DOSSIER · 13F-HR · Q1 2026

E-Wealth Partners, LLC

$124M in tracked AUM across 56 positions as of Q1 2026.

EP
CIK 0002129940 · last filed Mar 31, 2026
Total AUM
$124M
as of Q1 2026
Holdings
56
positions
Whale Score
60
60
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

E-Wealth Partners, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
ITOT
ISHARES TR
$28M194K22.3%
02
AAPL
APPLE INC
$9M35K7.1%
03
DGCB
DIMENSIONAL ETF TRUST
$9M158K6.9%
04
VBR
VANGUARD INDEX FDS
$7M32K5.6%
05
BNDW
VANGUARD SCOTTSDALE FDS
$7M101K5.6%
06
DFEM
DIMENSIONAL ETF TRUST
$7M194K5.4%
07
AVDE
AMERICAN CENTY ETF TR
$7M78K5.4%
08
DUHP
DIMENSIONAL ETF TRUST
$7M180K5.3%
09
DFNM
DIMENSIONAL ETF TRUST
$5M97K3.8%
10
AVDV
AMERICAN CENTY ETF TR
$3M34K2.8%

Filing history

2026Q1Mar 31
$124M 4.0%
56 positionsView →
2025Q4Dec 31
$119M
57 positionsView →