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Apple shares owned by E-Wealth Partners

Quarter-by-quarter ownership of Apple (AAPL) shares owned by E-Wealth Partners from 13F filings

Historical chart of E-Wealth Partners investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by E-Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by E-Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $9.5M 35k 271.86

More positions owned by E-Wealth Partners

Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Dimensional Etf Trust Global Cr Etf (DGCB)
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Dimensional Us (DXUV)

View all positions for E-Wealth Partners

Top funds holding Apple

Vanguard Group
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Morgan Stanley
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Bank of America Corporation
Legal & General Group
Ubs Global Asset Management Americas
Charles Schwab Investment Management

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