§ 13F · FUND PROFILE
EARNED WEALTH ADVISORS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $607M (13F)Positions · 346Turnover · — · Q1Filed · May 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$22M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | 1.69M | $120M | 8.0% | −43% |
| 2 | DFAT | DIMENSIONAL ETF TRUST | 1.50M | $93M | 6.2% | −49% |
| 3 | IVV | ISHARES TR | 96K | $63M | 4.2% | −46% |
| 4 | SPYM | SPDR SERIES TRUST | 803K | $61M | 4.1% | +7% |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | 1.13M | $61M | 4.1% | −36% |
| 6 | DFIV | DIMENSIONAL ETF TRUST | 1.01M | $53M | 3.6% | −24% |
| 7 | DFAC | DIMENSIONAL ETF TRUST | 1.37M | $53M | 3.6% | −54% |
| 8 | AAPL | APPLE INC | 199K | $51M | 3.4% | −31% |
| 9 | IEFA | ISHARES TR | 496K | $45M | 3.0% | −25% |
| 10 | DFUV | DIMENSIONAL ETF TRUST | 800K | $39M | 2.6% | −50% |
§ 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 $607 million in assets. The fund runs a broad portfolio of 346 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
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
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed