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What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
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CIK: 0001905663
Total reported value
$1.6B
$1.6B
90 檔
10.9%
According to the latest 13F quarterly dataset, Earned Wealth Advisors, LLC managed an equity portfolio of $1.6B at the end of Q4 2025, spanning 90 distinct U.S. exchange-listed positions.
In Q4 2025, Earned Wealth Advisors, LLC adopted a defensive or profit-taking posture, trimming 0 positions and completely liquidating 159 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 19.36% | +0.66% | — | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-Other | 11.21% | +0.13% | — | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 9.15% | +0.14% | — | |
| 4 | FDN | First Trust Dj Internet Ind | ETF-Other | 7.69% | +0.09% | — | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 7.36% | +0.26% | — | |
| 6 | FXR | First Trust Indst/producers | ETF-Other | 7.04% | +0.07% | — | |
| 7 | QQXT | First Trust Nasdaq-100 Ex-te | ETF-Tech | 5.76% | -0.08% | — | |
| 8 | FXU | First Trust Utilities Alphad | ETF-Other | 5.42% | -0.09% | — | |
| 9 | FXO | First Trust Financial Alphad | ETF-Other | 4.94% | +0.04% | — | |
| 10 | WTMF | Wisdomtree Mgd Futures Strat | ETF-Other | 3.21% | — | — | |
| 11 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 2.54% | +0.13% | — | |
| 12 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 2.28% | +0.09% | — | |
| 13 | FTXL | First Trust Nasdaq Semicondu | ETF-Tech | 0.96% | +0.20% | — | |
| 14 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.84% | -0.01% | — | |
| 15 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.63% | +0.01% | — | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.60% | +0.02% | — | |
| 17 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.50% | +0.02% | — | |
| 18 | PECO | Phillips Edison & Company In | Stock-Real Estate | 0.49% | — | — | |
| 19 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 0.46% | +0.04% | — | |
| 20 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.43% | -0.09% | EXIT | |
| 21 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.38% | -0.01% | — | |
| 22 | BITB | Bitwise Bitcoin ETF | ETF-Crypto | 0.31% | -0.01% | — | |
| 23 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 0.30% | +0.01% | — | |
| 24 | IDMO | Invesco S&p International De | ETF-Other | 0.29% | — | — | |
| 25 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.28% | -0.03% | — | |
| 26 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.26% | -0.02% | +386.08% | |
| 27 | GSEW | Goldman Sachs Eql Wght Large | ETF-Commodities | 0.25% | — | — | |
| 28 | IHDG | Wisdomtree International Hed | ETF-Other | 0.23% | — | — | |
| 29 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-Other | 0.22% | -0.05% | EXIT | |
| 30 | HIG | Hartford Insurance Group Inc | Stock-Financials | 0.21% | — | — | |
| 31 | EDIV | State Street Spdr S&p Emergi | ETF-Other | 0.21% | — | — | |
| 32 | HON | Honeywell International Inc | Stock-Industrials | 0.20% | -0.06% | EXIT | |
| 33 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.20% | -0.01% | — | |
| 34 | JSML | Janus Hender Sm Cap Grw Alph | ETF-Other | 0.19% | +0.01% | — | |
| 35 | BPRE | Bluerock Private Real Estate | Stock-Financials | 0.18% | -0.01% | — | |
| 36 | KR | Kroger Co | Stock-Consumer Staples | 0.18% | -0.01% | — | |
| 37 | LDOS | Leidos Holdings Inc | Stock-Tech | 0.17% | — | — | |
| 38 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.16% | +0.01% | +174.96% | |
| 39 | IYG | Ishares U.s. Financial Servi | ETF-Other | 0.15% | — | — | |
| 40 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 0.14% | — | — | |
| 41 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-Other | 0.14% | — | — | |
| 42 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.14% | — | — | |
| 43 | XLI | Ss Industrial Select Sector | ETF-Other | 0.13% | — | — | |
| 44 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.13% | +0.02% | NEW | |
| 45 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.13% | -0.01% | — | |
| 46 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.13% | — | — | |
| 47 | PWV | Invesco Large Cap Value ETF | ETF-Large Cap & Growth | 0.12% | — | — | |
| 48 | ADP | Automatic Data Processing | Stock-Tech | 0.12% | — | +62.91% | |
| 49 | FTLS | First Trust Long/short Eqty | ETF-Other | 0.11% | — | — | |
| 50 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-Large Cap & Growth | 0.11% | — | — |
According to official SEC Form 13F filings, Earned Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $1.6B across 90 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, DGRO, VTV) accounted for 10.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
SPYM
市值: $60.0M
Top Position Liquidated / Trimmed
DFAC
前期市值: $57.8M
During Q4 2025, Earned Wealth Advisors, LLC's top holdings by market value included SPYM (19.4%)、DGRO (11.2%)、VTV (9.2%). The largest single position, SPYM, represented 19.4% of total portfolio value.
In Q4 2025, Earned Wealth Advisors, LLC made 200 total portfolio adjustments, initiating 40 new buys, adding to 1 positions, trimming 0 holdings, and fully liquidating 159 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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