DOSSIER · 13F-HR · Q1 2026
EARNED WEALTH ADVISORS, LLC
EARNED WEALTH's family office based in Stamford, CT — $1.5B in tracked AUM across 468 positions as of Q1 2026.
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EARNED WEALTH·Stamford, CT·Family Office
CIK 0001905663 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: EARNED WEALTH ADVISORS, LLC
1. Portfolio Overview
Earned Wealth Advisors, LLC has reported a significant expansion in assets under management (AUM), with the total portfolio value growing by 188.0% from approximately $325.42M in Q3 2025 to $937.16M as of December 31, 2025. This dramatic increase in capital—nearly tripling in size—suggests substantial client inflows or a consolidation of reporting entities during the quarter.
The p...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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