EARNED WEALTH ADVISORS, LLC

CIK

1905663

Location

WALNUT CREEK, CA

Portfolio Value

Micro $5,307,203

Diversification

Diversified

Filing Date

Global Rank

#2,830 / 8,232 ▲ 4853

Top Industry

Consumer Electronics 15.6%

3Y Alpha vs SPY

-5.0%

Period ended 3 months ago

Filed May 7, 2026 · 39d

18 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+53.3%

SPY

+74.2%

Annualised alpha

-5.0%

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

14.2%

+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	Positions
Technology	35.7%	$127,041,041	61
Financial Services	13.1%	$46,667,616	61
Consumer Cyclical	9.9%	$35,357,528	39
Unclassified	9.0%	$31,965,137	9
Healthcare	7.2%	$25,678,435	42
Industrials	7.0%	$25,050,298	48
Communication Services	6.5%	$22,961,168	14
Consumer Defensive	4.4%	$15,770,424	16
Energy	3.1%	$11,104,479	24
Basic Materials	1.7%	$5,899,504	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	$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
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

12 positions · $5,307,203 total · Utilities only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
PCG	PG&E Corp Utilities	NEW	57,122	NEW	$1,003,633	NEW	18.91%
EIX	Edison International Utilities	NEW	9,488	NEW	$694,331	NEW	13.08%
DUK	Duke Energy CORP Utilities	NEW	4,840	NEW	$633,749	NEW	11.94%
XEL	Xcel Energy Inc Utilities	NEW	6,017	NEW	$477,990	NEW	9.01%
NEE	Nextera Energy Inc Utilities	NEW	5,131	NEW	$476,567	NEW	8.98%
VST	Vistra Corp. Utilities	NEW	2,865	NEW	$430,695	NEW	8.12%
SO	Southern Co Utilities	NEW	2,998	NEW	$289,366	NEW	5.45%
ED	Consolidated Edison Inc Utilities	NEW	2,522	NEW	$285,439	NEW	5.38%
AEP	American Electric Power Co Inc Utilities	NEW	2,120	NEW	$277,889	NEW	5.24%
D	Dominion Energy, Inc Utilities	Reduced	4,417	-131	$273,058	+2.5%	5.15%
EVRG	Evergy, Inc. Utilities	NEW	2,946	NEW	$241,336	NEW	4.55%
ES	Eversource Energy Utilities	NEW	3,221	NEW	$223,150	NEW	4.20%