13F filer

Earned Wealth Advisors

As of Jun 30, 2026 Filed Aug 14, 2026 CIK 1905663 SEC filings ↗

13F Value

$1.55B

Positions

312

Top Position

DFUS9.1%

Top 5

30.2%

Latest filing changes

vs Mar 31, 2026

1 DFIV Dimensional International Value ETF +15.1%+$8.3M

2 AGG iShares Core U.S. Aggregate Bond ETF +21.2%+$8.0M

3 IVV iShares Core S&P 500 ETF +9.9%+$7.1M

4 VUG Vanguard Morningstar Growth Index Fund — ETF Shares +455.2%+$4.8M

5 UCON First Trust Smith Unconstrained Bond ETF +24.3%+$3.9M

Holdings312

#
1	DFUS Dimensional U.S. Equity Market ETF	9.1%	$141.5M	+2.1%	1.73M	8.0%	ETF
2	DFAT Dimensional U.S. Targeted Value ETF	6.8%	$105.3M	+0.7%	1.51M	6.2%	ETF
3	IVV iShares Core S&P 500 ETF	5.1%	$79.1M	+9.9%	105.7K	4.2%	ETF
4	SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	4.8%	$74.0M	+4.9%	842.3K	4.1%	ETF
5	VWO Vanguard Emerging Markets Stock Index Fund — ETF Shares	4.5%	$69.2M	+2.4%	1.16M	4.1%	ETF
6	DFIV Dimensional International Value ETF	4.1%	$62.8M	+15.1%	1.16M	3.6%	ETF
7	DFAC Dimensional U.S. Core Equity 2 ETF	3.8%	$59.6M	-2.2%	1.34M	3.6%	ETF
8	IEFA iShares Core MSCI EAFE ETF	3.3%	$51.2M	+6.8%	529.6K	3.0%	ETF
9	AGG iShares Core U.S. Aggregate Bond ETF	2.9%	$45.5M	+21.2%	459.9K	2.5%	ETF
10	DFUV Dimensional US Marketwide Value ETF	2.8%	$43.6M	-1.0%	792.2K	2.6%	ETF
11	AAPL Apple	2.7%	$42.5M	-26.3%	146.8K	3.4%	Common Stock
12	DGRO iShares Core Dividend Growth ETF	2.6%	$40.6M	+1.1%	536.3K	2.5%	ETF
13	DFAI Dimensional International Core Equity Market ETF	2.6%	$40.0M	+0.1%	969.3K	2.5%	ETF
14	VTV Vanguard Morningstar Value Index Fund — ETF Shares	2.2%	$34.6M	-0.4%	158.6K	2.1%	ETF
15	VGIT Vanguard Intermediate-Term Treasury ETF	1.9%	$29.6M	+8.2%	502.1K	1.8%	ETF
16	IJR iShares Core S&P Small-Cap ETF	1.9%	$29.1M	+0.5%	196.1K	1.6%	ETF
17	SPY State Str SPDR S&P 500 ETF T — Tr Unit	1.6%	$24.8M	+0.7%	34.3K	1.5%	ETF
18	FXR First Trust Industrials/Producer Durables AlphaDEX Fund	1.6%	$24.1M	-2.9%	264.9K	1.5%	ETF
19	FDN First Trust Dow Jones Internet Index Fund	1.5%	$23.1M	-2.4%	87.1K	1.4%	ETF
20	DISV Dimensional International Small Cap Value ETF	1.4%	$21.7M	+5.0%	540.5K	1.4%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing185

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.