Earned Wealth Advisors, LLC ETF holdings
Walnut Creek, CA
Reported $1.3B in 136 ETFs in its Form 13F for June 30, 2026.
ETF value
$1.3B
ETFs held
136
Change from prior quarter
+14.3%
With price moves
ETFs as a share of its 13F
86.1%
of $1.5B
Top 10 of 136 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| DFUS | Dimensional U.S. Equity Market ETF | $141.5M | 1,726,300 | +35,047 shares |
| DFAT | Dimensional U.S. Targeted Value ETF | $105.3M | 1,505,769 | +10,258 shares |
| IVV | iShares Core S&P 500 ETF | $79.1M | 105,677 | +9,485 shares |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $74.0M | 842,270 | +39,072 shares |
| VWO | Vanguard FTSE Emerging Markets ETF | $69.2M | 1,159,646 | +27,675 shares |
| DFIV | Dimensional International Value ETF | $62.8M | 1,163,317 | +152,731 shares |
| DFAC | Dimensional U.S. Core Equity 2 ETF | $59.6M | 1,342,461 | −29,716 shares |
| IEFA | iShares Core MSCI EAFE ETF | $51.2M | 529,634 | +33,514 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $45.5M | 459,940 | +80,550 shares |
| DFUV | Dimensional US Marketwide Value ETF | $43.6M | 792,213 | −8,272 shares |
126 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001905663. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Earned Wealth Advisors, LLC own?
Earned Wealth Advisors, LLC reported 136 ETF positions worth $1.3B in its Form 13F for June 30, 2026. The largest was DFUS, at $141.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.