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The Analysis of Yardley Wealth Management LLC's Holdings & P&L

Currently, Yardley Wealth Management LLC holds 36 types of securities in its portfolio with a total value $195.1M. In the most recent quarter, they have increased their positions in DFAU (+48.3K shares, valued at $2.2M), DFGX (+23.2K shares, valued at $1.2M), DFNM (+18.1K shares, valued at $868.8K); decreased their positions in FRDM (-29.0K shares, valued at $1.6M), SPY (-397 shares, valued at $258.2K), DISV (-6.2K shares, valued at $243.3K).

1M P&L

+5.4M+2.62%

3M P&L

+5.2M+2.51%

HY P&L

+21.7M+11.50%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A192.3M

98.8%

2Aerospace & Defense1.3M

0.7%

3Consumer Electronics411.5K

0.2%

Top Industries by Stock Count

1N/A30 stocks

88.2%

2Internet Retail1 stocks

2.9%

3Consumer Electronics1 stocks

2.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAU DIMENSIONAL ETF TRUST712.4K shares7.27%2026-03-312026-04-21

AVDE AMERICAN CENTY ETF TR304.9K shares1.56%2026-03-312026-04-21

DFNM DIMENSIONAL ETF TRUST320.6K shares5.99%2026-03-312026-04-21

FRDM EA SERIES TRUST275.5K shares-9.52%2026-03-312026-04-21

DFGX DIMENSIONAL ETF TRUST232.9K shares11.05%2026-03-312026-04-21

DFIP DIMENSIONAL ETF TRUST288.1K shares6.70%2026-03-312026-04-21

DFCF DIMENSIONAL ETF TRUST267.2K shares6.42%2026-03-312026-04-21

DFSD DIMENSIONAL ETF TRUST208.4K shares7.06%2026-03-312026-04-21

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DISV DIMENSIONAL ETF TRUST227.8K shares-2.64%2026-03-312026-04-21

DFUS DIMENSIONAL ETF TRUST115.4K shares5.72%2026-03-312026-04-21

AVUV AMERICAN CENTY ETF TR73.2K shares1.00%2026-03-312026-04-21

DFAS DIMENSIONAL ETF TRUST108.5K shares-1.86%2026-03-312026-04-21

AVLV AMERICAN CENTY ETF TR95.5K shares0.57%2026-03-312026-04-21

AVGE AMERICAN CENTY ETF TR33.5K shares11.31%2026-03-312026-04-21

DFGR DIMENSIONAL ETF TRUST107.9K shares11.26%2026-03-312026-04-21

SPY STATE STR SPDR S&P 500 ETF T3.8K shares-9.43%2026-03-312026-04-21

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IWV ISHARES TR5.7K shares-0.23%2026-03-312026-04-21

LMT LOCKHEED MARTIN CORP2.2K shares0.59%2026-03-312026-04-21

MUB ISHARES TR12.1K shares-1.16%2026-03-312026-04-21

EFA ISHARES TR8.9K shares-2.15%2026-03-312026-04-21

DFAC DIMENSIONAL ETF TRUST21.9K shares0.00%2026-03-312026-04-21

IWN ISHARES TR3.3K shares0.00%2026-03-312026-04-21

AVUS AMERICAN CENTY ETF TR5.1K shares0.00%2026-03-312026-04-21

VTI VANGUARD INDEX FDS1.8K shares0.00%2026-03-312026-04-21

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DFSV DIMENSIONAL ETF TRUST12.6K shares0.00%2026-03-312026-04-21

DCOR DIMENSIONAL ETF TRUST5.9K shares-12.82%2026-03-312026-04-21

IYW ISHARES TR2.3K shares-9.56%2026-03-312026-04-21

AAPL APPLE INC1.6K shares0.06%2026-03-312026-04-21

VEA VANGUARD TAX-MANAGED FDS5.7K shares-1.58%2026-03-312026-04-21

IVV ISHARES TR455 shares0.00%2026-03-312026-04-21

INVESCO QQQ TR INVESCO QQQ TR508 shares-23.49%2026-03-312026-04-21

VANGUARD INDEX FDS VANGUARD INDEX FDS491 shares3.37%2026-03-312026-04-21

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AMZN AMAZON COM INC1.4K shares0.00%2026-03-312026-04-21

IWP ISHARES TR2.2K shares0.00%2026-03-312026-04-21

MSFT MICROSOFT CORP666 shares0.00%2026-03-312026-04-21

VCR VANGUARD WORLD FD681 shares0.00%2026-03-312026-04-21

DFAU

DIMENSIONAL ETF TRUST

7.27%

Shares712.4K

Event2026-03-31

Filed2026-04-21

AVDE

AMERICAN CENTY ETF TR

1.56%

Shares304.9K

Event2026-03-31

Filed2026-04-21

DFNM

DIMENSIONAL ETF TRUST

5.99%

Shares320.6K

Event2026-03-31

Filed2026-04-21

FRDM

EA SERIES TRUST

-9.52%

Shares275.5K

Event2026-03-31

Filed2026-04-21

DFGX

DIMENSIONAL ETF TRUST

11.05%

Shares232.9K

Event2026-03-31

Filed2026-04-21

DFIP

DIMENSIONAL ETF TRUST

6.70%

Shares288.1K

Event2026-03-31

Filed2026-04-21

DFCF

DIMENSIONAL ETF TRUST

6.42%

Shares267.2K

Event2026-03-31

Filed2026-04-21

DFSD

DIMENSIONAL ETF TRUST

7.06%

Shares208.4K

Event2026-03-31

Filed2026-04-21

DISV

DIMENSIONAL ETF TRUST

-2.64%

Shares227.8K

Event2026-03-31

Filed2026-04-21

DFUS

DIMENSIONAL ETF TRUST

5.72%

Shares115.4K

Event2026-03-31

Filed2026-04-21

AVUV

AMERICAN CENTY ETF TR

1.00%

Shares73.2K

Event2026-03-31

Filed2026-04-21

DFAS

DIMENSIONAL ETF TRUST

-1.86%

Shares108.5K

Event2026-03-31

Filed2026-04-21

AVLV

AMERICAN CENTY ETF TR

0.57%

Shares95.5K

Event2026-03-31

Filed2026-04-21

AVGE

AMERICAN CENTY ETF TR

11.31%

Shares33.5K

Event2026-03-31

Filed2026-04-21

DFGR

DIMENSIONAL ETF TRUST

11.26%

Shares107.9K

Event2026-03-31

Filed2026-04-21

SPY

STATE STR SPDR S&P 500 ETF T

-9.43%

Shares3.8K

Event2026-03-31

Filed2026-04-21

IWV

ISHARES TR

-0.23%

Shares5.7K

Event2026-03-31

Filed2026-04-21

LMT

LOCKHEED MARTIN CORP

0.59%

Shares2.2K

Event2026-03-31

Filed2026-04-21

MUB

ISHARES TR

-1.16%

Shares12.1K

Event2026-03-31

Filed2026-04-21

EFA

ISHARES TR

-2.15%

Shares8.9K

Event2026-03-31

Filed2026-04-21

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares21.9K

Event2026-03-31

Filed2026-04-21

IWN

ISHARES TR

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-21

AVUS

AMERICAN CENTY ETF TR

0.00%

Shares5.1K

Event2026-03-31

Filed2026-04-21

VTI

VANGUARD INDEX FDS

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-21

DFSV

DIMENSIONAL ETF TRUST

0.00%

Shares12.6K

Event2026-03-31

Filed2026-04-21

DCOR

DIMENSIONAL ETF TRUST

-12.82%

Shares5.9K

Event2026-03-31

Filed2026-04-21

IYW

ISHARES TR

-9.56%

Shares2.3K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

0.06%

Shares1.6K

Event2026-03-31

Filed2026-04-21

VEA

VANGUARD TAX-MANAGED FDS

-1.58%

Shares5.7K

Event2026-03-31

Filed2026-04-21

IVV

ISHARES TR

0.00%

Shares455

Event2026-03-31

Filed2026-04-21

INVESCO QQQ TR

-23.49%

Shares508

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

3.37%

Shares491

Event2026-03-31

Filed2026-04-21

AMZN

AMAZON COM INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-21

IWP

ISHARES TR

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

0.00%

Shares666

Event2026-03-31

Filed2026-04-21

VCR

VANGUARD WORLD FD

0.00%

Shares681

Event2026-03-31

Filed2026-04-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available