EARNED WEALTH ADVISORS, LLC

Q1 2026 13F Holdings

  • Location
    walnut creek, CA
  • Num holdings

    468

  • Value ($000)

    $1,495,718

  • Date Filed
    05/07/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
DFUS

DIMENSIONAL ETF TRUST

US EQUITY MARKET
$119.93M
8 %

1,691,253

DFAT

DIMENSIONAL ETF TRUST

US TARGETED VLU
$93.39M
6 %

1,495,511

IVV

ISHARES TR

CORE S&P500 ETF
$62.83M
4 %

96,192

KRE

SPDR SERIES TRUST

STATE STREET SPD
$61.48M
4 %

803,198

VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
$61.18M
4 %

1,131,971

DFIV

DIMENSIONAL ETF TRUST

INTERNATNAL VAL
$53.34M
4 %

1,010,586

DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
$53.32M
4 %

1,372,177

AAPL

APPLE INC

COM
$50.56M
3 %

199,214

IEFA

ISHARES TR

CORE MSCI EAFE
$44.91M
3 %

496,120

DFUV

DIMENSIONAL ETF TRUST

US MKTWIDE VALUE
$38.79M
3 %

800,485

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