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Yardley Wealth Management LLC
hedge fundUpdated 13 days agoManaged by Yardley Wealth Management Llc • Latest filing Q3 2026
Portfolio value
$229M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
30.0%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $188.1M |
| Q1 2026 | $195.1M |
| Q2 2026 | $220.1M |
| Q3 2026 | $229M |
Top holdings
40 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $39.4M | 752.7K | 17.21% | Added(+2.9%) |
| 2 | ? N/A AMERICAN CENTY ETF TR | $29.6M | 328.6K | 12.93% | Added(+3.0%) |
| 3 | $18M | 256.9K | 7.85% | Added(+5.9%) | |
| 4 | ? N/A DIMENSIONAL ETF TRUST | $17M | 370.1K | 7.44% | Added(+12.8%) |
| 5 | ? N/A DIMENSIONAL ETF TRUST | $13.8M | 270.6K | 6.04% | Added(+7.0%) |
| 6 | $13.5M | 344.5K | 5.88% | Added(+9.3%) | |
| 7 | $12.7M | 317.1K | 5.56% | Added(+10.2%) | |
| 8 | ? N/A DIMENSIONAL ETF TRUST | $10.9M | 234.1K | 4.75% | Added(+1.8%) |
| 9 | ? N/A DIMENSIONAL ETF TRUST | $10.7M | 246.2K | 4.65% | Added(+4.0%) |
| 10 | ? N/A AMERICAN CENTY ETF TR | $9M | 99.7K | 3.94% | Added(+2.8%) |
| 11 | ? N/A AMERICAN CENTY ETF TR | $8.9M | 75.6K | 3.89% | Added(+3.4%) |
| 12 | ? N/A DIMENSIONAL ETF TRUST | $8.9M | 114.8K | 3.88% | Added(+4.4%) |
| 13 | ? N/A DFA INVT DIMENSIONS GROUP IN | $8M | 191.7K | 3.51% | — |
| 14 | ? N/A AMERICAN CENTY ETF TR | $3.4M | 34.7K | 1.49% | Added(+2.5%) |
| 15 | ? N/A DIMENSIONAL ETF TRUST | $3.2M | 117.4K | 1.39% | Added(+3.1%) |
| 16 | $2.9M | 3.8K | 1.27% | Unchanged | |
| 17 | $2.4M | 5.6K | 1.06% | Trimmed(-2.4%) | |
| 18 | ? N/A DIMENSIONAL ETF TRUST | $2.2M | 27.1K | 0.98% | Trimmed(-77.0%) |
| 19 | ? N/A DIMENSIONAL ETF TRUST | $2.1M | 48.0K | 0.93% | Trimmed(-14.3%) |
| 20 | $1.4M | 4.1K | 0.59% | Added(+151.5%) |