EARNED WEALTH ADVISORS, LLC
Q4 2025 13F Holdings
- Locationwalnut creek, CA
- Num holdings
354
- Value ($000)
$937,162
- Date Filed01/16/2026
- Form type13F-HR
- CIK0001905663
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
D DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $110M | 12 % | 1,483,146 | ||
D DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $86.8M | 9 % | 1,457,860 | ||
D DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $58.43M | 6 % | 1,475,990 | ||
I ISHARES TR | CORE S&P500 ETF | 464287200 | $58.31M | 6 % | 85,133 | ||
V VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $38.74M | 4 % | 720,621 | ||
D DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $37.15M | 4 % | 797,379 | ||
D DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $33.95M | 4 % | 890,928 | ||
A ISHARES TR | CORE US AGGBD ET | 464287226 | $33.91M | 4 % | 339,552 | ||
D DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $33.13M | 4 % | 663,969 | ||
A APPLE INC | COM | 037833100 | $29.58M | 3 % | 108,789 |
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