EARNED WEALTH ADVISORS, LLC
All 13F Filings
- Location
- Walnut Creek, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,495,718
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/7/2026 | 468 | 1,495,718 | 13F-HR | EARNED WEALTH ADVISORS, LLC |
| Q4 2025 | 1/27/2026 | 92 | 309,985 | 13F-HR/A - NEW HOLDINGS | EARNED WEALTH ADVISORS, LLC |
| Q4 2025 | 1/27/2026 | 354 | 1,100,573 | 13F-HR/A - RESTATEMENT | EARNED WEALTH ADVISORS, LLC |
| Q4 2025 | 1/16/2026 | 354 | 937,162 | 13F-HR | EARNED WEALTH ADVISORS, LLC |
| Q3 2025 | 10/22/2025 | 346 | 607,159 | 13F-HR | EARNED WEALTH ADVISORS, LLC |
| Q2 2025 | 8/4/2025 | 272 | 510,103 | 13F-HR | EARNED WEALTH ADVISORS, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
36
(0.0% of total reported value)
· QoQ Δ:
+34
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 455.7 K | 30.5% | 0 | 449.5 K | -449.5 K |
| ETFs | 1.032 M | 69.0% | 843.9 K | 0 | 843.9 K |
| Debt | 7.716 K | 0.5% | 714 | 0 | 714 |
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Fund Snapshot
Q1 2026
Latest filed
5/7/2026
Total value ($000)
1,495,718
Holdings
468
QoQ value change ($000)
395,145
(35.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.