DOSSIER · 13F-HR · Q2 2026

E-Wealth Partners, LLC

$138M in tracked AUM across 59 positions as of Q2 2026.

EP
CIK 0002129940 · last filed Jun 30, 2026
Total AUM
$138M
as of Q2 2026
Holdings
59
positions
Whale Score
60
60
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

E-Wealth Partners, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
ITOT
ISHARES TR
$34M206K24.5%
02
DGCB
DIMENSIONAL ETF TRUST
$10M175K6.9%
03
AAPL
APPLE INC
$9M32K6.6%
04
VBR
VANGUARD INDEX FDS
$8M34K6.0%
05
DUHP
DIMENSIONAL ETF TRUST
$8M193K5.8%
06
DFEM
DIMENSIONAL ETF TRUST
$8M196K5.8%
07
BNDW
VANGUARD SCOTTSDALE FDS
$8M113K5.6%
08
AVDE
AMERICAN CENTY ETF TR
$8M84K5.4%
09
AVDV
AMERICAN CENTY ETF TR
$4M35K2.6%
10
DFAC
DIMENSIONAL ETF TRUST
$3M74K2.4%

Filing history

2026Q2Jun 30
$138M 11.7%
59 positionsView →
2026Q1Mar 31
$124M 4.0%
56 positionsView →
2025Q4Dec 31
$119M
57 positionsView →