EARNED WEALTH ADVISORS, LLC

Q4 2025 13F Holdings

  • Location
    walnut creek, CA
  • Num holdings

    92

  • Value ($000)

    $309,985

  • Date Filed
    01/27/2026
  • Form type
    new holdings
  • CIK
    0001905663
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
KRE

SPDR SERIES TRUST

STATE STREET SPD
$60.02M
19 %

748,147

DGRO

ISHARES TR

CORE DIV GRWTH
$34.76M
11 %

500,676

VTV

VANGUARD INDEX FDS

VALUE ETF
$28.37M
9 %

148,517

FDN

FIRST TR EXCHANGE-TRADED FD

DJ INTERNT IDX
$23.82M
8 %

88,500

IJR

ISHARES TR

CORE S&P SCP ETF
$22.82M
7 %

189,913

FXR

FIRST TR EXCHANGE TRADED FD

INDLS PROD DUR
$21.83M
7 %

273,298

QQXT

FIRST TR EXCHANGE-TRADED FD

NASDAQ 100 EX
$17.86M
6 %

179,738

FXU

FIRST TR EXCHANGE TRADED FD

UTILITIES ALPH
$16.81M
5 %

373,507

FXO

FIRST TR EXCHANGE TRADED FD

FINLS ALPHADEX
$15.31M
5 %

253,725

WTMF

WISDOMTREE TR

FUTRE STRAT FD
$9.95M
3 %

261,688

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