account_balance
Investment manager · 13F filer · SEC CIK 1905663
Earned Wealth Advisors, LLC
Reported value$1.65Bas of Sep 30, 2026
Positions330 35 new, 15 sold out
Top 10 weight47.2%DFUS alone is 9%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFUSDimensional ETF Trust
8.7%
DFATDimensional ETF Trust
6.3%Added +3%
IVViShares Tr
5.7%Added +15%
SPYMSPDR Series Trust
4.7%Added +3%
VWOVanguard Intl Equity Index F
4.4%Added +5%
DFIVDimensional ETF Trust
4.0%
DFACDimensional ETF Trust
3.6%
IEFAiShares Tr
3.4%Added +10%
AGGiShares Tr
3.3%Added +25%
AAPLApple Inc.
3.1%Added +5%
DFUVDimensional ETF Trust
2.6%Trimmed −3%
DGROiShares Tr
2.5%
DFUSDimensional ETF Trust
8.7%
DFATDimensional ETF Trust
6.3%Added +3%
IVViShares Tr
5.7%+15%
SPYMSPDR Series Trust
4.7%+3%
VWOVanguard Intl Equity Index F
4.4%+5%
DFIVDimensional ETF Trust
4.0%
DFACDimensional ETF Trust
3.6%
IEFAiShares Tr
3.4%
AGGiShares Tr
3.3%
DFUV
DGRO
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFUS Dimensional ETF Trust 8.7% Held
DFAT Dimensional ETF Trust 6.3% Added +3%
IVV iShares Tr 5.7% Added +15%
SPYM SPDR Series Trust 4.7% Added +3%
VWO Vanguard Intl Equity Index F 4.4% Added +5%
DFIV Dimensional ETF Trust 4.0% Held
DFAC Dimensional ETF Trust 3.6% Held
IEFA iShares Tr 3.4% Added +10%
AGG iShares Tr 3.3% Added +25%
AAPL Apple Inc. 3.1% Added +5%DFUV Dimensional ETF Trust 2.6% Trimmed −3%
DGRO iShares Tr 2.5% Held
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.