E-Wealth Partners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 17, 2026, E-Wealth Partners, Llc disclosed 57 stock positions valued at approximately $138.34M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, DIMENSIONAL ETF TRUST, and APPLE INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 57
- Portfolio Value
- $138.34M
Holdings by Sector
E-Wealth Partners, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | ITOT | Other | 24.46% | 205,972 | +11,893 | +6.13% | $33,835,083 |
| DIMENSIONAL ETF TRUST | DGCB | Other | 6.90% | 174,700 | +16,825 | +10.66% | $9,550,839 |
| APPLE INC | AAPL | Technology | 6.60% | 31,552 | -3,226 | -9.28% | $9,129,752 |
| VANGUARD INDEX FDS | VBR | Other | 6.04% | 34,384 | +2,282 | +7.11% | $8,354,913 |
| DIMENSIONAL ETF TRUST | DUHP | Other | 5.82% | 192,898 | +13,175 | +7.33% | $8,049,650 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 5.76% | 196,011 | +2,315 | +1.20% | $7,965,883 |
| VANGUARD SCOTTSDALE FDS | BNDW | Other | 5.59% | 112,873 | +11,414 | +11.25% | $7,735,174 |
| AMERICAN CENTY ETF TR | AVDE | Other | 5.43% | 84,270 | +5,926 | +7.56% | $7,516,843 |
| AMERICAN CENTY ETF TR | AVDV | Other | 2.59% | 34,703 | +553 | +1.62% | $3,576,187 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 2.38% | 74,115 | -4,884 | -6.18% | $3,287,741 |
| DIMENSIONAL ETF TRUST | DFNM | Other | 2.35% | 67,295 | -30,101 | -30.91% | $3,252,727 |
| DIMENSIONAL ETF TRUST | DIHP | Other | 1.79% | 72,587 | +5,021 | +7.43% | $2,477,024 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 1.75% | 29,550 | +16 | +0.05% | $2,421,346 |
| NVIDIA CORPORATION | NVDA | Technology | 1.53% | 10,607 | -4,498 | -29.78% | $2,122,271 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 1.47% | 54,601 | -1,395 | -2.49% | $2,034,433 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 1.09% | 2,591 | - | - | $1,505,138 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 1.03% | 29,799 | +3,165 | +11.88% | $1,422,907 |
| DIMENSIONAL ETF TRUST | DFGR | Other | 0.96% | 45,960 | +3,416 | +8.03% | $1,331,469 |
| ISHARES TR | AGG | Other | 0.74% | 10,293 | -220 | -2.09% | $1,018,830 |
| EA SERIES TRUST | BSVO | Other | 0.72% | 34,103 | -4,928 | -12.63% | $995,443 |
| DIMENSIONAL ETF TRUST | DFGX | Other | 0.67% | 17,203 | -503 | -2.84% | $921,998 |
| DIMENSIONAL ETF TRUST | DFSU | Other | 0.61% | 18,239 | +7,229 | +65.66% | $850,499 |
| GLOBAL X FDS | AIQ | Other | 0.59% | 12,439 | - | - | $816,146 |
| ISHARES TR | IDEV | Other | 0.58% | 9,049 | -879 | -8.85% | $805,453 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.52% | 1,499 | - | - | $715,877 |
| GLOBAL X FDS | QYLD | Other | 0.51% | 38,307 | +1,142 | +3.07% | $705,994 |
| ALPHABET INC | GOOGL | Communication Services | 0.46% | 1,786 | -130 | -6.78% | $638,102 |
| DIMENSIONAL ETF TRUST | DEHP | Other | 0.45% | 14,622 | - | - | $625,383 |
| DIMENSIONAL ETF TRUST | DFEV | Other | 0.43% | 14,000 | - | - | $597,339 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 0.42% | 10,674 | -947 | -8.15% | $576,603 |
Showing 30 of 57 holdings in the latest reporting period.