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CIK: 0001905663
Total reported value
$1.6B
$1.6B
272 檔
11.9%
According to the latest 13F quarterly dataset, Earned Wealth Advisors, LLC managed an equity portfolio of $1.6B at the end of Q2 2025, spanning 272 distinct U.S. exchange-listed positions.
During Q2 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 272 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 11.02% | +0.28% | -1.60% | |
| 2 | DFAT | Dimensional US Target Value | ETF-Other | 8.21% | +0.55% | -2.10% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.69% | +0.90% | +20.64% | |
| 4 | DFIV | Dimensional International Va | ETF-Other | 4.73% | +0.48% | -0.38% | |
| 5 | DFUV | Dimensional US Marketwide Va | ETF-Other | 4.50% | +0.22% | +1.26% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.27% | +0.42% | +30.33% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 4.09% | -0.64% | -0.19% | |
| 8 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 2.39% | +1.10% | +7.50% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.22% | -0.25% | -5.55% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.09% | +0.19% | +1.38% | |
| 11 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.93% | +0.02% | +4.88% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.93% | +0.30% | +33.53% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.77% | -0.51% | +0.16% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.68% | -0.09% | -0.90% | |
| 15 | UCON | First Trust Smith Unconstrai | ETF-Other | 1.58% | +0.21% | +36.56% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.45% | -0.07% | +1.80% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-Other | 1.33% | +0.18% | +39.34% | |
| 18 | RLY | Ss Multi-asset Real Ret ETF | ETF-Other | 1.30% | — | +24.57% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.23% | -0.09% | -0.09% | |
| 20 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.23% | +0.08% | -0.23% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.18% | -0.17% | -10.40% | |
| 22 | VUG | Vanguard Growth ETF | ETF-Other | 0.87% | +0.02% | -0.69% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.85% | -0.15% | — | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.84% | +0.37% | +45.61% | |
| 25 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.83% | +0.02% | -0.74% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.79% | +0.17% | +3.43% | |
| 27 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.76% | +0.12% | +15.84% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.62% | -0.09% | +3.62% | |
| 29 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.57% | — | -1.35% | |
| 30 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.55% | — | +0.22% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.55% | -0.05% | +5.01% | |
| 32 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.53% | +0.06% | +0.10% | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.52% | -0.09% | +15.94% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.49% | +0.03% | -4.63% | |
| 35 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.47% | +0.01% | -2.59% | |
| 36 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.43% | +0.01% | -1.00% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.42% | +0.04% | — | |
| 38 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.42% | -0.01% | -8.97% | |
| 39 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 0.41% | +0.01% | +6.62% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.41% | -0.16% | +20.42% | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.38% | -0.12% | -1.63% | |
| 42 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.37% | — | -3.33% | |
| 43 | PHYL | Pgim Active High Yield Bond | ETF-High Yield | 0.36% | +0.05% | +56.80% | |
| 44 | XLK | Ss Technology Select Sector | ETF-Tech | 0.36% | +0.05% | -0.16% | |
| 45 | NFLX | Netflix Inc | Stock-Comm Services | 0.35% | -0.10% | +7.48% | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.34% | -0.04% | -16.25% | |
| 47 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.31% | -0.08% | -12.49% | |
| 48 | V | Visa Inc-class A Shares | Stock-Financials | 0.30% | -0.03% | -5.01% | |
| 49 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.30% | +0.02% | -0.02% | |
| 50 | AVDE | Avantis International Equity | ETF-Other | 0.28% | — | -1.97% |
According to official SEC Form 13F filings, Earned Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $1.6B across 272 disclosed positions in Q2 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 11.9% of total reported equity market value during Q2 2025.
During Q2 2025, Earned Wealth Advisors, LLC's top holdings by market value included DFAC (11.0%)、DFAT (8.2%)、IVV (7.7%). The largest single position, DFAC, represented 11.0% of total portfolio value.
In Q2 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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