EARNED WEALTH ADVISORS, LLC

Q1 2026 13F-HR Holdings

Location
Walnut Creek, CA
Holdings as of
3/31/2026
Date filed
5/7/2026
Form type
13F-HR
Num holdings
468
Total value ($000)
$1,495,718
Net value change ($000)
+395,145 (35.9%)
New positions
154
Sold out positions
41
Turnover %
23.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
SPYM 61,477 NEW
DGRO 37,233 NEW
VTV 31,252 NEW
IJR 24,265 NEW
FXR 22,267 NEW
FDN 20,888 NEW
DFIV 20,207 61.0%
FXU 18,807 NEW
QQXT 17,776 NEW
FXO 14,210 NEW
Top Reduces (Value $000, Stocks/ETFs)
DFAC -5,111 -8.7%
MSFT -1,706 -11.1%
IVV -1,681 -2.6%
META -1,039 -13.3%
AMZN -949 -8.1%
TEAM -870 -100.0%
JPM -799 -8.9%
ACN -666 -100.0%
XLF -585 -19.0%
RBLX -574 -69.2%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 36 (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