EARNED WEALTH ADVISORS, LLC

Q4 2025 13F Combination Report, Restatement, Stock Holdings

Signature - Title
William Gerald Martin III - CHIEF COMPLIANCE OFFICER
Location
Walnut Creek, CA
Holdings as of
31 Dec 2025
Value $
$1,410,244,458
Num holdings
443
Filing time
27 Jan 2026, 11:58:24 UTC
Form type
13F-HR/A-1 - Restatement
Description
A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s). Top holdings included DFUS, DFAT, IVV, SPYM, and DFAC.
Previous filing
Q3 2025 - 22 Oct 2025
SEC
View on sec.gov
Options Holdings
Showing stock holdings, see here for options holdings
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2025 Q4 - Restatement compared to 2025 Q3 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
WILLIAM GERALD MARTIN III CHIEF COMPLIANCE OFFICER New York, New York 27 Jan 2026

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