E-Wealth Partners

E-Wealth Partners as of March 31, 2026

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