Earned Wealth Advisors, LLC

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0001905663

Type: FundHoldings: 260Value: $455.6MLatest: 2025Q1

EARNED WEALTH ADVISORS, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 260 holdings worth $0.5 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "PINS",
  "HOOD",
  "PCG",
  "SNOW",
  "MDGL",
  "ZS",
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "MAIN",
  "GOOGL",
  "AXP",
  "AIG",
  "TEAM",
  "T",
  null,
  "AVDE",
  "AVGO",
  "LOW",
  null,
  null,
  null,
  "AVEM",
  "SAN",
  "BSX",
  "CMI",
  null,
  null,
  "DUK",
  "RL",
  null,
  null,
  null,
  "EOG",
  "EXPE",
  "GILD",
  "HON",
  "HD",
  null,
  "MCD",
  "INTU",
  null,
  null,
  null,
  null,
  "QCOM",
  "GNW",
  "ISRG",
  "HSBC",
  "HUBS",
  "HWM",
  "ITW",
  "AMAT",
  "BKNG",
  "META",
  "KALV",
  "IVW",
  null,
  "PLX",
  null,
  null,
  null,
  "LRCX",
  null,
  "MRVL",
  "MA",
  "EXEL",
  "MDT",
  "MSFT",
  "TMUS",
  "ETSY",
  "GE",
  "HUN",
  "INCY",
  "BX",
  "ANET",
  "IWD",
  "ORCL",
  null,
  null,
  "DASH",
  "VGIT",
  null,
  null,
  null,
  "PANW",
  "PEP",
  "PGR",
  "IEMG",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "GS",
  "INTC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "MSTR",
  "FNDX",
  "IEFA",
  "RY",
  "SCHX",
  "NOW",
  "SLB",
  "SHEL",
  "RTX",
  "GLD",
  "SAP",
  "IBM",
  "SSNC",
  "SBUX",
  "SMFG",
  "TPR",
  "TMO",
  "TJX",
  "TRV",
  "UBER",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  null,
  "VWO",
  null,
  null,
  null,
  "VIG",
  "LYG",
  null,
  "NTNX",
  "CHPT",
  "VRTX",
  "TT",
  "RGLD",
  "ADSK",
  "GM",
  "APH",
  "AMD",
  "ALLE",
  "SDY",
  "NTRA",
  "FTNT",
  "BKR",
  "JBLU",
  "AMZN",
  "SCHB",
  null,
  null,
  "LCID",
  null,
  "PLUG",
  null,
  null,
  "HBAN",
  "VGT",
  "USB",
  "VUG",
  "VFH",
  "VEA",
  "VTEB",
  "VBR",
  "BSV",
  "VB",
  "VOO",
  "VEEV",
  "VRSN",
  "V",
  "VST",
  "WMT",
  "WFC",
  "WEN",
  "XEL",
  null,
  "ADT",
  "GRMN",
  "AEM",
  "SOFI",
  "BIIB",
  "SCHG",
  "SCHF",
  "MSCI",
  "EIX",
  null,
  "JCI",
  "MOH",
  "MKL",
  null,
  "TER",
  "TRMB",
  "OKTA",
  "OPEN",
  "CRM",
  "RBLX",
  null,
  "DIA",
  null,
  "GEV",
  "ZM",
  "MCK",
  "ADP",
  "AXS",
  "BAC",
  "BBVA",
  "BRK-A",
  "BRK-B",
  "BMRN",
  "BMY",
  "CCL",
  "CNC",
  "CVX",
  "CINF",
  "CB",
  "CMG",
  "CSCO",
  "CFG",
  "C",
  "CME",
  "KO",
  "CMCSA",
  "COP",
  "CNXC",
  "COST",
  "CVS",
  "DHR",
  "DE",
  "DHT",
  null,
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "DLR",
  "RSP",
  "EFA",
  "NEE",
  "IWM",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-09
Total Holdings: 260
Total Value: 455631432
Accession Number: 0001905663-25-000005
Form Type: 13F-HR
CIK: earned-wealth-advisors
Manager Name: Earned-Wealth-Advisors

Data Enrichment

83% identified

216 identified44 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

260 positions • $455.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 13

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25434V708

DFAC|25434V708

Shares:1.6M

Value:$52.6M

% of Portfolio:11.5% ($52.6M/$455.6M)

25434V609

Shares:793.1K

Value:$40.8M

% of Portfolio:9.0% ($40.8M/$455.6M)

464287200

IVV|464287200

Shares:52.4K

Value:$29.4M

% of Portfolio:6.5% ($29.4M/$455.6M)

Apple Inc.

AAPL|037833100

Shares:101.8K

Value:$22.6M

% of Portfolio:5.0% ($22.6M/$455.6M)

25434V807

Shares:565.9K

Value:$22.3M

% of Portfolio:4.9% ($22.3M/$455.6M)

25434V724

Shares:536.5K

Value:$22.1M

% of Portfolio:4.9% ($22.1M/$455.6M)

464287226

Shares:168.6K

Value:$16.7M

% of Portfolio:3.7% ($16.7M/$455.6M)

922907746

VTEB|922907746

Shares:214.4K

Value:$10.6M

% of Portfolio:2.3% ($10.6M/$455.6M)

25434V401

Shares:169.2K

Value:$10.2M

% of Portfolio:2.2% ($10.2M/$455.6M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:17.8K

Value:$9.5M

% of Portfolio:2.1% ($9.5M/$455.6M)

MICROSOFT CORP

MSFT|594918104

Shares:24.1K

Value:$9.1M

% of Portfolio:2.0% ($9.1M/$455.6M)

25434V500

Shares:147.5K

Value:$8.8M

% of Portfolio:1.9% ($8.8M/$455.6M)

46432F842

IEFA|46432F842

Shares:88.4K

Value:$6.7M

% of Portfolio:1.5% ($6.7M/$455.6M)

922908769

VTI|922908769

Shares:23.9K

Value:$6.6M

% of Portfolio:1.4% ($6.6M/$455.6M)

NVIDIA CORP

NVDA|67066G104

Shares:56.9K

Value:$6.2M

% of Portfolio:1.4% ($6.2M/$455.6M)

025072877

Shares:69.2K

Value:$6.0M

% of Portfolio:1.3% ($6.0M/$455.6M)

33740F888

Shares:236.7K

Value:$5.9M

% of Portfolio:1.3% ($5.9M/$455.6M)

AMAZON COM INC

AMZN|023135106

Shares:30.6K

Value:$5.8M

% of Portfolio:1.3% ($5.8M/$455.6M)

78467V103

Shares:183.6K

Value:$5.2M

% of Portfolio:1.1% ($5.2M/$455.6M)

Meta Platforms, Inc.

META|30303M102

Shares:8.5K

Value:$4.9M

% of Portfolio:1.1% ($4.9M/$455.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(DFACcusip25434V708)	1.6M	QoQ +0.48% (-7.7K) YoY -1.89% (-30.7K)	All Managers (Combined)	$52.6M	11.5% ($52.6M/$455.6M)	QoQ -4.16% (-$2.3M) YoY +1.30% (-$675.9K)
(cusip25434V609)✕	793.1K	QoQ -0.96% (-7.7K) YoY -3.06% (-25.1K)	All Managers (Combined)	$40.8M	9.0% ($40.8M/$455.6M)	QoQ -8.38% (-$3.7M) YoY -8.30% (-$3.7M)
(IVVcusip464287200)	52.4K	QoQ +142.87% (+30.8K) YoY +125.65% (+29.2K)	All Managers (Combined)	$29.4M	6.5% ($29.4M/$455.6M)	QoQ +131.82% (+$16.7M) YoY +141.16% (+$17.2M)
Apple Inc.(AAPLcusip037833100)	101.8K	QoQ +48.64% (+33.3K) YoY +72.95% (+42.9K)	All Managers (Combined)	$22.6M	5.0% ($22.6M/$455.6M)	QoQ +31.84% (+$5.5M) YoY +124.04% (+$12.5M)
(cusip25434V807)✕	565.9K	QoQ +0.35% (+2.0K) YoY +1.37% (+7.7K)	All Managers (Combined)	$22.3M	4.9% ($22.3M/$455.6M)	QoQ +11.32% (+$2.3M) YoY +8.57% (+$1.8M)
(cusip25434V724)✕	536.5K	QoQ +0.49% (+2.6K) YoY +1.24% (+6.6K)	All Managers (Combined)	$22.1M	4.9% ($22.1M/$455.6M)	QoQ +1.20% (+$263.0K) YoY +2.01% (+$436.3K)
(cusip464287226)✕	168.6K	QoQ NEW(+168.6K) YoY NEW(+168.6K)	All Managers (Combined)	$16.7M	3.7% ($16.7M/$455.6M)	QoQ NEW(+$16.7M) YoY NEW(+$16.7M)
(VTEBcusip922907746)	214.4K	QoQ NEW(+214.4K) YoY NEW(+214.4K)	All Managers (Combined)	$10.6M	2.3% ($10.6M/$455.6M)	QoQ NEW(+$10.6M) YoY NEW(+$10.6M)
(cusip25434V401)✕	169.2K	QoQ +2.53% (-4.2K) YoY +9.27% (+14.4K)	All Managers (Combined)	$10.2M	2.2% ($10.2M/$455.6M)	QoQ -2.72% (-$286.7K) YoY +15.98% (+$1.4M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	17.8K	QoQ +47.51% (+5.7K) YoY +43.11% (+5.4K)	All Managers (Combined)	$9.5M	2.1% ($9.5M/$455.6M)	QoQ +73.32% (+$4.0M) YoY +81.26% (+$4.3M)
MICROSOFT CORP(MSFTcusip594918104)	24.1K	QoQ +54.58% (+8.5K) YoY +78.52% (+10.6K)	All Managers (Combined)	$9.1M	2.0% ($9.1M/$455.6M)	QoQ +37.67% (+$2.5M) YoY +59.29% (+$3.4M)
(cusip25434V500)✕	147.5K	QoQ +0.16% (-246) YoY +1.52% (-2.2K)	All Managers (Combined)	$8.8M	1.9% ($8.8M/$455.6M)	QoQ -8.03% (-$770.0K) YoY -2.69% (-$244.1K)
(IEFAcusip46432F842)	88.4K	QoQ NEW(+88.4K) YoY NEW(+88.4K)	All Managers (Combined)	$6.7M	1.5% ($6.7M/$455.6M)	QoQ NEW(+$6.7M) YoY NEW(+$6.7M)
(VTIcusip922908769)	23.9K	QoQ +17.37% (+3.5K) YoY +43.34% (+7.2K)	All Managers (Combined)	$6.6M	1.4% ($6.6M/$455.6M)	QoQ +11.31% (+$668.6K) YoY +51.59% (+$2.2M)
NVIDIA CORP(NVDAcusip67066G104)	56.9K	QoQ +113.25% (+30.2K) YoY +5868.55% (+56.0K)	All Managers (Combined)	$6.2M	1.4% ($6.2M/$455.6M)	QoQ +72.11% (+$2.6M) YoY +615.91% (+$5.3M)
(cusip025072877)✕	69.2K	QoQ +4.66% (-3.1K) YoY +26.17% (+14.4K)	All Managers (Combined)	$6.0M	1.3% ($6.0M/$455.6M)	QoQ -5.48% (-$349.9K) YoY +17.37% (+$892.8K)
(cusip33740F888)✕	236.7K	QoQ NEW(+236.7K) YoY NEW(+236.7K)	All Managers (Combined)	$5.9M	1.3% ($5.9M/$455.6M)	QoQ NEW(+$5.9M) YoY NEW(+$5.9M)
AMAZON COM INC(AMZNcusip023135106)	30.6K	QoQ +56.01% (+11.0K) YoY +118.31% (+16.6K)	All Managers (Combined)	$5.8M	1.3% ($5.8M/$455.6M)	QoQ +35.29% (+$1.5M) YoY +130.27% (+$3.3M)
(cusip78467V103)✕	183.6K	QoQ NEW(+183.6K) YoY NEW(+183.6K)	All Managers (Combined)	$5.2M	1.1% ($5.2M/$455.6M)	QoQ NEW(+$5.2M) YoY NEW(+$5.2M)
Meta Platforms, Inc.(METAcusip30303M102)	8.5K	QoQ +56.26% (+3.1K) YoY +87.98% (+4.0K)	All Managers (Combined)	$4.9M	1.1% ($4.9M/$455.6M)	QoQ +53.82% (+$1.7M) YoY +123.12% (+$2.7M)