EARNED WEALTH ADVISORS, LLC
Follow13F filer, CIK 1905663, WALNUT CREEK, CA
EARNED WEALTH ADVISORS, LLC reported $1,550,764,238 across 312 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 47.24% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001905663-26-000006
- Period
- 2026-06-30
- Reported value
- $1.55B
- Holdings
- 312
- Top 10 weight
- 47.24%
- New
- 30
- Sold out
- 186
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| DFIVadded | +152,731 | $8.25M |
| AGGadded | +80,550 | $7.97M |
| IVVadded | +9,485 | $7.1M |
| VUGadded | +55,901 | $4.82M |
| UCONadded | +154,840 | $3.85M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| AAPLreduced | -52,415 | -$15.2M |
| NVDAreduced | -51,728 | -$10.4M |
| GOOGLreduced | -12,128 | -$4.33M |
| AMZNreduced | -16,266 | -$3.88M |
| MSFTreduced | -9,498 | -$3.54M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 310 share positions
Options
Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).
Sold out in Q2 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| VXUSVANGUARD STAR FDS | 16,573 | $1.28M | shares |
| FIXCOMFORT SYS USA INC | 887 | $1.22M | shares |
| WDCWESTERN DIGITAL CORP | 4,442 | $1.2M | shares |
| FDXFEDEX CORP | 2,964 | $1.06M | shares |
| PCGPG&E CORP | 57,122 | $1M | shares |
| HONHONEYWELL INTL INC | 4,209 | $951K | shares |
| TPRTAPESTRY INC | 6,066 | $856K | shares |
| ABTABBOTT LABORATORIES | 8,149 | $837K | shares |
| ABNBAIRBNB INC | 5,853 | $739K | shares |
| NLRVANECK ETF TRUST | 5,533 | $737K | shares |
| VRTVERTIV HOLDINGS CO | 2,890 | $724K | shares |
| BRK-ABERKSHIRE HATHAWAY INC DEL | 1 | $718K | shares |
| EIXEDISON INTL | 9,488 | $694K | shares |
| ILMNILLUMINA INC | 5,513 | $680K | shares |
| CMECME GROUP INC | 2,300 | $679K | shares |
| CIENCIENA CORP | 1,664 | $646K | shares |
| FTITECHNIPFMC PLC | 9,101 | $629K | shares |
| SPGIS&P GLOBAL INC | 1,478 | $629K | shares |
| REGNREGENERON PHARMACEUTICALS | 785 | $607K | shares |
| JBHTHUNT J B TRANS SVCS INC | 2,749 | $583K | shares |
| PYPLPAYPAL HLDGS INC | 12,608 | $570K | shares |
| FCXFREEPORT MCMORAN INC | 9,681 | $569K | shares |
| CNCCENTENE CORP DEL | 17,273 | $566K | shares |
| DGDOLLAR GEN CORP | 4,626 | $549K | shares |
| MRSHMARSH & MCLENNAN COS INC | 3,107 | $539K | shares |
| RLRALPH LAUREN CORP | 1,552 | $534K | shares |
| GDGENERAL DYNAMICS CORP | 1,539 | $528K | shares |
| ZMZOOM COMMUNICATIONS INC | 6,139 | $494K | shares |
| INCYINCYTE CORP | 5,179 | $487K | shares |
| VRSNVERISIGN INC | 1,957 | $486K | shares |
| FTNTFORTINET INC | 5,936 | $485K | shares |
| ADIANALOG DEVICES INC | 1,523 | $484K | shares |
| XELXCEL ENERGY INC | 6,017 | $478K | shares |
| TOLTOLL BROTHERS INC | 3,286 | $448K | shares |
| TXTTEXTRON INC | 5,056 | $443K | shares |
| PSXPHILLIPS 66 | 2,410 | $439K | shares |
| CMICUMMINS INC | 801 | $431K | shares |
| NTRANATERA INC | 2,147 | $429K | shares |
| UPSUNITED PARCEL SVCS INC | 4,266 | $420K | shares |
| DHRDANAHER CORP DEL | 2,209 | $419K | shares |
| NBIXNEUROCRINE BIOSCIENCES INC | 3,093 | $407K | shares |
| EXPEEXPEDIA GROUP INC | 1,729 | $399K | shares |
| IGVISHARES TR | 4,957 | $397K | shares |
| DALDELTA AIR LINES INC | 5,835 | $388K | shares |
| AAGILENT TECHNOLOGIES INC | 3,352 | $382K | shares |
| COFCAPITAL ONE FINL CORP | 2,091 | $381K | shares |
| INTUINTUIT | 879 | $380K | shares |
| CHWYCHEWY INC | 14,072 | $380K | shares |
| TRMBTRIMBLE INC | 5,769 | $376K | shares |
| BNYBANK OF NY MELLON CORP | 3,170 | $376K | shares |
| FIVEFIVE BELOW INC | 1,642 | $375K | shares |
| WMWASTE MGMT INC DEL | 1,629 | $374K | shares |
| LMTLOCKHEED MARTIN CORP | 616 | $372K | shares |
| TSNTYSON FOODS INC | 5,690 | $365K | shares |
| TMUST-MOBILE US INC | 1,731 | $364K | shares |
| STXSEAGATE TECHNOLOGY HLDNGS PL | 925 | $362K | shares |
| KMIKINDER MORGAN INC DEL | 10,773 | $361K | shares |
| ROSTROSS STORES INC | 1,657 | $359K | shares |
| DASHDOORDASH INC | 2,380 | $357K | shares |
| BURLBURLINGTON STORES INC | 1,096 | $357K | shares |
| RGLDROYAL GOLD INC | 1,393 | $355K | shares |
| CVSCVS HEALTH CORP | 4,878 | $350K | shares |
| ADBEADOBE INC | 1,412 | $343K | shares |
| MDTMEDTRONIC PLC | 3,931 | $341K | shares |
| DOXAMDOCS LTD | 5,172 | $338K | shares |
| WABWABTEC | 1,344 | $336K | shares |
| BSXBOSTON SCIENTIFIC CORP | 5,351 | $336K | shares |
| EMEEMCOR GROUP INC | 446 | $329K | shares |
| MKTXMARKETAXESS HLDGS INC | 1,976 | $326K | shares |
| MTZMASTEC INC | 1,013 | $326K | shares |
| OXYOCCIDENTAL PETE CORP | 4,982 | $324K | shares |
| TERTERADYNE INC | 1,079 | $320K | shares |
| MTCHMATCH GROUP INC NEW | 10,410 | $320K | shares |
| CCKCROWN HLDGS INC | 3,183 | $319K | shares |
| MKSIMKS INC. | 1,385 | $318K | shares |
| AXSAXIS CAP HLDGS LTD | 3,124 | $317K | shares |
| OMCOMNICOM GROUP INC | 4,191 | $316K | shares |
| UALUNITED AIRLS HLDGS INC | 3,416 | $315K | shares |
| EXELEXELIXIS INC | 7,283 | $312K | shares |
| ITGARTNER INC | 1,971 | $312K | shares |
| DINOHF SINCLAIR CORP | 4,975 | $310K | shares |
| VOVANGUARD INDEX FDS | 1,080 | $310K | shares |
| DOVDOVER CORP | 1,479 | $308K | shares |
| DOWDOW HLDGS INC | 7,288 | $304K | shares |
| EXEEXPAND ENERGY CORPORATION | 2,689 | $295K | shares |
| HLTHILTON WORLDWIDE HLDGS INC | 965 | $294K | shares |
| HIIHUNTINGTON INGALLS INDS INC | 772 | $293K | shares |
| LECOLINCOLN ELEC HLDGS INC | 1,177 | $293K | shares |
| BLKBLACKROCK INC | 304 | $292K | shares |
| NYTNEW YORK TIMES CO MTN BE | 3,483 | $292K | shares |
| MLIMUELLER INDS INC | 2,627 | $291K | shares |
| VEEVVEEVA SYS INC | 1,648 | $289K | shares |
| VMCVULCAN MATLS CO | 1,052 | $286K | shares |
| BIIBBIOGEN INC | 1,561 | $286K | shares |
| EDCONSOLIDATED EDISON INC | 2,522 | $285K | shares |
| BBYBEST BUY INC | 4,420 | $284K | shares |
| KNSLKINSALE CAP GROUP INC | 827 | $282K | shares |
| EQIXEQUINIX INC | 288 | $282K | shares |
| EOGEOG RES INC | 1,935 | $280K | shares |
| AEPAMERICAN ELEC PWR CO INC | 2,120 | $278K | shares |
| LVSLAS VEGAS SANDS CORP | 5,139 | $277K | shares |
| ROPROPER TECHNOLOGIES INC | 777 | $275K | shares |
| KMXCARMAX INC | 6,555 | $273K | shares |
| CFGCITIZENS FINL GROUP INC | 4,465 | $268K | shares |
| CWCURTISS WRIGHT CORP | 391 | $266K | shares |
| HASHASBRO INC | 2,820 | $264K | shares |
| AONAON PLC | 811 | $262K | shares |
| WWDWOODWARD INC | 731 | $262K | shares |
| BWABORGWARNER INC | 4,822 | $262K | shares |
| MUFGMITSUBISHI UFJ FINANCIAL GRO | 15,362 | $261K | shares |
| AMEAMETEK INC | 1,209 | $259K | shares |
| ITWILLINOIS TOOL WKS INC | 993 | $258K | shares |
| AMPAMERIPRISE FINL INC | 582 | $258K | shares |
| GSKGSK PLC | 4,649 | $257K | shares |
| RBLXROBLOX CORP | 4,520 | $256K | shares |
| TWLOTWILIO INC | 2,021 | $254K | shares |
| SSENTINELONE INC | 19,649 | $253K | shares |
| TXRHTEXAS ROADHOUSE INC | 1,531 | $253K | shares |
| EVREVERCORE INC | 846 | $252K | shares |
| HCAHCA HEALTHCARE INC | 533 | $252K | shares |
| DDDUPONT DE NEMOURS INC | 5,491 | $252K | shares |
| NOCNORTHROP GRUMMAN CORP | 368 | $251K | shares |
| MOHMOLINA HEALTHCARE INC | 1,856 | $247K | shares |
| CCLCARNIVAL CORP | 9,551 | $247K | shares |
| PBPROSPERITY BANCSHARES INC | 3,639 | $244K | shares |
| HOODROBINHOOD MKTS INC | 3,511 | $243K | shares |
| EVRGEVERGY INC | 2,946 | $241K | shares |
| PNFPPINNACLE FINL PARTNERS INC | 2,792 | $241K | shares |
| MCOMOODYS CORP | 548 | $239K | shares |
| HALHALLIBURTON CO | 6,100 | $238K | shares |
| BTIBRITISH AMERN TOB PLC | 4,056 | $237K | shares |
| MRCCMONROE CAP CORP | 24,152 | $237K | shares |
| PODDINSULET CORP | 1,125 | $236K | shares |
| DECKDECKERS OUTDOOR CORP | 2,336 | $234K | shares |
| IDXXIDEXX LABS INC | 416 | $234K | shares |
| SYFSYNCHRONY FINANCIAL | 3,407 | $232K | shares |
| FRTFEDERAL RLTY INVT TR NEW | 2,174 | $231K | shares |
| KEYSKEYSIGHT TECHNOLOGIES INC | 815 | $230K | shares |
| OSKOSHKOSH CORP | 1,559 | $230K | shares |
| MANHMANHATTAN ASSOCIATES INC | 1,702 | $227K | shares |
| TXG10X GENOMICS INC | 10,634 | $226K | shares |
| USFDUS FOODS HLDG CORP | 2,442 | $225K | shares |
| KKRKKR & CO INC | 2,430 | $225K | shares |
| GSIEGOLDMAN SACHS ETF TR | 5,211 | $225K | shares |
| MEDPMEDPACE HLDGS INC | 466 | $224K | shares |
| RGAREINSURANCE GROUP AMER INC | 1,094 | $223K | shares |
| ESEVERSOURCE ENERGY | 3,221 | $223K | shares |
| JHGJANUS HENDERSON GROUP PLC | 4,334 | $223K | shares |
| MPCMARATHON PETE CORP | 898 | $219K | shares |
| GRMNGARMIN LTD | 945 | $219K | shares |
| PLDPROLOGIS INC. | 1,640 | $217K | shares |
| NTNXNUTANIX INC | 5,699 | $217K | shares |
| AEMAGNICO EAGLE MINES LTD | 1,064 | $216K | shares |
| DIVIFRANKLIN TEMPLETON ETF TR | 5,412 | $215K | shares |
| HUBSHUBSPOT INC | 882 | $215K | shares |
| JBLJABIL INC | 810 | $215K | shares |
| BPBP PLC | 4,564 | $214K | shares |
| NTRSNORTHERN TR CORP | 1,535 | $214K | shares |
| PHPARKER-HANNIFIN CORP | 239 | $214K | shares |
| CHTCHUNGHWA TELECOM CO LTD | 5,048 | $213K | shares |
| GAPGAP INC | 8,782 | $213K | shares |
| LNGCHENIERE ENERGY INC | 744 | $211K | shares |
| EWEDWARDS LIFESCIENCES CORP | 2,637 | $211K | shares |
| DKNGDRAFTKINGS INC NEW | 9,753 | $211K | shares |
| USFRWISDOMTREE TR | 4,170 | $210K | shares |
| TFCTRUIST FINL CORP | 4,560 | $210K | shares |
| CMCSACOMCAST CORP NEW | 7,297 | $210K | shares |
| CCJCAMECO CORP | 1,922 | $209K | shares |
| TNLTRAVEL PLUS LEISURE CO | 3,014 | $209K | shares |
| MHKMOHAWK INDS INC | 2,117 | $208K | shares |
| CSXCSX CORP | 5,077 | $208K | shares |
| SAPSAP SE | 1,211 | $207K | shares |
| GGGGRACO INC | 2,440 | $207K | shares |
| EENI SPA | 3,606 | $204K | shares |
| AAALCOA CORP | 3,077 | $204K | shares |
| NNNNNN REIT INC | 4,805 | $202K | shares |
| BHPBHP BILLITON LIMITED | 2,764 | $201K | shares |
| MFGMIZUHO FINANCIAL GROUP INC | 23,632 | $188K | shares |
| NMRNOMURA HLDGS INC | 16,454 | $130K | shares |
| ADTADT INC DEL | 16,075 | $106K | shares |
| LYGLLOYDS BANKING GROUP PLC | 17,385 | $87.4K | shares |
| AEGAEGON LTD | 11,871 | $86.2K | shares |
| SNAPSNAP INC | 7,000 | $32.2K | call |
| BYNDBEYOND MEAT INC | 16,180 | $11.4K | shares |
| ALITALIGHT INC | 15,044 | $8.77K | shares |
| IWMISHARES TR | 1,100 | $4.09K | put |
How Q2 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001905663-26-000006 | base | 2026-08-14 | acceptance time not in the bulk data set |
Filings
Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.
| Filing | Subject | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001905663-26-000006 | Quarter ended 2026-06-30 | 2026-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001905663-26-000005 | Quarter ended 2026-03-31 | 2026-05-07 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001905663-26-000003 | Quarter ended 2025-12-31 | 2026-01-27 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001905663-26-000002 | Quarter ended 2025-12-31 | 2026-01-27 | acceptance time not in the bulk data set | |
| 13F-HR 0001905663-26-000001 | Quarter ended 2025-12-31 | 2026-01-16 | acceptance time not in the bulk data set | |
| 13F-HR 0001905663-25-000009 | Quarter ended 2025-09-30 | 2025-10-22 | acceptance time not in the bulk data set | |
| 13F-HR 0001905663-25-000007 | Quarter ended 2025-06-30 | 2025-08-04 | acceptance time not in the bulk data set | |
| 13F-HR 0001905663-25-000005 | Quarter ended 2025-03-31 | 2025-05-09 | acceptance time not in the bulk data set | |
| 13F-HR 0001905663-25-000001 | Quarter ended 2024-12-31 | 2025-01-31 | acceptance time not in the bulk data set | |
| 13F-HR 0001905663-24-000003 | Quarter ended 2024-09-30 | 2024-11-01 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-24-003425 | Quarter ended 2024-06-30 | 2024-08-02 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-24-002069 | Quarter ended 2024-03-31 | 2024-04-26 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-24-000779 | Quarter ended 2023-12-31 | 2024-02-06 | acceptance time not in the bulk data set | |
| 13F-HR 0001725547-23-001701 | Quarter ended 2023-09-30 | 2023-11-02 | acceptance time not in the bulk data set | |
| 13F-HR 0001725547-23-000227 | Quarter ended 2023-06-30 | 2023-08-11 | acceptance time not in the bulk data set | |
| 13F-HR 0001725547-23-000117 | Quarter ended 2023-03-31 | 2023-05-08 | acceptance time not in the bulk data set | |
| 13F-HR 0001725547-23-000013 | Quarter ended 2022-12-31 | 2023-02-06 | acceptance time not in the bulk data set | |
| 13F-HR 0001725547-22-000162 | Quarter ended 2022-09-30 | 2022-10-26 | acceptance time not in the bulk data set | |
| 13F-HR 0001725547-22-000116 | Quarter ended 2022-06-30 | 2022-07-26 | acceptance time not in the bulk data set | |
| 13F-HR 0001725547-22-000054 | Quarter ended 2022-03-31 | 2022-04-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001725547-22-000021 | Quarter ended 2021-12-31 | 2022-01-28 | acceptance time not in the bulk data set |