EARNED WEALTH ADVISORS, LLC

Q3 2025 13F-HR Holdings

Location
Walnut Creek, CA
Holdings as of
9/30/2025
Date filed
10/22/2025
Form type
13F-HR
Num holdings
346
Total value ($000)
$607,159
Net value change ($000)
+97,056 (19.0%)
New positions
93
Sold out positions
19
Turnover %
4.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/4/2025 Next filing: 1/27/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 10,972 28.0%
AGG 6,322 29.0%
AAPL 5,616 26.9%
IEFA 3,338 33.9%
NVDA 2,922 32.4%
VTEB 2,627 24.6%
UCON 2,532 31.5%
VB 2,026 29.9%
VWO 1,715 39.9%
RLY 1,638 24.6%
Top Reduces (Value $000, Stocks/ETFs)
SOFI -626 -100.0%
COST -582 -18.3%
HLN -390 -100.0%
VTI -388 -5.2%
FTNT -347 -58.2%
RPG -293 -100.0%
TXRH -283 -100.0%
EXR -261 -100.0%
VO -258 -100.0%
KMX -257 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type