Earned Wealth Advisors, LLC has recently filed its 13F-HR report with the SEC, revealing a total of approximately $1.65 billion in assets under management as of September 30, 2026. This filing is significant as it provides insight into the firm’s investment strategies and positions within the financial services industry.

Earned Wealth Advisors, LLC, based in Walnut Creek, California, is a financial services firm that specializes in asset management. The company was previously known as Capital Performance Advisors LLP before its name change on January 20, 2022. The firm operates under the SEC file number 028-21527 and has been active in filing various reports, including multiple 13F-HR submissions throughout the year.

The latest filing, accession number 0001905663-26-000008, indicates a diverse portfolio with significant investments in various ETFs and stocks. Notable holdings include the Dimensional ETF Trust and iShares Trust, with substantial investments in the US market. The firm’s total reported value for the quarter was approximately $1,645,799,381, showcasing its strategic asset allocation.

This report highlights the firm’s investment discretion, indicating that it holds sole authority over its investment decisions. The filing also mentions other managers, including AQR Capital Management LLC and Quantinno Capital Management LP, which suggests a competitive landscape in the asset management sector.

The impact of this filing may resonate with clients and investors, as it reflects the firm’s ongoing commitment to transparency and regulatory compliance. It also provides a glimpse into the investment strategies being employed in the current market environment.

Looking ahead, the next steps for Earned Wealth Advisors are not specified in the filing. However, continued monitoring of their investment strategies and performance will be essential for stakeholders.