Q2 2026 13F · SEC CIK 2129940

E-Wealth Partners, LLC

Wealth managerFiled 2026-08-17 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $138.3M
Reported positions: 59
Holdings vs S&P 500, 3 yrs: —
Assets under management: $218.7M

E-Wealth Partners, LLC is a wealth manager that reported 59 positions worth $138.3M in its Q2 2026 13F, filed 2026-08-17. Its largest holdings were Ishares Tr (ITOT, 24.5%), Dimensional ETF Trust (DGCB, 6.9%), Apple Inc (AAPL, 6.6%).

E-Wealth Partners, LLC holdings largest 50 of 59 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

E-Wealth Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
ITOTIshares Tr	24.5%	22.4%	205,972	+6.1%	$33.8M
DGCBDimensional ETF Trust	6.9%	6.9%	174,700	+10.7%	$9.6M
AAPLApple Inc	6.6%	7.2%	31,552	-9.3%	$9.1M
VBRVanguard Index Fds	6.0%	5.7%	34,384	+7.1%	$8.4M
DUHPDimensional ETF Trust	5.8%	5.4%	192,898	+7.3%	$8.0M
DFEMDimensional ETF Trust	5.8%	5.4%	196,011	+1.2%	$8.0M
BNDWVanguard Scottsdale Fds	5.6%	5.6%	112,873	+11.2%	$7.7M
AVDEAvantis International Equity ETF	5.4%	5.4%	84,270	+7.6%	$7.5M
AVDVAmerican Centy ETF Tr	2.6%	2.8%	34,703	+1.6%	$3.6M
DFACDimensional ETF Trust	2.4%	2.5%	74,115	-6.2%	$3.3M
DFNMDimensional ETF Trust	2.4%	3.8%	67,295	-30.9%	$3.3M
DIHPDimensional International High Profitabi	1.8%	1.8%	72,587	+7.4%	$2.5M
DFUSDimensional ETF Trust	1.8%	1.7%	29,550	+0.1%	$2.4M
DXUVDimensional US Vector Equity ETF	1.7%	1.8%	36,389	-4.9%	$2.4M
NVDANvidia Corporation	1.5%	2.1%	10,607	-29.8%	$2.1M
DFICDimensional ETF Trust	1.5%	1.6%	54,601	-2.5%	$2.0M
DXIVDimensional ETF Trust	1.2%	1.4%	23,773	-3.6%	$1.7M
AMDAdvanced Micro Devices Inc	1.1%	0.4%	2,591	+0.0%	$1.5M
DFSDDimensional Short-Duration Fixed Income	1.0%	1.0%	29,799	+11.9%	$1.4M
DFGRDimensional ETF Trust	1.0%	0.9%	45,960	+8.0%	$1.3M
AGGIshares Tr	0.7%	0.8%	10,293	-2.1%	$1.0M
BSVOEa Series Trust	0.7%	0.8%	34,103	-12.6%	$995K
DFGXDimensional Global ex US Core Fixed Inco	0.7%	0.8%	17,203	-2.8%	$922K
DFSUDimensional ETF Trust	0.6%	0.4%	18,239	+65.7%	$850K
AIQGlobal X Fds	0.6%	0.5%	12,439	+0.0%	$816K
IDEVIshares Tr	0.6%	0.7%	9,049	-8.9%	$805K
TSMTaiwan Semiconductor Manufac	0.5%	0.4%	1,499	+0.0%	$716K
QYLDGlobal X Fds	0.5%	0.5%	38,307	+3.1%	$706K
GOOGLAlphabet Inc	0.5%	0.4%	1,786	-6.8%	$638K
DEHPDimensional ETF Trust	0.5%	0.4%	14,622	+0.0%	$625K
DFEVDimensional ETF Trust	0.4%	0.4%	14,000	+0.0%	$597K
DFIVDimensional ETF Trust	0.4%	0.5%	10,674	-8.1%	$577K
MSFTMicrosoft Corp	0.4%	0.8%	1,462	-47.6%	$545K
UNHUnitedhealth Group Inc	0.4%	0.3%	1,297	+4.8%	$539K
XOMExxon Mobil Corp	0.3%	0.5%	3,472	-1.2%	$475K
DFUVDimensional ETF Trust	0.3%	0.3%	8,295	-1.6%	$456K
VGITVanguard Scottsdale Fds	0.3%	0.4%	6,936	-7.1%	$409K
DFSIDimensional ETF Trust	0.3%	—	8,695	—	$392K
VEAVanguard Ftse Developed Markets Index Fu	0.3%	0.4%	5,476	-30.9%	$390K
BTIBritish Amern Tob PLC	0.3%	0.3%	6,262	-0.1%	$387K
GOOGAlphabet Inc	0.3%	0.3%	1,073	-7.5%	$379K
VOOVanguard Index Fds	0.3%	0.5%	546	-43.8%	$375K
AMZNAmazon Com Inc	0.3%	0.4%	1,541	-31.1%	$367K
WMTWalmart Inc	0.3%	0.3%	3,232	-2.7%	$366K
COSTCostco Wholesale Corporation	0.3%	0.3%	381	-3.1%	$356K
AVGOBroadcom Inc	0.3%	0.2%	940	+0.0%	$355K
MUMicron Technology Inc	0.3%	—	307	—	$354K
DEWWisdomtree Tr	0.3%	0.3%	5,152	+1.3%	$354K
MCDMcdonalds Corp	0.2%	0.3%	1,170	+0.1%	$316K
COWZPacer Fds Tr	0.2%	0.3%	5,002	-10.3%	$311K

What E-Wealth Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$138.3M	59
Q1 2026	$123.4M	55
Q4 2025	$119.0M	57

Questions about E-Wealth Partners, LLC's portfolio

What stocks does E-Wealth Partners, LLC own?

E-Wealth Partners, LLC's latest 13F, for Q2 2026 and filed Aug 17, 2026, lists 59 positions worth $138.3M. The largest are Ishares Tr (ITOT) at 24.5%, Dimensional ETF Trust (DGCB) at 6.9%, Apple Inc (AAPL) at 6.6%, Vanguard Index Fds (VBR) at 6.0% and Dimensional ETF Trust (DUHP) at 5.8%.

What did E-Wealth Partners, LLC buy last quarter?

In Q2 2026, E-Wealth Partners, LLC added Dimensional ETF Trust (DFSU) (+65.7% shares), Dimensional Short-Duration Fixed Income (DFSD) (+11.9% shares) and Vanguard Scottsdale Fds (BNDW) (+11.2% shares), compared with its Q1 2026 filing.

What did E-Wealth Partners, LLC sell last quarter?

In Q2 2026, E-Wealth Partners, LLC cut from its top 50 Tesla Inc (TSLA), cut from its top 50 Meta Platforms Inc (META), Microsoft Corp (MSFT) (-47.6% shares), Vanguard Index Fds (VOO) (-43.8% shares) and Amazon Com Inc (AMZN) (-31.1% shares), compared with its Q1 2026 filing.

When is E-Wealth Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. E-Wealth Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does E-Wealth Partners, LLC manage?

E-Wealth Partners, LLC reported $218.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $138.3M.