Data as of Q4 2025 (Dec 31, 2025)

Yardley Wealth Management LLC

•CIK: 2044323•Filing: Q4 2025

**Yardley Wealth Management LLC** manages $188M across a concentrated portfolio of 36 positions. The fund exhibits significant conviction in specific sectors, with top holdings including DFAU at $31.1M and AVDE at $24.7M. Further allocations are notable in FRDM ($15.6M) and DFNM ($14.6M). This structure suggests a focused, high-conviction approach within its investment mandate.

Total AUM
$188.1M
QoQ Performance
+5.1%
Positions
13
Top 10 Concentration
77.2%
Latest Filing
Q4 2025

Top Holdings Allocation

DFAU
AVDE
FRDM
DFNM
DFIP
DFGX
DFCF
DFAU16.5%
AVDE13.1%
FRDM8.3%
DFNM7.7%
DFIP6.0%
DFGX5.9%
DFCF5.7%
DFSD5.0%

📈 Biggest Buys

DFIP
DIMENSIONAL ETF TRUST
+13.2%
6.0% of portfolio
DFGX
DIMENSIONAL ETF TRUST
+11.5%
5.9% of portfolio
DFNM
DIMENSIONAL ETF TRUST
+6.4%
7.7% of portfolio
DFSD
DIMENSIONAL ETF TRUST
+9.9%
5.0% of portfolio
DFCF
DIMENSIONAL ETF TRUST
+7.8%
5.7% of portfolio

📉 Biggest Sells

FRDM
EA SERIES TRUST
-7.1%
8.3% of portfolio
AVDE
AMERICAN CENTY ETF TR
-1.3%
13.1% of portfolio
DISV
DIMENSIONAL ETF TRUST
-3.4%
4.7% of portfolio
NDQ
INVESCO QQQ TR
-15.8%
0.2% of portfolio
DFUS
DIMENSIONAL ETF TRUST
-0.9%
4.3% of portfolio

Sector Breakdown

Other97.0%
ETF1.8%
Industrial0.6%
Technology0.4%
Consumer0.2%

🚪 Exited Positionssold since Q3 2025

LSAT
TWO RDS SHARED TR
SOLD
$215.6K

Changes from Q3 2025

NEW1 new position
↑12 increased
↓14 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024

📌 Top Holdings

DFAU16.5%
DIMENSIONAL ETF TRUST
$31.1M
AVDE13.1%
AMERICAN CENTY ETF TR
$24.7M
FRDM8.3%
EA SERIES TRUST
$15.6M
DFNM7.7%
DIMENSIONAL ETF TRUST
$14.6M
DFIP6.0%
DIMENSIONAL ETF TRUST
$11.2M

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