EARNED WEALTH ADVISORS, LLC

CIK: 0001905663SEC EDGAR →

Portfolio Value

$937.2B

Holdings

353

As of

Q4 2025

New Positions

353

Closed Positions

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	DFUS DIMENSIONAL ETF TRUST	1,483,146	$110.0B	11.74%
2	DFAT DIMENSIONAL ETF TRUST	1,457,860	$86.8B	9.26%
3	DFAC DIMENSIONAL ETF TRUST	1,475,990	$58.4B	6.24%
4	IVV ISHARES TR	85,133	$58.3B	6.22%
5	VWO VANGUARD INTL EQUITY INDEX F	720,621	$38.7B	4.13%
6	DFUV DIMENSIONAL ETF TRUST	797,379	$37.1B	3.96%
7	DFAI DIMENSIONAL ETF TRUST	890,928	$34.0B	3.62%
8	AGG ISHARES TR	339,552	$33.9B	3.62%
9	DFIV DIMENSIONAL ETF TRUST	663,969	$33.1B	3.54%
10	AAPL APPLE INC	108,789	$29.6B	3.16%

Quarterly Changes

Top Buys

DFUSNEW

$110.0B

DFATNEW

$86.8B

DFACNEW

$58.4B

IVVNEW

$58.3B

VWONEW

$38.7B

Top Sells

No sells this quarter

New Positions (353)

DFUS

$110.0B · 1.5M shares

$86.8B · 1.5M shares

$58.4B · 1.5M shares

$58.3B · 85K shares

$38.7B · 721K shares

$37.1B · 797K shares

$34.0B · 891K shares

$33.9B · 340K shares

$33.1B · 664K shares

$29.6B · 109K shares

$23.8B · 397K shares

$18.5B · 487K shares

$16.5B · 89K shares

$16.3B · 183K shares

$14.3B · 570K shares

$12.1B · 25K shares

$11.7B · 115K shares

$11.7B · 232K shares

$11.6B · 370K shares

$10.5B · 41K shares

$9.5B · 136K shares

$9.3B · 19K shares

$9.3B · 164K shares

$8.3B · 36K shares

$7.0B · 89K shares

$6.1B · 9K shares

$5.9B · 19K shares

$5.2B · 16K shares

$4.8B · 10K shares

$4.7B · 21K shares

$4.6B · 7K shares

$4.6B · 139K shares

$4.3B · 10K shares

$3.6B · 10K shares

$3.5B · 11K shares

$3.2B · 10K shares

$3.1B · 33K shares

$3.1B · 86K shares

$2.9B · 24K shares

$2.8B · 3K shares

$2.7B · 3K shares

$2.6B · 23K shares

$2.4B · 52K shares

$2.3B · 11K shares

$2.1B · 19K shares

$2.0B · 88K shares

$2.0B · 14K shares

$1.9B · 11K shares

$1.9B · 3K shares

$1.8B · 19K shares

$1.7B · 64K shares

$1.7B · 21K shares

$1.6B · 19K shares

$1.5B · 4K shares

PLTR

$1.5B · 8K shares

CRM

$1.5B · 6K shares

IWD

$1.5B · 7K shares

$1.5B · 5K shares

$1.4B · 29K shares

$1.4B · 9K shares

$1.4B · 2K shares

$1.3B · 49K shares

$1.3B · 6K shares

$1.2B · 8K shares

$1.1B · 11K shares

$1.1B · 9K shares

$1.1B · 19K shares

$1.1B · 44K shares

$1.0B · 7K shares

$1.0B · 3K shares

HWM

$1.0B · 5K shares

DFSV

$990.0M · 30K shares

DON

$965.0M · 2K shares

$959.0M · 2K shares

BMY

$941.0M · 17K shares

ORCL

$937.0M · 5K shares

INTC

$933.0M · 25K shares

$927.0M · 3K shares

4I1

$922.0M · 6K shares

$922.0M · 3K shares

ABBV

$913.0M · 4K shares

AVEM

$908.0M · 12K shares

$900.0M · 1K shares

$891.0M · 6K shares

$884.0M · 21K shares

$873.0M · 936 shares

$870.0M · 5K shares

$858.0M · 9K shares

$846.0M · 6K shares

$843.0M · 157 shares

$841.0M · 33K shares

$829.0M · 12K shares

$810.0M · 50K shares

$808.0M · 6K shares

$795.0M · 3K shares

$782.0M · 43K shares

$781.0M · 9K shares

$773.0M · 8K shares

$773.0M · 4K shares

$766.0M · 4K shares

$761.0M · 7K shares

$754.0M · 1 shares

$753.0M · 3K shares

$747.0M · 6K shares

$744.0M · 11K shares

$743.0M · 1K shares

$735.0M · 11K shares

$728.0M · 29K shares

$724.0M · 5K shares

$716.0M · 5K shares

$705.0M · 2K shares

$700.0M · 5K shares

$694.0M · 2K shares

$687.0M · 9K shares

$681.0M · 8K shares

$664.0M · 2K shares

$663.0M · 3K shares

$661.0M · 12K shares

$661.0M · 2K shares

$660.0M · 8K shares

$646.0M · 788 shares

$643.0M · 4K shares

$635.0M · 11K shares

$629.0M · 2K shares

$628.0M · 3K shares

$618.0M · 820 shares

$605.0M · 24K shares

$590.0M · 4K shares

$581.0M · 2K shares

$580.0M · 3K shares

$574.0M · 6K shares

$569.0M · 15K shares

$568.0M · 4K shares

$564.0M · 7K shares

$555.0M · 4K shares

$554.0M · 3K shares

$541.0M · 14K shares

$535.0M · 3K shares

$517.0M · 2K shares

$512.0M · 5K shares

$511.0M · 2K shares

$510.0M · 9K shares

$510.0M · 661 shares

$508.0M · 4K shares

$503.0M · 1K shares

$500.0M · 1K shares

$499.0M · 3K shares

$499.0M · 4K shares

$487.0M · 1K shares

$482.0M · 4K shares

$480.0M · 2K shares

$478.0M · 4K shares

$477.0M · 14K shares

$472.0M · 781 shares

$464.0M · 19K shares

$463.0M · 6K shares

$459.0M · 802 shares

$453.0M · 3K shares

$449.0M · 3K shares

$449.0M · 801 shares

$446.0M · 1K shares

$442.0M · 6K shares

$441.0M · 5K shares

$437.0M · 2K shares

$436.0M · 3K shares

$433.0M · 3K shares

$426.0M · 2K shares

$423.0M · 6K shares

$423.0M · 7K shares

$418.0M · 1K shares

$418.0M · 2K shares

$416.0M · 4K shares

$414.0M · 3K shares

$413.0M · 10K shares

$409.0M · 1K shares

$406.0M · 2K shares

$405.0M · 612 shares

$405.0M · 2K shares

$399.0M · 2K shares

$399.0M · 3K shares

$394.0M · 2K shares

$392.0M · 5K shares

$390.0M · 3K shares

$389.0M · 2K shares

$389.0M · 6K shares

$389.0M · 4K shares

$388.0M · 686 shares

$385.0M · 43K shares

$385.0M · 3K shares

$385.0M · 1K shares

$379.0M · 4K shares

$379.0M · 9K shares

$377.0M · 3K shares

$373.0M · 3K shares

$373.0M · 5K shares

$372.0M · 2K shares

$372.0M · 2K shares

$370.0M · 1K shares

$366.0M · 16K shares

$362.0M · 8K shares

$359.0M · 5K shares

$357.0M · 919 shares

$356.0M · 11K shares

$354.0M · 2K shares

$352.0M · 690 shares

$351.0M · 3K shares

$348.0M · 3K shares

$345.0M · 7K shares

$343.0M · 283 shares

$336.0M · 17K shares

$333.0M · 28K shares

$331.0M · 5K shares

$331.0M · 3K shares

$330.0M · 12K shares

$326.0M · 3K shares

$324.0M · 4K shares

$324.0M · 8K shares

$323.0M · 3K shares

$319.0M · 4K shares

$319.0M · 3K shares

XLF

$314.0M · 6K shares

DUK

$311.0M · 3K shares

RHI

$310.0M · 11K shares

$310.0M · 1K shares

FTNT

$310.0M · 4K shares

$309.0M · 4K shares

$309.0M · 5K shares

$308.0M · 3K shares

$308.0M · 5K shares

$306.0M · 2K shares

$306.0M · 1K shares

$306.0M · 2K shares

$304.0M · 1K shares

$302.0M · 2K shares

$300.0M · 3K shares

$299.0M · 3K shares

$298.0M · 3K shares

$295.0M · 10K shares

$291.0M · 4K shares

$290.0M · 911 shares

$287.0M · 36K shares

$286.0M · 3K shares

$286.0M · 1K shares

$285.0M · 1K shares

$284.0M · 1K shares

$283.0M · 1K shares

$282.0M · 264 shares

$282.0M · 7K shares

$279.0M · 6K shares

$278.0M · 533 shares

$278.0M · 481 shares

$277.0M · 5K shares

$276.0M · 2K shares

$275.0M · 3K shares

$274.0M · 14K shares

$274.0M · 606 shares

$274.0M · 564 shares

$273.0M · 2K shares

$272.0M · 2K shares

$271.0M · 1K shares

$271.0M · 1K shares

$270.0M · 6K shares

$270.0M · 1K shares

$269.0M · 1K shares

$269.0M · 3K shares

$269.0M · 3K shares

$268.0M · 547 shares

$267.0M · 4K shares

$265.0M · 5K shares

$265.0M · 2K shares

$264.0M · 3K shares

$256.0M · 3K shares

$252.0M · 3K shares

$248.0M · 732 shares

$243.0M · 716 shares

$243.0M · 522 shares

$242.0M · 1K shares

$242.0M · 3K shares

$241.0M · 3K shares

$241.0M · 395 shares

$239.0M · 510 shares

$239.0M · 1K shares

$238.0M · 569 shares

$237.0M · 5K shares

$237.0M · 1K shares

$236.0M · 2K shares

$236.0M · 3K shares

$235.0M · 3K shares

$234.0M · 9K shares

$234.0M · 1K shares

$233.0M · 2K shares

$232.0M · 6K shares

$232.0M · 3K shares

$232.0M · 13K shares

$232.0M · 2K shares

$231.0M · 7K shares

$231.0M · 839 shares

$230.0M · 3K shares

$229.0M · 673 shares

$229.0M · 966 shares

$228.0M · 9K shares

$228.0M · 5K shares

$225.0M · 4K shares

$225.0M · 9K shares

$225.0M · 935 shares

$225.0M · 3K shares

$224.0M · 1K shares

$224.0M · 1K shares

$224.0M · 1K shares

$223.0M · 7K shares

$221.0M · 573 shares

$220.0M · 13K shares

$220.0M · 7K shares

$219.0M · 1K shares

$219.0M · 492 shares

$218.0M · 866 shares

$217.0M · 1K shares

$216.0M · 4K shares

$215.0M · 541 shares

$215.0M · 750 shares

$215.0M · 2K shares

$214.0M · 2K shares

$214.0M · 985 shares

$214.0M · 8K shares

$212.0M · 7K shares

$212.0M · 6K shares

$211.0M · 3K shares

$211.0M · 603 shares

$208.0M · 3K shares

$208.0M · 4K shares

$207.0M · 3K shares

$205.0M · 1K shares

$203.0M · 1K shares

$203.0M · 3K shares

$202.0M · 931 shares

$201.0M · 2K shares

$200.0M · 4K shares

$199.0M · 13K shares

$167.0M · 10K shares

$142.0M · 12K shares

$122.0M · 17K shares

$113.0M · 12K shares

$106.0M · 13K shares

$106.0M · 13K shares

$85.0M · 10K shares

$83.0M · 18K shares

$80.0M · 15K shares

$79.0M · 10K shares

$77.0M · 39K shares

$75.0M · 15K shares

$70.0M · 13K shares

$46.0M · 26K shares

$45.0M · 12K shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	116	$710.0B	75.8%
Technology	56	$90.1B	9.6%
Unknown	24	$37.0B	4.0%
Consumer Cyclical	28	$24.0B	2.6%
Healthcare	39	$20.1B	2.1%
Communication Services	11	$19.5B	2.1%
Industrials	37	$14.4B	1.5%
Consumer Defensive	12	$9.9B	1.1%
Utilities	11	$4.4B	0.5%
Energy	10	$3.9B	0.4%
Basic Materials	8	$3.3B	0.4%
Real Estate	1	$372.0M	0.0%