EARNED WEALTH ADVISORS, LLC
CIK: 0001905663Latest portfolio: $937.2M · Q4 2025
Holdings
353
Total Value
$937.2M
New Positions
352
Closed Positions
0
Top Holdings
View All 353 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | DFUSDIMENSIONAL ETF TRUST | 1,483,146 | $110.0M | 11.74% | NEW | |
| 2 | DFATDIMENSIONAL ETF TRUST | 1,457,860 | $86.8M | 9.26% | NEW | |
| 3 | DFACDIMENSIONAL ETF TRUST | 1,475,990 | $58.4M | 6.24% | NEW | |
| 4 | IVVISHARES TR | 85,133 | $58.3M | 6.22% | NEW | |
| 5 | VWOVANGUARD INTL EQUITY INDEX F | 720,621 | $38.7M | 4.13% | NEW | |
| 6 | DFUVDIMENSIONAL ETF TRUST | 797,379 | $37.1M | 3.96% | NEW | |
| 7 | DFAIDIMENSIONAL ETF TRUST | 890,928 | $34.0M | 3.62% | NEW | |
| 8 | AGGISHARES TR | 339,552 | $33.9M | 3.62% | NEW | |
| 9 | DFIVDIMENSIONAL ETF TRUST | 663,969 | $33.1M | 3.54% | NEW | |
| 10 | AAPLAPPLE INC | 108,789 | $29.6M | 3.16% | NEW | |
| 11 | VGITVANGUARD SCOTTSDALE FDS | 397,397 | $23.8M | 2.54% | NEW | |
| 12 | DISVDIMENSIONAL ETF TRUST | 487,049 | $18.5M | 1.97% | NEW | |
| 13 | NVDANVIDIA CORPORATION | 88,597 | $16.5M | 1.76% | NEW | |
| 14 | AQLTISHARES TR | 182,509 | $16.3M | 1.74% | NEW | |
| 15 | UCONFIRST TR EXCHNG TRADED FD VI | 569,979 | $14.3M | 1.53% | NEW | |
| 16 | MSFTMICROSOFT CORP | 24,973 | $12.1M | 1.29% | NEW | |
| 17 | AVUVAMERICAN CENTY ETF TR | 114,549 | $11.7M | 1.25% | NEW | |
| 18 | VTEBVANGUARD MUN BD FDS | 232,126 | $11.7M | 1.25% | NEW | |
| 19 | RLYSSGA ACTIVE ETF TR | 370,244 | $11.6M | 1.24% | NEW | |
| 20 | VBVANGUARD INDEX FDS | 40,635 | $10.5M | 1.12% | NEW | |
| 21 | DFASDIMENSIONAL ETF TRUST | 135,956 | $9.5M | 1.01% | NEW | |
| 22 | BRK/BBERKSHIRE HATHAWAY INC DEL | 18,571 | $9.3M | 1.00% | NEW | |
| 23 | USRTISHARES TR | 163,822 | $9.3M | 1.00% | NEW | |
| 24 | AMZNAMAZON COM INC | 35,920 | $8.3M | 0.88% | NEW | |
| 25 | BSVVANGUARD BD INDEX FDS | 88,732 | $7.0M | 0.75% | NEW |
Quarterly Changes
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($2.957516523120774e+167T)
Healthcare0.0% ($2.7021259113994193e+109T)
Industrials0.0% ($1.4571029873694535e+101T)
Consumer Cyclical0.0% ($8.291428510358438e+76T)
Unknown0.0% ($1.6327933420461916e+66T)
Consumer Defensive0.0% ($2.7922121120089175e+29T)
Communication Services0.0% ($6.115589531951797e+27T)
Utilities0.0% ($8.107435104494234e+23T)
Energy0.0% ($1.1344364333793593e+21T)
Basic Materials0.0% ($858477413345309.4T)
Real Estate0.0% ($372K)
Filing History
Fund Information
EARNED WEALTH ADVISORS, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $937.2M across 353 holdings. The largest position is DIMENSIONAL ETF TRUST (DFUS), representing 11.7% of the portfolio. Compared to the previous quarter, the fund opened 353 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.