E-Wealth Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$123.8M
Q ending 2026-03-31
Prior quarter
$119.0M
Q ending 2025-12-31
Change
+4.0% QoQ
Positions
56
reported holdings
Largest positions
All 56 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | ITOT | Shares | $27.6M | 194K |
| Apple Inc | AAPL | Shares | $8.8M | 35K |
| Dimensional Etf Trust | DGCB | Shares | $8.5M | 158K |
| Vanguard Index Fds | VBR | Shares | $7.0M | 32K |
| Vanguard Scottsdale Fds | BNDW | Shares | $6.9M | 101K |
| Dimensional Etf Trust | DFEM | Shares | $6.7M | 194K |
| American Centy Etf Tr | AVDE | Shares | $6.6M | 78K |
| Dimensional Etf Trust | DUHP | Shares | $6.6M | 180K |
| Dimensional Etf Trust | DFNM | Shares | $4.7M | 97K |
| American Centy Etf Tr | AVDV | Shares | $3.4M | 34K |
| Dimensional Etf Trust | DFAC | Shares | $3.1M | 79K |
| Nvidia Corporation | NVDA | Shares | $2.6M | 15K |
| Dimensional Etf Trust | DXUV | Shares | $2.3M | 38K |
| Dimensional Etf Trust | DIHP | Shares | $2.2M | 68K |
| Dimensional Etf Trust | DFUS | Shares | $2.1M | 30K |
| Dimensional Etf Trust | DFIC | Shares | $2.0M | 56K |
| Dimensional Etf Trust | DXIV | Shares | $1.7M | 25K |
| Dimensional Etf Trust | DFSD | Shares | $1.3M | 27K |
| Dimensional Etf Trust | DFGR | Shares | $1.1M | 43K |
| Ishares Tr | AGG | Shares | $1.0M | 11K |
| Microsoft Corp | MSFT | Shares | $1.0M | 3K |
| Ea Series Trust | BSVO | Shares | $990K | 39K |
| Dimensional Etf Trust | DFGX | Shares | $929K | 18K |
| Ishares Tr | IDEV | Shares | $830K | 10K |
| Global X Fds | QYLD | Shares | $637K | 37K |
| Dimensional Etf Trust | DFIV | Shares | $613K | 12K |
| Exxon Mobil Corp | XOM | Shares | $596K | 4K |
| Global X Fds | AIQ | Shares | $581K | 12K |
| Vanguard Index Fds | VOO | Shares | $580K | 971 |
| Tesla Inc | TSLA | Shares | $562K | 2K |
| Alphabet Inc | GOOGL | Shares | $551K | 2K |
| Advanced Micro Devices Inc | AMD | Shares | $527K | 3K |
| Vanguard Tax-Managed Fds | VEA | Shares | $508K | 8K |
| Taiwan Semiconductor Manufac | TSM | Shares | $507K | 1K |
| Dimensional Etf Trust | DFEV | Shares | $501K | 14K |
| Dimensional Etf Trust | DEHP | Shares | $494K | 15K |
| Amazon Com Inc | AMZN | Shares | $466K | 2K |
| Dimensional Etf Trust | DFSU | Shares | $452K | 11K |
| Vanguard Scottsdale Fds | VGIT | Shares | $444K | 7K |
| Meta Platforms Inc | META | Shares | $421K | 736 |
| Walmart Inc | WMT | Shares | $413K | 3K |
| Dimensional Etf Trust | DFUV | Shares | $409K | 8K |
| Exxon Mobil Corp | XOM | Put | $407K | 2K |
| Costco Wholesale Corporation | COST | Shares | $392K | 393 |
| British Amern Tob Plc | BTI | Shares | $367K | 6K |
| Mcdonalds Corp | MCD | Shares | $363K | 1K |
| Pacer Fds Tr | COWZ | Shares | $349K | 6K |
| Wisdomtree Tr | DEW | Shares | $337K | 5K |
| Unitedhealth Group Inc | UNH | Shares | $335K | 1K |
| Alphabet Inc | GOOG | Shares | $333K | 1K |
| Broadcom Inc | AVGO | Shares | $291K | 940 |
| Dimensional Etf Trust | DFAS | Shares | $286K | 4K |
| Nike Inc | NKE | Shares | $279K | 5K |
| Waste Mgmt Inc Del | WM | Shares | $274K | 1K |
| Dimensional Etf Trust | DFSI | Shares | $244K | 6K |
| Shopify Inc | SHOP | Shares | $232K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.