Earned Wealth Advisors, LLC

Earned Wealth Advisors, LLC reported 312 holdings worth US$1.55B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 14, 2026

Earned Wealth Advisors, LLC reported 312 holdings worth US$1.55B as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Microsoft Corp. Filed Aug 14, 2026 (Form 13F).

Holdings
312
Value as reported
US$1.55B

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc147KUS$42.5M2.7%
Nvidia Corporation73,895US$14.8M0.95%
Microsoft Corp.27,458US$10.2M0.66%
Alphabet Inc (google) Class C27,520US$9.83M0.63%
Berkshire Hathaway Inc.19,368US$9.69M0.62%
Amazon.com, Inc.35,617US$8.49M0.55%
Jp Morgan Chase & Co.23,519US$7.7M0.50%
Meta Platforms, Inc.9,787US$5.51M0.36%
Lam Research Corporation7,956US$3.45M0.22%
Broadcom Inc.8,698US$3.29M0.21%
Tesla, Inc.7,366US$3.1M0.20%
Costco Wholesale Corporation3,207US$3M0.19%
Eli Lilly And Company2,314US$2.78M0.18%
Corning Incorporated10,459US$2.67M0.17%
Crowdstrike Holdings, Inc.3,499US$2.67M0.17%
Advanced Micro Devices Inc4,112US$2.39M0.15%
Procter & Gamble Company (the)16,250US$2.38M0.15%
Micron Technology, Inc.1,917US$2.21M0.14%
Caterpillar, Inc.2,960US$2.09M0.13%
Home Depot, Inc. (the)5,676US$2M0.13%
Blackstone Inc.16,298US$1.92M0.12%
Exxon Mobil Corporation13,173US$1.8M0.12%
Phillips Edison & Company, Inc.42,705US$1.78M0.11%
Visa Inc.5,011US$1.72M0.11%
Johnson & Johnson6,284US$1.6M0.10%
Applied Materials, Inc.2,150US$1.55M0.10%
Bank Of America Corporation27,067US$1.54M0.10%
Datadog, Inc.5,585US$1.45M0.09%
Abbvie Inc.5,103US$1.28M0.08%
Shopify Inc.11,241US$1.28M0.08%
International Business Machines Corporation4,216US$1.19M0.08%
Arista Networks, Inc.6,972US$1.18M0.08%
Rtx Corporation6,197US$1.18M0.08%
Walmart Inc.10,370US$1.17M0.08%
Cintas Corporation6,725US$1.14M0.07%
Goldman Sachs Group, Inc. (the)1,063US$1.08M0.07%
Ge Aerospace2,797US$1.05M0.07%
Howmet Aerospace Inc.3,750US$1.01M0.07%
Gilead Sciences, Inc.7,324US$925K0.06%
Oracle Corporation5,500US$806K0.05%
Ge Vernova Inc.665US$781K0.05%
Mercadolibre, Inc.453US$769K0.05%
Unitedhealth Group Incorporated1,815US$754K0.05%
Netflix, Inc.10,433US$745K0.05%
Autodesk, Inc.3,717US$723K0.05%
Stryker Corporation2,163US$681K0.04%
Mastercard Incorporated1,316US$676K0.04%
Vertex Pharmaceuticals Incorporated1,355US$673K0.04%
Philip Morris International Inc3,575US$647K0.04%
Taiwan Semiconductor Manufacturing Co., Ltd.1,344US$642K0.04%
Salesforce, Inc.3,977US$623K0.04%
Coca-cola Company (the)7,655US$622K0.04%
U.s. Bancorp10,188US$615K0.04%
The Hartford Insurance Group, Inc.4,622US$613K0.04%
Cisco Systems, Inc.5,067US$595K0.04%
Walt Disney Company (the)6,086US$586K0.04%
Wells Fargo & Company7,006US$579K0.04%
O'reilly Automotive, Inc.6,182US$569K0.04%
Main Street Capital Corporation10,516US$546K0.04%
Conocophillips5,221US$543K0.03%
Kroger Company (the)9,686US$538K0.03%
Hsbc Holdings Plc5,619US$534K0.03%
Duke Energy Corporation (holding Company)4,168US$528K0.03%
Palo Alto Networks, Inc.1,518US$518K0.03%
Snowflake Inc.2,023US$515K0.03%
Qualcomm Incorporated2,775US$513K0.03%
Monster Beverage Corporation5,167US$497K0.03%
Mcdonald's Corporation1,835US$496K0.03%
General Motors Company6,378US$492K0.03%
Servicenow, Inc.4,937US$490K0.03%
Asml Holding Nv244US$486K0.03%
Palantir Technologies Inc.4,030US$470K0.03%
Chevron Corporation2,825US$468K0.03%
Intel Corporation3,160US$441K0.03%
Newmont Corporation4,555US$425K0.03%
Merck & Company, Inc.3,294US$423K0.03%
Starbucks Corporation3,964US$405K0.03%
Charles Schwab Corporation (the)4,371US$403K0.03%
Verizon Communications Inc.9,495US$402K0.03%
Genworth Financial Inc41,458US$393K0.03%
Uber Technologies, Inc.5,331US$385K0.02%
Pfizer, Inc.15,837US$381K0.02%
Ulta Beauty, Inc.821US$370K0.02%
Ecolab Inc.1,327US$370K0.02%
Vistra Corp.2,313US$367K0.02%
Space Exploration Technologies Corp2,141US$366K0.02%
Citigroup, Inc.2,614US$366K0.02%
Morgan Stanley1,743US$364K0.02%
Triple Flag Precious Metals Corp.12,106US$363K0.02%
Marvell Technology, Inc.1,216US$362K0.02%
Boeing Company (the)1,659US$359K0.02%
Royal Bank Of Canada1,705US$353K0.02%
Block, Inc.4,633US$352K0.02%
American Express Company1,004US$340K0.02%
Digital Realty Trust, Inc.1,890US$339K0.02%
Amphenol Corporation1,914US$337K0.02%
Mckesson Corporation443US$335K0.02%
Deere & Company526US$333K0.02%
The Travelers Companies, Inc.991US$327K0.02%
Allstate Corporation (the)1,347US$321K0.02%

Every holding of Earned Wealth Advisors, LLC

Source

View original at SEC

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