EARNED WEALTH ADVISORS, LLC
•CIK: 1905663•Filing: Q4 2025
**EARNED WEALTH ADVISORS, LLC** manages $310M across a diversified portfolio of 90 positions. The fund exhibits a notable concentration in equity strategies, with top holdings including SPYM at $60.0M and DGRO at $34.8M. Further significant allocations are directed toward VTV ($28.4M), FDN ($23.8M), and IJR ($22.8M). This structure suggests a tactical focus on income-generating and broad market exposure within its current mandate.
Total AUM
$309.9M
QoQ Performance
-49.0%
Positions
66
Top 10 Concentration
81.2%
Latest Filing
Q4 2025
Top Holdings Allocation
SPYM
DGRO
VTV
FDN
IJR
FXR
QQXT
FXU
SPYM19.4%
DGRO11.2%
VTV9.2%
FDN7.7%
IJR7.4%
FXR7.0%
QQXT5.8%
FXU5.4%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other98.9%
Industrial0.4%
Consumer0.4%
Consumer Staples0.2%
Utilities0.1%
Healthcare0.1%
🚪 Exited Positionssold since Q3 2025
+337 more exited positions
Changes from Q3 2025
NEW86 new positions
↑4 increased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023