EARNED WEALTH ADVISORS, LLC

Filed: 5/9/2025ACC: 0001905663-25-000005

📋 What this filing means

EARNED WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 260 equity positions with a total reported market value of $455.63M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

260

Positions

$455.63M

Total AUM (reported)

7.42M

Total Shares

Allocation by class

COM$100.22M22.0%

US CORE EQUITY 2$52.59M11.5%

US TARGETED VLU$40.84M9.0%

CORE S&P500 ETF$29.44M6.5%

INTERNATNAL VAL$22.27M4.9%

US MKTWIDE VALUE$22.11M4.9%

CORE US AGGBD ET$16.68M3.7%

Portfolio Concentration

Top 3$122.86M27.0%

4–10$114.05M25.0%

11–25$84.99M18.7%

Rest$133.74M29.4%

Top 3 weight

27.0%

Top 10 weight

52.0%

Voting Authority Distribution

Total shares with voting rights: 7.42M

Sole

Full voting authority

396.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

7.42M

% of voting shares100.0%

Investment Discretion (by position count)

Sole260

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings260

Rows:

DIMENSIONAL ETF TRUST

SOLE

US CORE EQUITY 2

Shares1.59M

TypeSH

Market value$52.59M

11.54%

Sole

0.00

Shared

0.00

None

1.59M

DIMENSIONAL ETF TRUST

SOLE

US TARGETED VLU

Shares793.09K

TypeSH

Market value$40.84M

8.96%

Sole

0.00

Shared

0.00

None

793.09K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares52.39K

TypeSH

Market value$29.44M

6.46%

Sole

396.00

Shared

0.00

None

51.99K

APPLE INC

SOLE

COM

Shares101.79K

TypeSH

Market value$22.61M

4.96%

Sole

0.00

Shared

0.00

None

101.79K

DIMENSIONAL ETF TRUST

SOLE

INTERNATNAL VAL

Shares565.89K

TypeSH

Market value$22.27M

4.89%

Sole

0.00

Shared

0.00

None

565.89K

DIMENSIONAL ETF TRUST

SOLE

US MKTWIDE VALUE

Shares536.47K

TypeSH

Market value$22.11M

4.85%

Sole

0.00

Shared

0.00

None

536.47K

ISHARES TR

SOLE

CORE US AGGBD ET

Shares168.63K

TypeSH

Market value$16.68M

3.66%

Sole

0.00

Shared

0.00

None

168.63K

VANGUARD MUN BD FDS

SOLE

TAX EXEMPT BD

Shares214.41K

TypeSH

Market value$10.64M

2.34%

Sole

0.00

Shared

0.00

None

214.41K

DIMENSIONAL ETF TRUST

SOLE

US EQUITY MARKET

Shares169.22K

TypeSH

Market value$10.23M

2.25%

Sole

0.00

Shared

0.00

None

169.22K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares17.84K

TypeSH

Market value$9.50M

2.08%

Sole

0.00

Shared

0.00

None

17.84K

MICROSOFT CORP

SOLE

COM

Shares24.13K

TypeSH

Market value$9.06M

1.99%

Sole

0.00

Shared

0.00

None

24.13K

DIMENSIONAL ETF TRUST

SOLE

US SMALL CAP ETF

Shares147.47K

TypeSH

Market value$8.81M

1.93%

Sole

0.00

Shared

0.00

None

147.47K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares88.36K

TypeSH

Market value$6.68M

1.47%

Sole

0.00

Shared

0.00

None

88.36K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares23.93K

TypeSH

Market value$6.58M

1.44%

Sole

0.00

Shared

0.00

None

23.93K

NVIDIA CORPORATION

SOLE

COM

Shares56.94K

TypeSH

Market value$6.17M

1.35%

Sole

0.00

Shared

0.00

None

56.94K

AMERICAN CENTY ETF TR

SOLE

US SML CP VALU

Shares69.20K

TypeSH

Market value$6.03M

1.32%

Sole

0.00

Shared

0.00

None

69.20K

FIRST TR EXCHNG TRADED FD VI

SOLE

TCW UNCONSTRAI

Shares236.71K

TypeSH

Market value$5.86M

1.29%

Sole

0.00

Shared

0.00

None

236.71K

AMAZON COM INC

SOLE

COM

Shares30.64K

TypeSH

Market value$5.83M

1.28%

Sole

0.00

Shared

0.00

None

30.64K

SSGA ACTIVE ETF TR

SOLE

MULT ASS RLRTN

Shares183.56K

TypeSH

Market value$5.24M

1.15%

Sole

0.00

Shared

0.00

None

183.56K

META PLATFORMS INC

SOLE

CL A

Shares8.54K

TypeSH

Market value$4.92M

1.08%

Sole

0.00

Shared

0.00

None

8.54K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares20.52K

TypeSH

Market value$4.55M

1.00%

Sole

0.00

Shared

0.00

None

20.52K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares21.29K

TypeSH

Market value$4.13M

0.91%

Sole

0.00

Shared

0.00

None

21.29K

DIMENSIONAL ETF TRUST

SOLE

WORLD EX US CORE

Shares145.88K

TypeSH

Market value$3.82M

0.84%

Sole

0.00

Shared

0.00

None

145.88K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares10.16K

TypeSH

Market value$3.77M

0.83%

Sole

0.00

Shared

0.00

None

10.16K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares6.32K

TypeSH

Market value$3.53M

0.78%

Sole

0.00

Shared

0.00

None

6.32K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
DIMENSIONAL ETF TRUSTSOLE	US CORE EQUITY 2	1.59M	SH	$52.59M 11.54%	0.00	1.59M
DIMENSIONAL ETF TRUSTSOLE	US TARGETED VLU	793.09K	SH	$40.84M 8.96%	0.00	793.09K
ISHARES TRSOLE	CORE S&P500 ETF	52.39K	SH	$29.44M 6.46%	396.00	51.99K
APPLE INCSOLE	COM	101.79K	SH	$22.61M 4.96%	0.00	101.79K
DIMENSIONAL ETF TRUSTSOLE	INTERNATNAL VAL	565.89K	SH	$22.27M 4.89%	0.00	565.89K
DIMENSIONAL ETF TRUSTSOLE	US MKTWIDE VALUE	536.47K	SH	$22.11M 4.85%	0.00	536.47K
ISHARES TRSOLE	CORE US AGGBD ET	168.63K	SH	$16.68M 3.66%	0.00	168.63K
VANGUARD MUN BD FDSSOLE	TAX EXEMPT BD	214.41K	SH	$10.64M 2.34%	0.00	214.41K
DIMENSIONAL ETF TRUSTSOLE	US EQUITY MARKET	169.22K	SH	$10.23M 2.25%	0.00	169.22K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	17.84K	SH	$9.50M 2.08%	0.00	17.84K
MICROSOFT CORPSOLE	COM	24.13K	SH	$9.06M 1.99%	0.00	24.13K
DIMENSIONAL ETF TRUSTSOLE	US SMALL CAP ETF	147.47K	SH	$8.81M 1.93%	0.00	147.47K
ISHARES TRSOLE	CORE MSCI EAFE	88.36K	SH	$6.68M 1.47%	0.00	88.36K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	23.93K	SH	$6.58M 1.44%	0.00	23.93K
NVIDIA CORPORATIONSOLE	COM	56.94K	SH	$6.17M 1.35%	0.00	56.94K
AMERICAN CENTY ETF TRSOLE	US SML CP VALU	69.20K	SH	$6.03M 1.32%	0.00	69.20K
FIRST TR EXCHNG TRADED FD VISOLE	TCW UNCONSTRAI	236.71K	SH	$5.86M 1.29%	0.00	236.71K
AMAZON COM INCSOLE	COM	30.64K	SH	$5.83M 1.28%	0.00	30.64K
SSGA ACTIVE ETF TRSOLE	MULT ASS RLRTN	183.56K	SH	$5.24M 1.15%	0.00	183.56K
META PLATFORMS INCSOLE	CL A	8.54K	SH	$4.92M 1.08%	0.00	8.54K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	20.52K	SH	$4.55M 1.00%	0.00	20.52K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	21.29K	SH	$4.13M 0.91%	0.00	21.29K
DIMENSIONAL ETF TRUSTSOLE	WORLD EX US CORE	145.88K	SH	$3.82M 0.84%	0.00	145.88K
VANGUARD INDEX FDSSOLE	GROWTH ETF	10.16K	SH	$3.77M 0.83%	0.00	10.16K
SPDR S&P 500 ETF TRSOLE	TR UNIT	6.32K	SH	$3.53M 0.78%	0.00	6.32K

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