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CIK: 0001905663
Total reported value
$1.6B
$1.6B
346 檔
13.3%
During the Q3 2025 filing period, Earned Wealth Advisors, LLC (CIK: 0001905663) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.6B across 346 reported positions.
In Q3 2025, Earned Wealth Advisors, LLC displayed an active expansion posture, initiating 87 new positions and adding to 60 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 346 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 9.53% | +0.28% | -4.41% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.27% | +0.90% | +18.71% | |
| 3 | DFAT | Dimensional US Target Value | ETF-Other | 7.16% | +0.55% | -3.76% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.63% | +0.42% | +27.65% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.36% | -0.64% | +2.28% | |
| 6 | DFIV | Dimensional International Va | ETF-Other | 4.13% | +0.48% | -3.51% | |
| 7 | DFUV | Dimensional US Marketwide Va | ETF-Other | 3.93% | +0.22% | -1.78% | |
| 8 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 2.20% | +1.10% | +1.56% | |
| 9 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.19% | +0.19% | +22.06% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.17% | +0.30% | +28.02% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.10% | -0.25% | +8.12% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.97% | -0.51% | +12.14% | |
| 13 | UCON | First Trust Smith Unconstrai | ETF-Other | 1.74% | +0.21% | +29.92% | |
| 14 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.65% | +0.02% | -5.40% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.56% | -0.09% | +6.73% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-Other | 1.45% | +0.18% | +21.07% | |
| 17 | RLY | Ss Multi-asset Real Ret ETF | ETF-Other | 1.37% | — | +17.40% | |
| 18 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.17% | +0.08% | +3.68% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.16% | -0.07% | -12.24% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.02% | -0.17% | +2.96% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.01% | -0.09% | -2.44% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.99% | +0.37% | +27.68% | |
| 23 | VUG | Vanguard Growth ETF | ETF-Other | 0.80% | +0.02% | +0.53% | |
| 24 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.79% | +0.12% | +19.97% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.76% | -0.15% | +0.42% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.75% | +0.17% | +3.99% | |
| 27 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.74% | +0.02% | -1.77% | |
| 28 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.58% | +0.06% | +31.84% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.56% | -0.09% | +6.97% | |
| 30 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.55% | — | +2.03% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.53% | -0.05% | +5.55% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.52% | -0.16% | +9.14% | |
| 33 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.49% | -0.12% | +9.38% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.47% | +0.03% | +4.86% | |
| 35 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.46% | — | -6.40% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.43% | -0.09% | -12.69% | |
| 37 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.42% | +0.01% | +0.16% | |
| 38 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.40% | +0.01% | +1.92% | |
| 39 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 0.40% | +0.01% | +3.23% | |
| 40 | PHYL | Pgim Active High Yield Bond | ETF-High Yield | 0.39% | +0.05% | +26.02% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.38% | +0.04% | +0.29% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.35% | -0.04% | +21.94% | |
| 43 | XLK | Ss Technology Select Sector | ETF-Tech | 0.33% | +0.05% | -1.37% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.33% | -0.09% | +13.02% | |
| 45 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.32% | -0.01% | -7.69% | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.28% | -0.08% | +31.96% | |
| 47 | NFLX | Netflix Inc | Stock-Comm Services | 0.28% | -0.10% | +4.81% | |
| 48 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.28% | — | -10.55% | |
| 49 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.27% | +0.02% | -0.01% | |
| 50 | AVDE | Avantis International Equity | ETF-Other | 0.25% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +1.8% | +18.71% | Add |
| 2 | AGG | Ishares Core U.s. Aggregate | +1% | +27.65% | Add |
| 3 | IEFA | Ishares Core Msci Eafe ETF | +0.7% | +28.02% | Add |
| 4 | NVDA | Nvidia CORP | +0.6% | +12.14% | Add |
| 5 | UCON | First Trust Smith Unconstrai | +0.5% | +29.92% | Add |
| 6 | VB | Vanguard Small-cap ETF | +0.5% | +21.07% | Add |
| 7 | VWO | Vanguard Ftse Emerging Marke | +0.4% | +27.68% | Add |
| 8 | AVGO | Broadcom Inc | +0.3% | +6.97% | Add |
| 9 | RLY | Ss Multi-asset Real Ret ETF | +0.2% | +17.40% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.2% | +9.14% | Add |
| 11 | PHYL | Pgim Active High Yield Bond | +0.1% | +26.02% | Add |
| 12 | TSLA | Tesla Inc | +0.1% | +9.38% | Add |
| 13 | PLTR | Palantir Technologies Inc-a | +0.1% | +28.69% | Add |
| 14 | MSFT | Microsoft CORP | +0.1% | +8.12% | Add |
| 15 | GOOG | Alphabet Inc-cl C | +0.1% | +13.02% | Add |
| 16 | LRCX | Lam Research CORP | +0.1% | +3.47% | Add |
| 17 | RBLX | Roblox CORP -class A | +0.1% | +6.88% | Add |
| 18 | PEP | Pepsico Inc | +0.1% | +75.63% | Add |
| 19 | DFAI | Dimensional International Co | +0.1% | +34.89% | Add |
| 20 | BX | Blackstone Inc | +0.1% | +110.15% | Add |
| 21 | HOOD | Robinhood Markets Inc - A | +0.1% | +0.12% | Trim |
| 22 | INTC | Intel CORP | +0.1% | +52.72% | Add |
| 23 | ORCL | Oracle CORP | +0.1% | +14.81% | Add |
| 24 | WMT | Walmart Inc | +0.1% | +31.96% | Add |
| 25 | MRK | Merck & Co. Inc. | +0.1% | +2.51% | Add |
| 26 | GE | General Electric | +0.1% | +9.08% | Add |
| 27 | VEEV | Veeva Systems Inc-class A | +0.1% | +33.98% | Add |
| 28 | INTU | Intuit Inc | +0.1% | +145.36% | Add |
| 29 | USRT | Ishares Core US Reit ETF | 0% | +19.97% | Add |
| 30 | DFSV | Dimensional US Small Cap Val | 0% | +4.33% | Add |
| 31 | DASH | Doordash Inc - A | 0% | +5.18% | Add |
| 32 | GEV | GE Vernova Inc | 0% | +1.65% | Add |
| 33 | JPM | Jpmorgan Chase & Co | 0% | +5.55% | Add |
| 34 | HWM | Howmet Aerospace Inc | 0% | +10.83% | Add |
| 35 | GS | Goldman Sachs Group Inc | 0% | +9.33% | Add |
| 36 | APH | Amphenol Corp-cl A | 0% | +57.03% | Add |
| 37 | FBTC | Fidelity Wise Origin Bitcoin | 0% | +57.64% | Add |
| 38 | AMAT | Applied Materials Inc | 0% | +32.22% | Add |
| 39 | ANET | Arista Networks Inc | 0% | +65.24% | Trim |
| 40 | EXPE | Expedia Group Inc | 0% | +17.34% | Add |
| 41 | NFLX | Netflix Inc | 0% | +4.81% | Add |
| 42 | DISV | Dimensional International Sm | 0% | +14.60% | Add |
| 43 | PG | Procter & Gamble Co/the | 0% | +49.18% | Add |
| 44 | TPR | Tapestry Inc | 0% | -6.82% | Trim |
| 45 | CB | Chubb Limited | 0% | +69.06% | Add |
| 46 | PCG | P G & E CORP | 0% | +220.10% | Add |
| 47 | ZS | Zscaler Inc | 0% | +21.48% | Add |
| 48 | TJX | Tjx Companies Inc | 0% | — | Add |
| 49 | DFEM | Dimensional Emrg Mrkt Core | 0% | +9.11% | Add |
| 50 | VGIT | Vanguard Intermediate-term T | — | +31.84% | Add |
According to official SEC Form 13F filings, Earned Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $1.6B across 346 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, IVV, DFAT) accounted for 13.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
QQQ
市值: $2.3M
Top Position Liquidated / Trimmed
4XC1
前期市值: $1.8M
During Q3 2025, Earned Wealth Advisors, LLC's top holdings by market value included DFAC (9.5%)、IVV (8.3%)、DFAT (7.2%). The largest single position, DFAC, represented 9.5% of total portfolio value.
In Q3 2025, Earned Wealth Advisors, LLC made 199 total portfolio adjustments, initiating 87 new buys, adding to 60 positions, trimming 24 holdings, and fully liquidating 28 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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