E-Wealth Partners

E-Wealth Partners as of June 30, 2026

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