Investor
Yardley Wealth Management LLC
CIK 0002044323 · filed 2026-04-21 · SEC filing
13F book
$195.1M
Positions
36
Largest name
16.5%
Dimensional Etf Trust
Est. mark
$1.48M
Price effect on 36 names still held. Flow $5.54M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust | — | 712.4K | $32.1M | 16.5% | −$1.12M | Added$1.06M |
| American Centy Etf Tr | — | 304.9K | $25.9M | 13.3% | $756.6K | Added$1.15M |
| Dimensional Etf Trust | — | 320.6K | $15.4M | 7.9% | −$72.6K | Added$796.2K |
| Ea Series Trust | — | 275.5K | $15.1M | 7.7% | $931.2K | Cut−$555.4K |
| Dimensional Etf Trust | — | 232.9K | $12.2M | 6.3% | −$38.7K | Added$1.18M |
| Dimensional Etf Trust | — | 288.1K | $12M | 6.2% | $44.6K | Added$799.8K |
| Dimensional Etf Trust | — | 267.2K | $11.3M | 5.8% | −$85.4K | Added$595.4K |
| Dimensional Etf Trust | — | 208.4K | $9.98M | 5.1% | −$13.6K | Added$644.4K |
| Dimensional Etf Trust | — | 227.8K | $8.99M | 4.6% | $328.1K | Cut$93.7K |
| Dimensional Etf Trust | — | 115.4K | $8.18M | 4.2% | −$356K | Added$86.7K |
| American Centy Etf Tr | — | 73.2K | $8.09M | 4.1% | $615.5K | Added$695.5K |
| Dimensional Etf Trust | — | 108.5K | $7.72M | 4.0% | $158.4K | Cut$14.8K |
| American Centy Etf Tr | — | 95.5K | $7.7M | 3.9% | $459.8K | Added$503.5K |
| American Centy Etf Tr | — | 33.5K | $2.95M | 1.5% | $63.5K | Added$363.3K |
| Dimensional Etf Trust | — | 107.9K | $2.87M | 1.5% | $15.5K | Added$305.7K |
| Spdr S&P 500 Etf Tr | — | 3.81K | $2.48M | 1.3% | −$120.2K | Cut−$391K |
| Ishares Tr | — | 5.75K | $2.13M | 1.1% | −$92.9K | Cut−$97.9K |
| Lockheed Martin Corp | LMT | 2.2K | $1.33M | 0.7% | $263.9K | Added$271.8K |
| Ishares Tr | — | 12.1K | $1.29M | 0.7% | −$11.6K | Cut−$26.8K |
| Ishares Tr | — | 8.9K | $864.9K | 0.4% | $9.79K | Cut−$9.03K |
| Dimensional Etf Trust | — | 21.9K | $852.9K | 0.4% | −$16K | Held |
| Ishares Tr | — | 3.27K | $620.9K | 0.3% | $27.4K | Held |
| American Centy Etf Tr | — | 5.12K | $569.6K | 0.3% | −$3.07K | Held |
| Vanguard Index Fds | — | 1.75K | $562.7K | 0.3% | −$25.4K | Held |
| Dimensional Etf Trust | — | 12.6K | $440.4K | 0.2% | $27K | Held |
| Dimensional Etf Trust | — | 5.92K | $426.6K | 0.2% | −$9.17K | Cut−$73.2K |
| Ishares Tr | — | 2.35K | $425.8K | 0.2% | −$42.9K | Cut−$92.4K |
| Apple Inc. | AAPL | 1.62K | $411.5K | 0.2% | −$29.5K | Added−$29.3K |
| Vanguard Tax-Managed Fds | — | 5.68K | $364K | 0.2% | $9.15K | Cut$3.46K |
| Ishares Tr | — | 455 | $297.2K | 0.2% | −$14.4K | Held |
| Invesco Qqq Tr | — | 508 | $293.4K | 0.1% | −$18.6K | Cut−$114.4K |
| Vanguard Index Fds | — | 491 | $293.4K | 0.1% | −$14K | Added−$4.49K |
| Amazon Com Inc | AMZN | 1.39K | $289.5K | 0.1% | −$31.3K | Held |
| Ishares Tr | — | 2.2K | $281.9K | 0.1% | −$19.4K | Held |
| Microsoft Corp | MSFT | 666 | $246.7K | 0.1% | −$75.4K | Held |
| Vanguard World Fd | — | 681 | $244.5K | 0.1% | −$23.8K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.