Earned Wealth Advisors, LLC

13F filer · CIK 0001905663

Reported Aug 14, 2026

13F portfolio value$1.55BU.S. long equity reported on 13F

Positions190Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight9.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 2026190 positions
AAPLApple Inc.	$42.5M	2.74%	0.00%	-26.3%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$24.8M	1.60%	Not reported	+0.7%	Q4 2021
NVDANvidia Corp	$14.8M	0.95%	0.00%	-41.2%	Q1 2023
USRTEnigma-Bulwark, Ltd.	$12.9M	0.83%	Not reported	+8.6%	Q1 2025
MSFTMicrosoft Corp	$10.2M	0.66%	0.00%	-25.7%	Q4 2021
BRK.BBerkshire Hathaway Inc	$9.69M	0.62%	Not reported	-12.8%	Q4 2021
AMZNAmazon Com Inc	$8.49M	0.55%	0.00%	-31.4%	Q4 2021
JPMJPMorgan Chase & Co	$7.7M	0.50%	0.00%	-15.3%	Q4 2021
GOOGLAlphabet Inc.	$7.14M	0.46%	0.00%	-37.8%	Q4 2023
BSVNBank7 Corp.	$6.85M	0.44%	0.92%	-10.7%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$5.87M	0.38%	Not reported	-10.9%	Q4 2021
METAMeta Platforms, Inc.	$5.51M	0.36%	Not reported	-17.6%	Q4 2021
DFAXGulf Resources, Inc.	$5.08M	0.33%	Not reported	-0.2%	Q4 2021
LRCXLam Research Corp	$3.45M	0.22%	0.00%	-32.9%	Q4 2021
AVGOBroadcom Inc.	$3.29M	0.21%	0.00%	-40.4%	Q3 2024
TSLATesla, Inc.	$3.1M	0.20%	0.00%	-42.0%	Q4 2021
COSTCostco Wholesale Corp	$3M	0.19%	0.00%	-22.9%	Q1 2022
LLYELI LILLY & Co	$2.78M	0.18%	0.00%	-36.3%	Q4 2023
GOOGAlphabet Inc.	$2.69M	0.17%	Not reported	-44.6%	Q4 2023
GLWCorning Inc	$2.67M	0.17%	0.00%	-11.7%	Q3 2024
CRWDCrowdStrike Holdings, Inc.	$2.67M	0.17%	0.00%	-9.3%	Q3 2024
AMDAdvanced Micro Devices Inc	$2.39M	0.15%	0.00%	-17.7%	Q1 2022
PGPROCTER & GAMBLE Co	$2.38M	0.15%	0.00%	+22.3%	Q3 2024
MUMicron Technology Inc	$2.21M	0.14%	0.00%	-48.4%	Q3 2024
CATCaterpillar Inc	$2.09M	0.13%	0.00%	+30.7%	Q3 2024
HDHome Depot, Inc.	$2M	0.13%	0.00%	-17.5%	Q1 2024
BXBlackstone Inc.	$1.92M	0.12%	0.00%	+71.7%	Q4 2021
XOMExxonMobil Holdings Corp	$1.8M	0.12%	0.00%	-24.3%	Q2 2024
PECOPhillips Edison & Company, Inc.	$1.78M	0.11%	0.03%	-1.1%	Q4 2025
VVisa Inc.	$1.72M	0.11%	0.00%	-28.3%	Q4 2023
JNJJohnson & Johnson	$1.6M	0.10%	0.00%	-37.8%	Q3 2024
AMATApplied Materials Inc	$1.55M	0.10%	0.00%	-35.2%	Q4 2023
BACBank of America Corp	$1.54M	0.10%	0.00%	-22.5%	Q4 2021
DDOGDatadog, Inc.	$1.45M	0.09%	0.01%	-25.3%	Q3 2024
ABBVAbbVie Inc.	$1.28M	0.08%	0.00%	-19.4%	Q1 2024
SHOPShopify Inc.	$1.28M	0.08%	0.00%	-4.1%	Q4 2025
IBMInternational Business Machines Corp	$1.19M	0.08%	0.00%	-13.6%	Q3 2024
ANETArista Networks, Inc.	$1.18M	0.08%	0.00%	-39.3%	Q3 2024
RTXRTX Corp	$1.18M	0.08%	0.00%	-17.5%	Q3 2024
WMTWalmart Inc.	$1.17M	0.08%	0.00%	-47.4%	Q3 2023
DIASPDR Dow Jones Industrial Average ETF Trust	$1.14M	0.07%	Not reported	+1.8%	Q4 2022
CTASCintas Corp	$1.14M	0.07%	0.00%	+6.1%	Q3 2024
GSGoldman Sachs Group Inc	$1.08M	0.07%	0.00%	-24.9%	Q3 2024
GEGeneral Electric Co	$1.05M	0.07%	0.00%	-52.9%	Q3 2024
HWMHowmet Aerospace Inc.	$1.01M	0.07%	0.00%	-43.9%	Q3 2024
GILDGilead Sciences, Inc.	$925K	0.06%	0.00%	-15.0%	Q3 2024
ETNEaton Corp plc	$825K	0.05%	0.00%	-22.3%	Q3 2024
ORCLOracle Corp	$806K	0.05%	0.00%	-20.5%	Q2 2024
GEVGE Vernova Inc.	$781K	0.05%	0.00%	-55.3%	Q3 2024
MELIMercadolibre Inc	$769K	0.05%	0.00%	-37.9%	Q3 2024

Q1 2026Reported May 7, 2026355 positions
AAPLApple Inc.	$50.6M	3.38%	0.00%	+11.1%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$22.1M	1.48%	Not reported	+2.3%	Q4 2021
NVDANvidia Corp	$21.9M	1.46%	0.00%	+23.9%	Q1 2023
MSFTMicrosoft Corp	$13.7M	0.91%	0.00%	+16.2%	Q4 2021
AMZNAmazon Com Inc	$10.8M	0.72%	0.00%	+1.9%	Q4 2021
BRK.BBerkshire Hathaway Inc	$10.6M	0.71%	Not reported	+1.7%	Q4 2021
USRTEnigma-Bulwark, Ltd.	$10.6M	0.71%	Not reported	+9.4%	Q1 2025
GOOGLAlphabet Inc.	$9.23M	0.62%	0.00%	+4.6%	Q4 2023
JPMJPMorgan Chase & Co	$8.16M	0.55%	0.00%	-0.2%	Q4 2021
BSVNBank7 Corp.	$7.72M	0.52%	1.03%	+10.8%	Q4 2021
METAMeta Platforms, Inc.	$6.79M	0.45%	Not reported	+0.1%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$5.16M	0.34%	Not reported	+50.9%	Q4 2021
TSLATesla, Inc.	$4.72M	0.32%	0.00%	+15.1%	Q4 2021
DFAXGulf Resources, Inc.	$4.69M	0.31%	Not reported	-0.7%	Q4 2021
AVGOBroadcom Inc.	$4.52M	0.30%	0.00%	+7.5%	Q3 2024
COSTCostco Wholesale Corp	$4.15M	0.28%	0.00%	+0.7%	Q1 2022
GOOGAlphabet Inc.	$3.94M	0.26%	Not reported	+11.1%	Q4 2023
LLYELI LILLY & Co	$3.34M	0.22%	0.00%	+13.6%	Q4 2023
XOMExxonMobil Holdings Corp	$2.95M	0.20%	0.00%	+10.5%	Q2 2024
LRCXLam Research Corp	$2.53M	0.17%	0.00%	+2.6%	Q4 2021
JNJJohnson & Johnson	$2.47M	0.16%	0.00%	+9.4%	Q3 2024
WMTWalmart Inc.	$2.45M	0.16%	0.00%	-3.5%	Q3 2023
HDHome Depot, Inc.	$2.26M	0.15%	0.00%	-1.3%	Q1 2024
NFLXNetflix Inc	$2.19M	0.15%	0.00%	+6.9%	Q4 2023
VVisa Inc.	$2.11M	0.14%	0.00%	+1.6%	Q4 2023
PGPROCTER & GAMBLE Co	$1.92M	0.13%	0.00%	-9.1%	Q3 2024
BACBank of America Corp	$1.7M	0.11%	0.00%	+4.2%	Q4 2021
GEGeneral Electric Co	$1.69M	0.11%	0.00%	+9.1%	Q3 2024
PECOPhillips Edison & Company, Inc.	$1.62M	0.11%	0.03%	+1.0%	Q4 2025
GLWCorning Inc	$1.61M	0.11%	0.00%	+2.2%	Q3 2024
CATCaterpillar Inc	$1.6M	0.11%	0.00%	+4.2%	Q3 2024
HWMHowmet Aerospace Inc.	$1.54M	0.10%	0.00%	+33.1%	Q3 2024
CRWDCrowdStrike Holdings, Inc.	$1.51M	0.10%	0.00%	+117.4%	Q3 2024
RTXRTX Corp	$1.45M	0.10%	0.00%	+14.8%	Q3 2024
MRKMerck & Co., Inc.	$1.43M	0.10%	0.00%	+6.0%	Q3 2024
ANETArista Networks, Inc.	$1.41M	0.09%	0.00%	+59.9%	Q3 2024
SHOPShopify Inc.	$1.39M	0.09%	0.00%	+60.1%	Q4 2025
PLTRPalantir Technologies Inc.	$1.38M	0.09%	0.00%	+0.7%	Q3 2024
BMYBristol Myers Squibb Co	$1.38M	0.09%	0.00%	+7.5%	Q3 2024
ABBVAbbVie Inc.	$1.38M	0.09%	0.00%	+9.4%	Q1 2024
GEVGE Vernova Inc.	$1.3M	0.09%	0.00%	+9.4%	Q3 2024
MELIMercadolibre Inc	$1.26M	0.08%	0.00%	+67.6%	Q3 2024
MUMicron Technology Inc	$1.26M	0.08%	0.00%	+14.3%	Q3 2024
CRMSalesforce, Inc.	$1.23M	0.08%	0.00%	+17.2%	Q4 2021
FIXComfort Systems USA Inc	$1.22M	0.08%	0.00%	-11.9%	Q3 2024
WDCWestern Digital Corp	$1.2M	0.08%	0.00%	-0.2%	Q3 2024
PEPPepsico Inc	$1.2M	0.08%	0.00%	-14.4%	Q3 2024
GILDGilead Sciences, Inc.	$1.2M	0.08%	0.00%	-8.3%	Q3 2024
PMPhilip Morris International Inc.	$1.2M	0.08%	0.00%	+8.5%	Q3 2024
GSGoldman Sachs Group Inc	$1.2M	0.08%	0.00%	+1.9%	Q3 2024

Q4 2025Reported Jan 27, 2026333 positions
AAPLApple Inc.	$48.7M	3.45%	0.00%	+72.5%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$22.7M	1.61%	Not reported	+390.1%	Q4 2021
NVDANvidia Corp	$18.9M	1.34%	0.00%	+58.6%	Q1 2023
MSFTMicrosoft Corp	$15.4M	1.09%	0.00%	+29.1%	Q4 2021
AMZNAmazon Com Inc	$11.8M	0.83%	0.00%	+80.2%	Q4 2021
BRK.BBerkshire Hathaway Inc	$11M	0.78%	Not reported	+15.7%	Q4 2021
GOOGLAlphabet Inc.	$9.61M	0.68%	0.00%	+136.5%	Q4 2023
USRTEnigma-Bulwark, Ltd.	$9.33M	0.66%	Not reported	+99.3%	Q1 2025
JPMJPMorgan Chase & Co	$8.96M	0.64%	0.00%	+171.6%	Q4 2021
METAMeta Platforms, Inc.	$7.83M	0.56%	Not reported	+42.5%	Q4 2021
BSVNBank7 Corp.	$7M	0.50%	0.94%	+394.1%	Q4 2021
TSLATesla, Inc.	$4.96M	0.35%	0.00%	+63.9%	Q4 2021
AVGOBroadcom Inc.	$4.7M	0.33%	0.00%	+32.2%	Q3 2024
DFAXGulf Resources, Inc.	$4.56M	0.32%	Not reported	-2.1%	Q4 2021
GOOGAlphabet Inc.	$3.88M	0.28%	Not reported	+52.4%	Q4 2023
QQQInvesco QQQ Trust, Series 1	$3.64M	0.26%	Not reported	+53.2%	Q4 2021
COSTCostco Wholesale Corp	$3.56M	0.25%	0.00%	+47.6%	Q1 2022
LLYELI LILLY & Co	$3.44M	0.24%	0.00%	+16.5%	Q4 2023
VVisa Inc.	$2.41M	0.17%	0.00%	+53.9%	Q4 2023
HDHome Depot, Inc.	$2.4M	0.17%	0.00%	+100.9%	Q1 2024
WMTWalmart Inc.	$2.28M	0.16%	0.00%	+22.4%	Q3 2023
PGPROCTER & GAMBLE Co	$2.09M	0.15%	0.00%	+131.6%	Q3 2024
NFLXNetflix Inc	$2M	0.14%	0.00%	+50.7%	Q4 2023
LRCXLam Research Corp	$1.98M	0.14%	0.00%	+5.1%	Q4 2021
JNJJohnson & Johnson	$1.91M	0.14%	0.00%	+96.0%	Q3 2024
XOMExxonMobil Holdings Corp	$1.89M	0.13%	0.00%	+87.1%	Q2 2024
BACBank of America Corp	$1.84M	0.13%	0.00%	+81.0%	Q4 2021
GEGeneral Electric Co	$1.68M	0.12%	0.00%	+14.5%	Q3 2024
PLTRPalantir Technologies Inc.	$1.67M	0.12%	0.00%	+18.0%	Q3 2024
BXBlackstone Inc.	$1.56M	0.11%	0.00%	+53.9%	Q4 2021
PECOPhillips Edison & Company, Inc.	$1.52M	0.11%	0.03%	New	Q4 2025
IBMInternational Business Machines Corp	$1.49M	0.11%	0.00%	+354.6%	Q3 2024
CRMSalesforce, Inc.	$1.49M	0.11%	0.00%	+8.9%	Q4 2021
DISWalt Disney Co	$1.4M	0.10%	0.00%	+191.7%	Q2 2022
ABBVAbbVie Inc.	$1.32M	0.09%	0.00%	+54.7%	Q1 2024
ORCLOracle Corp	$1.31M	0.09%	0.00%	+59.5%	Q2 2024
UNHUnitedhealth Group Inc	$1.3M	0.09%	0.00%	+178.8%	Q3 2024
PEPPepsico Inc	$1.3M	0.09%	0.00%	+29.8%	Q3 2024
CATCaterpillar Inc	$1.24M	0.09%	0.00%	+208.7%	Q3 2024
GSGoldman Sachs Group Inc	$1.22M	0.09%	0.00%	+41.3%	Q3 2024
RTXRTX Corp	$1.2M	0.09%	0.00%	+148.9%	Q3 2024
SHOPShopify Inc.	$1.18M	0.08%	0.00%	New	Q4 2025
MRKMerck & Co., Inc.	$1.18M	0.08%	0.00%	+29.3%	Q3 2024
GILDGilead Sciences, Inc.	$1.15M	0.08%	0.00%	+76.6%	Q3 2024
MAMastercard Inc	$1.15M	0.08%	0.00%	+21.0%	Q3 2024
BMYBristol Myers Squibb Co	$1.14M	0.08%	0.00%	+240.2%	Q3 2024
GMGeneral Motors Co	$1.1M	0.08%	0.00%	+66.9%	Q3 2024
FBTCFidelity Wise Origin Bitcoin Fund	$1.08M	0.08%	0.01%	+158.9%	Q1 2024
PMPhilip Morris International Inc.	$1.07M	0.08%	0.00%	+18.5%	Q3 2024
WFCWells Fargo & Company	$1.03M	0.07%	0.00%	+38.1%	Q3 2024

Q3 2025Reported Oct 22, 2025278 positions
AAPLApple Inc.	$26.5M	4.36%	0.00%	+2.3%	Q4 2021
MSFTMicrosoft Corp	$12.8M	2.10%	0.00%	+8.1%	Q4 2021
NVDANvidia Corp	$11.9M	1.97%	0.00%	+12.1%	Q1 2023
BRK.BBerkshire Hathaway Inc	$9.49M	1.56%	Not reported	+6.7%	Q4 2021
AMZNAmazon Com Inc	$6.21M	1.02%	0.00%	+3.0%	Q4 2021
METAMeta Platforms, Inc.	$6.11M	1.01%	Not reported	-2.4%	Q4 2021
USRTEnigma-Bulwark, Ltd.	$4.83M	0.79%	Not reported	+20.0%	Q1 2025
SPYSPDR S&P 500 ETF Trust	$4.53M	0.75%	Not reported	+4.0%	Q4 2021
DFAXGulf Resources, Inc.	$4.46M	0.74%	Not reported	-1.8%	Q4 2021
AVGOBroadcom Inc.	$3.39M	0.56%	0.00%	+7.0%	Q3 2024
JPMJPMorgan Chase & Co	$3.23M	0.53%	0.00%	+5.6%	Q4 2021
GOOGLAlphabet Inc.	$3.15M	0.52%	0.00%	+9.1%	Q4 2023
TSLATesla, Inc.	$2.99M	0.49%	0.00%	+9.4%	Q4 2021
COSTCostco Wholesale Corp	$2.59M	0.43%	0.00%	-12.7%	Q1 2022
QQQInvesco QQQ Trust, Series 1	$2.32M	0.38%	Not reported	+0.3%	Q4 2021
LLYELI LILLY & Co	$2.1M	0.35%	0.00%	+21.9%	Q4 2023
GOOGAlphabet Inc.	$1.98M	0.33%	Not reported	+13.0%	Q4 2023
WMTWalmart Inc.	$1.72M	0.28%	0.00%	+32.0%	Q3 2023
NFLXNetflix Inc	$1.7M	0.28%	0.00%	+4.8%	Q4 2023
VVisa Inc.	$1.53M	0.25%	0.00%	+3.0%	Q4 2023
LRCXLam Research Corp	$1.47M	0.24%	0.00%	+3.5%	Q4 2021
PLTRPalantir Technologies Inc.	$1.45M	0.24%	0.00%	+28.7%	Q3 2024
GEGeneral Electric Co	$1.43M	0.24%	0.00%	+9.1%	Q3 2024
BSVNBank7 Corp.	$1.42M	0.23%	0.19%	-10.0%	Q4 2021
HDHome Depot, Inc.	$1.41M	0.23%	0.00%	+5.1%	Q1 2024
CRMSalesforce, Inc.	$1.23M	0.20%	0.00%	+14.5%	Q4 2021
ORCLOracle Corp	$1.18M	0.19%	0.00%	+14.8%	Q2 2024
BXBlackstone Inc.	$1.12M	0.18%	0.00%	+110.2%	Q4 2021
RBLXRoblox Corp	$1.09M	0.18%	0.00%	+6.9%	Q3 2024
GBTCGrayscale Bitcoin Trust ETF	$985K	0.16%	0.00%	+0.2%	Q1 2024
PEPPepsico Inc	$978K	0.16%	0.00%	+75.6%	Q3 2024
HWMHowmet Aerospace Inc.	$976K	0.16%	0.00%	+10.8%	Q3 2024
PGPROCTER & GAMBLE Co	$969K	0.16%	0.00%	+49.2%	Q3 2024
BACBank of America Corp	$956K	0.16%	0.00%	+5.0%	Q4 2021
XOMExxonMobil Holdings Corp	$949K	0.16%	0.00%	+21.1%	Q2 2024
MAMastercard Inc	$944K	0.16%	0.00%	+6.4%	Q3 2024
PMPhilip Morris International Inc.	$915K	0.15%	0.00%	-0.1%	Q3 2024
DIASPDR Dow Jones Industrial Average ETF Trust	$875K	0.14%	Not reported	+3.3%	Q4 2022
JNJJohnson & Johnson	$873K	0.14%	0.00%	-1.4%	Q3 2024
ABBVAbbVie Inc.	$866K	0.14%	0.00%	+19.5%	Q1 2024
HOODRobinhood Markets, Inc.	$834K	0.14%	0.00%	+0.1%	Q3 2024
INTCIntel Corp	$802K	0.13%	0.00%	+52.7%	Q4 2021
GSGoldman Sachs Group Inc	$783K	0.13%	0.00%	+9.3%	Q3 2024
TPRTapestry, Inc.	$771K	0.13%	0.00%	-6.8%	Q3 2024
MCDMcdonalds Corp	$758K	0.12%	0.00%	+11.4%	Q2 2022
DASHDoorDash, Inc.	$757K	0.12%	Not reported	+5.2%	Q3 2024
BRK.ABerkshire Hathaway Inc	$754K	0.12%	Not reported	Not reported	Q1 2025
MRKMerck & Co., Inc.	$726K	0.12%	0.00%	+2.5%	Q3 2024
BKNGBooking Holdings Inc.	$694K	0.11%	0.00%	+6.7%	Q3 2024
TAt&T Inc.	$689K	0.11%	0.00%	+7.3%	Q3 2024

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