EARNED WEALTH ADVISORS, LLC: 13F holdings
CIK 19056632026Q2
| Positions | 310 |
|---|
| Reported value | $1.6bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 310 (-156 vs prior quarter) |
|---|
| Reported value | $1.6bn (+3.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DFUS DIMENSIONAL ETF TRUST | 1,726,300 | $141.5m | 9.1% |
| DIMENSIONAL ETF TRUST | 1,505,769 | $105.3m | 6.8% |
| IVV ISHARES TR | 105,677 | $79.1m | 5.1% |
| SPYM SPDR SERIES TRUST | 842,270 | $74.0m | 4.8% |
| VWO VANGUARD INTL EQUITY INDEX F | 1,159,646 | $69.2m | 4.5% |
| DFIV DIMENSIONAL ETF TRUST | 1,163,317 | $62.8m | 4.1% |
| DIMENSIONAL ETF TRUST | 1,342,461 | $59.6m | 3.8% |
| IEFA ISHARES TR | 529,634 | $51.2m | 3.3% |
| AGG ISHARES TR | 459,940 | $45.5m | 2.9% |
| YM=F DIMENSIONAL ETF TRUST | 792,213 | $43.6m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1905663")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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