Earned Wealth Advisors
Earned Wealth Advisors reported 310 stocks worth $1.5B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are DFUS (9.1%), Dimensional U S Targeted (6.8%) and IVV (5.1%). Compared with Q1 2026, the fund opened new positions in VV, added to DFUS, IVV and SPYM, trimmed DFUV, AAPL and VTV and sold out of VXUS, FIX and WDC.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  DFUS Dimensional US Equity Market ETF | $141M | 9.1% | 1.7M | +35K (+2%) | 8 of 8 | |
| 2 | DIMENSIONAL U S TARGETED | $105M | 6.8% | 1.5M | +10K (+1%) | 8 of 8 | |
| 3 |  IVV Ishares TR | $79.1M | 5.1% | 106K | +9,485 (+10%) | 8 of 8 | |
| 4 |  SPYM Spdr Series Trust | $74M | 4.8% | 842K | +39K (+5%) | 4 of 8 | |
| 5 |  VWO Vanguard Intl Equity Index F | $69.2M | 4.5% | 1.2M | +28K (+2%) | 7 of 8 | |
| 6 |  DFIV Dimensional ETF Trust | $62.8M | 4.1% | 1.2M | +153K (+15%) | 8 of 8 | |
| 7 | DIMENSIONAL ETF TRUST | $59.6M | 3.8% | 1.3M | −30K (−2%) | 8 of 8 | |
| 8 |  IEFA Ishares TR | $51.2M | 3.3% | 530K | +34K (+7%) | 7 of 8 | |
| 9 |  AGG Ishares TR | $45.5M | 2.9% | 460K | +81K (+21%) | 7 of 8 | |
| 10 |  DFUV Dimensional US Marketwide Value ETF | $43.6M | 2.8% | 792K | −8,272 (−1%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 VXUS Vanguard Star Fds | $1.3M | 17K |
 FIX Comfort Sys USA Inc | $1.2M | 887 |
 WDC Western Digital Corp | $1.2M | 4,442 |
 FDX Fedex Corp | $1.1M | 2,964 |
 PCG Pg&E Corp | $1M | 57K |
🔒 Free account: see all 30.
Options
valued at the underlying shares
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Earned Wealth Advisors 13F FAQ
What does Earned Wealth Advisors own?
Earned Wealth Advisors reported 310 stocks worth $1.5B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are DFUS (9.1%), Dimensional U S Targeted (6.8%) and IVV (5.1%). The table above lists every position in the filing (the top 10 without an account).
What did Earned Wealth Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 28 new positions, 78 added to, 190 trimmed and 184 sold out. New positions include VV. It sold all of VXUS, FIX and WDC.
When will Earned Wealth Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Earned Wealth Advisors's portfolio worth?
The Q2 2026 filing reports $1.5B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.