EARNED WEALTH ADVISORS, LLC
CIK 1905663
13F filing for Q2 2026・No. 1,956
- Holdings
- US$1.55B
- Quarter change
- +US$55.05M
- Entries
- 312
- Net bought (estimate)
- −US$100.91M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 28
- Sold out 184
- Cut 192
- Added 79
- Corporate actions 2
- Unchanged 11
Largest holdings
310 stocks worth US$1.55B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUSTUS EQUI MARK ETF | Added | 1,726,300 | US$141.45M | 9.13% |
| DIMENSIONAL ETF TRUSTUS TARGETED VLU | Added | 1,505,769 | US$105.25M | 6.80% |
| IVVISHARES TRCORE S&P500 ETF | Added | 105,677 | US$79.14M | 5.11% |
| SPDR SERIES TRUSTST STR P500ETF | Added | 842,270 | US$74.02M | 4.78% |
| VWOVANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF | Added | 1,159,646 | US$69.22M | 4.47% |
| DIMENSIONAL ETF TRUSTINTERNATNAL VAL | Added | 1,163,317 | US$62.84M | 4.06% |
| DIMENSIONAL ETF TRUSTUS COR EQU 2 ETF | Cut | 1,342,461 | US$59.55M | 3.84% |
| ISHARES TRCORE MSCI EAFE | Added | 529,634 | US$51.15M | 3.30% |
| ISHARES TRCORE US AGGBD ET | Added | 459,940 | US$45.52M | 2.94% |
| DIMENSIONAL ETF TRUSTUS MKTWIDE VALUE | Cut | 792,213 | US$43.58M | 2.81% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.