EARNED WEALTH ADVISORS, LLC

CIK 0001905663 · WALNUT CREEK, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

EARNED WEALTH ADVISORS, LLC reported 312 positions worth $1.55B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: DFUS (9.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.55B
2026 Q2
Positions
312
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
47.2%
Est. Net Flow (Q)
2026 Q2
10 / 312 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1DFUSDIMENSIONAL ETF TRUSTSH$141.5M9.12%1,726,300
2DFATDIMENSIONAL ETF TRUSTSH$105.3M6.79%1,505,769
3IVVISHARES TRSH$79.1M5.10%105,677
4SPYMSPDR SERIES TRUSTSH$74.0M4.77%842,270
5VWOVANGUARD INTL EQUITY INDEX FSH$69.2M4.46%1,159,646
6DFIVDIMENSIONAL ETF TRUSTSH$62.8M4.05%1,163,317
7DFACDIMENSIONAL ETF TRUSTSH$59.6M3.84%1,342,461
8IEFAISHARES TRSH$51.2M3.30%529,634
9AGGISHARES TRSH$45.5M2.94%459,940
10DFUVDIMENSIONAL ETF TRUSTSH$43.6M2.81%792,213

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does EARNED WEALTH ADVISORS, LLC hold as of Q2 2026?

EARNED WEALTH ADVISORS, LLC reported 312 positions worth $1.55B in its Q2 2026 13F filing. Largest positions: DFUS (9.1%), DFAT (6.8%), IVV (5.1%), SPYM (4.8%) and VWO (4.5%).

What did EARNED WEALTH ADVISORS, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did EARNED WEALTH ADVISORS, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.