EARNED WEALTH ADVISORS, LLC
CIK: 0001905663SEC EDGAR →
Portfolio Value
$937.2M
Holdings
353
As of
Q4 2025
New Positions
353
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 1,483,146 | $110.0M | 11.74% |
| 2 | DIMENSIONAL ETF TRUST | 1,457,860 | $86.8M | 9.26% |
| 3 | DIMENSIONAL ETF TRUST | 1,475,990 | $58.4M | 6.24% |
| 4 | ISHARES TR | 85,133 | $58.3M | 6.22% |
| 5 | VANGUARD INTL EQUITY INDEX F | 720,621 | $38.7M | 4.13% |
| 6 | DIMENSIONAL ETF TRUST | 797,379 | $37.1M | 3.96% |
| 7 | DIMENSIONAL ETF TRUST | 890,928 | $34.0M | 3.62% |
| 8 | ISHARES TR | 339,552 | $33.9M | 3.62% |
| 9 | DIMENSIONAL ETF TRUST | 663,969 | $33.1M | 3.54% |
| 10 | APPLE INC | 108,789 | $29.6M | 3.16% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (353)
$110.0M · 1.5M shares
$86.8M · 1.5M shares
$58.4M · 1.5M shares
$58.3M · 85K shares
$38.7M · 721K shares
$37.1M · 797K shares
$34.0M · 891K shares
$33.9M · 340K shares
$33.1M · 664K shares
$29.6M · 109K shares
$23.8M · 397K shares
$18.5M · 487K shares
$16.5M · 89K shares
$16.3M · 183K shares
$14.3M · 570K shares
$12.1M · 25K shares
$11.7M · 115K shares
$11.7M · 232K shares
$11.6M · 370K shares
$10.5M · 41K shares
$9.5M · 136K shares
$9.3M · 19K shares
$9.3M · 164K shares
$8.3M · 36K shares
$7.0M · 89K shares
$6.1M · 9K shares
$5.9M · 19K shares
$5.2M · 16K shares
$4.8M · 10K shares
$4.7M · 21K shares
$4.6M · 7K shares
$4.6M · 139K shares
$4.3M · 10K shares
$3.6M · 10K shares
$3.5M · 11K shares
$3.2M · 10K shares
$3.1M · 33K shares
$3.1M · 86K shares
$2.9M · 24K shares
$2.8M · 3K shares
$2.7M · 3K shares
$2.6M · 23K shares
$2.4M · 52K shares
$2.3M · 11K shares
$2.1M · 19K shares
$2.0M · 88K shares
$2.0M · 14K shares
$1.9M · 11K shares
$1.9M · 3K shares
$1.8M · 19K shares
$1.7M · 64K shares
$1.7M · 21K shares
$1.6M · 19K shares
$1.5M · 4K shares
$1.5M · 8K shares
$1.5M · 6K shares
$1.5M · 7K shares
$1.5M · 5K shares
$1.4M · 29K shares
$1.4M · 9K shares
$1.4M · 2K shares
$1.3M · 49K shares
$1.3M · 6K shares
$1.2M · 8K shares
$1.1M · 11K shares
$1.1M · 9K shares
$1.1M · 19K shares
$1.1M · 44K shares
$1.0M · 7K shares
$1.0M · 3K shares
$1.0M · 5K shares
$990K · 30K shares
$965K · 2K shares
$959K · 2K shares
$941K · 17K shares
$937K · 5K shares
$933K · 25K shares
$927K · 3K shares
$922K · 6K shares
$922K · 3K shares
$913K · 4K shares
$908K · 12K shares
$900K · 1K shares
$891K · 6K shares
$884K · 21K shares
$873K · 936 shares
$870K · 5K shares
$858K · 9K shares
$846K · 6K shares
$843K · 157 shares
$841K · 33K shares
$829K · 12K shares
$810K · 50K shares
$808K · 6K shares
$795K · 3K shares
$782K · 43K shares
$781K · 9K shares
$773K · 8K shares
$773K · 4K shares
$766K · 4K shares
$761K · 7K shares
$754K · 1 shares
$753K · 3K shares
$747K · 6K shares
$744K · 11K shares
$743K · 1K shares
$735K · 11K shares
$728K · 29K shares
$724K · 5K shares
$716K · 5K shares
$705K · 2K shares
$700K · 5K shares
$694K · 2K shares
$687K · 9K shares
$681K · 8K shares
$664K · 2K shares
$663K · 3K shares
$661K · 12K shares
$661K · 2K shares
$660K · 8K shares
$646K · 788 shares
$643K · 4K shares
$635K · 11K shares
$629K · 2K shares
$628K · 3K shares
$618K · 820 shares
$605K · 24K shares
$590K · 4K shares
$581K · 2K shares
$580K · 3K shares
$574K · 6K shares
$569K · 15K shares
$568K · 4K shares
$564K · 7K shares
$555K · 4K shares
$554K · 3K shares
$541K · 14K shares
$535K · 3K shares
$517K · 2K shares
$512K · 5K shares
$511K · 2K shares
$510K · 9K shares
$510K · 661 shares
$508K · 4K shares
$503K · 1K shares
$500K · 1K shares
$499K · 3K shares
$499K · 4K shares
$487K · 1K shares
$482K · 4K shares
$480K · 2K shares
$478K · 4K shares
$477K · 14K shares
$472K · 781 shares
$464K · 19K shares
$463K · 6K shares
$459K · 802 shares
$453K · 3K shares
$449K · 3K shares
$449K · 801 shares
$446K · 1K shares
$442K · 6K shares
$441K · 5K shares
$437K · 2K shares
$436K · 3K shares
$433K · 3K shares
$426K · 2K shares
$423K · 6K shares
$423K · 7K shares
$418K · 1K shares
$418K · 2K shares
$416K · 4K shares
$414K · 3K shares
$413K · 10K shares
$409K · 1K shares
$406K · 2K shares
$405K · 612 shares
$405K · 2K shares
$399K · 2K shares
$399K · 3K shares
$394K · 2K shares
$392K · 5K shares
$390K · 3K shares
$389K · 2K shares
$389K · 6K shares
$389K · 4K shares
$388K · 686 shares
$385K · 43K shares
$385K · 3K shares
$385K · 1K shares
$379K · 4K shares
$379K · 9K shares
$377K · 3K shares
$373K · 3K shares
$373K · 5K shares
$372K · 2K shares
$372K · 2K shares
$370K · 1K shares
$366K · 16K shares
$362K · 8K shares
$359K · 5K shares
$357K · 919 shares
$356K · 11K shares
$354K · 2K shares
$352K · 690 shares
$351K · 3K shares
$348K · 3K shares
$345K · 7K shares
$343K · 283 shares
$336K · 17K shares
$333K · 28K shares
$331K · 5K shares
$331K · 3K shares
$330K · 12K shares
$326K · 3K shares
$324K · 4K shares
$324K · 8K shares
$323K · 3K shares
$319K · 4K shares
$319K · 3K shares
$314K · 6K shares
$311K · 3K shares
$310K · 11K shares
$310K · 1K shares
$310K · 4K shares
$309K · 4K shares
$309K · 5K shares
$308K · 3K shares
$308K · 5K shares
$306K · 2K shares
$306K · 1K shares
$306K · 2K shares
$304K · 1K shares
$302K · 2K shares
$300K · 3K shares
$299K · 3K shares
$298K · 3K shares
$295K · 10K shares
$291K · 4K shares
$290K · 911 shares
$287K · 36K shares
$286K · 3K shares
$286K · 1K shares
$285K · 1K shares
$284K · 1K shares
$283K · 1K shares
$282K · 264 shares
$282K · 7K shares
$279K · 6K shares
$278K · 533 shares
$278K · 481 shares
$277K · 5K shares
$276K · 2K shares
$275K · 3K shares
$274K · 14K shares
$274K · 606 shares
$274K · 564 shares
$273K · 2K shares
$272K · 2K shares
$271K · 1K shares
$271K · 1K shares
$270K · 6K shares
$270K · 1K shares
$269K · 1K shares
$269K · 3K shares
$269K · 3K shares
$268K · 547 shares
$267K · 4K shares
$265K · 5K shares
$265K · 2K shares
$264K · 3K shares
$256K · 3K shares
$252K · 3K shares
$248K · 732 shares
$243K · 716 shares
$243K · 522 shares
$242K · 1K shares
$242K · 3K shares
$241K · 3K shares
$241K · 395 shares
$239K · 510 shares
$239K · 1K shares
$238K · 569 shares
$237K · 5K shares
$237K · 1K shares
$236K · 2K shares
$236K · 3K shares
$235K · 3K shares
$234K · 9K shares
$234K · 1K shares
$233K · 2K shares
$232K · 6K shares
$232K · 3K shares
$232K · 13K shares
$232K · 2K shares
$231K · 7K shares
$231K · 839 shares
$230K · 3K shares
$229K · 673 shares
$229K · 966 shares
$228K · 9K shares
$228K · 5K shares
$225K · 4K shares
$225K · 9K shares
$225K · 935 shares
$225K · 3K shares
$224K · 1K shares
$224K · 1K shares
$224K · 1K shares
$223K · 7K shares
$221K · 573 shares
$220K · 13K shares
$220K · 7K shares
$219K · 1K shares
$219K · 492 shares
$218K · 866 shares
$217K · 1K shares
$216K · 4K shares
$215K · 541 shares
$215K · 750 shares
$215K · 2K shares
$214K · 2K shares
$214K · 985 shares
$214K · 8K shares
$212K · 7K shares
$212K · 6K shares
$211K · 3K shares
$211K · 603 shares
$208K · 3K shares
$208K · 4K shares
$207K · 3K shares
$205K · 1K shares
$203K · 1K shares
$203K · 3K shares
$202K · 931 shares
$201K · 2K shares
$200K · 4K shares
$199K · 13K shares
$167K · 10K shares
$142K · 12K shares
$122K · 17K shares
$113K · 12K shares
$106K · 13K shares
$106K · 13K shares
$85K · 10K shares
$83K · 18K shares
$80K · 15K shares
$79K · 10K shares
$77K · 39K shares
$75K · 15K shares
$70K · 13K shares
$46K · 26K shares
$45K · 12K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 116 | $710.0M | 75.8% |
| Technology | 55 | $89.9M | 9.6% |
| Unknown | 24 | $37.0M | 4.0% |
| Consumer Cyclical | 28 | $24.0M | 2.6% |
| Healthcare | 39 | $20.1M | 2.1% |
| Communication Services | 12 | $19.7M | 2.1% |
| Industrials | 37 | $14.4M | 1.5% |
| Consumer Defensive | 12 | $9.9M | 1.1% |
| Utilities | 11 | $4.4M | 0.5% |
| Energy | 10 | $3.9M | 0.4% |
| Basic Materials | 8 | $3.3M | 0.4% |
| Real Estate | 1 | $372K | 0.0% |