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CIK: 0001905663
Total reported value
$1.6B
$1.6B
466 檔
25.7%
In Q1 2026, Earned Wealth Advisors, LLC's U.S. equity holdings reached a combined market value of $1.6B, distributed across 466 disclosed stock positions.
In Q1 2026, Earned Wealth Advisors, LLC displayed an active expansion posture, initiating 190 new positions and adding to 8 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 466 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 8.02% | +1.10% | — | |
| 2 | DFAT | Dimensional US Target Value | ETF-Other | 6.24% | +0.55% | — | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.20% | +0.90% | — | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.11% | +0.66% | +7.36% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.09% | +0.37% | — | |
| 6 | DFIV | Dimensional International Va | ETF-Other | 3.57% | +0.48% | — | |
| 7 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 3.57% | +0.28% | — | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.38% | -0.64% | — | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.00% | +0.30% | — | |
| 10 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.59% | +0.22% | — | |
| 11 | DFAI | Dimensional International Co | ETF-Other | 2.52% | +0.06% | — | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.52% | +0.42% | — | |
| 13 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.49% | +0.13% | +5.96% | |
| 14 | VTV | Vanguard Value ETF | ETF-Other | 2.09% | +0.14% | +7.25% | |
| 15 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.85% | +0.06% | — | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.62% | +0.26% | +2.78% | |
| 17 | FXR | First Trust Indst/producers | ETF-Other | 1.49% | +0.07% | -0.19% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.48% | +0.17% | — | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.46% | -0.51% | — | |
| 20 | FDN | First Trust Dj Internet Ind | ETF-Other | 1.40% | +0.09% | +0.85% | |
| 21 | DISV | Dimensional International Sm | ETF-Other | 1.36% | +0.04% | — | |
| 22 | FXU | First Trust Utilities Alphad | ETF-Other | 1.26% | -0.09% | +1.54% | |
| 23 | QQXT | First Trust Nasdaq-100 Ex-te | ETF-Tech | 1.19% | -0.08% | +1.30% | |
| 24 | UCON | First Trust Smith Unconstrai | ETF-Other | 1.06% | +0.21% | — | |
| 25 | FXO | First Trust Financial Alphad | ETF-Other | 0.95% | +0.04% | -0.33% | |
| 26 | RLY | Ss Multi-asset Real Ret ETF | ETF-Other | 0.92% | — | — | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.91% | -0.25% | — | |
| 28 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.88% | +0.08% | — | |
| 29 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.80% | +0.19% | — | |
| 30 | VB | Vanguard Small-cap ETF | ETF-Other | 0.74% | +0.18% | — | |
| 31 | WTMF | Wisdomtree Mgd Futures Strat | ETF-Other | 0.72% | — | +4.28% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.72% | -0.17% | — | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.71% | -0.09% | — | |
| 34 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.71% | +0.12% | — | |
| 35 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.63% | +0.02% | — | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.62% | -0.16% | — | |
| 37 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 0.58% | +0.13% | +3.62% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.55% | -0.05% | — | |
| 39 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.54% | -0.01% | — | |
| 40 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.52% | -0.08% | — | |
| 41 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.50% | +0.09% | +2.70% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.45% | -0.09% | — | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.45% | -0.07% | — | |
| 44 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.36% | +0.08% | — | |
| 45 | VUG | Vanguard Growth ETF | ETF-Other | 0.36% | +0.02% | — | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.34% | +0.04% | — | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.33% | -0.15% | — | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.32% | -0.12% | — | |
| 49 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.31% | +0.02% | — | |
| 50 | AVGO | Broadcom Inc | Stock-Tech | 0.30% | -0.09% | — |
According to official SEC Form 13F filings, Earned Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $1.6B across 466 disclosed positions in Q1 2026.
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 DFUS, DFAT, IVV) accounted for 25.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
DFUS
市值: $119.9M
Top Position Liquidated / Trimmed
LDOS
前期市值: $540.5K
During Q1 2026, Earned Wealth Advisors, LLC's top holdings by market value included DFUS (8.0%)、DFAT (6.2%)、IVV (4.2%). The largest single position, DFUS, represented 8.0% of total portfolio value.
In Q1 2026, Earned Wealth Advisors, LLC made 200 total portfolio adjustments, initiating 190 new buys, adding to 8 positions, trimming 1 holdings, and fully liquidating 1 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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