Earned Wealth Advisors, Llc Portfolio Stock Holdings
Earned Wealth Advisors, Llc disclosed 466 stock positions valued at approximately $1.5 billion in its latest SEC 13F filing. The largest holdings include DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and ISHARES TR. The filing reflects positions held as of March 31, 2026 and was filed on May 7, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 466
- Portfolio Value
- $1.5B
Holdings by Sector
Earned Wealth Advisors, Llc Portfolio Holdings in Q1 2026
461 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFUS | Other | 8.02% | 1,691,253 | +208,107 | +14.03% | $119,926,762 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 6.24% | 1,495,511 | +37,651 | +2.58% | $93,394,642 |
| ISHARES TR | IVV | Other | 4.20% | 96,192 | +11,059 | +12.99% | $62,833,447 |
| SPDR SERIES TRUST | SPLG | Other | 4.11% | 803,198 | +803,198 | +100.00% | $61,476,774 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 4.09% | 1,131,971 | +411,350 | +57.08% | $61,183,017 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 3.57% | 1,010,586 | +346,617 | +52.20% | $53,338,732 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 3.57% | 1,372,177 | -103,813 | -7.03% | $53,322,803 |
| APPLE INC | AAPL | Technology | 3.38% | 199,214 | +90,425 | +83.12% | $50,558,586 |
| ISHARES TR | IEFA | Other | 3.00% | 496,120 | +313,611 | +171.83% | $44,913,742 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 2.59% | 800,485 | +3,106 | +0.39% | $38,791,511 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 2.52% | 968,520 | +77,592 | +8.71% | $37,733,558 |
| ISHARES TR | AGG | Other | 2.52% | 379,390 | +39,838 | +11.73% | $37,662,034 |
| ISHARES TR | DGRO | Other | 2.49% | 530,539 | +530,539 | +100.00% | $37,233,253 |
| VANGUARD INDEX FDS | VTV | Other | 2.09% | 159,289 | +159,289 | +100.00% | $31,252,474 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 1.85% | 463,972 | +66,575 | +16.75% | $27,629,569 |
| ISHARES TR | IJR | Other | 1.62% | 195,198 | +195,198 | +100.00% | $24,265,042 |
| FIRST TR EXCHANGE-TRADED FD | FXR | Other | 1.49% | 272,783 | +272,783 | +100.00% | $22,267,291 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.48% | 34,058 | +27,343 | +407.19% | $22,149,029 |
| NVIDIA CORPORATION | NVDA | Technology | 1.46% | 125,623 | +37,026 | +41.79% | $21,908,587 |
| FIRST TR EXCHANGE-TRADED FD | FDN | Other | 1.40% | 89,254 | +89,254 | +100.00% | $20,888,114 |
| DIMENSIONAL ETF TRUST | DISV | Other | 1.36% | 514,631 | +27,582 | +5.66% | $20,297,060 |
| FIRST TR EXCHANGE-TRADED FD | FXU | Other | 1.26% | 379,257 | +379,257 | +100.00% | $18,807,342 |
| FIRST TR EXCHANGE-TRADED FD | QQXT | Other | 1.19% | 182,083 | +182,083 | +100.00% | $17,775,774 |
| FIRST TR EXCHNG TRADED FD VI | UCON | Other | 1.06% | 637,190 | +67,211 | +11.79% | $15,783,206 |
| FIRST TR EXCHANGE-TRADED FD | FXO | Other | 0.95% | 252,883 | +252,883 | +100.00% | $14,209,507 |
| SSGA ACTIVE ETF TR | RLY | Other | 0.92% | 381,977 | +11,733 | +3.17% | $13,808,477 |
| MICROSOFT CORP | MSFT | Technology | 0.91% | 36,956 | +11,983 | +47.98% | $13,680,019 |
| AMERICAN CENTY ETF TR | AVUV | Other | 0.88% | 118,518 | +3,969 | +3.46% | $13,092,667 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.80% | 239,612 | +7,486 | +3.22% | $11,954,221 |
| VANGUARD INDEX FDS | VB | Other | 0.74% | 42,079 | +1,444 | +3.55% | $11,021,443 |
| WISDOMTREE TR | WTMF | Other | 0.72% | 272,900 | +272,900 | +100.00% | $10,830,259 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.72% | 51,883 | +15,963 | +44.44% | $10,805,795 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.71% | 22,207 | +3,636 | +19.58% | $10,641,837 |
| ISHARES TR | USRT | Other | 0.71% | 179,263 | +15,441 | +9.43% | $10,610,564 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 0.63% | 131,726 | -4,230 | -3.11% | $9,369,649 |
| ALPHABET INC | GOOGL | Communication Services | 0.62% | 32,113 | +13,279 | +70.51% | $9,234,435 |
| COLUMBIA ETF TR II | XCEM | Other | 0.58% | 213,046 | +213,046 | +100.00% | $8,694,391 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.55% | 27,751 | +17,027 | +158.77% | $8,163,140 |
| SPDR SERIES TRUST | SDY | Other | 0.54% | 55,136 | +51,481 | +1408.51% | $8,046,470 |
| VANGUARD BD INDEX FDS | BSV | Other | 0.52% | 98,405 | +9,673 | +10.90% | $7,715,901 |
| SPDR SERIES TRUST | SLYG | Other | 0.50% | 77,064 | +77,064 | +100.00% | $7,445,966 |
| META PLATFORMS INC | META | Communication Services | 0.45% | 11,872 | +2,608 | +28.15% | $6,792,082 |
| VANGUARD INDEX FDS | VTI | Other | 0.45% | 20,827 | +5,298 | +34.12% | $6,681,631 |
| ISHARES INC | IEMG | Other | 0.36% | 77,860 | +65,523 | +531.11% | $5,430,742 |
| VANGUARD INDEX FDS | VUG | Other | 0.36% | 12,280 | +2,369 | +23.90% | $5,363,677 |
| INVESCO QQQ TR | QQQ | Other | 0.35% | 8,941 | +5,821 | +186.57% | $5,160,127 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.33% | 22,617 | +1,252 | +5.86% | $4,864,067 |
| TESLA INC | TSLA | Consumer Cyclical | 0.32% | 12,690 | +3,161 | +33.17% | $4,717,671 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 0.31% | 138,180 | -1,019 | -0.73% | $4,693,989 |
| BROADCOM INC | AVGO | Technology | 0.30% | 14,604 | +4,193 | +40.27% | $4,520,081 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.28% | 4,161 | +923 | +28.51% | $4,145,761 |
| ALPHABET INC | GOOG | Communication Services | 0.26% | 13,743 | +3,560 | +34.96% | $3,942,275 |
| PGIM ETF TR | PHYL | Other | 0.25% | 108,624 | +22,511 | +26.14% | $3,761,657 |
| FIRST TR EXCHANGE TRADED FD | FTXL | Other | 0.23% | 23,013 | +23,013 | +100.00% | $3,393,674 |
| ELI LILLY & CO | LLY | Healthcare | 0.22% | 3,632 | +1,118 | +44.47% | $3,340,946 |
| AMERICAN CENTY ETF TR | AVDV | Other | 0.21% | 32,023 | -655 | -2.00% | $3,197,859 |
| EXXON MOBIL CORP | XOM | Energy | 0.20% | 17,400 | +7,975 | +84.62% | $2,952,079 |
| SELECT SECTOR SPDR TR | XLU | Other | 0.19% | 60,866 | +60,866 | +100.00% | $2,793,123 |
| ISHARES TR | IVW | Other | 0.18% | 23,641 | +85 | +0.36% | $2,674,073 |
| AMERICAN CENTY ETF TR | AVUS | Other | 0.18% | 23,567 | +285 | +1.22% | $2,620,179 |
| LAM RESEARCH CORP | LRCX | Other | 0.17% | 11,860 | +531 | +4.69% | $2,534,012 |
| VANGUARD WORLD FD | VFH | Other | 0.17% | 20,696 | +18,945 | +1081.95% | $2,500,334 |
| SELECT SECTOR SPDR TR | XLF | Other | 0.17% | 50,606 | +44,870 | +782.25% | $2,498,442 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.16% | 10,095 | +4,009 | +65.87% | $2,467,775 |
| WALMART INC | WMT | Consumer Defensive | 0.16% | 19,720 | +679 | +3.57% | $2,450,743 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 0.16% | 51,468 | -878 | -1.68% | $2,322,236 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.15% | 6,878 | +3,868 | +128.50% | $2,261,975 |
| NETFLIX INC. | NFLX | Communication Services | 0.15% | 22,817 | +3,655 | +19.07% | $2,193,816 |
| EA SERIES TRUST | BSVO | Other | 0.14% | 83,822 | -4,031 | -4.59% | $2,126,573 |
| VISA INC | V | Financial Services | 0.14% | 6,992 | +2,679 | +62.11% | $2,113,252 |
| VANGUARD INDEX FDS | VOO | Other | 0.14% | 3,502 | +1,329 | +61.16% | $2,092,874 |
| ISHARES TR | IYW | Other | 0.14% | 11,301 | +11,301 | +100.00% | $2,050,142 |
| VANGUARD INDEX FDS | VBR | Other | 0.13% | 9,183 | -1,693 | -15.57% | $1,995,038 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.13% | 14,808 | +778 | +5.55% | $1,967,985 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.13% | 13,286 | +7,063 | +113.50% | $1,919,039 |
| FIDELITY COVINGTON TRUST | FDVV | Other | 0.12% | 33,590 | +33,590 | +100.00% | $1,855,530 |
| ISHARES TR | IWD | Other | 0.12% | 8,663 | +1,616 | +22.93% | $1,851,024 |
| BANK AMERICA CORP | BAC | Financial Services | 0.11% | 34,938 | +15,670 | +81.33% | $1,703,219 |
| GE AEROSPACE | GE | Industrials | 0.11% | 5,944 | +1,212 | +25.61% | $1,686,659 |
| VANGUARD BD INDEX FDS | BIV | Other | 0.11% | 21,458 | +41 | +0.19% | $1,656,098 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.11% | 25,502 | +21,886 | +605.25% | $1,634,166 |
| AMERICAN CENTY ETF TR | AVDE | Other | 0.11% | 19,176 | +7 | +0.04% | $1,626,892 |
| PHILLIPS EDISON & CO INC | PECO | Real Estate | 0.11% | 43,172 | +43,172 | +100.00% | $1,615,496 |
| CORNING INC | GLW | Technology | 0.11% | 11,841 | +7,390 | +166.03% | $1,609,938 |
| CATERPILLAR INC | CAT | Industrials | 0.11% | 2,265 | +1,463 | +182.42% | $1,604,593 |
| ISHARES TR | EEM | Other | 0.10% | 27,471 | +27,471 | +100.00% | $1,560,097 |
| ISHARES TR | IWF | Other | 0.10% | 3,647 | +3,647 | +100.00% | $1,554,999 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.10% | 61,451 | -2,474 | -3.87% | $1,542,408 |
| HOWMET AEROSPACE INC | HWM | Industrials | 0.10% | 6,685 | +1,662 | +33.09% | $1,540,625 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.10% | 59,112 | +10,180 | +20.80% | $1,515,619 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.10% | 3,858 | +3,348 | +656.47% | $1,506,366 |
| RTX CORPORATION | RTX | Industrials | 0.10% | 7,514 | +4,596 | +157.51% | $1,449,540 |
| MERCK & CO INC | MRK | Healthcare | 0.10% | 11,856 | +1,029 | +9.50% | $1,426,171 |
| ARISTA NETWORKS INC | ANET | Other | 0.09% | 11,477 | +5,020 | +77.75% | $1,409,171 |
| SHOPIFY INC | SHOP | Technology | 0.09% | 11,727 | +11,727 | +100.00% | $1,391,057 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.09% | 9,464 | +1,006 | +11.89% | $1,384,391 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 0.09% | 22,776 | +5,320 | +30.48% | $1,381,367 |
| ABBVIE INC | ABBV | Healthcare | 0.09% | 6,334 | +2,334 | +58.35% | $1,377,526 |
| FIRST TR EXCHANGE-TRADED FD | QTEC | Other | 0.09% | 6,151 | +6,151 | +100.00% | $1,328,526 |
| ISHARES TR | ITOT | Other | 0.09% | 9,170 | -21 | -0.23% | $1,306,083 |
Earned Wealth Advisors, Llc Options Holdings in Q1 2026