EARNED WEALTH ADVISORS, LLC

Q4 2025 13F-HR/A Holdings

Location
Walnut Creek, CA
Holdings as of
12/31/2025
Date filed
1/27/2026
Form type
13F-HR/A - RESTATEMENT
Num holdings
354
Total value ($000)
$1,100,573
Net value change ($000)
+493,414 (81.3%)
New positions
58
Sold out positions
51
Turnover %
3.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/22/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
DFUS 96,622 722.0%
VWO 49,702 826.2%
DFAT 43,306 99.6%
DFAI 32,792 2824.5%
IEFA 29,709 225.3%
AAPL 22,272 84.2%
VGIT 20,268 570.9%
SPY 18,186 401.6%
DISV 17,194 1308.5%
IVV 14,299 28.5%
Top Reduces (Value $000, Stocks/ETFs)
VTEB -1,611 -12.1%
DFEM -730 -100.0%
DIHP -588 -100.0%
DFAS -545 -5.4%
VTIP -530 -26.9%
MOH -461 -100.0%
VBR -459 -16.3%
HOOD -456 -54.7%
DUHP -428 -100.0%
CHWY -368 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 2 (0.0% of total reported value)
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