Earned Wealth Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.50B
Q ending 2026-03-31
Prior quarter
$310.0M
Q ending 2025-12-31
Change
+382.5% QoQ · +228.3% YoY
Positions
468
reported holdings
Largest positions
Top 100 of 468 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Dimensional Etf Trust | DFUS | Shares | $119.9M | 1.7M |
| Dimensional Etf Trust | DFAT | Shares | $93.4M | 1.5M |
| Ishares Tr | IVV | Shares | $62.8M | 96K |
| Spdr Series Trust | SPYM | Shares | $61.5M | 803K |
| Vanguard Intl Equity Index F | VWO | Shares | $61.2M | 1.1M |
| Dimensional Etf Trust | DFIV | Shares | $53.3M | 1.0M |
| Dimensional Etf Trust | DFAC | Shares | $53.3M | 1.4M |
| Apple Inc | AAPL | Shares | $50.6M | 199K |
| Ishares Tr | IEFA | Shares | $44.9M | 496K |
| Dimensional Etf Trust | DFUV | Shares | $38.8M | 800K |
| Dimensional Etf Trust | DFAI | Shares | $37.7M | 969K |
| Ishares Tr | AGG | Shares | $37.7M | 379K |
| Ishares Tr | DGRO | Shares | $37.2M | 531K |
| Vanguard Index Fds | VTV | Shares | $31.3M | 159K |
| Vanguard Scottsdale Fds | VGIT | Shares | $27.6M | 464K |
| Ishares Tr | IJR | Shares | $24.3M | 195K |
| First Tr Exchange-Traded Fd | FXR | Shares | $22.3M | 273K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $22.1M | 34K |
| Nvidia Corporation | NVDA | Shares | $21.9M | 126K |
| First Tr Exchange-Traded Fd | FDN | Shares | $20.9M | 89K |
| Dimensional Etf Trust | DISV | Shares | $20.3M | 515K |
| First Tr Exchange-Traded Fd | FXU | Shares | $18.8M | 379K |
| First Tr Exchange-Traded Fd | QQXT | Shares | $17.8M | 182K |
| First Tr Exchng Traded Fd Vi | UCON | Shares | $15.8M | 637K |
| First Tr Exchange-Traded Fd | FXO | Shares | $14.2M | 253K |
| Ssga Active Etf Tr | RLY | Shares | $13.8M | 382K |
| Microsoft Corp | MSFT | Shares | $13.7M | 37K |
| American Centy Etf Tr | AVUV | Shares | $13.1M | 119K |
| Vanguard Mun Bd Fds | VTEB | Shares | $12.0M | 240K |
| Vanguard Index Fds | VB | Shares | $11.0M | 42K |
| Wisdomtree Tr | WTMF | Shares | $10.8M | 273K |
| Amazon Com Inc | AMZN | Shares | $10.8M | 52K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $10.6M | 22K |
| Ishares Tr | USRT | Shares | $10.6M | 179K |
| Dimensional Etf Trust | DFAS | Shares | $9.4M | 132K |
| Alphabet Inc | GOOGL | Shares | $9.2M | 32K |
| Columbia Etf Tr Ii | XCEM | Shares | $8.7M | 213K |
| Jpmorgan Chase & Co | JPM | Shares | $8.2M | 28K |
| Spdr Series Trust | SDY | Shares | $8.0M | 55K |
| Vanguard Bd Index Fds | BSV | Shares | $7.7M | 98K |
| Spdr Series Trust | SLYG | Shares | $7.4M | 77K |
| Meta Platforms Inc | META | Shares | $6.8M | 12K |
| Vanguard Index Fds | VTI | Shares | $6.7M | 21K |
| Ishares Inc | IEMG | Shares | $5.4M | 78K |
| Vanguard Index Fds | VUG | Shares | $5.4M | 12K |
| Invesco Qqq Tr | QQQ | Shares | $5.2M | 9K |
| Vanguard Specialized Funds | VIG | Shares | $4.9M | 23K |
| Tesla Inc | TSLA | Shares | $4.7M | 13K |
| Dimensional Etf Trust | DFAX | Shares | $4.7M | 138K |
| Broadcom Inc | AVGO | Shares | $4.5M | 15K |
| Costco Wholesale Corporation | COST | Shares | $4.1M | 4K |
| Alphabet Inc | GOOG | Shares | $3.9M | 14K |
| Pgim Etf Tr | PHYL | Shares | $3.8M | 109K |
| First Tr Exchange Traded Fd | FTXL | Shares | $3.4M | 23K |
| Eli Lilly & Co | LLY | Shares | $3.3M | 4K |
| American Centy Etf Tr | AVDV | Shares | $3.2M | 32K |
| Exxon Mobil Corp | XOM | Shares | $3.0M | 17K |
| Select Sector Spdr Tr | XLU | Shares | $2.8M | 61K |
| Ishares Tr | IVW | Shares | $2.7M | 24K |
| American Centy Etf Tr | AVUS | Shares | $2.6M | 24K |
| Lam Research Corp | LRCX | Shares | $2.5M | 12K |
| Vanguard World Fd | VFH | Shares | $2.5M | 21K |
| Select Sector Spdr Tr | XLF | Shares | $2.5M | 51K |
| Johnson & Johnson | JNJ | Shares | $2.5M | 10K |
| Walmart Inc | WMT | Shares | $2.5M | 20K |
| Dimensional Etf Trust | DFAU | Shares | $2.3M | 51K |
| Home Depot Inc | HD | Shares | $2.3M | 7K |
| Netflix Inc. | NFLX | Shares | $2.2M | 23K |
| Ea Series Trust | BSVO | Shares | $2.1M | 84K |
| Visa Inc | V | Shares | $2.1M | 7K |
| Vanguard Index Fds | VOO | Shares | $2.1M | 4K |
| Ishares Tr | IYW | Shares | $2.1M | 11K |
| Vanguard Index Fds | VBR | Shares | $2.0M | 9K |
| Select Sector Spdr Tr | XLK | Shares | $2.0M | 15K |
| Procter & Gamble Co | PG | Shares | $1.9M | 13K |
| Fidelity Covington Trust | FDVV | Shares | $1.9M | 34K |
| Ishares Tr | IWD | Shares | $1.9M | 9K |
| Bank America Corp | BAC | Shares | $1.7M | 35K |
| Ge Aerospace | GE | Shares | $1.7M | 6K |
| Vanguard Bd Index Fds | BIV | Shares | $1.7M | 21K |
| Vanguard Tax-Managed Fds | VEA | Shares | $1.6M | 26K |
| American Centy Etf Tr | AVDE | Shares | $1.6M | 19K |
| Phillips Edison & Co Inc | PECO | Shares | $1.6M | 43K |
| Corning Inc | GLW | Shares | $1.6M | 12K |
| Caterpillar Inc | CAT | Shares | $1.6M | 2K |
| Ishares Tr | EEM | Shares | $1.6M | 27K |
| Ishares Tr | IWF | Shares | $1.6M | 4K |
| Schwab Strategic Tr | SCHB | Shares | $1.5M | 61K |
| Howmet Aerospace Inc | HWM | Shares | $1.5M | 7K |
| Schwab Strategic Tr | SCHX | Shares | $1.5M | 59K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $1.5M | 4K |
| Rtx Corporation | RTX | Shares | $1.4M | 8K |
| Merck & Co Inc | MRK | Shares | $1.4M | 12K |
| Arista Networks Inc | ANET | Shares | $1.4M | 11K |
| Shopify Inc | SHOP | Shares | $1.4M | 12K |
| Palantir Technologies Inc | PLTR | Shares | $1.4M | 9K |
| Bristol-Myers Squibb Co | BMY | Shares | $1.4M | 23K |
| Abbvie Inc | ABBV | Shares | $1.4M | 6K |
| First Tr Exchange-Traded Fd | QTEC | Shares | $1.3M | 6K |
| Ishares Tr | ITOT | Shares | $1.3M | 9K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.