EARNED WEALTH ADVISORS, LLC

Est. AUM

$1.48B

13F long equity, this entity only

Positions

466

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$119.9M	1691253	8.12%	SOLE
2	DIMENSIONAL ETF TRUST	US TARGETED VLU	$93.4M	1495511	6.32%	SOLE
3	ISHARES TR	CORE S&P500 ETF	$62.8M	96192	4.25%	SOLE
4	SPDR SERIES TRUST	STATE STREET SPD	$61.5M	803198	4.16%	SOLE
5	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$61.2M	1131971	4.14%	SOLE
6	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$53.3M	1010586	3.61%	SOLE
7	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$53.3M	1372177	3.61%	SOLE
8	APPLE INC	COM	$50.6M	199214	3.42%	SOLE
9	ISHARES TR	CORE MSCI EAFE	$44.9M	496120	3.04%	SOLE
10	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$38.8M	800485	2.63%	SOLE
11	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$37.7M	968520	2.55%	SOLE
12	ISHARES TR	CORE US AGGBD ET	$37.7M	379390	2.55%	SOLE
13	ISHARES TR	CORE DIV GRWTH	$37.2M	530539	2.52%	SOLE
14	VANGUARD INDEX FDS	VALUE ETF	$31.3M	159289	2.12%	SOLE
15	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$27.6M	463972	1.87%	SOLE
16	ISHARES TR	CORE S&P SCP ETF	$24.3M	195198	1.64%	SOLE
17	FIRST TR EXCHANGE-TRADED FD	INDLS PROD DUR	$22.3M	272783	1.51%	SOLE
18	STATE STR SPDR S&P 500 ETF T	TR UNIT	$22.1M	34058	1.50%	SOLE
19	NVIDIA CORPORATION	COM	$21.9M	125623	1.48%	SOLE
20	FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$20.9M	89254	1.41%	SOLE
21	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$20.3M	514631	1.37%	SOLE
22	FIRST TR EXCHANGE-TRADED FD	UTILITIES ALPH	$18.8M	379257	1.27%	SOLE
23	FIRST TR EXCHNG TRADED FD VI	SMITH UNCONSTRAI	$15.8M	637190	1.07%	SOLE
24	FIRST TR EXCHANGE-TRADED FD	FINLS ALPHADEX	$14.2M	252883	0.96%	SOLE
25	SSGA ACTIVE ETF TR	STATE STREET MUL	$13.8M	381977	0.93%	SOLE
26	MICROSOFT CORP	COM	$13.7M	36956	0.93%	SOLE
27	AMERICAN CENTY ETF TR	US SML CP VALU	$13.1M	118518	0.89%	SOLE
28	VANGUARD MUN BD FDS	TAX EXEMPT BD	$12.0M	239612	0.81%	SOLE
29	VANGUARD INDEX FDS	SMALL CP ETF	$11.0M	42079	0.75%	SOLE
30	WISDOMTREE TR	FUTRE STRAT FD	$10.8M	272900	0.73%	SOLE
31	AMAZON COM INC	COM	$10.8M	51883	0.73%	SOLE
32	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$10.6M	22207	0.72%	SOLE
33	ISHARES TR	CRE U S REIT ETF	$10.6M	179263	0.72%	SOLE
34	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$9.4M	131726	0.63%	SOLE
35	ALPHABET INC	CAP STK CL A	$9.2M	32113	0.62%	SOLE
36	COLUMBIA ETF TR II	EM CORE EX ETF	$8.7M	213046	0.59%	SOLE
37	JPMORGAN CHASE & CO	COM	$8.2M	27751	0.55%	SOLE
38	SPDR SERIES TRUST	STATE STREET SPD	$8.0M	55136	0.54%	SOLE
39	VANGUARD BD INDEX FDS	SHORT TRM BOND	$7.7M	98405	0.52%	SOLE
40	SPDR SERIES TRUST	STATE STREET SPD	$7.4M	77064	0.50%	SOLE
41	META PLATFORMS INC	CL A	$6.8M	11872	0.46%	SOLE
42	VANGUARD INDEX FDS	TOTAL STK MKT	$6.7M	20827	0.45%	SOLE
43	ISHARES INC	CORE MSCI EMKT	$5.4M	77860	0.37%	SOLE
44	VANGUARD INDEX FDS	GROWTH ETF	$5.4M	12280	0.36%	SOLE
45	INVESCO QQQ TR	UNIT SER 1	$5.2M	8941	0.35%	SOLE
46	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$4.9M	22617	0.33%	SOLE
47	TESLA INC	COM	$4.7M	12690	0.32%	SOLE
48	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$4.7M	138180	0.32%	SOLE
49	BROADCOM INC	COM	$4.5M	14604	0.31%	SOLE
50	COSTCO WHOLESALE CORPORATION	COM	$4.1M	4161	0.28%	SOLE

1–50 of 466

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.