Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
EARNED WEALTH ADVISORS, LLC (CIK 1905663) reported $1.50B across 462 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFUS ($119.9M, 8.02%), DFAT ($93.4M, 6.24%), IVV ($62.8M, 4.20%), SPLG ($61.5M, 4.11%), VWO ($61.2M, 4.09%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | $119.9M | 8.02% | 1.7M | Added |
| 2 | DFAT | DIMENSIONAL ETF TRUST | $93.4M | 6.24% | 1.5M | Added |
| 3 | IVV | ISHARES TR | $62.8M | 4.20% | 96,192 | Added |
| 4 | SPLG | SPDR SERIES TRUST | $61.5M | 4.11% | 803,198 | Added |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | $61.2M | 4.09% | 1.1M | Added |
| 6 | DFIV | DIMENSIONAL ETF TRUST | $53.3M | 3.57% | 1.0M | Added |
| 7 | DFAC | DIMENSIONAL ETF TRUST | $53.3M | 3.57% | 1.4M | Trimmed |
| 8 | AAPL | APPLE INC | $50.6M | 3.38% | 199,214 | Added |
| 9 | IEFA | ISHARES TR | $44.9M | 3.00% | 496,120 | Added |
| 10 | DFUV | DIMENSIONAL ETF TRUST | $38.8M | 2.59% | 800,485 | Added |
| 11 | AGG | ISHARES TR | $37.7M | 2.52% | 379,390 | Added |
| 12 | DFAI | DIMENSIONAL ETF TRUST | $37.7M | 2.52% | 968,520 | Added |
| 13 | DGRO | ISHARES TR | $37.2M | 2.49% | 530,539 | Added |
| 14 | VTV | VANGUARD INDEX FDS | $31.3M | 2.09% | 159,289 | Added |
| 15 | VGIT | VANGUARD SCOTTSDALE FDS | $27.6M | 1.85% | 463,972 | Added |
| 16 | IJR | ISHARES TR | $24.3M | 1.62% | 195,198 | Added |
| 17 | FXR | FIRST TR EXCHANGE-TRADED FD | $22.3M | 1.49% | 272,783 | Trimmed |
| 18 | SPY | STATE STR SPDR S&P 500 ETF T | $22.1M | 1.48% | 34,058 | Added |
| 19 | NVDA | NVIDIA CORPORATION | $21.9M | 1.46% | 125,623 | Added |
| 20 | FDN | FIRST TR EXCHANGE-TRADED FD | $20.9M | 1.40% | 89,254 | Added |
| 21 | DISV | DIMENSIONAL ETF TRUST | $20.3M | 1.36% | 514,631 | Added |
| 22 | FXU | FIRST TR EXCHANGE-TRADED FD | $18.8M | 1.26% | 379,257 | Added |
| 23 | QQXT | FIRST TR EXCHANGE-TRADED FD | $17.8M | 1.19% | 182,083 | Added |
| 24 | UCON | FIRST TR EXCHNG TRADED FD VI | $15.8M | 1.06% | 637,190 | Added |
| 25 | FXO | FIRST TR EXCHANGE-TRADED FD | $14.2M | 0.95% | 252,883 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31