EARNED WEALTH ADVISORS, LLC Q4 2025 Filing
Filed January 16, 2026
Portfolio Value
$937.2M
Holdings
353
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (353 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFUSDIMENSIONAL ETF TRUST | 1,483,146 | $110.0M | 11.74% | |
| 2 | DFATDIMENSIONAL ETF TRUST | 1,457,860 | $86.8M | 9.26% | |
| 3 | DFACDIMENSIONAL ETF TRUST | 1,475,990 | $58.4M | 6.24% | |
| 4 | IVVISHARES TR | 85,133 | $58.3M | 6.22% | |
| 5 | VWOVANGUARD INTL EQUITY INDEX F | 720,621 | $38.7M | 4.13% | |
| 6 | DFUVDIMENSIONAL ETF TRUST | 797,379 | $37.1M | 3.96% | |
| 7 | DFAIDIMENSIONAL ETF TRUST | 890,928 | $34.0M | 3.62% | |
| 8 | AGGISHARES TR | 339,552 | $33.9M | 3.62% | |
| 9 | DFIVDIMENSIONAL ETF TRUST | 663,969 | $33.1M | 3.54% | |
| 10 | AAPLAPPLE INC | 108,789 | $29.6M | 3.16% | |
| 11 | VGITVANGUARD SCOTTSDALE FDS | 397,397 | $23.8M | 2.54% | |
| 12 | DISVDIMENSIONAL ETF TRUST | 487,049 | $18.5M | 1.97% | |
| 13 | NVDANVIDIA CORPORATION | 88,597 | $16.5M | 1.76% | |
| 14 | AQLTISHARES TR | 182,509 | $16.3M | 1.74% | |
| 15 | UCONFIRST TR EXCHNG TRADED FD VI | 569,979 | $14.3M | 1.53% | |
| 16 | MSFTMICROSOFT CORP | 24,973 | $12.1M | 1.29% | |
| 17 | AVUVAMERICAN CENTY ETF TR | 114,549 | $11.7M | 1.25% | |
| 18 | VTEBVANGUARD MUN BD FDS | 232,126 | $11.7M | 1.25% | |
| 19 | RLYSSGA ACTIVE ETF TR | 370,244 | $11.6M | 1.24% | |
| 20 | VBVANGUARD INDEX FDS | 40,635 | $10.5M | 1.12% | |
| 21 | DFASDIMENSIONAL ETF TRUST | 135,956 | $9.5M | 1.01% | |
| 22 | BRK/BBERKSHIRE HATHAWAY INC DEL | 18,571 | $9.3M | 1.00% | |
| 23 | USRTISHARES TR | 163,822 | $9.3M | 1.00% | |
| 24 | AMZNAMAZON COM INC | 35,920 | $8.3M | 0.88% | |
| 25 | BSVVANGUARD BD INDEX FDS | 88,732 | $7.0M | 0.75% | |
| 26 | METAMETA PLATFORMS INC | 9,264 | $6.1M | 0.65% | |
| 27 | GOOGLALPHABET INC | 18,834 | $5.9M | 0.63% | |
| 28 | VTIVANGUARD INDEX FDS | 15,529 | $5.2M | 0.56% | |
| 29 | VUGVANGUARD INDEX FDS | 9,911 | $4.8M | 0.52% | |
| 30 | VIGVANGUARD SPECIALIZED FUNDS | 21,365 | $4.7M | 0.50% | |
| 31 | SPYSPDR S&P 500 ETF TR | 6,715 | $4.6M | 0.49% | |
| 32 | DFAXDIMENSIONAL ETF TRUST | 139,199 | $4.6M | 0.49% | |
| 33 | TSLATESLA INC | 9,529 | $4.3M | 0.46% | |
| 34 | AVGOBROADCOM INC | 10,411 | $3.6M | 0.38% | |
| 35 | JPMJPMORGAN CHASE & CO. | 10,724 | $3.5M | 0.37% | |
| 36 | GOOGALPHABET INC | 10,183 | $3.2M | 0.34% | |
| 37 | AVDVAMERICAN CENTY ETF TR | 32,678 | $3.1M | 0.33% | |
| 38 | PHYLPGIM ETF TR | 86,113 | $3.1M | 0.33% | |
| 39 | IVWISHARES TR | 23,556 | $2.9M | 0.31% | |
| 40 | COSTCOSTCO WHSL CORP NEW | 3,238 | $2.8M | 0.30% | |
| 41 | LLYELI LILLY & CO | 2,514 | $2.7M | 0.29% | |
| 42 | AVUSAMERICAN CENTY ETF TR | 23,282 | $2.6M | 0.28% | |
| 43 | DFAUDIMENSIONAL ETF TRUST | 52,346 | $2.4M | 0.26% | |
| 44 | VBRVANGUARD INDEX FDS | 10,876 | $2.3M | 0.25% | |
| 45 | WMTWALMART INC | 19,041 | $2.1M | 0.23% | |
| 46 | CTEFEA SERIES TRUST | 87,853 | $2.0M | 0.22% | |
| 47 | XLKSELECT SECTOR SPDR TR | 14,030 | $2.0M | 0.22% | |
| 48 | LRCXLAM RESEARCH CORP | 11,329 | $1.9M | 0.21% | |
| 49 | NDQINVESCO QQQ TR | 3,120 | $1.9M | 0.20% | |
| 50 | NFLXNETFLIX INC | 19,162 | $1.8M | 0.19% | |
| 51 | SCHBSCHWAB STRATEGIC TR | 63,925 | $1.7M | 0.18% | |
| 52 | BIVVANGUARD BD INDEX FDS | 21,417 | $1.7M | 0.18% | |
| 53 | AVDEAMERICAN CENTY ETF TR | 19,169 | $1.6M | 0.17% | |
| 54 | VVISA INC | 4,313 | $1.5M | 0.16% | |
| 55 | PLTRPALANTIR TECHNOLOGIES INC | 8,458 | $1.5M | 0.16% | |
| 56 | CRMSALESFORCE INC | 5,605 | $1.5M | 0.16% | |
| 57 | IWDISHARES TR | 7,047 | $1.5M | 0.16% | |
| 58 | GEGE AEROSPACE | 4,732 | $1.5M | 0.16% | |
| 59 | VTIPVANGUARD MALVERN FDS | 29,100 | $1.4M | 0.15% | |
| 60 | ITOTISHARES TR | 9,191 | $1.4M | 0.15% | |
| 61 | VOOVANGUARD INDEX FDS | 2,173 | $1.4M | 0.15% | |
| 62 | SCHXSCHWAB STRATEGIC TR | 48,932 | $1.3M | 0.14% | |
| 63 | JNJJOHNSON & JOHNSON | 6,086 | $1.3M | 0.13% | |
| 64 | PEPPEPSICO INC | 8,367 | $1.2M | 0.13% | |
| 65 | MRKMERCK & CO INC | 10,827 | $1.1M | 0.12% | |
| 66 | XOMEXXON MOBIL CORP | 9,425 | $1.1M | 0.12% | |
| 67 | BACBANK AMERICA CORP | 19,268 | $1.1M | 0.11% | |
| 68 | SCHFSCHWAB STRATEGIC TR | 43,827 | $1.1M | 0.11% | |
| 69 | BXBLACKSTONE INC | 6,762 | $1.0M | 0.11% | |
| 70 | HDHOME DEPOT INC | 3,010 | $1.0M | 0.11% | |
| 71 | HWMHOWMET AEROSPACE INC | 5,023 | $1.0M | 0.11% | |
| 72 | DFSVDIMENSIONAL ETF TRUST | 30,125 | $990K | 0.11% | |
| 73 | DONSPDR DOW JONES INDL AVERAGE | 2,009 | $965K | 0.10% | |
| 74 | MAMASTERCARD INCORPORATED | 1,680 | $959K | 0.10% | |
| 75 | BMYBRISTOL-MYERS SQUIBB CO | 17,456 | $941K | 0.10% | |
| 76 | ORCLORACLE CORP | 4,812 | $937K | 0.10% | |
| 77 | INTCINTEL CORP | 25,285 | $933K | 0.10% | |
| 78 | CBCHUBB LIMITED | 2,971 | $927K | 0.10% | |
| 79 | MUMICRON TECHNOLOGY INC | 3,232 | $922K | 0.10% | |
| 80 | 4I1PHILIP MORRIS INTL INC | 5,754 | $922K | 0.10% | |
| 81 | ABBVABBVIE INC | 4,000 | $913K | 0.10% | |
| 82 | AVEMAMERICAN CENTY ETF TR | 11,799 | $908K | 0.10% | |
| 83 | GSGOLDMAN SACHS GROUP INC | 1,025 | $900K | 0.10% | |
| 84 | PGPROCTER AND GAMBLE CO | 6,223 | $891K | 0.10% | |
| 85 | CNCCENTENE CORP DEL | 21,498 | $884K | 0.09% | |
| 86 | FIXCOMFORT SYS USA INC | 936 | $873K | 0.09% | |
| 87 | TEAMATLASSIAN CORPORATION | 5,368 | $870K | 0.09% | |
| 88 | NEMNEWMONT CORP | 8,602 | $858K | 0.09% | |
| 89 | ANETARISTA NETWORKS INC | 6,457 | $846K | 0.09% | |
| 90 | BKNGBOOKING HOLDINGS INC | 157 | $843K | 0.09% | |
| 91 | CGHMCAPITAL GRP FIXED INCM ETF T | 33,042 | $841K | 0.09% | |
| 92 | IEMGISHARES INC | 12,337 | $829K | 0.09% | |
| 93 | PCGPG&E CORP | 50,433 | $810K | 0.09% | |
| 94 | TPRTAPESTRY INC | 6,331 | $808K | 0.09% | |
| 95 | MCDMCDONALDS CORP | 2,602 | $795K | 0.08% | |
| 96 | SPSKTIDAL TRUST I | 42,867 | $782K | 0.08% | |
| 97 | ZMZOOM COMMUNICATIONS INC | 9,059 | $781K | 0.08% | |
| 98 | WFCWELLS FARGO CO NEW | 8,301 | $773K | 0.08% | |
| 99 | PNCPNC FINL SVCS GROUP INC | 3,704 | $773K | 0.08% | |
| 100 | WDCWESTERN DIGITAL CORP | 4,449 | $766K | 0.08% |
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