Institutional Fund
Earned Wealth Advisors, LLC
Walnut Creek, CACIK 19056637 filings on record
Portfolio Value
$1.50B
Q1 2026
Holdings
466
Reported positions
New Buys
390
Opened this quarter
QoQ Change
+382.6%
from $309.91M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust8.0%
- Dimensional ETF Trust6.2%
- Ishares Tr4.2%
- Spdr Series Trust4.1%
- Vanguard Intl Equity Index F4.1%
- Dimensional ETF Trust3.6%
- Other69.8%
Portfolio Holdings
466 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 1.69M | $119.93M | 8.0% | +1.69M | New |
| 2 | Dimensional ETF Trust | 1.50M | $93.39M | 6.2% | +1.50M | New |
| 3 | Ishares Tr | 96.2K | $62.83M | 4.2% | +96.2K | New |
| 4 | Spdr Series Trust | 803.2K | $61.48M | 4.1% | +55.1K | Added |
| 5 | Vanguard Intl Equity Index F | 1.13M | $61.18M | 4.1% | +1.13M | New |
| 6 | Dimensional ETF Trust | 1.01M | $53.34M | 3.6% | +1.01M | New |
| 7 | Dimensional ETF Trust | 1.37M | $53.32M | 3.6% | +1.37M | New |
| 8 | Apple Inc | 199.2K | $50.56M | 3.4% | +199.2K | New |
| 9 | Ishares Tr | 496.1K | $44.91M | 3.0% | +496.1K | New |
| 10 | Dimensional ETF Trust | 800.5K | $38.79M | 2.6% | +800.5K | New |
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