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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, DGCB, AAPL, VBR, DUHP, and represent 49.82% of E-Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: ITOT, DGCB, BNDW, VBR, DUHP, AVDE, MU, DFSU, ASX, DFSB.
Started 6 new stock positions in ASX, DFSB, ASML, DFAT, UMC, MU.
Reduced shares in these 10 stocks: DFNM, AAPL, NVDA, , MSFT, XOM, VOO, NKE, DFAC, VEA.
Sold out of its positions in NKE, TSLA.
E-Wealth Partners was a net buyer of stock by $1.3M.
E-Wealth Partners has $138M in assets under management (AUM), dropping by 11.72%.
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 59 positions in its portfolio as reported in the June 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)	24.5	$34M	+6%	206k	164.27	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	6.9	$9.6M	+10%	175k	54.67	View chart
Apple (AAPL)	6.6	$9.1M	-9%	32k	289.36	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	6.0	$8.4M	+7%	34k	242.99	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	5.8	$8.0M	+7%	193k	41.73	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	5.8	$8.0M		196k	40.64	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	5.6	$7.7M	+11%	113k	68.53	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	5.4	$7.5M	+7%	84k	89.20	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	2.6	$3.6M		35k	103.05	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	2.4	$3.3M	-6%	74k	44.36	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	2.4	$3.3M	-30%	67k	48.34	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	1.8	$2.5M	+7%	73k	34.12	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	1.8	$2.4M		30k	81.94	View chart
Dimensional Etf Trust Dimensional Us (DXUV)	1.7	$2.4M	-4%	36k	66.50	View chart
NVIDIA Corporation (NVDA)	1.5	$2.1M	-29%	11k	200.08	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	1.5	$2.0M	-2%	55k	37.26	View chart
Dimensional Etf Trust Intl Vec Equ Etf (DXIV)	1.2	$1.7M	-3%	24k	70.00	View chart
Advanced Micro Devices (AMD)	1.1	$1.5M		2.6k	580.91	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	1.0	$1.4M	+11%	30k	47.75	View chart
Dimensional Etf Trust Global Real Est (DFGR)	1.0	$1.3M	+8%	46k	28.97	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.7	$1.0M	-2%	10k	98.98	View chart
Ea Series Trust Brid Omn Sma Etf (BSVO)	0.7	$995k	-12%	34k	29.19	View chart
Dimensional Etf Trust Intl Cor Fix Etf (DFGX)	0.7	$922k	-2%	17k	53.60	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.6	$851k	+65%	18k	46.63	View chart
Global X Fds Artificial Etf (AIQ)	0.6	$816k		12k	65.61	View chart
Ishares Tr Core Msci Intl (IDEV)	0.6	$806k	-8%	9.0k	89.01	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.5	$716k		1.5k	477.57	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.5	$706k	+3%	38k	18.43	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$638k	-6%	1.8k	357.28	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.5	$625k		15k	42.77	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.4	$597k		14k	42.67	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.4	$577k	-8%	11k	54.02	View chart
Microsoft Corporation (MSFT)	0.4	$545k	-47%	1.5k	373.03	View chart
UnitedHealth (UNH)	0.4	$539k	+4%	1.3k	415.67	View chart
Exxon Mobil Corporation (XOM)	0.3	$475k	-41%	3.5k	136.73	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.3	$456k		8.3k	55.01	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.3	$409k	-7%	6.9k	58.98	View chart
Dimensional Etf Trust International (DFSI)	0.3	$392k	+50%	8.7k	45.10	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$390k	-30%	5.5k	71.25	View chart
British Amern Tob Sponsored Adr (BTI)	0.3	$387k		6.3k	61.76	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$379k	-7%	1.1k	353.27	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$375k	-43%	546.00	687.23	View chart
Amazon (AMZN)	0.3	$367k	-31%	1.5k	238.29	View chart
Wal-Mart Stores (WMT)	0.3	$366k	-2%	3.2k	113.27	View chart
Costco Wholesale Corporation (COST)	0.3	$356k	-3%	381.00	935.47	View chart
Broadcom (AVGO)	0.3	$355k		940.00	377.80	View chart
Micron Technology (MU)	0.3	$354k	NEW	307.00	1154.29	View chart
Wisdomtree Tr Glb High Div Fd (DEW)	0.3	$354k		5.2k	68.70	View chart
McDonald's Corporation (MCD)	0.2	$316k		1.2k	270.33	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$311k	-10%	5.0k	62.20	View chart
Meta Platforms Cl A (META)	0.2	$310k	-25%	551.00	563.11	View chart
Ase Technology Hldg Sponsored Ads (ASX)	0.2	$289k	NEW	6.4k	45.12	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.2	$286k	NEW	5.5k	52.11	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$268k	-19%	3.3k	82.35	View chart
Waste Management (WM)	0.2	$254k	-4%	1.1k	222.85	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.2	$241k	NEW	121.00	1989.44	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$223k		2.0k	114.18	View chart
United Microelectronics Corp Spon Adr New (UMC)	0.2	$219k	NEW	8.1k	27.21	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$202k	NEW	2.9k	69.90	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 Q2 filed Aug. 17, 2026
E-Wealth Partners 2026 Q1 filed June 11, 2026
E-Wealth Partners 2025 Q4 filed May 13, 2026

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