Earned Wealth Advisors, LLC 13F Holdings · Q2 2026
Earned Wealth Advisors, LLC reported 310 securities worth $1.55B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: DFUS (9.12%), DFAT (6.79%), IVV (5.10%). Among its top 25 positions this quarter: 16 added, 9 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | $141.5M | 9.12% | 1.7M | Added |
| 2 | DFAT | DIMENSIONAL ETF TRUST | $105.3M | 6.79% | 1.5M | Added |
| 3 | IVV | ISHARES TR | $79.1M | 5.10% | 105,677 | Added |
| 4 | SPYM | SPDR SERIES TRUST | $74.0M | 4.77% | 842,270 | Added |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | $69.2M | 4.46% | 1.2M | Added |
| 6 | DFIV | DIMENSIONAL ETF TRUST | $62.8M | 4.05% | 1.2M | Added |
| 7 | DFAC | DIMENSIONAL ETF TRUST | $59.6M | 3.84% | 1.3M | Trimmed |
| 8 | IEFA | ISHARES TR | $51.2M | 3.30% | 529,634 | Added |
| 9 | AGG | ISHARES TR | $45.5M | 2.94% | 459,940 | Added |
| 10 | DFUV | DIMENSIONAL ETF TRUST | $43.6M | 2.81% | 792,213 | Trimmed |
| 11 | AAPL | APPLE INC | $42.5M | 2.74% | 146,799 | Trimmed |
| 12 | DGRO | ISHARES TR | $40.6M | 2.62% | 536,322 | Added |
| 13 | DFAI | DIMENSIONAL ETF TRUST | $40.0M | 2.58% | 969,277 | Added |
| 14 | VTV | VANGUARD INDEX FDS | $34.6M | 2.23% | 158,612 | Trimmed |
| 15 | VGIT | VANGUARD SCOTTSDALE FDS | $29.6M | 1.91% | 502,096 | Added |
| 16 | IJR | ISHARES TR | $29.1M | 1.88% | 196,095 | Added |
| 17 | SPY | STATE STR SPDR S&P 500 ETF T | $25.6M | 1.65% | 35,388 | Added |
| 18 | FXR | FIRST TR EXCHANGE-TRADED FD | $24.1M | 1.56% | 264,853 | Trimmed |
| 19 | FDN | FIRST TR EXCHANGE-TRADED FD | $23.1M | 1.49% | 87,118 | Trimmed |
| 20 | DISV | DIMENSIONAL ETF TRUST | $21.7M | 1.40% | 540,473 | Added |
| 21 | UCON | FIRST TR EXCHNG TRADED FD VI | $19.7M | 1.27% | 792,030 | Added |
| 22 | FXU | FIRST TR EXCHANGE-TRADED FD | $18.2M | 1.17% | 368,598 | Trimmed |
| 23 | QQXT | FIRST TR EXCHANGE-TRADED FD | $17.2M | 1.11% | 175,744 | Trimmed |
| 24 | FXO | FIRST TR EXCHANGE-TRADED FD | $15.3M | 0.99% | 245,103 | Trimmed |
| 25 | VTEB | VANGUARD MUN BD FDS | $15.4M | 0.99% | 303,646 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR