§ 13F · FUND PROFILE
EARNED WEALTH ADVISORS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $510.1T (13F)Positions · 272Turnover · — · Q4Filed · Jan 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$345.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | 1.48M | $110.0T | 4.7% | +703% |
| 2 | DFUS | DIMENSIONAL ETF TRUST | 1.48M | $110.0T | 4.7% | +703% |
| 3 | DFAT | DIMENSIONAL ETF TRUST | 1.46M | $86.8T | 3.7% | +95% |
| 4 | DFAT | DIMENSIONAL ETF TRUST | 1.46M | $86.8T | 3.7% | +95% |
| 5 | IVV | ISHARES TR | 94K | $64.5T | 2.7% | +26% |
| 6 | SPYM | SPDR SERIES TRUST | 748K | $60.0T | 2.6% | NEW |
| 7 | DFAC | DIMENSIONAL ETF TRUST | 1.48M | $58.4T | 2.5% | −2% |
| 8 | DFAC | DIMENSIONAL ETF TRUST | 1.48M | $58.4T | 2.5% | −2% |
| 9 | IVV | ISHARES TR | 85K | $58.3T | 2.5% | +13% |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | 1.04M | $55.7T | 2.4% | +833% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE EARNED SIGNAL
AC read
EARNED WEALTH ADVISORS, LLC is a Other fund managing $510102.7 trillion in assets. The fund runs a broad portfolio of 272 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed