EARNED WEALTH ADVISORS, LLC
All 13F Filings
- Location
- Walnut Creek, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,100,573
- 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 |
|---|---|---|---|---|---|
| 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):
2
(0.0% of total reported value)
· QoQ Δ:
+2
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 905.1 K | 82.2% | 412.6 K | 0 | 412.6 K |
| ETFs | 188.4 K | 17.1% | 75.23 K | 0 | 75.23 K |
| Debt | 7.002 K | 0.6% | 5.583 K | 0 | 5.583 K |
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Fund Snapshot
Q4 2025
Latest filed
1/27/2026
Total value ($000)
1,100,573
Holdings
354
QoQ value change ($000)
493,414
(81.3%)
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.