EARNED WEALTH ADVISORS, LLC

Q3 2026 13F-HR Holdings

Location
Walnut Creek, CA
Holdings as of
9/30/2026
Date filed
11/6/2026
Form type
13F-HR
Num holdings
331
Total value ($000)
$1,645,799
Net value change ($000)
+95,035 (6.1%)
New positions
37
Sold out positions
17
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
IVV 13,939 17.6%
NVDA 9,559 64.6%
AGG 8,922 19.6%
AAPL 8,660 20.4%
IEFA 5,360 10.5%
UCON 5,072 25.7%
MSFT 4,763 46.5%
RLY 4,183 29.4%
SPYM 3,860 5.2%
MUB 3,266 1360.8%
Top Reduces (Value $000, Stocks/ETFs)
FXR -2,885 -12.0%
FXU -2,512 -13.8%
IJR -2,341 -8.0%
DFAT -2,160 -2.1%
XOM -1,801 -100.0%
QQXT -1,338 -7.8%
DFUV -1,282 -2.9%
DFSV -1,111 -100.0%
GLW -1,014 -38.0%
FTXL -985 -14.7%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 306 (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