EARNED WEALTH ADVISORS, LLC - Portfolio overview

EARNED WEALTH ADVISORS, LLC has 519 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. DFUS - DIMENSIONAL ETF TRUST, 7.94%
2. DFAT - DIMENSIONAL ETF TRUST, 6.18%
3. IVV - ISHARES TR, 4.16%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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