Yardley Wealth Management
Yardley Wealth Management reported 40 stocks worth $229M in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are DFAU (17.2%), AVDE (12.9%) and FRDM (7.8%). Compared with Q2 2026, the fund opened new positions in DUHP, LLY and DFSV, added to DFAU, AVDE and FRDM, trimmed IWV, DFUS and MUB and sold out of AVEM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  DFAU Dimensional ETF Trust | $39.4M | 17.2% | 753K | +21K (+3%) | 8 of 8 | |
| 2 |  AVDE American Centy ETF TR | $29.6M | 12.9% | 329K | +9,403 (+3%) | 8 of 8 | |
| 3 |  FRDM Freedom 100 Emerging Markets ETF | $18M | 7.8% | 257K | +14K (+6%) | 8 of 8 | |
| 4 |  DFNM Dimensional Nationl | $17M | 7.4% | 370K | +42K (+13%) | 8 of 8 | |
| 5 |  DFGX Dimensional ETF Trust | $13.8M | 6.0% | 271K | +18K (+7%) | 8 of 8 | |
| 6 |  DFIP Dimensional Infltn Prtd | $13.5M | 5.9% | 345K | +29K (+9%) | 8 of 8 | |
| 7 |  DFCF Dimensional Core Fixed | $12.7M | 5.6% | 317K | +29K (+10%) | 8 of 8 | |
| 8 |  DFSD Dimensional Shrt Drt Fxd | $10.9M | 4.8% | 234K | +4,141 (+2%) | 8 of 8 | |
| 9 |  DISV Dimensional ETF Trust | $10.7M | 4.7% | 246K | +9,423 (+4%) | 8 of 8 | |
| 10 |  AVLV American Centy ETF TR | $9M | 3.9% | 100K | +2,716 (+3%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL ETF TRUST | $488K | 13K |
DIMENSIONAL ETF TRUST | $476K | 5,806 |
 AVEM American Centy ETF TR | $209K | 2,163 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 23, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Yardley Wealth Management 13F FAQ
What does Yardley Wealth Management own?
Yardley Wealth Management reported 40 stocks worth $229M in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are DFAU (17.2%), AVDE (12.9%) and FRDM (7.8%). The table above lists every position in the filing (the top 10 without an account).
What did Yardley Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 6 new positions, 18 added to, 9 trimmed and 3 sold out. New positions include DUHP, LLY and DFSV. It sold all of AVEM.
When will Yardley Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Yardley Wealth Management's portfolio worth?
The Q3 2026 filing reports $229M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.