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WILLIAM GERALD MARTIN III

Earned Wealth Advisors, Llc

Assets Managed
$1.496B
Holdings
466
Last Quarter
2026 - Q1
Filed Date
3d ago
Growth Rate
6.04%(2Q avg: 69.18%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Earned Wealth Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 466 positions.

Assets under management

The assets under management (AUM) of Earned Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.496B in assets, with a quarterly growth rate of 6.04% and a 2-quarter average growth rate of 69.18%. The portfolio is managed by WILLIAM GERALD MARTIN III, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
Increased 14.04%
8.02%
$119.927M
1.691M shares@ $70.92 avg price
DFAT
Dimensional Us Target Value
Recent Activity
Increased 2.59%
6.25%
$93.395M
1.496M shares@ $62.45 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 2.13%
4.21%
$62.833M
96,192 shares@ $653.21 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 7.36%
4.12%
$61.477M
803,198 shares@ $76.54 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 9.22%
4.1%
$61.183M
1.132M shares@ $54.05 avg price
DFIV
Dimensional International Va
Recent Activity
Increased 52.21%
3.57%
$53.339M
1.011M shares@ $52.79 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Decreased -7.03%
3.57%
$53.323M
1.372M shares@ $38.87 avg price
AAPL
Apple Inc
Recent Activity
Increased 11.14%
3.39%
$50.559M
199,214 shares@ $253.8 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 3.47%
3.01%
$44.914M
496,120 shares@ $90.53 avg price
DFUV
Dimensional Us Marketwide Va
Recent Activity
Increased 0.39%
2.6%
$38.792M
800,485 shares@ $48.47 avg price

1-10 of 466