What does E-Wealth Partners, LLC hold? Q4 2025 13F Holdings & Portfolio

AI Analysis · Q4 2025 · Q4 2025

E-Wealth Partners, LLC filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight

ISHARES TR

$27M184K23.0%

APPLE INC

$10M35K8.0%

DIMENSIONAL ETF TRUST

$8M149K6.8%

VANGUARD SCOTTSDALE FDS

$7M97K5.6%

VANGUARD INDEX FDS

$6M30K5.3%

DIMENSIONAL ETF TRUST

$6M164K5.2%

DIMENSIONAL ETF TRUST

$6M183K5.1%

AMERICAN CENTY ETF TR

$6M73K5.1%

DIMENSIONAL ETF TRUST

$5M97K3.9%

AMERICAN CENTY ETF TR

$3M33K2.6%

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