EARNED WEALTH ADVISORS, LLC
CIK
1905663
Location
WALNUT CREEK, CA
Portfolio Value
Small
$355,965,041
Diversification
Diversified
Filing Date
Global Rank
#2,830
/ 8,232
▲ 4853
Top Industry
Consumer Electronics
15.6%
3Y Alpha vs SPY
-4.9%
Period ended 2 months ago
Filed May 7, 2026 · 38d
18 quarters · since Dec 2021
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+55.6%
SPY
+76.3%
Annualised alpha
-4.9%
Max drawdown
−21.2%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
348 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
14.2%
+5.4 pts
Top 5
33.5%
+2.7 pts
Top 10
44.7%
−3.5 pts
HHI
348
Diversified−7
Portfolio Trend
18 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 35.7% | $127,041,041 |
| Financial Services | 13.1% | $46,667,616 |
| Consumer Cyclical | 9.9% | $35,357,528 |
| Unclassified | 9.0% | $31,965,137 |
| Healthcare | 7.2% | $25,678,435 |
| Industrials | 7.0% | $25,050,298 |
| Communication Services | 6.5% | $22,961,168 |
| Consumer Defensive | 4.4% | $15,770,424 |
| Energy | 3.1% | $11,104,479 |
| Basic Materials | 1.7% | $5,899,504 |
| Utilities | 1.5% | $5,307,203 |
| Real Estate | 0.9% | $3,162,208 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
23 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SNAP | Snap Inc | +25,166 | 59,511 | $273,750 | |
| IBIT | iShares Bitcoin Trust ETF | +6,508 | 11,870 | $456,045 | |
| S | SentinelOne, Inc. | +5,733 | 19,649 | $253,079 | |
| SHOP | Shopify Inc. | +4,400 | 11,727 | $1,391,056 | |
| NU | Nu Holdings Ltd. | +3,023 | 22,292 | $320,336 | |
| KMI | Kinder Morgan, Inc. | +1,241 | 10,773 | $361,218 | |
| HON | Honeywell International Inc | +1,011 | 4,209 | $951,360 | |
| SBUX | Starbucks Corp | +785 | 5,790 | $518,726 | |
| ORLY | O Reilly Automotive Inc | +523 | 7,346 | $678,109 | |
| ADP | Automatic Data Processing Inc | +432 | 1,833 | $372,428 | |
| PECO | Phillips Edison & Company, Inc. | +420 | 43,172 | $1,615,496 | |
| MRCC | MONROE CAPITAL Corp | +315 | 24,152 | $111,099 | |
| MELI | Mercadolibre Inc | +294 | 729 | $1,260,455 | |
| BABA | Alibaba Group Holding Ltd | +218 | 5,667 | $710,981 | |
| TWLO | Twilio Inc | +182 | 2,021 | $254,282 | |
| WELL | Welltower Inc. | +156 | 1,302 | $257,418 | |
| RCL | Royal Caribbean Cruises Ltd | +109 | 1,877 | $516,512 | |
| AMGN | Amgen Inc | +90 | 833 | $293,091 | |
| ENB | Enbridge Inc | +70 | 6,320 | $342,164 | |
| NET | Cloudflare, Inc. | +60 | 2,119 | $437,234 | |
| ALL | Allstate Corp | +55 | 1,607 | $333,195 | |
| IDXX | Idexx Laboratories Inc /De | +46 | 416 | $233,746 | |
| CBOE | Cboe Global Markets, Inc. | +18 | 1,001 | $281,351 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| KR | Kroger Co | −1,458 | 7,444 | $538,647 | |
| XYZ | Block, Inc. | −1,096 | 3,932 | $236,627 | |
| AMPX | Amprius Technologies, Inc. | −740 | 13,234 | $223,125 | |
| BITB | Bitwise Bitcoin ETF | −546 | 19,774 | $727,880 | |
| UNP | Union Pacific Corp | −374 | 882 | $213,990 | |
| HIG | Hartford Insurance Group, Inc. | −276 | 4,560 | $616,648 | |
| BPRE | Bluerock Private Real Estate Fund | −220 | 37,034 | $615,134 | |
| DE | Deere & Co | −210 | 378 | $212,927 | |
| D | Dominion Energy, Inc | −131 | 4,417 | $273,058 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AAPL | Apple Inc. | 199,214 | $50,558,521 | |
| SPY | Spdr S&P 500 ETF Trust | 34,058 | $22,149,279 | |
| NVDA | Nvidia Corp | 125,623 | $21,908,651 | |
| MSFT | Microsoft Corp | 36,956 | $13,680,002 | |
| AMZN | Amazon Com Inc | 51,883 | $10,805,672 | |
| BRK-B | Berkshire Hathaway Inc | 22,207 | $10,641,594 | |
| GOOGL | Alphabet Inc. | 32,113 | $9,234,414 | |
| JPM | Jpmorgan Chase & Co | 27,751 | $8,163,234 | |
| META | Meta Platforms, Inc. | 11,872 | $6,792,327 | |
| QQQ | Invesco Qqq Trust, Series 1 | 8,941 | $5,160,566 | |
| TSLA | Tesla, Inc. | 12,690 | $4,717,507 | |
| AVGO | Broadcom Inc. | 14,604 | $4,520,084 | |
| COST | Costco Wholesale Corp /New | 4,161 | $4,146,145 | |
| LLY | ELI LILLY & Co | 3,632 | $3,340,604 | |
| XOM | Exxon Mobil Corp | 17,400 | $2,952,084 | |
| LRCX | Lam Research Corp | 11,860 | $2,534,007 | |
| JNJ | Johnson & Johnson | 10,095 | $2,467,621 | |
| WMT | Walmart Inc. | 19,720 | $2,450,801 | |
| HD | Home Depot, Inc. | 6,878 | $2,262,105 | |
| NFLX | Netflix Inc | 22,817 | $2,193,854 | |
| V | Visa Inc. | 6,992 | $2,113,262 | |
| PG | PROCTER & GAMBLE Co | 13,286 | $1,919,029 | |
| BAC | Bank Of America Corp /De/ | 34,938 | $1,703,227 | |
| GE | General Electric Co | 5,944 | $1,686,728 | |
| GLW | Corning Inc /Ny | 11,841 | $1,610,020 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
9 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| LDOS | Leidos Holdings, Inc. | 2,996 | $540,478 | |
| CHKP | Check Point Software Technologies Ltd | 2,378 | $441,261 | |
| CHDN | Churchill Downs Inc | 2,935 | $333,944 | |
| WMB | Williams Companies, Inc. | 3,834 | $230,461 | |
| NKE | NIKE, Inc. | 3,392 | $216,104 | |
| TM | Toyota Motor Corp/ | 982 | $210,206 | |
| UBS | UBS Group AG | 4,409 | $204,180 | |
| MARA | MARA Holdings, Inc. | 19,582 | $175,846 | |
| F | Ford Motor Co | 11,958 | $156,888 | |
| No positions match the current search. | ||||
348 positions ·
$355,965,041 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 348 positions by value
· page 1 of 7
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
NEW | 199,214 | $50,558,521 | 14.20% | |
| SPY |
Spdr S&P 500 ETF Trust
|
NEW | 34,058 | $22,149,279 | 6.22% | |
| NVDA |
Nvidia Corp
Technology
|
NEW | 125,623 | $21,908,651 | 6.15% | |
| MSFT |
Microsoft Corp
Technology
|
NEW | 36,956 | $13,680,002 | 3.84% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
NEW | 51,883 | $10,805,672 | 3.04% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
NEW | 22,207 | $10,641,594 | 2.99% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
NEW | 32,113 | $9,234,414 | 2.59% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
NEW | 27,751 | $8,163,234 | 2.29% | |
| META |
Meta Platforms, Inc.
Communication Services
|
NEW | 11,872 | $6,792,327 | 1.91% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
NEW | 8,941 | $5,160,566 | 1.45% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
NEW | 12,690 | $4,717,507 | 1.33% | |
| AVGO |
Broadcom Inc.
Technology
|
NEW | 14,604 | $4,520,084 | 1.27% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
NEW | 4,161 | $4,146,145 | 1.16% | |
| LLY |
ELI LILLY & Co
Healthcare
|
NEW | 3,632 | $3,340,604 | 0.94% | |
| XOM |
Exxon Mobil Corp
Energy
|
NEW | 17,400 | $2,952,084 | 0.83% | |
| LRCX |
Lam Research Corp
Technology
|
NEW | 11,860 | $2,534,007 | 0.71% | |
| JNJ |
Johnson & Johnson
Healthcare
|
NEW | 10,095 | $2,467,621 | 0.69% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
NEW | 19,720 | $2,450,801 | 0.69% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
NEW | 6,878 | $2,262,105 | 0.64% | |
| NFLX |
Netflix Inc
Communication Services
|
NEW | 22,817 | $2,193,854 | 0.62% | |
| V |
Visa Inc.
Financial Services
|
NEW | 6,992 | $2,113,262 | 0.59% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
NEW | 13,286 | $1,919,029 | 0.54% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
NEW | 34,938 | $1,703,227 | 0.48% | |
| GE |
General Electric Co
Industrials
|
NEW | 5,944 | $1,686,728 | 0.47% | |
| PECO |
Phillips Edison & Company, Inc.
Real Estate
|
Added | 43,172 | $1,615,496 | 0.45% | |
| GLW |
Corning Inc /Ny
Technology
|
NEW | 11,841 | $1,610,020 | 0.45% | |
| CAT |
Caterpillar Inc
Industrials
|
NEW | 2,265 | $1,604,661 | 0.45% | |
| HWM |
Howmet Aerospace Inc.
Industrials
|
NEW | 6,685 | $1,540,625 | 0.43% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
NEW | 3,858 | $1,506,201 | 0.42% | |
| RTX |
RTX Corp
Industrials
|
NEW | 7,514 | $1,449,450 | 0.41% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
NEW | 11,856 | $1,426,158 | 0.40% | |
| ANET |
Arista Networks, Inc.
Technology
|
NEW | 11,477 | $1,409,146 | 0.40% | |
| SHOP |
Shopify Inc.
Technology
|
Added | 11,727 | $1,391,056 | 0.39% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
NEW | 9,464 | $1,384,393 | 0.39% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
NEW | 22,776 | $1,381,364 | 0.39% | |
| ABBV |
AbbVie Inc.
Healthcare
|
NEW | 6,334 | $1,377,581 | 0.39% | |
| GEV |
GE Vernova Inc.
Industrials
|
NEW | 1,489 | $1,299,748 | 0.37% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
Added | 729 | $1,260,455 | 0.35% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 3,716 | $1,255,413 | 0.35% | |
| CRM |
Salesforce, Inc.
Technology
|
NEW | 6,601 | $1,232,208 | 0.35% | |
| FIX |
Comfort Systems USA Inc
Industrials
|
NEW | 887 | $1,223,164 | 0.34% | |
| WDC |
Western Digital Corp
Technology
|
NEW | 4,442 | $1,201,516 | 0.34% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
NEW | 7,734 | $1,201,012 | 0.34% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
NEW | 8,615 | $1,200,672 | 0.34% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
NEW | 7,252 | $1,199,045 | 0.34% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
NEW | 1,416 | $1,197,921 | 0.34% | |
| IBM |
International Business Machines Corp
Technology
|
NEW | 4,882 | $1,183,347 | 0.33% | |
| AMAT |
Applied Materials Inc /De
Technology
|
NEW | 3,320 | $1,134,742 | 0.32% | |
| DIS |
Walt Disney Co
Communication Services
|
NEW | 11,560 | $1,114,152 | 0.31% | |
| BX |
Blackstone Inc.
Financial Services
|
NEW | 9,491 | $1,091,370 | 0.31% |