Earned Wealth Advisors, LLC
Annual return '25
+14.2%
SPY '25
+17.7%
Alpha
-3.5ptsvs SPY
Invested
$1.5B
Holdings
467
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DFUS
DIMENSIONAL ETF TRUST
Q2 2025: Increased +7.5% (169.2k → 181.9k shares)
8.0%
02
$DFAT
DIMENSIONAL ETF TRUST
Q2 2025: Sold 2.1% (793.1k → 776.4k shares)
6.2%
03
$IVV
ISHARES TR
Q2 2025: Increased +20.6% (52.4k → 63.2k shares)
4.2%
04
$SPYM
SPDR SERIES TRUST
Held since at least Q1 2024
4.1%
05
$VWO
VANGUARD INTL EQUITY INDEX F
Q2 2025: Increased +45.6% (59.7k → 87.0k shares)
4.1%
06
$DFIV
DIMENSIONAL ETF TRUST
Q4 2024: New position (563.9k shares)
3.6%
07
$DFAC
DIMENSIONAL ETF TRUST
Q2 2025: Sold 1.6% (1.59M → 1.57M shares)
3.6%
08
$AAPL
APPLE INC
Q1 2025: Increased +48.6% (68.5k → 101.8k shares)
3.4%
09
$IEFA
ISHARES TR
Q2 2025: Increased +33.5% (88.4k → 118.0k shares)
3.0%
10
$DFUV
DIMENSIONAL ETF TRUST
Q2 2025: Increased +1.3% (536.5k → 543.2k shares)
2.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:58 UTC.