EARNED WEALTH ADVISORS, LLC

CIK 0001905663 • 8 13F filings • May 9, 2025 – Aug 14, 2026

Import this data to Google Sheets with:

=jivedata("earned-wealth-advisors-llc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by: EARNED WEALTH ADVISORS, LLC, CHIEF COMPLIANCE OFFICER
Address: 165 LENNON LANE, SUITE 200, WALNUT CREEK, CA, 94598
Phone: 9144174556
AUM: $310.0M

AUM over time

$1.55B latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $310.0M89 positionsView on SEC.gov

			% of Portfolio
ALIBABA GROUP HLDG LTD	SPONSORED ADS	$799K	0.3%Prev: 0.0%	5,449 SH	Increased+4,328 SH
ALLSTATE CORP	COM	$323K	0.1%	1,552 SH	New
AMGEN INC	COM	$243K	0.1%	743 SH	New
AMPRIUS TECHNOLOGIES INC	COMMON STOCK	$110K	0.0%	13,974 SH	New
AUTOMATIC DATA PROCESSING IN	COM	$360K	0.1%Prev: 0.0%	1,401 SH	Increased+541 SH
BITWISE BITCOIN ETF TR	SHS BEN INT	$966K	0.3%	20,320 SH	New
BLOCK INC	CL A	$327K	0.1%	5,028 SH	New
BLUEROCK PVT REAL ESTATE FD	COM	$559K	0.2%	37,254 SH	New
CBOE GLOBAL MKTS INC	COM	$247K	0.1%	983 SH	New
CHECK POINT SOFTWARE TECH LT	ORD	$441K	0.1%	2,378 SH	New
CHURCHILL DOWNS INC	COM	$334K	0.1%	2,935 SH	New
CLOUDFLARE INC	CL A COM	$406K	0.1%	2,059 SH	New
COLUMBIA ETF TR II	EM CORE EX ETF	$7.9M	2.5%	205,605 SH	New
DEERE & CO	COM	$274K	0.1%	588 SH	New
DOMINION ENERGY INC	COM	$266K	0.1%	4,548 SH	New
ENBRIDGE INC	COM	$299K	0.1%	6,250 SH	New
FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$2.0M	0.6%	34,422 SH	New
FIRST TR EXCH TRADED FD III	LNG/SHT EQUITY	$352K	0.1%	4,963 SH	New
FIRST TR EXCHANGE TRADED FD	DORSEY WRT 5 ETF	$931K	0.3%	14,804 SH	New
FIRST TR EXCHANGE TRADED FD	FINLS ALPHADEX	$15.3M	4.9%	253,725 SH	New
FIRST TR EXCHANGE TRADED FD	INDLS PROD DUR	$21.8M	7.0%	273,298 SH	New
FIRST TR EXCHANGE TRADED FD	NASDQ SEMCNDTR	$3.0M	1.0%	23,013 SH	New
FIRST TR EXCHANGE TRADED FD	UTILITIES ALPH	$16.8M	5.4%	373,507 SH	New
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$23.8M	7.7%	88,500 SH	New
FIRST TR EXCHANGE-TRADED FD	NASDAQ 100 EX	$17.9M	5.8%	179,738 SH	New
FIRST TR EXCHANGE-TRADED FD	SHS	$1.4M	0.5%	6,156 SH	New
FORD MTR CO	COM	$157K	0.1%	11,958 SH	New
GLOBAL PARTNERS LP	COM UNITS	$219K	0.1%	5,233 SH	New
GOLDMAN SACHS ETF TR	EQUAL WEIGHT US	$788K	0.3%	9,260 SH	New
GOLDMAN SACHS ETF TR	S&P 500 PREMIUM	$352K	0.1%	6,664 SH	New
HARTFORD INSURANCE GROUP INC	COM	$666K	0.2%	4,836 SH	New
HONEYWELL INTL INC	COM	$624K	0.2%	3,198 SH	New
IDEXX LABS INC	COM	$250K	0.1%	370 SH	New
INVESCO EXCH TRADED FD TR II	S&P INTL MOMNT	$912K	0.3%	16,412 SH	New
INVESCO EXCHANGE TRADED FD T	AEROSPACE DEFN	$317K	0.1%	2,026 SH	New
INVESCO EXCHANGE TRADED FD T	LARGE CAP VALUE	$387K	0.1%	5,825 SH	New
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$266K	0.1%	5,362 SH	New
ISHARES TR	CORE DIV GRWTH	$34.8M	11.2%	500,676 SH	New
ISHARES TR	CORE S&P MCP ETF	$339K	0.1%	5,143 SH	New
ISHARES TR	CORE S&P SCP ETF	$22.8M	7.4%	189,913 SH	New
ISHARES TR	MSCI EMG MKT ETF	$1.6M	0.5%	28,492 SH	New
ISHARES TR	PFD AND INCM SEC	$270K	0.1%	8,710 SH	New
ISHARES TR	RUS 1000 GRW ETF	$1.8M	0.6%	3,899 SH	New
ISHARES TR	RUS MDCP VAL ETF	$226K	0.1%	1,605 SH	New
ISHARES TR	S&P SML 600 GWT	$252K	0.1%	1,783 SH	New
ISHARES TR	U.S. FIN SVC ETF	$473K	0.2%	5,132 SH	New
J P MORGAN EXCHANGE TRADED F	SMALL & MID CAP	$441K	0.1%	6,850 SH	New
JANUS DETROIT STR TR	HENDERSN CAP ETF	$600K	0.2%	8,161 SH	New
KINDER MORGAN INC DEL	COM	$262K	0.1%Prev: 0.0%	9,532 SH	Decreased+108 SH
KROGER CO	COM	$556K	0.2%	8,902 SH	New
LEIDOS HOLDINGS INC	COM	$540K	0.2%	2,996 SH	New
MARA HOLDINGS INC	COM	$176K	0.1%	19,582 SH	New
MERCADOLIBRE INC	COM	$876K	0.3%	435 SH	New
MONROE CAP CORP	COM	$238K	0.1%	23,837 SH	New
NIKE INC	CL B	$216K	0.1%	3,392 SH	New
NU HLDGS LTD	ORD SHS CL A	$323K	0.1%	19,269 SH	New
OREILLY AUTOMOTIVE INC	COM	$622K	0.2%	6,823 SH	New
PHILLIPS EDISON & CO INC	COMMON STOCK	$1.5M	0.5%	42,752 SH	New
ROYAL CARIBBEAN GROUP	COM	$493K	0.2%Prev: 0.0%	1,768 SH	Increased+1,125 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$407K	0.1%	14,843 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$204K	0.1%	4,571 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$409K	0.1%	2,637 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$2.6M	0.8%	60,811 SH	New
SENTINELONE INC	CL A	$209K	0.1%	13,916 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$1.2M	0.4%	7,327 SH	New
SNAP INC	CL A	$277K	0.1%	34,345 SH	New
SPDR INDEX SHS FDS	S&P EM MKT DIV	$646K	0.2%	16,511 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$67.1M	21.6%	823,187 SH	New
STARBUCKS CORP	COM	$422K	0.1%	5,005 SH	New
TOYOTA MOTOR CORP	ADS	$210K	0.1%	982 SH	New
TWILIO INC	CL A	$262K	0.1%	1,839 SH	New
UBS GROUP AG	SHS	$204K	0.1%	4,409 SH	New
UNION PAC CORP	COM	$290K	0.1%	1,256 SH	New
VANECK ETF TRUST	URANIUM AND NUCL	$687K	0.2%	5,533 SH	New
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$301K	0.1%	4,058 SH	New
VANGUARD INDEX FDS	MCAP GR IDXVIP	$219K	0.1%	786 SH	New
VANGUARD INDEX FDS	SML CP GRW ETF	$390K	0.1%	1,290 SH	New
VANGUARD INDEX FDS	VALUE ETF	$28.4M	9.2%	148,517 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$322K	0.1%	3,850 SH	New
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$350K	0.1%	4,174 SH	New
VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$286K	0.1%	925 SH	New
VANGUARD STAR FDS	VG TL INTL STK F	$1.3M	0.4%	17,763 SH	New
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$224K	0.1%	1,564 SH	New
VANGUARD WORLD FD	HEALTH CAR ETF	$297K	0.1%	1,032 SH	New
VANGUARD WORLD FD	INDUSTRIAL ETF	$252K	0.1%	845 SH	New
WELLTOWER INC	COM	$213K	0.1%	1,146 SH	New
WILLIAMS COS INC	COM	$230K	0.1%	3,834 SH	New
WISDOMTREE TR	FUTRE STRAT FD	$9.9M	3.2%	261,688 SH	New
WISDOMTREE TR	ITL HDG QTLY DIV	$697K	0.2%	14,334 SH	New

Sold (vs prior filing)

10X GENOMICS INC — $118K
3M CO — $355K
ABBOTT LABS — $552K
ABBVIE INC — $866K
ACCENTURE PLC IRELAND — $483K
ADOBE INC — $552K
ADT INC DEL — $316K
ADVANCED MICRO DEVICES INC — $396K
AEGON LTD — $83K
AGILENT TECHNOLOGIES INC — $364K
AIRBNB INC — $495K
ALEXANDRIA REAL ESTATE EQ IN — $251K
ALLEGION PLC — $248K
ALNYLAM PHARMACEUTICALS INC — $268K
ALPHABET INC — $3.2M
ALPHABET INC — $2.0M
ALTRIA GROUP INC — $408K
AMAZON COM INC — $6.2M
AMCOR PLC — $85K
AMERICAN CENTY ETF TR — $1.0M
… and 322 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 27, 2026	Q4 2025	13F-HR/A	0001905663-26-000003	$310.0M	View
Oct 22, 2025	Q3 2025	13F-HR	0001905663-25-000009	$607.2M	View
Aug 14, 2026	Q2 2026