EARNED WEALTH ADVISORS, LLC

Q3 2025 13F Holdings

  • Location
    walnut creek, CA
  • Num holdings

    346

  • Value ($000)

    $607,159

  • Date Filed
    10/22/2025
  • Form type
    13F-HR
  • CIK
    0001905663
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
D
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
25434V708
$57.83M
10 %

1,499,464

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$50.22M
8 %

75,027

D
DFAT

DIMENSIONAL ETF TRUST

US TARGETED VLU
25434V609
$43.49M
7 %

747,201

A
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$28.12M
5 %

280,541

A
AAPL

APPLE INC

COM
037833100
$26.46M
4 %

103,917

D
DFIV

DIMENSIONAL ETF TRUST

INTERNATNAL VAL
25434V807
$25.09M
4 %

543,967

D
DFUV

DIMENSIONAL ETF TRUST

US MKTWIDE VALUE
25434V724
$23.84M
4 %

533,531

D
DFUS

DIMENSIONAL ETF TRUST

US EQUITY MARKET
25434V401
$13.38M
2 %

184,752

---

VANGUARD MUN BD FDS

TAX EXEMPT BD
922907746
$13.28M
2 %

265,324

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$13.19M
2 %

151,048

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