Holders — by stockHoldings — by fund
EARNED WEALTH ADVISORS, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1905663
$1.55B
disclosed book value
310
positions
9.1%
largest position share
Positions, as of 2026-06-30
top 100 of 310 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | DFUSDIMENSIONAL ETF TRUST | 1.7M | $141.5M | 9.1% |
| 2 | DFATDIMENSIONAL ETF TRUST | 1.5M | $105.3M | 6.8% |
| 3 | IVVISHARES TR | 105,677 | $79.1M | 5.1% |
| 4 | SPYMSPDR SERIES TRUST | 842,270 | $74.0M | 4.8% |
| 5 | VWOVANGUARD INTL EQUITY INDEX F | 1.2M | $69.2M | 4.5% |
| 6 | DFIVDIMENSIONAL ETF TRUST | 1.2M | $62.8M | 4.1% |
| 7 | DFACDIMENSIONAL ETF TRUST | 1.3M | $59.6M | 3.8% |
| 8 | IEFAISHARES TR | 529,634 | $51.2M | 3.3% |
| 9 | AGGISHARES TR | 459,940 | $45.5M | 2.9% |
| 10 | DFUVDIMENSIONAL ETF TRUST | 792,213 | $43.6M | 2.8% |
| 11 | AAPLAPPLE INC | 146,799 | $42.5M | 2.7% |
| 12 | DGROISHARES TR | 536,322 | $40.6M | 2.6% |
| 13 | DFAIDIMENSIONAL ETF TRUST | 969,277 | $40.0M | 2.6% |
| 14 | VTVVANGUARD INDEX FDS | 158,612 | $34.6M | 2.2% |
| 15 | VGITVANGUARD SCOTTSDALE FDS | 502,096 | $29.6M | 1.9% |
| 16 | IJRISHARES TR | 196,095 | $29.1M | 1.9% |
| 17 | SPYSTATE STR SPDR S&P 500 ETF T | 34,288 | $24.8M | 1.6% |
| 18 | FXRFIRST TR EXCHANGE-TRADED FD | 264,853 | $24.1M | 1.6% |
| 19 | FDNFIRST TR EXCHANGE-TRADED FD | 87,118 | $23.1M | 1.5% |
| 20 | DISVDIMENSIONAL ETF TRUST | 540,473 | $21.7M | 1.4% |
| 21 | UCONFIRST TR EXCHNG TRADED FD VI | 792,030 | $19.7M | 1.3% |
| 22 | FXUFIRST TR EXCHANGE-TRADED FD | 368,598 | $18.2M | 1.2% |
| 23 | QQXTFIRST TR EXCHANGE-TRADED FD | 175,744 | $17.2M | 1.1% |
| 24 | VTEBVANGUARD MUN BD FDS | 303,646 | $15.4M | 1% |
| 25 | FXOFIRST TR EXCHANGE-TRADED FD | 245,103 | $15.3M | 1% |
| 26 | AVUVAMERICAN CENTY ETF TR | 118,831 | $14.8M | 1% |
| 27 | NVDANVIDIA CORPORATION | 73,895 | $14.8M | 1% |
| 28 | VBVANGUARD INDEX FDS | 47,145 | $14.3M | 0.9% |
| 29 | RLYSSGA ACTIVE ETF TR | 412,457 | $14.2M | 0.9% |
| 30 | USRTISHARES TR | 194,590 | $12.9M | 0.8% |
| 31 | WISDOMTREE TR | 273,756 | $11.2M | 0.7% |
| 32 | XCEMCOLUMBIA ETF TR II | 208,264 | $11.0M | 0.7% |
| 33 | MSFTMICROSOFT CORP | 27,458 | $10.2M | 0.7% |
| 34 | DFASDIMENSIONAL ETF TRUST | 122,072 | $10.1M | 0.6% |
| 35 | BRK/BBERKSHIRE HATHAWAY INC DEL | 19,368 | $9.7M | 0.6% |
| 36 | SLYGSPDR SERIES TRUST | 77,246 | $9.2M | 0.6% |
| 37 | AMZNAMAZON COM INC | 35,617 | $8.5M | 0.5% |
| 38 | SDYSPDR SERIES TRUST | 53,963 | $8.2M | 0.5% |
| 39 | JPMJPMORGAN CHASE & CO | 23,519 | $7.7M | 0.5% |
| 40 | GOOGLALPHABET INC | 19,985 | $7.1M | 0.5% |
| 41 | BSVVANGUARD BD INDEX FDS | 87,873 | $6.8M | 0.4% |
| 42 | IEMGISHARES INC | 81,565 | $6.8M | 0.4% |
| 43 | FTXLFIRST TR EXCHANGE TRADED FD | 23,482 | $6.7M | 0.4% |
| 44 | VTIVANGUARD INDEX FDS | 15,993 | $5.9M | 0.4% |
| 45 | VUGVANGUARD INDEX FDS | 68,181 | $5.9M | 0.4% |
| 46 | QQQINVESCO QQQ TR | 7,967 | $5.9M | 0.4% |
| 47 | METAMETA PLATFORMS INC | 9,787 | $5.5M | 0.4% |
| 48 | DFAXDIMENSIONAL ETF TRUST | 137,972 | $5.1M | 0.3% |
| 49 | PHYLPGIM ETF TR | 132,951 | $4.6M | 0.3% |
| 50 | LRCXLAM RESEARCH CORP | 7,956 | $3.4M | 0.2% |
| 51 | IYWISHARES TR | 13,317 | $3.4M | 0.2% |
| 52 | IVWISHARES TR | 24,210 | $3.3M | 0.2% |
| 53 | AVGOBROADCOM INC | 8,698 | $3.3M | 0.2% |
| 54 | AVDVAMERICAN CENTY ETF TR | 31,821 | $3.3M | 0.2% |
| 55 | TSLATESLA INC | 7,366 | $3.1M | 0.2% |
| 56 | AVUSAMERICAN CENTY ETF TR | 23,542 | $3.0M | 0.2% |
| 57 | COSTCOSTCO WHOLESALE CORPORATION | 3,207 | $3.0M | 0.2% |
| 58 | VIGVANGUARD SPECIALIZED FUNDS | 12,067 | $2.9M | 0.2% |
| 59 | XLKSELECT SECTOR SPDR TR | 14,849 | $2.8M | 0.2% |
| 60 | LLYELI LILLY & CO | 2,314 | $2.8M | 0.2% |
| 61 | XLUSELECT SECTOR SPDR TR | 61,052 | $2.8M | 0.2% |
| 62 | VFHVANGUARD WORLD FD | 20,798 | $2.7M | 0.2% |
| 63 | GOOGALPHABET INC | 7,621 | $2.7M | 0.2% |
| 64 | XLFSELECT SECTOR SPDR TR | 49,998 | $2.7M | 0.2% |
| 65 | GLWCORNING INC | 10,459 | $2.7M | 0.2% |
| 66 | CRWDCROWDSTRIKE HLDGS INC | 3,499 | $2.7M | 0.2% |
| 67 | DFAUDIMENSIONAL ETF TRUST | 50,042 | $2.6M | 0.2% |
| 68 | AMDADVANCED MICRO DEVICES INC | 4,112 | $2.4M | 0.2% |
| 69 | PGPROCTER & GAMBLE CO | 16,250 | $2.4M | 0.2% |
| 70 | BSVOEA SERIES TRUST | 79,693 | $2.3M | 0.2% |
| 71 | MUMICRON TECHNOLOGY INC | 1,917 | $2.2M | 0.1% |
| 72 | IWDISHARES TR | 8,623 | $2.1M | 0.1% |
| 73 | CATCATERPILLAR INC | 2,960 | $2.1M | 0.1% |
| 74 | VBRVANGUARD INDEX FDS | 8,510 | $2.1M | 0.1% |
| 75 | VOOVANGUARD INDEX FDS | 3,009 | $2.1M | 0.1% |
| 76 | TIDAL TRUST I | 113,790 | $2.0M | 0.1% |
| 77 | QTECFIRST TR EXCHANGE-TRADED FD | 6,122 | $2.0M | 0.1% |
| 78 | FDVVFIDELITY COVINGTON TRUST | 33,851 | $2.0M | 0.1% |
| 79 | HDHOME DEPOT INC | 5,676 | $2.0M | 0.1% |
| 80 | BXBLACKSTONE INC | 16,298 | $1.9M | 0.1% |
| 81 | IWFISHARES TR | 15,193 | $1.9M | 0.1% |
| 82 | SCHBSCHWAB STRATEGIC TR | 64,757 | $1.9M | 0.1% |
| 83 | EEMISHARES TR | 27,137 | $1.9M | 0.1% |
| 84 | EXMOCEXXON MOBIL CORP | 13,173 | $1.8M | 0.1% |
| 85 | PECOPHILLIPS EDISON & CO INC | 42,705 | $1.8M | 0.1% |
| 86 | VEAVANGUARD TAX-MANAGED FDS | 24,131 | $1.7M | 0.1% |
| 87 | VVISA INC | 5,011 | $1.7M | 0.1% |
| 88 | VVVANGUARD INDEX FDS | 4,987 | $1.7M | 0.1% |
| 89 | BIVVANGUARD BD INDEX FDS | 22,323 | $1.7M | 0.1% |
| 90 | AVDEAMERICAN CENTY ETF TR | 19,118 | $1.7M | 0.1% |
| 91 | JNJJOHNSON & JOHNSON | 6,284 | $1.6M | 0.1% |
| 92 | AMATAPPLIED MATLS INC | 2,150 | $1.6M | 0.1% |
| 93 | BACBANK OF AMER CORP | 27,067 | $1.5M | 0.1% |
| 94 | ITOTISHARES TR | 9,045 | $1.5M | 0.1% |
| 95 | SCHXSCHWAB STRATEGIC TR | 49,602 | $1.5M | 0.1% |
| 96 | DDOGDATADOG INC | 5,585 | $1.5M | 0.1% |
| 97 | ABBVABBVIE INC | 5,103 | $1.3M | 0.1% |
| 98 | SHOPSHOPIFY INC | 11,241 | $1.3M | 0.1% |
| 99 | SCHFSCHWAB STRATEGIC TR | 44,489 | $1.2M | 0.1% |
| 100 | IBMINTERNATIONAL BUSINESS MACHS | 4,216 | $1.2M | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.