§ 13F · FUND PROFILE
EARNED WEALTH ADVISORS, LLC.
AUM · $1.6B (13F)Positions · 312Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$9M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | 1.73M | $141M | 9.1% | +2% |
| 2 | DFAT | DIMENSIONAL ETF TRUST | 1.51M | $105M | 6.8% | +1% |
| 3 | IVV | ISHARES TR | 106K | $79M | 5.1% | +10% |
| 4 | SPYM | SPDR SERIES TRUST | 842K | $74M | 4.8% | +5% |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | 1.16M | $69M | 4.5% | +2% |
| 6 | DFIV | DIMENSIONAL ETF TRUST | 1.16M | $63M | 4.1% | +15% |
| 7 | DFAC | DIMENSIONAL ETF TRUST | 1.34M | $60M | 3.8% | −2% |
| 8 | IEFA | ISHARES TR | 530K | $51M | 3.3% | +7% |
| 9 | AGG | ISHARES TR | 460K | $46M | 2.9% | +21% |
| 10 | DFUV | DIMENSIONAL ETF TRUST | 792K | $44M | 2.8% | −1% |
§ 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 $1.6 billion in assets. The fund runs a broad portfolio of 312 positions.
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