Yardley Wealth Management LLC - Portfolio overview

Yardley Wealth Management LLC has 37 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Technology.

Largest reported holdings by portfolio allocation

1. DFAU - DIMENSIONAL ETF TRUST, 16.45%
2. AVDE - AMERICAN CENTY ETF TR, 13.24%
3. DFNM - DIMENSIONAL ETF TRUST, 7.87%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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