EARNED WEALTH ADVISORS, LLC

CIK

1905663

Location

WALNUT CREEK, CA

Portfolio Value

Mid $1,552,782,906

Diversification

Diversified

Files via

AQR CAPITAL MANAGEMENT LLC Quantinno Capital Management LP

Filing Date

Global Rank

#1,908 / 8,797 ▼ 64 · as of Jun 2026

Top Industry

Consumer Electronics 19.2%

Period ended 3 months ago

Filed Aug 14, 2026 · 55d

19 quarters · since Dec 2021

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

227 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

31.8%

−2.8 pts

Top 5

64.6%

+10.3 pts

Top 10

77.5%

+10.1 pts

HHI

1,460

Diversified+108

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	85.8%	$1,332,027,639	52
Technology	6.5%	$101,665,251	39
Financial Services	2.4%	$36,924,842	33
Consumer Cyclical	1.2%	$18,779,989	15
Communication Services	1.1%	$17,467,143	7
Industrials	0.9%	$13,841,844	22
Healthcare	0.7%	$11,635,000	21
Consumer Defensive	0.6%	$9,839,855	11
Energy	0.3%	$4,506,311	11
Real Estate	0.2%	$2,341,942	3
Basic Materials	0.1%	$2,137,610	8
Utilities	0.1%	$1,615,480	5

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
DCOR	Dimensional US Core Equity 1 ETF	+179,903	8,398,337	$493,876,064
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+178,244	2,251,302	$280,944,389
AFGR	First Trust Active Factor Large Cap Growth ETF	+154,840	792,030	$19,705,706
—		+83,821	126,688	$2,790,992
VCRM	Vanguard Core Tax-Exempt Bond ETF	+64,034	303,646	$15,358,414
VB	Vanguard Morningstar Small-Cap ETF	+58,985	308,475	$67,196,860
BNDW	Vanguard Total World Bond ETF	+38,119	505,028	$29,855,951
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+38,081	973,479	$91,433,091
VEU	Vanguard FTSE All-World Ex-US ETF	+33,823	1,169,652	$70,320,660
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	+30,480	412,457	$14,233,891
AAAD	PGIM AAA CLO Aggregate Duration ETF	+24,327	132,951	$4,637,330
URG	Ur-Energy Inc	+20,000	45,000	$61,200
EDV	Vanguard World Funds Extended Duration ETF	+10,041	34,001	$4,883,823
CGCB	Capital Group Core Bond ETF	+8,949	44,344	$1,146,292
BX	Blackstone Inc.	+6,807	16,298	$1,917,785
IBIT	iShares Bitcoin Trust ETF	+4,120	15,990	$532,307
—		+3,709	7,419	$416,651
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+3,646	10,525	$899,180
PG	PROCTER & GAMBLE Co	+2,964	16,250	$2,382,900
ABI	VictoryShares Pioneer Asset-Based Income ETF	+2,245	4,271	$754,472
KR	Kroger Co	+2,242	9,686	$537,863
BKF	iShares MSCI BIC ETF	+1,682	40,454	$5,215,388
IAU	Ishares Gold Trust	+1,566	6,066	$458,043
BKNG	Booking Holdings Inc.	+1,393	1,590	$283,401
MDLZ	Mondelez International, Inc.	+1,009	4,619	$267,162
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−52,415	146,799	$42,477,758
NVDA	Nvidia Corp	−51,728	73,895	$14,785,650
FAB	First Trust Multi Cap Value AlphaDEX Fund	−26,369	878,554	$57,629,163
BMY	Bristol Myers Squibb Co	−18,261	4,515	$260,154
GOOGL	Alphabet Inc.	−18,250	27,606	$9,834,766
T	At&T Inc.	−18,027	10,229	$211,740
INTC	Intel Corp	−16,376	3,160	$441,230
AMZN	Amazon Com Inc	−16,266	35,617	$8,488,955
SNAP	Snap Inc	−13,095	39,416	$175,007
BIV	Vanguard Intermediate-Term Bond ETF	−12,505	113,316	$8,787,398
NFLX	Netflix Inc	−12,384	10,433	$744,916
CMG	Chipotle Mexican Grill Inc	−12,217	7,909	$268,906
SAN	Banco Santander, S.A.	−11,054	19,535	$269,583
VIG	Vanguard Dividend Appreciation ETF	−10,550	12,067	$2,855,293
MSFT	Microsoft Corp	−9,498	27,458	$10,242,383
WMT	Walmart Inc.	−9,350	10,370	$1,174,506
MRK	Merck & Co., Inc.	−8,562	3,294	$423,279
BAC	Bank Of America Corp /De/	−7,871	27,067	$1,542,277
GM	General Motors Co	−7,841	6,378	$491,616
BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	−6,153	10,477	$262,553
PEP	Pepsico Inc	−6,151	1,583	$214,338
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	−6,048	15,793	$1,266,777
MO	Altria Group, Inc.	−6,012	2,990	$215,130
AVGO	Broadcom Inc.	−5,906	8,698	$3,285,669
SMFG	Sumitomo Mitsui Financial Group, Inc.	−5,753	8,907	$210,027
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
SPCX	Space Exploration Technologies Corp	2,141	$365,811
MRVL	Marvell Technology, Inc.	1,216	$362,234
ARM	Arm Holdings PLC /Uk	929	$329,395
HONA	Honeywell Aerospace Inc.	1,290	$285,193
—		6,522	$257,455
OKTA	Okta, Inc.	1,796	$245,064
BE	Bloom Energy Corp	755	$228,538
AGNG	Global X Funds Global X Aging Population ETF	2,925	$225,137
HCAT	Health Catalyst, Inc.	18,366	$36,548
CERS	Cerus Corp	11,010	$32,149
GRML	Greenland Mines Ltd	10,500	$2,730
BCDF	Horizon Kinetics Blockchain Development ETF	3,200	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
VXUS	Vanguard Total International Stock ETF	16,573	$1,277,944
FIX	Comfort Systems USA Inc	887	$1,223,164
WDC	Western Digital Corp	4,442	$1,201,516
FDX	Fedex Corp	2,964	$1,055,717
PCG	PG&E Corp	57,122	$1,003,633
TPR	Tapestry, Inc.	6,066	$855,973
ABT	Abbott Laboratories	8,149	$836,657
ABNB	Airbnb, Inc.	5,853	$739,116
AFK	VanEck Africa Index ETF	5,533	$736,940
VRT	Vertiv Holdings Co	2,890	$724,176
EIX	Edison International	9,488	$694,331
ILMN	Illumina, Inc.	5,513	$679,532
CME	Cme Group Inc.	2,300	$679,305
CIEN	Ciena Corp	1,664	$646,014
FTI	TechnipFMC plc	9,101	$629,152
SPGI	S&P Global Inc.	1,478	$628,652
REGN	Regeneron Pharmaceuticals, Inc.	785	$606,522
JBHT	Hunt J B Transport Services Inc	2,749	$582,513
PYPL	PayPal Holdings, Inc.	12,608	$570,259
FCX	Freeport-Mcmoran Inc	9,681	$569,049
CNC	Centene Corp	17,273	$565,518
DG	Dollar General Corp	4,626	$549,244
MRSH	Marsh & Mclennan Companies, Inc.	3,107	$538,909
RL	Ralph Lauren Corp	1,552	$533,872
GD	General Dynamics Corp	1,539	$528,215
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

227 tracked positions · $1,552,782,906 total · filing declares 312 positions · $1,550,764,238 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 227 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DCOR	Dimensional US Core Equity 1 ETF	Added	8,398,337	+179,903	$493,876,064	+13.6%	31.81%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	2,251,302	+177,144	$280,944,389	—	18.09%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	973,479	+38,081	$91,433,091	+18.8%	5.89%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	1,169,652	+33,823	$70,320,660	+14.3%	4.53%
VB	Vanguard Morningstar Small-Cap ETF	Added	308,475	+58,985	$67,196,860	+23.5%	4.33%
FAB	First Trust Multi Cap Value AlphaDEX Fund	Reduced	878,554	-26,369	$57,629,163	+4.2%	3.71%
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	Reduced	273,645	-3,843	$42,480,310	+6.2%	2.74%
AAPL	Apple Inc. Technology	Reduced	146,799	-52,415	$42,477,758	−16.0%	2.74%
BNDW	Vanguard Total World Bond ETF	Added	505,028	+38,119	$29,855,951	+7.1%	1.92%
SPY	Spdr S&P 500 ETF Trust PUT + SHARES	Added	35,388	+1,330	$26,426,696	+19.3%	1.70%
ACSG	American Century Small Cap Growth Insights ETF	Reduced	208,324	-94	$24,254,930	+11.5%	1.56%
AFGR	First Trust Active Factor Large Cap Growth ETF	Added	792,030	+154,840	$19,705,706	+24.9%	1.27%
VCRM	Vanguard Core Tax-Exempt Bond ETF	Added	303,646	+64,034	$15,358,414	+28.5%	0.99%
NVDA	Nvidia Corp Technology	Reduced	73,895	-51,728	$14,785,650	−32.5%	0.95%
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	Added	412,457	+30,480	$14,233,891	+3.1%	0.92%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Reduced	288,121	-3,132	$11,935,370	+1.8%	0.77%
INCO	Columbia India Consumer ETF	Reduced	208,264	-4,782	$11,013,000	+26.7%	0.71%
MSFT	Microsoft Corp Technology	Reduced	27,458	-9,498	$10,242,383	−25.1%	0.66%
GOOGL	Alphabet Inc. Communication Services	Reduced	27,606	-18,250	$9,834,766	−25.4%	0.63%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	19,368	-2,840	$9,691,553	−14.7%	0.62%
BIV	Vanguard Intermediate-Term Bond ETF	Reduced	113,316	-12,505	$8,787,398	−10.4%	0.57%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	35,617	-16,266	$8,488,955	−21.4%	0.55%
AIRR	First Trust RBA American Industrial Renaissance ETF	Reduced	36,929	-894	$7,711,553	+79.8%	0.50%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	23,519	-4,232	$7,698,474	−5.7%	0.50%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Reduced	86,063	-979	$6,495,272	+13.4%	0.42%
QQQ	Invesco Qqq Trust, Series 1	Reduced	7,967	-974	$5,866,898	+13.7%	0.38%
META	Meta Platforms, Inc. Communication Services	Reduced	9,787	-2,085	$5,512,919	−18.8%	0.36%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	184,669	+925	$5,432,160	+15.4%	0.35%
BKF	iShares MSCI BIC ETF	Added	40,454	+1,682	$5,215,388	+44.5%	0.34%
EDV	Vanguard World Funds Extended Duration ETF	Added	34,001	+10,041	$4,883,823	+51.4%	0.31%
AAAD	PGIM AAA CLO Aggregate Duration ETF	Added	132,951	+24,327	$4,637,330	+23.3%	0.30%
CAT	Caterpillar Inc PUT + SHARES Industrials	Added	3,960	+1,695	$4,217,004	+162.8%	0.27%
LRCX	Lam Research Corp Technology	Reduced	7,956	-3,904	$3,447,573	+36.1%	0.22%
AVGO	Broadcom Inc. Technology	Reduced	8,698	-5,906	$3,285,669	−27.3%	0.21%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	7,366	-5,324	$3,098,139	−34.3%	0.20%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	3,207	-954	$3,000,052	−27.6%	0.19%
VIG	Vanguard Dividend Appreciation ETF	Reduced	12,067	-10,550	$2,855,293	−41.3%	0.18%
		Added	126,688	+83,821	$2,790,992	+263.7%	0.18%
LLY	ELI LILLY & Co Healthcare	Reduced	2,314	-1,318	$2,775,481	−16.9%	0.18%
STT	State Street Corp Financial Services	Reduced	49,998	-608	$2,680,392	+7.3%	0.17%
GLW	Corning Inc /Ny Technology	Reduced	10,459	-1,382	$2,671,542	+65.9%	0.17%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	3,499	-359	$2,670,226	+77.3%	0.17%
AMD	Advanced Micro Devices Inc Technology	Reduced	4,112	-886	$2,388,701	+134.9%	0.15%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	16,250	+2,964	$2,382,900	+24.2%	0.15%
AAAA	Amplius Aggressive Asset Allocation ETF	Reduced	79,693	-4,129	$2,326,238	+9.4%	0.15%
MU	Micron Technology Inc Technology	Reduced	1,917	-1,799	$2,212,773	+76.3%	0.14%
FBCG	Fidelity Blue Chip Growth ETF	Added	33,851	+261	$2,040,876	+10.0%	0.13%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	5,676	-1,202	$2,001,811	−11.5%	0.13%
BX	Blackstone Inc. Financial Services	Added	16,298	+6,807	$1,917,785	+75.7%	0.12%
XOM	ExxonMobil Holdings Corp Energy	Reduced	13,173	-4,227	$1,801,012	−39.0%	0.12%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.