Yardley Wealth Management LLC holds a focused book of 37 stocks worth $220.1M as of Q2 2026 (disclosed Jul 16, 2026, a ~45-day 13F lag). This quarter they opened Avantis Emerging Markets Eq and trimmed Freedom 100 Emeging MRKT ETF. Their largest long position is Dimensional US Core Equity M at 17% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2044323/holdings"
Use Arkolith to show Yardley Wealth Management LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
1% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust US CORE EQT MKT | $37.8M | 731.6K | 17.2% | ▲+2.7% Added · +19K sh | |
| 2 | American Centy ETF TR INTL EQT ETF | $28.5M | 319.2K | 12.9% | ▲+4.7% Added · +14K sh | |
| 3 | Ea Series Trust FREEDOM 100 EM | $17.7M | 242.7K | 8.0% | ▼−12% Reduced · −33K sh | |
| 4 | Dimensional ETF Trust NATL MUN BD ETF | $15.9M | 328.2K | 7.2% | ▲+2.4% Added · +8K sh | |
| 5 | Dimensional ETF Trust INTL COR FIX ETF | $13.6M | 253.0K | 6.2% | ▲+8.6% Added · +20K sh | |
| 6 | Dimensional ETF Trust INFLATION PROTE | $13.0M | 315.1K | 5.9% | ▲+9.3% Added · +27K sh | |
| 7 | Dimensional ETF Trust CORE FIXE IN ETF | $12.2M | 287.9K | 5.5% | ▲+7.8% Added · +21K sh | |
| 8 | Dimensional ETF Trust SHOR DUR FIX ETF | $11.0M | 230.0K | 5.0% | ▲+10% Added · +22K sh | |
| 9 | Dimensional ETF Trust US EQUI MARK ETF | $9.7M | 117.9K | 4.4% | ▲+2.1% Added · +2K sh | |
| 10 | Dimensional ETF Trust INTL SMALL CAP V | $9.5M | 236.7K | 4.3% | ▲+3.9% Added · +9K sh | |
| 11 | American Centy ETF TR US SML CP VALU | $9.1M | 73.1K | 4.1% | ▼−0.2% Reduced · −164 sh | |
| 12 | Dimensional ETF Trust US SMALL CAP ETF | $9.1M | 110.0K | 4.1% | ▲+1.3% Added · +1K sh | |
| 13 | American Centy ETF TR US LARGE CAP VLU | $8.8M | 97.0K | 4.0% | ▲+1.5% Added · +1K sh | |
| 14 | American Centy ETF TR AVANTIS ALL EQT | $3.4M | 33.8K | 1.5% | ▲+0.9% Added · +309 sh | |
| 15 | Dimensional ETF Trust GLOBAL REAL EST | $3.3M | 113.8K | 1.5% | ▲+5.5% Added · +6K sh | |
| 16 | State STR SPDR S&P 500 ETF T TR UNIT | $2.8M | 3.8K | 1.3% | ▲~0% Added · +1 sh | |
| 17 | Dimensional ETF Trust US COR EQU 2 ETF | $2.5M | 56.0K | 1.1% | ▲+155% Added · +34K sh | |
| 18 | Ishares TR RUSSELL 3000 ETF | $2.4M | 5.7K | 1.1% | ▼−0.1% Reduced · −5 sh | |
| 19 | Ishares TR NATIONAL MUN ETF | $1.3M | 12.1K | 0.6% | ▼~0% Reduced · −2 sh | |
| 20 | Lockheed Martin Corp COM | $1.1M | 2.2K | 0.5% | ▲+0.6% Added · +14 sh | |
| 21 | Ishares TR MSCI EAFE ETF | $925K | 8.9K | 0.4% | —Held | |
| 22 | Ishares TR RUS 2000 VAL ETF | $724K | 3.3K | 0.3% | —Held | |
| 23 | American Centy ETF TR US EQT ETF | $656K | 5.1K | 0.3% | —Held | |
| 24 | Vanguard Index FDS TOTAL STK MKT | $649K | 1.8K | 0.3% | —Held | |
| 25 | Dimensional ETF Trust US SMALL CAP ETF | $488K | 12.6K | 0.2% | —Held | |
| 26 | Dimensional ETF Trust US COR EQU 1 ETF | $476K | 5.8K | 0.2% | ▼−1.9% Reduced · −112 sh | |
| 27 | Ishares TR U.S. TECH ETF | $472K | 1.9K | 0.2% | ▼−20% Reduced · −475 sh | |
| 28 | Apple Inc COM | $469K | 1.6K | 0.2% | —Held | |
| 29 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $349K | 4.9K | 0.2% | ▼−14% Reduced · −780 sh | |
| 30 | Amazon Com Inc COM | $331K | 1.4K | 0.2% | —Held | |
| 31 | Invesco QQQ TR UNIT SER 1 | $324K | 440 | 0.1% | ▼−13% Reduced · −68 sh | |
| 32 | Vanguard Index FDS S&P 500 ETF SHS | $323K | 470 | 0.1% | ▼−4.3% Reduced · −21 sh | |
| 33 | Ishares TR CORE S&P500 ETF | $321K | 428 | 0.1% | ▼−5.9% Reduced · −27 sh | |
| 34 | Ishares TR RUS MD CP GR ETF | $319K | 2.2K | 0.1% | ▼−1.1% Reduced · −24 sh | |
| 35 | Vanguard World FD CONSUM DIS ETF | $270K | 681 | 0.1% | —Held | |
| 36 | Microsoft Corp COM | $249K | 667 | 0.1% | ▲+0.1% Added · +1 sh | |
| 37 | American Centy ETF TR AVANTIS EMGMKT | $209K | 2.2K | 0.1% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 16, 2026 | 37 | $220.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 36 | $195.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 5, 2026 | 36 | $188.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 23, 2025 | 36 | $179.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 22, 2025 | 41 | $182.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 25, 2025 | 40 | $169.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 10, 2025 | 49 | $205.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 8, 2024 | 41 | $168.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.