account_balance

Investment manager · 13F filer · SEC CIK 2129940

E-Wealth Partners, LLC

Reported value$138Mas of Jun 30, 2026
Positions59 6 new, 2 sold out
Top 10 weight71.6%ITOT alone is 24%
FiledAug 1748 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
ITOT iShares Tr 24.5% Added +6%
DGCB Dimensional ETF Trust 6.9% Added +11%
AAPL Apple Inc. 6.6% Trimmed −9%
VBR Vanguard Index FDS 6.0% Added +7%
DUHP Dimensional ETF Trust 5.8% Added +7%
DFEM Dimensional ETF Trust 5.8% Held
BNDW Vanguard Scottsdale FDS 5.6% Added +11%
AVDE American Centy ETF Tr 5.4% Added +8%
AVDV American Centy ETF Tr 2.6% Held
DFAC Dimensional ETF Trust 2.4% Trimmed −6%
DFNM Dimensional ETF Trust 2.4% Trimmed −31%
DIHP Dimensional ETF Trust 1.8% Added +7%

What changed

Biggest moves since Mar 31, 2026

Filed Aug 17, 2026, compared with the Jun 11, 2026 filing
add_circleNew
arrow_upwardAdded
  • DFSU +66%
  • DFSI +51%
  • DFSD +12%
  • BNDW +11%
arrow_downwardTrimmed
  • MSFT −48%
  • VOO −44%
  • AMZN −31%
  • VEA −31%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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