EARNED WEALTH ADVISORS, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
EARNED WEALTH ADVISORS, LLC 13F Holdings
CIK 0001905663 · WALNUT CREEK, CA
As of Sep 30, 2025, EARNED WEALTH ADVISORS, LLC reported
346 positions worth $573.4M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 1,499,464 | $57.8M | 10.09% |
| ISHARES CORE S&P 500 ETF | IVV | — | 75,027 | $50.2M | 8.76% |
| DIMENSIONAL US TARGETED VALUE ETF | DFAT | — | 747,201 | $43.5M | 7.59% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 280,541 | $28.1M | 4.90% |
| APPLE INC | AAPL | Technology | 103,917 | $26.5M | 4.61% |
| DIMENSIONAL INTERNATIONAL VALUE ETF | DFIV | — | 543,967 | $25.1M | 4.38% |
| DIMENSIONAL US MARKETWIDE VALUE ETF | DFUV | — | 533,531 | $23.8M | 4.16% |
| DIMENSIONAL US EQUITY MARKET ETF | DFUS | — | 184,752 |
|
3.4M2.33% |
| VANGUARD TAX-EXEMPT BOND INDEX FUND | VTEB | — | 265,324 |
3.3M | 2.32% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 151,048 |
3.2M | 2.30% |
| MICROSOFT CORP | MSFT | Technology | 24,641 |
2.8M | 2.23% |
| NVIDIA CORP | NVDA | Technology | 63,952 |
1.9M | 2.08% |
| FIRST TRUST SMITH UNCONSTRAINED BOND ETF | UCON | — | 419,964 |
0.6M | 1.84% |
| DIMENSIONAL US SMALL CAP ETF | DFAS | — | 146,312 |
0.0M | 1.75% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 18,867 | $9.5M | 1.65% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 34,617 | $8.8M | 1.54% |
| STATE STREET(R) MULTI-ASSET REAL RETURN ETF | RLY | — | 268,460 | $8.3M | 1.45% |
| AVANTIS US SMALL CAP VALUE ETF | AVUV | — | 71,573 | $7.1M | 1.24% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 21,374 | $7.0M | 1.22% |
| AMAZON.COM INC | AMZN | Equity | 28,264 | $6.2M | 1.08% |
| META PLATFORMS INC | META | Communication Services | 8,324 | $6.1M | 1.07% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 111,040 | $6.0M | 1.05% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 10,141 | $4.9M | 0.85% |
| ISHARES CORE US REIT ETF | USRT | — | 82,189 | $4.8M | 0.84% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 21,381 | $4.6M | 0.80% |