EdgeMarket › What Earned Wealth Advisors, Llc reported owning
What Earned Wealth Advisors, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.5BPositions
468Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| DFUS Dimensional U.S. Equity Market ETF | 119.9M | 8.0% | 1.7M | 83.64 | +20.8% |
| DFAT Dimensional U.S. Targeted Value ETF | 93.4M | 6.2% | 1.5M | 71.67 | +26.9% |
| IVV iShares Core S&P 500 ETF | 62.8M | 4.2% | 96.2K | 769.31 | +20.0% |
| SPYM State Street SPDR Portfolio S&P 500 ETF | 61.5M | 4.1% | 803.2K | 90.13 | +20.1% |
| VWO Vanguard FTSE Emerging Markets ETF | 61.2M | 4.1% | 1.1M | 60.45 | +17.7% |
| DFIV Dimensional International Value ETF | 53.3M | 3.6% | 1.0M | 58.31 | +27.8% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 53.3M | 3.6% | 1.4M | 45.61 | +22.8% |
| AAPL Apple Inc. | 50.6M | 3.4% | 199.2K | 309.35 | +36.9% |
| IEFA iShares Core MSCI EAFE ETF | 44.9M | 3.0% | 496.1K | 100.85 | +16.8% |
| DFUV Dimensional US Marketwide Value ETF | 38.8M | 2.6% | 800.5K | 57.43 | +31.9% |
| DFAI Dimensional International Core Equity Market E | 37.7M | 2.5% | 968.5K | 43.35 | +21.1% |
| AGG iShares Core U.S. Aggregate Bond ETF | 37.7M | 2.5% | 379.4K | 97.35 | -1.7% |
| DGRO iShares Core Dividend Growth ETF | 37.2M | 2.5% | 530.5K | 79.61 | +20.0% |
| VTV Vanguard Morningstar Value ETF | 31.3M | 2.1% | 159.3K | 226.40 | +24.6% |
| VGIT Vanguard Intermediate-Term Treasury ETF | 27.6M | 1.8% | 464.0K | 58.31 | -2.3% |
| IJR iShares Core S&P Small-Cap ETF | 24.3M | 1.6% | 195.2K | 147.31 | +29.0% |
| FXR First Trust Industrials AlphaDEX | 22.3M | 1.5% | 272.8K | 89.62 | +15.6% |
| SPY SPDR S&P 500 ETF TRUST | 22.1M | 1.5% | 34.1K | 765.72 | +20.0% |
| NVDA NVIDIA CORP | 21.9M | 1.5% | 125.6K | 214.72 | +22.4% |
| FDN First Trust DJ Internet Index Fund | 20.9M | 1.4% | 89.3K | 286.70 | +6.8% |
| DISV Dimensional International Small Cap Value ETF | 20.3M | 1.4% | 514.6K | 44.49 | +28.9% |
| FXU First Trust Utilities AlphaDEX Fund | 18.8M | 1.3% | 379.3K | 47.46 | +5.9% |
| QQXT First Trust NASDAQ-100 Ex-Technology Sector In | 17.8M | 1.2% | 182.1K | 104.37 | +5.5% |
| UCON First Trust Smith Unconstrained Bond ETF | 15.8M | 1.1% | 637.2K | 24.56 | -1.6% |
| FXO First Trust Financials AlphaDEX | 14.2M | 1.0% | 252.9K | 65.77 | +14.0% |
| RLY State Street Multi-Asset Real Return ETF | 13.8M | 0.9% | 382.0K | 37.83 | +26.7% |
| MSFT MICROSOFT CORP | 13.7M | 0.9% | 37.0K | 483.24 | -4.4% |
| AVUV Avantis U.S. Small Cap Value ETF | 13.1M | 0.9% | 118.5K | 126.45 | +33.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 12.0M | 0.8% | 239.6K | 49.54 | +1.4% |
| VB Vanguard Morningstar Small-Cap ETF | 11.0M | 0.7% | 42.1K | 304.76 | +24.4% |
| WTMF WisdomTree Managed Futures Strategy Fund | 10.8M | 0.7% | 272.9K | 41.90 | +14.8% |
| AMZN AMAZON COM INC | 10.8M | 0.7% | 51.9K | 258.63 | +15.6% |
| unmapped CUSIP 084670702 | 10.6M | 0.7% | 22.2K | — | — |
| USRT iShares Core U.S. REIT ETF | 10.6M | 0.7% | 179.3K | 67.12 | +17.3% |
| DFAS Dimensional U.S. Small Cap ETF | 9.4M | 0.6% | 131.7K | 83.02 | +25.5% |
| GOOGL Alphabet Inc. | 9.2M | 0.6% | 32.1K | 344.82 | +73.0% |
| XCEM Columbia EM Core ex-China ETF | 8.7M | 0.6% | 213.0K | 50.59 | +46.4% |
| JPM JPMORGAN CHASE & CO | 8.2M | 0.5% | 27.8K | 351.58 | +20.3% |
| SDY State Street SPDR S&P Dividend ETF | 8.0M | 0.5% | 55.1K | 158.44 | +12.0% |
| BSV Vanguard Short-Term Bond ETF | 7.7M | 0.5% | 98.4K | 77.57 | -1.4% |
| SLYG State Street SPDR S&P 600 Small Cap Growth ETF | 7.4M | 0.5% | 77.1K | 116.01 | +27.1% |
| META Meta Platforms, Inc. | 6.8M | 0.5% | 11.9K | 549.90 | -26.5% |
| VTI Vanguard Morningstar Total Stock Market ETF | 6.7M | 0.4% | 20.8K | 378.24 | +20.5% |
| IEMG iShares Core MSCI Emerging Markets ETF | 5.4M | 0.4% | 77.9K | 81.57 | +31.9% |
| VUG Vanguard Morningstar Growth ETF | 5.4M | 0.4% | 12.3K | 87.50 | +15.9% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 5.2M | 0.3% | 8.9K | 713.44 | +26.1% |
| VIG Vanguard Div Appreciation ETF | 4.9M | 0.3% | 22.6K | 243.91 | +16.2% |
| TSLA Tesla, Inc. | 4.7M | 0.3% | 12.7K | 362.86 | +12.0% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 4.7M | 0.3% | 138.2K | 38.16 | +24.9% |
| AVGO Broadcom Inc. | 4.5M | 0.3% | 14.6K | 368.45 | +26.5% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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