Institutions / Earned Wealth Advisors, LLC

Earned Wealth Advisors, LLC

CIK 1905663 · Institution · as of Dec 31, 2025

Portfolio value

$309.91M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 90 →

Company	Class	Value	Shares	% of portfolio
SPDR Series Trust	—	$60.02M	748,147	19.4%
iShares Tr	—	$34.76M	500,676	11.2%
Vanguard Index Fds	—	$28.37M	148,517	9.2%
First Tr Exchange-Traded Fd	—	$23.82M	88,500	7.7%
iShares Tr	—	$22.82M	189,913	7.4%
First Tr Exchange Traded Fd	—	$21.83M	273,298	7.0%
First Trust Exchange-Traded Fund	—	$17.86M	179,738	5.8%
First Tr Exchange Traded Fd	—	$16.81M	373,507	5.4%
First Tr Exchange Traded Fd	—	$15.31M	253,725	4.9%
WisdomTree Tr	—	$9.95M	261,688	3.2%
Columbia ETF Tr II	—	$7.89M	205,605	2.5%
SPDR Series Trust	—	$7.07M	75,040	2.3%
First Trust Exchange-Traded Fund VI	—	$2.98M	23,013	1.0%
Select Sector SPDR Tr	—	$2.60M	60,811	0.8%
Fidelity Covington Trust	—	$1.95M	34,422	0.6%
iShares Tr	—	$1.85M	3,899	0.6%
iShares Tr	—	$1.56M	28,492	0.5%
Phillips Edison & Company, Inc.	—	$1.52M	42,752	0.5%
First Tr Exchange-Traded Fd	—	$1.42M	6,156	0.5%
Vanguard Star Fds	—	$1.34M	17,763	0.4%
Shopify Inc	—	$1.18M	7,327	0.4%
Bitwise Bitcoin ETF Tr	—	$966.4K	20,320	0.3%
First Tr Exchange Traded Fd	—	$931.5K	14,804	0.3%
Invesco Exch Traded Fd Tr II	—	$912.0K	16,412	0.3%
MercadoLibre, Inc.	—	$876.2K	435	0.3%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.