E-Wealth Partners

E-Wealth Partners as of Dec. 31, 2025

Portfolio Holdings for E-Wealth Partners

E-Wealth Partners holds 57 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Ttl Stk (ITOT) 23.0 $27M 184k 148.69
Apple (AAPL) 8.0 $9.5M 35k 271.86
Dimensional Etf Trust Global Cr Etf (DGCB) 6.8 $8.1M 149k 54.24
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 5.6 $6.7M 97k 68.74
Vanguard Index Fds Sm Cp Val Etf (VBR) 5.3 $6.3M 30k 211.79
Dimensional Etf Trust Us High Profitab (DUHP) 5.2 $6.2M 164k 38.03
Dimensional Etf Trust Emerging Mkts Co (DFEM) 5.1 $6.0M 183k 33.08
American Centy Etf Tr Intl Eqt Etf (AVDE) 5.1 $6.0M 73k 82.32
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 3.9 $4.7M 97k 48.17
American Centy Etf Tr Intl Smcp Vlu (AVDV) 2.6 $3.1M 33k 93.97
Dimensional Etf Trust Us Core Equity 2 (DFAC) 2.1 $2.5M 64k 39.59
NVIDIA Corporation (NVDA) 2.1 $2.5M 13k 186.49
Dimensional Etf Trust Us Equity Market (DFUS) 1.7 $2.1M 28k 74.17
Dimensional Etf Trust Intl High Profit (DIHP) 1.7 $2.0M 62k 31.66
Dimensional Etf Trust Dimensional Us (DXUV) 1.6 $1.9M 31k 59.78
Dimensional Etf Trust Intl Core Equity (DFIC) 1.4 $1.7M 49k 34.46
Dimensional Etf Trust Dimensional Intl (DXIV) 1.2 $1.4M 21k 65.07
Dimensional Etf Trust Short Duration F (DFSD) 1.0 $1.2M 25k 47.95
Ishares Tr Core Msci Intl (IDEV) 1.0 $1.1M 14k 82.48
Dimensional Etf Trust Global Real Est (DFGR) 0.9 $1.0M 39k 26.42
Ea Series Trust Ea Bridgeway Omn (BSVO) 0.8 $988k 42k 23.30
Ishares Tr Core Us Aggbd Et (AGG) 0.8 $954k 9.6k 99.88
Microsoft Corporation (MSFT) 0.8 $918k 1.9k 483.74
Dimensional Etf Trust Global Ex Us Cor (DFGX) 0.7 $859k 16k 52.63
Dimensional Etf Trust Internatnal Val (DFIV) 0.6 $752k 15k 49.90
Tesla Motors (TSLA) 0.6 $670k 1.5k 449.84
Global X Fds Nasdaq 100 Cover (QYLD) 0.5 $637k 36k 17.67
Global X Fds Artificial Etf (AIQ) 0.5 $632k 12k 50.86
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $621k 991.00 626.98
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.5 $581k 9.7k 59.54
Alphabet Cap Stk Cl A (GOOGL) 0.5 $563k 1.8k 313.02
Advanced Micro Devices (AMD) 0.5 $546k 2.6k 214.16
Amazon (AMZN) 0.4 $510k 2.2k 230.82
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $509k 8.2k 62.47
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.4 $495k 8.3k 59.93
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.4 $477k 11k 43.43
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.4 $456k 1.5k 303.89
Dimensional Etf Trust Emerging Mkts Hi (DEHP) 0.3 $405k 13k 32.25
UnitedHealth (UNH) 0.3 $405k 1.2k 330.10
Exxon Mobil Corporation (XOM) 0.3 $405k 3.4k 120.35
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.3 $400k 12k 33.74
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.3 $392k 8.4k 46.59
Meta Platforms Cl A (META) 0.3 $372k 564.00 660.15
McDonald's Corporation (MCD) 0.3 $353k 1.2k 305.57
Wal-Mart Stores (WMT) 0.3 $352k 3.2k 111.41
British Amern Tob Sponsored Adr (BTI) 0.3 $344k 6.1k 56.62
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.3 $343k 5.7k 60.16
Alphabet Cap Stk Cl C (GOOG) 0.3 $341k 1.1k 313.80
Shopify Cl A Sub Vtg Shs (SHOP) 0.3 $315k 2.0k 160.97
Wisdomtree Tr Glb High Div Fd (DEW) 0.3 $312k 5.1k 61.59
Broadcom (AVGO) 0.2 $278k 804.00 346.22
Waste Management (WM) 0.2 $249k 1.1k 219.70
Dimensional Etf Trust International (DFSI) 0.2 $247k 5.8k 42.85
International Business Machines (IBM) 0.2 $244k 823.00 296.35
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.2 $227k 3.3k 69.67
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $207k 4.2k 49.46
Eli Lilly & Co. (LLY) 0.2 $203k 189.00 1074.68