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E-Wealth Partners

Latest statistics and disclosures from E-Wealth Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are ITOT, AAPL, DGCB, VBR, BNDW, and represent 47.58% of E-Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: ITOT, DFAC, DUHP, VBR, DGCB, XOM, AVDE, DXUV, COST, DFEM.
Started 2 new stock positions in COST, NKE.
Reduced shares in these 10 stocks: DFAT, IDEV, IBM, VTIP, LLY, DFIV, BSVO, AAPL, VGIT, VEA.
Sold out of its positions in DFAT, IBM, LLY, VTIP.
E-Wealth Partners was a net buyer of stock by $6.5M.
E-Wealth Partners has $124M in assets under management (AUM), dropping by 4.02%.
Central Index Key (CIK): 0002129940

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Positions held by E-Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for E-Wealth Partners

E-Wealth Partners holds 55 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p Ttl Stk (ITOT)	22.3	$28M	+5%	194k	142.43	View chart
Apple (AAPL)	7.1	$8.8M		35k	253.79	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	6.9	$8.5M	+5%	158k	54.13	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	5.6	$7.0M	+7%	32k	217.25	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	5.6	$6.9M	+4%	102k	68.35	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	5.4	$6.7M	+6%	194k	34.55	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	5.4	$6.6M	+6%	78k	84.84	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	5.3	$6.6M	+9%	180k	36.76	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	3.8	$4.7M		97k	47.93	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	2.8	$3.4M	+2%	34k	99.86	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	2.5	$3.1M	+23%	79k	38.86	View chart
NVIDIA Corporation (NVDA)	2.1	$2.6M	+14%	15k	174.40	View chart
Dimensional Etf Trust Dimensional Us (DXUV)	1.8	$2.3M	+22%	38k	59.35	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	1.8	$2.2M	+8%	68k	32.22	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	1.7	$2.1M	+5%	30k	70.91	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	1.6	$2.0M	+14%	56k	35.53	View chart
Dimensional Etf Trust Dimensional Intl (DXIV)	1.3	$1.7M	+16%	25k	67.54	View chart
Dimensional Etf Trust Short Duration F (DFSD)	1.0	$1.3M	+5%	27k	47.88	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.9	$1.1M	+8%	43k	26.58	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.8	$1.0M	+10%	11k	99.27	View chart
Microsoft Corporation (MSFT)	0.8	$1.0M	+47%	2.8k	370.18	View chart
Exxon Mobil Corporation (XOM)	0.8	$1.0M	+75%	5.9k	169.64	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	0.8	$990k	-7%	39k	25.37	View chart
Dimensional Etf Trust Dimensional Inte (DFGX)	0.7	$929k	+8%	18k	52.45	View chart
Ishares Tr Core Msci Intl (IDEV)	0.7	$830k	-28%	9.9k	83.57	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.5	$637k	+3%	37k	17.15	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.5	$613k	-22%	12k	52.78	View chart
Global X Fds Artificial Etf (AIQ)	0.5	$581k		12k	46.67	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$580k	-2%	971.00	597.48	View chart
Tesla Motors (TSLA)	0.5	$562k		1.5k	371.74	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$551k	+6%	1.9k	287.60	View chart
Advanced Micro Devices (AMD)	0.4	$527k		2.6k	203.43	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$508k	-2%	7.9k	64.08	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.4	$507k		1.5k	337.95	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.4	$501k	+18%	14k	35.78	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.4	$494k	+16%	15k	33.79	View chart
Amazon (AMZN)	0.4	$466k		2.2k	208.24	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.4	$452k		11k	41.09	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.4	$445k	-9%	7.5k	59.55	View chart
Meta Platforms Cl A (META)	0.3	$421k	+30%	736.00	571.97	View chart
Wal-Mart Stores (WMT)	0.3	$413k	+5%	3.3k	124.29	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.3	$409k		8.4k	48.46	View chart
Costco Wholesale Corporation (COST)	0.3	$392k	NEW	393.00	996.43	View chart
British Amern Tob Sponsored Adr (BTI)	0.3	$367k	+3%	6.3k	58.47	View chart
McDonald's Corporation (MCD)	0.3	$363k		1.2k	310.78	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.3	$349k	-2%	5.6k	62.55	View chart
Wisdomtree Tr Glb High Div Fd (DEW)	0.3	$337k		5.1k	66.33	View chart
UnitedHealth (UNH)	0.3	$335k		1.2k	270.68	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$333k	+6%	1.2k	286.81	View chart
Broadcom (AVGO)	0.2	$291k	+16%	940.00	309.50	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$286k	+23%	4.0k	71.13	View chart
Nike CL B (NKE)	0.2	$279k	NEW	5.3k	52.82	View chart
Waste Management (WM)	0.2	$274k	+5%	1.2k	229.84	View chart
Dimensional Etf Trust International (DFSI)	0.2	$244k		5.8k	42.40	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$232k		2.0k	118.62	View chart

Past Filings by E-Wealth Partners

SEC 13F filings are viewable for E-Wealth Partners going back to 2025

E-Wealth Partners 2026 Q1 filed June 11, 2026
E-Wealth Partners 2025 Q4 filed May 13, 2026

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