Yardley Wealth Management LLC has filed a Form 13F-HR disclosing its equity securities portfolio as of the close of business on September 30, 2026. The report lists the firm's total holdings across various public companies and exchange-traded funds.
The filing indicates that the firm holds 40 positions in total. The largest holding by number of shares is the Dimensional ETF Trust US Core Equity 2 ETF, with 480,455 shares. This is followed by the Dimensional ETF Trust US Core Equity Market ETF, which holds 752,735 shares. The Dimensional ETF Trust Inflation Protection ETF is also listed with 344,524 shares.
Among individual corporate stocks, the firm holds significant positions in Apple Inc., with 4,080 shares, and Microsoft Corporation, with 2,085 shares. Other notable individual stock holdings include Eli Lilly & Co. (899 shares), Johnson & Johnson (891 shares), and Lockheed Martin Corp. (2,232 shares).
The portfolio also includes a variety of exchange-traded funds. The American Century ETF Trust holds several funds, including the US Large Cap Value ETF (99,680 shares) and the US Small Cap Value ETF (75,555 shares). The firm also holds shares in the Invesco QQQ Trust, iShares Core S&P 500 ETF, and SPDR S&P 500 ETF Trust.
