StockDriftsStockDriftsTop 50 Earned Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | 9.13% | 1.73M | $141.5M | +2.07%(+35.05K) | $70.36(+20.64%) | 2026-06-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 6.8% | 1.51M | $105.3M | +0.69%(+10.26K) | $53.52(+35.19%) | 2026-06-30 | |
| IVV | ISHARES TR | 5.11% | 105.7K | $79.1M | +9.86%(+9.48K) | $588.97(+32.25%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 4.78% | 842.3K | $74.0M | +4.86%(+39.07K) | $79.31(+15.07%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 4.47% | 1.16M | $69.2M | +2.44%(+27.68K) | $53.94(+11.94%) | 2026-06-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 4.06% | 1.16M | $62.8M | +15.11%(+152.73K) | $42.87(+35.51%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 3.84% | 1.34M | $59.6M | -2.17%(-29.72K) | $27.68(+66.35%) | 2026-06-30 | |
| IEFA | ISHARES TR | 3.3% | 529.6K | $51.2M | +6.76%(+33.51K) | $86.44(+17.21%) | 2026-06-30 | |
| AGG | ISHARES TR | 2.94% | 459.9K | $45.5M | +21.23%(+80.55K) | $98.82(-1.43%) | 2026-06-30 | |
| DFUV | DIMENSIONAL ETF TRUST | 2.81% | 792.2K | $43.6M | -1.03%(-8.27K) | $37.19(+54.76%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.09% | +56.47% | — | — | +46.74% |
| Top 20 Holdings Unweighted | +17.41% | +61.85% | — | — | +46.47% |
Earned Wealth Advisors LLC reports $1.55B in US-listed equity holdings across 310 positions in its most recent 13F filing. Its largest disclosed positions are DFUS (9.1%), DFAT (6.8%) and IVV (5.1%). The top 20 holdings account for 67.25% of reported assets. Its disclosed equity book has returned +56.47% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Earned Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1905663). View Earned Wealth Advisors LLC’s 13F filings on SEC