13F Filings History of EARNED WEALTH ADVISORS, LLC

Latest 13F report
Q4 2025 - 27 Jan 2026
Value $
$1,410,244,458
Signature - Title
William Gerald Martin III - CHIEF COMPLIANCE OFFICER
Location
Walnut Creek, CA
Summary
This page shows a list of all the recent 13F filings made by EARNED WEALTH ADVISORS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. EARNED WEALTH ADVISORS, LLC reported 443 stock holdings with total value $1,410,244,458 as of Q4 2025. Top holdings included DFUS, DFAT, IVV, SPYM, and DFAC.

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Holdings Value

List of Other Managers Reporting for EARNED WEALTH ADVISORS, LLC:

Name Holdings Value Location File Number
AQR CAPITAL MANAGEMENT LLC $190,628,430,516 Greenwich, CT 028-10120
Quantinno Capital Management LP $49,703,181,791 New York, NY 028-19308
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 90 $309,672,829 $0 $0 $0 SPYM, DGRO, VTV, FDN, IJR New Holdings 27 Jan 2026, 12:03
Q4 2025 443 $1,410,244,458 +$811,171,089 -$20,847,467 +$790,323,622 DFUS, DFAT, IVV, SPYM, DFAC Restatement 27 Jan 2026, 11:58
Q3 2025 346 $607,158,606 +$73,271,981 -$14,511,751 +$58,760,230 DFAC, IVV, DFAT, AGG, AAPL 13F-HR 22 Oct 2025, 08:11
Q2 2025 272 $510,102,733 +$46,808,535 -$26,040,316 +$20,768,219 DFAC, DFAT, IVV, DFIV, DFUV 13F-HR 04 Aug 2025, 14:11
Q1 2025 260 $453,828,239 +$158,618,343 -$6,444,676 +$152,173,667 DFAC, DFAT, IVV, AAPL, DFIV 13F-HR 09 May 2025, 11:07
Q4 2024 164 $312,660,444 +$19,065,949 -$35,181,460 -$16,115,511 DFAC, DFAT, DFUV, DFIV, AAPL 13F-HR 31 Jan 2025, 08:09
Q3 2024 2,894 $328,357,162 +$54,194,240 -$5,043,164 +$49,151,076 DFAC, DFAT, DFUV, DFIV, AAPL 13F-HR 01 Nov 2024, 07:59
Q2 2024 92 $263,256,715 +$8,412,066 -$6,503,500 +$1,908,566 DFAC, DFAT, DFUV, DFIV, AAPL 13F-HR 01 Aug 2024, 18:02
Q1 2024 83 $261,599,509 +$18,948,061 -$4,171,043 +$14,777,018 DFAC, DFAT, DFUV, DFIV, IVV 13F-HR 26 Apr 2024, 12:35
Q4 2023 79 $231,362,208 +$13,413,321 -$822,086 +$12,591,235 DFAC, DFAT, DFUV, DFIV, AAPL 13F-HR 06 Feb 2024, 17:23
Q3 2023 56 $196,448,364 +$2,847,841 -$3,118,432 -$270,591 DFAC, DFAT, DFIV, DFUV, IVV 13F-HR 02 Nov 2023, 13:54
Q2 2023 59 $202,604,055 +$6,422,245 -$944,186 +$5,478,059 DFAC, DFAT, DFIV, DFUV, AAPL 13F-HR 10 Aug 2023, 17:42
Q1 2023 53 $186,040,825 +$4,032,457 -$1,083,120 +$2,949,337 DFAC, DFAT, DFIV, DFUV, IVV 13F-HR 08 May 2023, 15:02
Q4 2022 51 $174,157,399 +$5,704,028 -$1,472,845 +$4,231,183 DFAC, DFAT, DFUV, DFIV, IVV 13F-HR 06 Feb 2023, 11:39
Q3 2022 46 $154,970,000 +$2,263,084 -$1,499,641 +$763,443 DFAC, DFAT, DFUV, DFIV, IVV 13F-HR 26 Oct 2022, 17:15
Q2 2022 49 $162,714,000 +$21,227,130 -$4,808,714 +$16,418,416 DFAC, DFAT, DFUV, DFIV, IVV 13F-HR 25 Jul 2022, 18:27
Q1 2022 54 $175,192,000 +$3,620,894 -$534,907 +$3,085,987 DFAC, DFAT, DFIV, IVV, AAPL 13F-HR 14 Apr 2022, 12:10
Q4 2021 49 $164,332,000 $0 $0 $0 DFAC, DFAT, DFIV, IVV, AAPL 13F-HR 28 Jan 2022, 16:31