M | 16.52% |
| 2 | AMERICAN CENTY ETF TR | 300,250 | $24.7M | 13.14% |
| 3 | EA SERIES TRUST | 304,514 | $15.6M | 8.30% |
| 4 | DIMENSIONAL ETF TRUST | 302,487 | $14.6M | 7.74% |
| 5 | DIMENSIONAL ETF TRUST | 270,023 | $11.2M | 5.96% |
| 6 | DIMENSIONAL ETF TRUST | 209,687 | $11.0M | 5.87% |
| 7 | DIMENSIONAL ETF TRUST | 251,065 | $10.7M | 5.68% |
| 8 | DIMENSIONAL ETF TRUST | 194,692 | $9.3M | 4.96% |
| 9 | DIMENSIONAL ETF TRUST | 234,001 | $8.9M | 4.73% |
| 10 | DIMENSIONAL ETF TRUST | 109,176 | $8.1M | 4.30% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (36)
$31.1M · 664K shares
$24.7M · 300K shares
$15.6M · 305K shares
$14.6M · 302K shares
$11.2M · 270K shares
$11.0M · 210K shares
$10.7M · 251K shares
$9.3M · 195K shares
$8.9M · 234K shares
$8.1M · 109K shares
$7.7M · 111K shares
$7.4M · 72K shares
$7.2M · 95K shares
$2.9M · 4K shares
$2.6M · 30K shares
$2.6M · 97K shares
$2.2M · 6K shares
$1.3M · 12K shares
$1.1M · 2K shares
$873K · 9K shares
$868K · 22K shares
$593K · 3K shares
$588K · 2K shares
$572K · 5K shares
$518K · 3K shares
$499K · 7K shares
$440K · 2K shares
$413K · 13K shares
$407K · 664 shares
$360K · 6K shares
$322K · 666 shares
$320K · 1K shares
$311K · 455 shares
$301K · 2K shares
$297K · 475 shares
$268K · 681 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 31 | $185.6M | 98.6% |
| Industrials | 1 | $1.1M | 0.6% |
| Technology | 2 | $762K | 0.4% |
| Unknown | 1 | $407K | 0.2% |
| Consumer Cyclical | 1 | $320K | 0.2% |