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Manager record

Earned Wealth Advisors, Llc

Walnut Creek, CA · CIK 1905663 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$1.55BReported 13F valueQ2 2026 · as filed
312Holdings listed
+3.7%vs prior quartervalue change includes market moves
5Quarters on record
Aug 14Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $510.1M$510.1MQ2 2025272 holdingsQ3 2025: $607.2M$607.2MQ3 2025346 holdingsQ4 2025: $1.4B$1.4BQ4 2025446 holdingsQ1 2026: $1.5B$1.5BQ1 2026468 holdingsQ2 2026: $1.6B$1.6BQ2 2026312 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 14 2026 13F-HR · period Q2 2026

$1.55B · 312 holdings listed · View original SEC filing ↗
May 07 2026 13F-HR · period Q1 2026

$1.50B · 468 holdings listed · View original SEC filing ↗
Jan 27 2026 13F-HR/A · period Q4 2025

$309.98M · 92 holdings listed · amendment (new holdings) · View original SEC filing ↗
Jan 27 2026 13F-HR/A · period Q4 2025

$1.10B · 354 holdings listed · amendment (restatement) · View original SEC filing ↗
Jan 16 2026 13F-HR · period Q4 2025

$937.16M · 354 holdings listed · View original SEC filing ↗
Oct 22 2025 13F-HR · period Q3 2025

$607.16M · 346 holdings listed · View original SEC filing ↗
Aug 04 2025 13F-HR · period Q2 2025

$510.10M · 272 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 14, 2026 · Change methodology