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CIK: 0001905663
Total reported value
$1.6B
$1.6B
260 檔
10.8%
The Q1 2025 SEC filing reveals that Earned Wealth Advisors, LLC held a total portfolio value of $1.6B, covering 260 public equity positions.
During Q1 2025, Earned Wealth Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 260 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 11.54% | +0.28% | +0.49% | |
| 2 | DFAT | Dimensional US Target Value | ETF-Other | 8.96% | +0.55% | -0.96% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.46% | +0.90% | +142.88% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.96% | -0.64% | +48.64% | |
| 5 | DFIV | Dimensional International Va | ETF-Other | 4.89% | +0.48% | +0.35% | |
| 6 | DFUV | Dimensional US Marketwide Va | ETF-Other | 4.85% | +0.22% | +0.49% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.66% | +0.42% | — | |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.34% | +0.19% | — | |
| 9 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 2.25% | +1.10% | +2.54% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.08% | -0.09% | +47.51% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.99% | -0.25% | +54.58% | |
| 12 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.93% | +0.02% | +0.17% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.47% | +0.30% | — | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.44% | -0.07% | +17.38% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.35% | -0.51% | +113.26% | |
| 16 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.32% | +0.08% | +4.67% | |
| 17 | UCON | First Trust Smith Unconstrai | ETF-Other | 1.29% | +0.21% | — | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.28% | -0.17% | +56.01% | |
| 19 | RLY | Ss Multi-asset Real Ret ETF | ETF-Other | 1.15% | — | — | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.08% | -0.09% | +56.27% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-Other | 1.00% | +0.18% | +2192.63% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.91% | -0.15% | +5.24% | |
| 23 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.84% | +0.02% | +4.02% | |
| 24 | VUG | Vanguard Growth ETF | ETF-Other | 0.83% | +0.02% | +38.28% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.78% | +0.17% | +443.80% | |
| 26 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.75% | +0.12% | — | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.64% | -0.09% | +138.00% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.59% | +0.37% | — | |
| 29 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.59% | — | +0.51% | |
| 30 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.58% | +0.06% | +3.74% | |
| 31 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.57% | — | +3.69% | |
| 32 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.51% | -0.01% | -9.23% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.50% | -0.05% | +208.27% | |
| 34 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.49% | +0.01% | +18.36% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.49% | -0.04% | +356.54% | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.48% | +0.03% | +4.86% | |
| 37 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.45% | +0.01% | -0.22% | |
| 38 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.42% | — | -0.88% | |
| 39 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 0.41% | +0.01% | +3.13% | |
| 40 | 4XC1 | Kalvista Pharmaceuticals Inc | Stock-Other | 0.40% | — | — | |
| 41 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.39% | -0.08% | +16.74% | |
| 42 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.36% | -0.12% | +193.52% | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.35% | -0.03% | +116.90% | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.34% | -0.16% | +191.13% | |
| 45 | XLK | Ss Technology Select Sector | ETF-Tech | 0.33% | +0.05% | +4.07% | |
| 46 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.31% | +0.01% | +6.53% | |
| 47 | AVGO | Broadcom Inc | Stock-Tech | 0.30% | -0.09% | +129.63% | |
| 48 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.30% | — | +6.93% | |
| 49 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.30% | +0.02% | +18.96% | |
| 50 | AVDE | Avantis International Equity | ETF-Other | 0.29% | — | +69.45% |
According to official SEC Form 13F filings, Earned Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $1.6B across 260 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFAT, IVV) accounted for 10.8% of total reported equity market value during Q1 2025.
During Q1 2025, Earned Wealth Advisors, LLC's top holdings by market value included DFAC (11.5%)、DFAT (9.0%)、IVV (6.5%). The largest single position, DFAC, represented 11.5% of total portfolio value.
In Q1 2025, Earned Wealth Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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