EARNED WEALTH ADVISORS, LLC
Q1 2026 13F Holdings
- Locationwalnut creek, CA
- Num holdings
468
- Value ($000)
$1,495,718
- Date Filed 05/07/2026
- Form type13F-HR
- CIK 0001905663
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $119.93M | 8 % | 1,691,253 | ||
DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $93.39M | 6 % | 1,495,511 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | $62.83M | 4 % | 96,192 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A854 | $61.48M | 4 % | 803,198 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $61.18M | 4 % | 1,131,971 | ||
DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $53.34M | 4 % | 1,010,586 | ||
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $53.32M | 4 % | 1,372,177 | ||
APPLE INC | COM | 037833100 | $50.56M | 3 % | 199,214 | ||
ISHARES TR | CORE MSCI EAFE | 46432F842 | $44.91M | 3 % | 496,120 | ||
DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $38.79M | 3 % | 800,485 |
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