EARNED WEALTH ADVISORS, LLC

13F Portfolio Filings

Most recent 13F
Q1 2025
Location
Walnut Creek, CA
CIK
0001905663
Alternate names
CAPITAL PERFORMANCE ADVISORS LLP
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2025 260 455,631 DFAC, DFAT, IVV, AAPL 13F-HR 5/9/2025 000190566325000005
Q4 2024 170 312,664 DFAC, DFAT, DFUV, DFIV 13F-HR 1/31/2025 000190566325000001
Q3 2024 2,899 328,891 DFAC, DFAT, DFUV, DFIV 13F-HR 11/1/2024 000190566324000003
Q2 2024 93 263,264 DFAC, DFAT, DFUV, DFIV 13F-HR 8/1/2024 000108514624003425
Q1 2024 83 261,599 DFAC, DFAT, DFUV, DFIV 13F-HR 4/26/2024 000108514624002069
Q4 2023 79 231,362 DFAC, DFAT, DFUV, DFIV 13F-HR 2/6/2024 000108514624000779
Q3 2023 56 196,448 DFAC, DFAT, DFIV, DFUV 13F-HR 11/2/2023 000172554723001701
Q2 2023 59 202,604 DFAC, DFAT, DFIV, DFUV 13F-HR 8/10/2023 000172554723000227
Q1 2023 53 186,040 DFAC, DFAT, DFIV, DFUV 13F-HR 5/8/2023 000172554723000117
Q4 2022 51 174,157 DFAC, DFAT, DFUV, DFIV 13F-HR 2/6/2023 000172554723000013
Q3 2022 46 154,970 DFAC, DFAT, DFUV, DFIV 13F-HR 10/26/2022 000172554722000162
Q2 2022 49 162,714 DFAC, DFAT, DFUV, DFIV 13F-HR 7/25/2022 000172554722000116
Q1 2022 54 175,192 DFAC, DFAT, DFIV, IVV 13F-HR 4/14/2022 000172554722000054
Q4 2021 49 165,211 DFAC, DFAT, DFIV, IVV 13F-HR 1/28/2022 000172554722000021