EARNED WEALTH ADVISORS, LLC
All 13F Filings
- Location
- Walnut Creek, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,550,764
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 312 | 1,550,764 | 13F-HR | EARNED WEALTH ADVISORS, LLC |
| 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):
1.885 K
(0.1% of total reported value)
· QoQ Δ:
+1.849 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 330.8 K | 21.4% | 0 | 124.9 K | -124.9 K |
| ETFs | 1.211 M | 78.2% | 179 K | 0 | 179 K |
| Debt | 6.846 K | 0.4% | 0 | 870 | -870 |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
1,550,764
Holdings
312
QoQ value change ($000)
55,046
(3.7%)
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.