EARNED WEALTH ADVISORS, LLC

CIK

1905663

Location

WALNUT CREEK, CA

Portfolio Value

Small $353,978,633

Diversification

Diversified

Filing Date

Global Rank

#3,145 / 8,605 ▲ 4779 · as of Mar 2026

Top Industry

Consumer Electronics 15.7%

3Y Alpha vs SPY

-4.7%

Period ended 3 months ago

Filed May 7, 2026 · 2mo

18 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+55.8%

SPY

+76.5%

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, 2025

Top Position

14.3%

+5.5 pts

Top 5

33.6%

+3.0 pts

Top 10

44.9%

−3.3 pts

HHI

351

Diversified−4

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	35.5%	$125,688,342	61
Financial Services	13.2%	$46,633,715	61
Consumer Cyclical	9.8%	$34,561,272	39
Unclassified	9.0%	$31,965,137	9
Healthcare	7.3%	$25,678,435	42
Industrials	7.0%	$24,746,140	48
Communication Services	6.5%	$22,961,168	14
Consumer Defensive	4.5%	$15,770,424	16
Energy	3.1%	$11,104,479	24
Basic Materials	1.8%	$6,400,110	15
Utilities	1.5%	$5,307,203	12
Real Estate	0.9%	$3,162,208	7

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

23 positions

Ticker	Company	Δ Shares	Shares	Value
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	$997,756
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
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
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
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.

Portfolio Positions

Compact Export CSV View 13F filing

348 positions · $353,978,633 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	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	NEW	199,214	NEW	$50,558,521	NEW	14.28%
SPY	Spdr S&P 500 ETF Trust	NEW	34,058	NEW	$22,149,279	NEW	6.26%
NVDA	Nvidia Corp Technology	NEW	125,623	NEW	$21,908,651	NEW	6.19%
MSFT	Microsoft Corp Technology	NEW	36,956	NEW	$13,680,002	NEW	3.86%
AMZN	Amazon Com Inc Consumer Cyclical	NEW	51,883	NEW	$10,805,672	NEW	3.05%
BRK-B	Berkshire Hathaway Inc Financial Services	NEW	22,207	NEW	$10,641,594	NEW	3.01%
GOOGL	Alphabet Inc. Communication Services	NEW	32,113	NEW	$9,234,414	NEW	2.61%
JPM	Jpmorgan Chase & Co Financial Services	NEW	27,751	NEW	$8,163,234	NEW	2.31%
META	Meta Platforms, Inc. Communication Services	NEW	11,872	NEW	$6,792,327	NEW	1.92%
QQQ	Invesco Qqq Trust, Series 1	NEW	8,941	NEW	$5,160,566	NEW	1.46%
TSLA	Tesla, Inc. Consumer Cyclical	NEW	12,690	NEW	$4,717,507	NEW	1.33%
AVGO	Broadcom Inc. Technology	NEW	14,604	NEW	$4,520,084	NEW	1.28%
COST	Costco Wholesale Corp /New Consumer Defensive	NEW	4,161	NEW	$4,146,145	NEW	1.17%
LLY	ELI LILLY & Co Healthcare	NEW	3,632	NEW	$3,340,604	NEW	0.94%
XOM	Exxon Mobil Corp Energy	NEW	17,400	NEW	$2,952,084	NEW	0.83%
LRCX	Lam Research Corp Technology	NEW	11,860	NEW	$2,534,007	NEW	0.72%
JNJ	Johnson & Johnson Healthcare	NEW	10,095	NEW	$2,467,621	NEW	0.70%
WMT	Walmart Inc. Consumer Defensive	NEW	19,720	NEW	$2,450,801	NEW	0.69%
HD	Home Depot, Inc. Consumer Cyclical	NEW	6,878	NEW	$2,262,105	NEW	0.64%
NFLX	Netflix Inc Communication Services	NEW	22,817	NEW	$2,193,854	NEW	0.62%
V	Visa Inc. Financial Services	NEW	6,992	NEW	$2,113,262	NEW	0.60%
PG	PROCTER & GAMBLE Co Consumer Defensive	NEW	13,286	NEW	$1,919,029	NEW	0.54%
BAC	Bank Of America Corp /De/ Financial Services	NEW	34,938	NEW	$1,703,227	NEW	0.48%
GE	General Electric Co Industrials	NEW	5,944	NEW	$1,686,728	NEW	0.48%
PECO	Phillips Edison & Company, Inc. Real Estate	Added	43,172	+420	$1,615,496	+6.2%	0.46%
GLW	Corning Inc /Ny Technology	NEW	11,841	NEW	$1,610,020	NEW	0.45%
CAT	Caterpillar Inc Industrials	NEW	2,265	NEW	$1,604,661	NEW	0.45%
HWM	Howmet Aerospace Inc. Industrials	NEW	6,685	NEW	$1,540,625	NEW	0.44%
RTX	RTX Corp Industrials	NEW	7,514	NEW	$1,449,450	NEW	0.41%
MRK	Merck & Co., Inc. Healthcare	NEW	11,856	NEW	$1,426,158	NEW	0.40%
ANET	Arista Networks, Inc. Technology	NEW	11,477	NEW	$1,409,146	NEW	0.40%
SHOP	Shopify Inc. Technology	Added	11,727	+4,400	$1,391,056	+17.9%	0.39%
PLTR	Palantir Technologies Inc. Technology	NEW	9,464	NEW	$1,384,393	NEW	0.39%
BMY	Bristol Myers Squibb Co Healthcare	NEW	22,776	NEW	$1,381,364	NEW	0.39%
ABBV	AbbVie Inc. Healthcare	NEW	6,334	NEW	$1,377,581	NEW	0.39%
GEV	GE Vernova Inc. Industrials	NEW	1,489	NEW	$1,299,748	NEW	0.37%
MELI	Mercadolibre Inc Consumer Cyclical	Added	729	+294	$1,260,455	+43.9%	0.36%
MU	Micron Technology Inc Technology	NEW	3,716	NEW	$1,255,413	NEW	0.35%
CRM	Salesforce, Inc. Technology	NEW	6,601	NEW	$1,232,208	NEW	0.35%
FIX	Comfort Systems USA Inc Industrials	NEW	887	NEW	$1,223,164	NEW	0.35%
WDC	Western Digital Corp Technology	NEW	4,442	NEW	$1,201,516	NEW	0.34%
PEP	Pepsico Inc Consumer Defensive	NEW	7,734	NEW	$1,201,012	NEW	0.34%
GILD	Gilead Sciences, Inc. Healthcare	NEW	8,615	NEW	$1,200,672	NEW	0.34%
PM	Philip Morris International Inc. Consumer Defensive	NEW	7,252	NEW	$1,199,045	NEW	0.34%
GS	Goldman Sachs Group Inc Financial Services	NEW	1,416	NEW	$1,197,921	NEW	0.34%
IBM	International Business Machines Corp Technology	NEW	4,882	NEW	$1,183,347	NEW	0.33%
AMAT	Applied Materials Inc /De Technology	NEW	3,320	NEW	$1,134,742	NEW	0.32%
DIS	Walt Disney Co Communication Services	NEW	11,560	NEW	$1,114,152	NEW	0.31%
BX	Blackstone Inc. Financial Services	NEW	9,491	NEW	$1,091,370	NEW	0.31%
CTAS	Cintas Corp Industrials	NEW	6,336	NEW	$1,071,671	NEW	0.30%