E-Wealth Partners, LLC Top Holdings and 13F Report (2026) About E-Wealth Partners, LLCInvestment ActivityE-Wealth Partners, LLC has $138.34 million in total holdings as of June 30, 2026.E-Wealth Partners, LLC owns shares of 59 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 5.76% of the portfolio was purchased this quarter.About 4.86% of the portfolio was sold this quarter.This quarter, E-Wealth Partners, LLC has purchased 55 new stocks and bought additional shares in 18 stocks.E-Wealth Partners, LLC sold shares of 29 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Core S&P Total U.S. Stock Market ETF $33,835,083DIMENSIONAL ETF TRUST $9,550,839Apple $9,129,752Vanguard Small-Cap Value ETF $8,354,913Dimensional US High Profitability ETF $8,049,650 Largest New Holdings this Quarter 595112103 - Micron Technology $354,367 Holding00215W100 - ASE Technology $288,768 Holding25434V674 - Dimensional Global Sustainability Fixed Income ETF $286,296 HoldingN07059210 - ASML $240,722 Holding910873405 - United Microelectronics $219,068 Holding Largest Purchases this Quarter iShares Core S&P Total U.S. Stock Market ETF 11,893 shares (about $1.95M)DIMENSIONAL ETF TRUST 16,825 shares (about $919.82K)Vanguard Total World Bond ETF 11,414 shares (about $782.20K)Vanguard Small-Cap Value ETF 2,282 shares (about $554.50K)Dimensional US High Profitability ETF 13,175 shares (about $549.79K) Largest Sales this Quarter Dimensional National Municipal Bond ETF 30,101 shares (about $1.45M)Apple 3,226 shares (about $933.46K)NVIDIA 4,498 shares (about $899.97K)Microsoft 1,328 shares (about $495.38K)ExxonMobil 2,443 shares (about $334.02K) Sector Allocation Over TimeMap of 500 Largest Holdings ofE-Wealth Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorITOTiShares Core S&P Total U.S. Stock Market ETF$33,835,083$1,953,667 â–²6.1%205,97224.5%ETFDIMENSIONAL ETF TRUST$9,550,839$919,822 â–²10.7%174,7006.9%GLOBAL CR ETFAAPLApple$9,129,752$933,462 â–¼-9.3%31,5526.6%TechnologyVBRVanguard Small-Cap Value ETF$8,354,913$554,500 â–²7.1%34,3846.0%ETFDUHPDimensional US High Profitability ETF$8,049,650$549,794 â–²7.3%192,8985.8%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$7,965,883$94,082 â–²1.2%196,0115.8%ETFBNDWVanguard Total World Bond ETF$7,735,174$782,200 â–²11.2%112,8735.6%ETFAVDEAvantis International Equity ETF$7,516,843$528,596 â–²7.6%84,2705.4%ETFAVDVAvantis International Small Cap Value ETF$3,576,187$56,987 â–²1.6%34,7032.6%ETFDFACDimensional U.S. Core Equity 2 ETF$3,287,741$216,654 â–¼-6.2%74,1152.4%ETFDFNMDimensional National Municipal Bond ETF$3,252,727$1,454,942 â–¼-30.9%67,2952.4%ETFDIHPDimensional International High Profitability ETF$2,477,024$171,341 â–²7.4%72,5871.8%ETFDFUSDimensional U.S. Equity ETF$2,421,346$1,311 â–²0.1%29,5501.8%ETFDIMENSIONAL ETF TRUST$2,419,869$125,619 â–¼-4.9%36,3891.7%DIMENSIONAL USNVDANVIDIA$2,122,271$899,969 â–¼-29.8%10,6071.5%TechnologyDFICDimensional International Core Equity 2 ETF$2,034,433$51,978 â–¼-2.5%54,6011.5%ETFDIMENSIONAL ETF TRUST$1,664,143$62,371 â–¼-3.6%23,7731.2%INTL VEC EQU ETFAMDAdvanced Micro Devices$1,505,1380.0%2,5911.1%TechnologyDFSDDimensional Short-Duration Fixed Income ETF$1,422,907$151,129 â–²11.9%29,7991.0%ETFDFGRDimensional Global Real Estate ETF$1,331,469$98,962 â–²8.0%45,9601.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,018,830$21,776 â–¼-2.1%10,2930.7%ETFBSVOEA Bridgeway Omni Small-Cap Value ETF$995,443$143,845 â–¼-12.6%34,1030.7%ETFDIMENSIONAL ETF TRUST$921,998$26,958 â–¼-2.8%17,2030.7%INTL COR FIX ETFDFSUDimensional US Sustainability Core 1 ETF$850,499$337,094 â–²65.7%18,2390.6%ETFAIQGlobal X Artificial Intelligence & Technology ETF$816,1460.0%12,4390.6%ETFIDEViShares Core MSCI International Developed Markets ETF$805,453$78,240 â–¼-8.9%9,0490.6%ETFTSMTaiwan Semiconductor Manufacturing$715,8770.0%1,4990.5%TechnologyQYLDGlobal X Nasdaq 100 Covered Call ETF$705,994$21,047 â–²3.1%38,3070.5%ETFGOOGLAlphabet$638,102$46,446 â–¼-6.8%1,7860.5%Communication ServicesDEHPDimensional Emerging Markets High Profitability ETF$625,3830.0%14,6220.5%ETFDFEVDimensional Emerging Markets Value ETF$597,3390.0%14,0000.4%ETFDFIVDimensional International Value ETF$576,603$51,156 â–¼-8.1%10,6740.4%ETFMSFTMicrosoft$545,367$495,381 â–¼-47.6%1,4620.4%TechnologyUNHUnitedHealth Group$539,130$24,525 â–²4.8%1,2970.4%HealthcareXOMExxonMobil$474,714$334,023 â–¼-41.3%3,4720.3%EnergyDFUVDimensional US Marketwide Value ETF$456,331$7,537 â–¼-1.6%8,2950.3%ETFVGITVanguard Intermediate-Term Treasury ETF$409,088$31,142 â–¼-7.1%6,9360.3%ETFDFSIDimensional International Sustainability Core 1 ETF$392,122$132,135 â–²50.8%8,6950.3%ETFVEAVanguard FTSE Developed Markets ETF$390,172$174,851 â–¼-30.9%5,4760.3%ETFBTIBritish American Tobacco$386,741$556 â–¼-0.1%6,2620.3%Consumer StaplesGOOGAlphabet$379,054$30,734 â–¼-7.5%1,0730.3%Communication ServicesVOOVanguard S&P 500 ETF$375,226$292,072 â–¼-43.8%5460.3%ETFAMZNAmazon.com$367,203$165,611 â–¼-31.1%1,5410.3%Consumer DiscretionaryWALMART INC$366,075$10,081 â–¼-2.7%3,2320.3%COMCOSTCostco Wholesale$356,414$11,226 â–¼-3.1%3810.3%Consumer StaplesAVGOBroadcom$355,1280.0%9400.3%TechnologyMUMicron Technology$354,367$354,367 â–²New Holding3070.3%TechnologyDEWWisdomTree Global High Dividend Fund$353,933$4,534 â–²1.3%5,1520.3%ETFMCDMcDonald's$316,292$270 â–²0.1%1,1700.2%Consumer DiscretionaryCOWZPacer US Cash Cows 100 ETF$311,114$35,702 â–¼-10.3%5,0020.2%ETFMETAMeta Platforms$310,273$104,175 â–¼-25.1%5510.2%Communication ServicesASXASE Technology$288,768$288,768 â–²New Holding6,4000.2%TechnologyDFSBDimensional Global Sustainability Fixed Income ETF$286,296$286,296 â–²New Holding5,4940.2%ETFDFASDimensional U.S. Small Cap ETF$268,043$63,079 â–¼-19.0%3,2550.2%ETFWMWaste Management$254,273$11,588 â–¼-4.4%1,1410.2%IndustrialsASMLASML$240,722$240,722 â–²New Holding1210.2%TechnologySHOPIFY INC$223,109$343 â–¼-0.2%1,9540.2%CL A SUB VTG SHSUMCUnited Microelectronics$219,068$219,068 â–²New Holding8,0510.2%TechnologyDFATDimensional U.S. Targeted Value ETF$202,016$202,016 â–²New Holding2,8900.1%ETFTSLATesla$0$562,068 â–¼-100.0%00.0%Consumer DiscretionaryNKENIKE$0$278,678 â–¼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. 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