Earned Wealth Advisors
$1.5B Assets Reported
519 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | 1,691,253 | $120M | 8.0% |
| DFAT | DIMENSIONAL ETF TRUST | 1,495,511 | $93M | 6.2% |
| IVV | ISHARES TR | 96,192 | $63M | 4.2% |
| SPYM | SPDR SERIES TRUST | 803,198 | $61M | 4.1% |
| VWO | VANGUARD INTL EQUITY INDEX F | 1,131,971 | $61M | 4.1% |
| DFIV | DIMENSIONAL ETF TRUST | 1,010,586 | $53M | 3.6% |
| DFAC | DIMENSIONAL ETF TRUST | 1,372,177 | $53M | 3.6% |
| AAPL | APPLE INC | 199,214 | $51M | 3.4% |
| IEFA | ISHARES TR | 496,120 | $45M | 3.0% |
| DFUV | DIMENSIONAL ETF TRUST | 800,485 | $39M | 2.6% |
Track Earned Wealth Advisors's 13F portfolio: $1.5B in reported holdings, 519 positions. Top holdings, AUM, and quarterly changes on SentiSense.