SEC Form 13F · Q1 2026

EARNED WEALTH ADVISORS, LLC

Institutional Holdings Report

13F-HRCA
$1.5B
Portfolio Value
468
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
EARNED WEALTH ADVISORS, LLC
CIK
1905663
Accession No.
0001905663-26-000005
Location
WALNUT CREEK, CA
Form Type
13F-HR
Portfolio Value
$1.5B
Holdings Reported
468
Reporting Period
Q1 2026
Filed
May 7, 2026

About this Filing

EARNED WEALTH ADVISORS, LLC is an institutional investment manager based in WALNUT CREEK, CA reporting approximately $1.5B in 13(f) securities across 468 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.