EARNED WEALTH ADVISORS, LLC

Q2 2026 13F-HR Holdings

Location
Walnut Creek, CA
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
312
Total value ($000)
$1,550,764
Net value change ($000)
+55,046 (3.7%)
New positions
28
Sold out positions
184
Turnover %
4.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 21,526 17.9%
IVV 16,307 26.0%
SPYM 12,542 20.4%
DFAT 11,858 12.7%
DFIV 9,503 17.8%
VWO 8,036 13.1%
AGG 7,863 20.9%
IEFA 6,238 13.9%
DFAC 6,229 11.7%
IJR 4,818 19.9%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -8,081 -16.0%
NVDA -7,123 -32.5%
MSFT -3,437 -25.1%
AMZN -2,317 -21.4%
GOOGL -2,092 -22.7%
VIG -2,009 -41.3%
TSLA -1,620 -34.3%
NFLX -1,449 -66.0%
META -1,279 -18.8%
VXUS -1,278 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 1,885 (0.1% 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