E-Wealth Partners, LLC Top Holdings and 13F Report (2026) About E-Wealth Partners, LLCInvestment ActivityE-Wealth Partners, LLC has $123.83 million in total holdings as of March 31, 2026.E-Wealth Partners, LLC owns shares of 55 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 6.87% of the portfolio was purchased this quarter.About 1.60% of the portfolio was sold this quarter.This quarter, E-Wealth Partners, LLC has purchased 57 new stocks and bought additional shares in 43 stocks.E-Wealth Partners, LLC sold shares of 8 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares Core S&P Total U.S. Stock Market ETF $27,642,715Apple $8,826,190DIMENSIONAL ETF TRUST $8,546,518Vanguard Small-Cap Value ETF $6,974,223Vanguard Total World Bond ETF $6,934,754 Largest New Holdings this Quarter 22160K105 - Costco Wholesale $391,597 Holding654106103 - NIKE $278,678 Holding Largest Purchases this Quarter iShares Core S&P Total U.S. Stock Market ETF 9,849 shares (about $1.40M)Dimensional U.S. Core Equity 2 ETF 15,182 shares (about $589.97K)Dimensional US High Profitability ETF 15,517 shares (about $570.40K)Vanguard Small-Cap Value ETF 2,251 shares (about $489.03K)DIMENSIONAL ETF TRUST 8,828 shares (about $477.90K) Largest Sales this Quarter iShares Core MSCI International Developed Markets ETF 3,882 shares (about $324.42K)Dimensional International Value ETF 3,455 shares (about $182.36K)EA Bridgeway Omni Small-Cap Value ETF 3,376 shares (about $85.65K)Apple 268 shares (about $68.01K)Vanguard Intermediate-Term Treasury ETF 798 shares (about $47.52K) 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$27,642,715$1,402,795 â–²5.3%194,07922.3%ETFAAPLApple$8,826,190$68,015 â–¼-0.8%34,7787.1%Computer and TechnologyDIMENSIONAL ETF TRUST$8,546,518$477,901 â–²5.9%157,8756.9%GLOBAL CR ETFVBRVanguard Small-Cap Value ETF$6,974,223$489,034 â–²7.5%32,1025.6%ETFBNDWVanguard Total World Bond ETF$6,934,754$303,885 â–²4.6%101,4595.6%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$6,692,201$386,580 â–²6.1%193,6965.4%ETFAVDEAvantis International Equity ETF$6,646,673$428,949 â–²6.9%78,3445.4%ETFDUHPDimensional US High Profitability ETF$6,606,611$570,404 â–²9.4%179,7235.3%ETFDFNMDimensional National Municipal Bond ETF$4,668,213$13,516 â–²0.3%97,3963.8%ETFAVDVAvantis International Small Cap Value ETF$3,410,217$76,892 â–²2.3%34,1502.8%ETFDFACDimensional U.S. Core Equity 2 ETF$3,069,901$589,972 â–²23.8%78,9992.5%ETFNVDANVIDIA$2,634,354$335,551 â–²14.6%15,1052.1%Computer and TechnologyDIMENSIONAL ETF TRUST$2,271,799$411,830 â–²22.1%38,2781.8%DIMENSIONAL USDIHPDimensional International High Profitability ETF$2,176,979$174,310 â–²8.7%67,5661.8%ETFDFUSDimensional U.S. Equity ETF$2,094,225$107,923 â–²5.4%29,5341.7%ETFDFICDimensional International Core Equity 2 ETF$1,989,538$250,558 â–²14.4%55,9961.6%ETFDIMENSIONAL ETF TRUST$1,665,770$235,912 â–²16.5%24,6641.3%DIMENSIONAL INTLDFSDDimensional Short-Duration Fixed Income ETF$1,275,248$61,718 â–²5.1%26,6341.0%ETFDFGRDimensional Global Real Estate ETF$1,130,814$90,637 â–²8.7%42,5440.9%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,043,603$95,099 â–²10.0%10,5130.8%FinanceMSFTMicrosoft$1,032,806$330,572 â–²47.1%2,7900.8%Computer and TechnologyXOMExxonMobil$1,003,471$432,264 â–²75.7%5,9150.8%EnergyBSVOEA Bridgeway Omni Small-Cap Value ETF$990,220$85,649 â–¼-8.0%39,0310.8%ETFDIMENSIONAL ETF TRUST$928,667$72,905 â–²8.5%17,7060.7%DIMENSIONAL INTEIDEViShares Core MSCI International Developed Markets ETF$829,697$324,424 â–¼-28.1%9,9280.7%ETFQYLDGlobal X Nasdaq 100 Covered Call ETF$637,383$18,831 â–²3.0%37,1650.5%ManufacturingDFIVDimensional International Value ETF$613,378$182,361 â–¼-22.9%11,6210.5%ETFAIQGlobal X Artificial Intelligence & Technology ETF$580,545$467 â–²0.1%12,4390.5%ETFVOOVanguard S&P 500 ETF$580,155$11,950 â–¼-2.0%9710.5%ETFTSLATesla$562,068$8,550 â–²1.5%1,5120.5%Auto/Tires/TrucksGOOGLAlphabet$551,036$33,361 â–²6.4%1,9160.4%Computer and TechnologyAMDAdvanced Micro Devices$527,087$8,137 â–²1.6%2,5910.4%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$508,126$14,353 â–¼-2.7%7,9300.4%ETFTSMTaiwan Semiconductor Manufacturing$506,5870.0%1,4990.4%Computer and TechnologyDFEVDimensional Emerging Markets Value ETF$500,920$77,177 â–²18.2%14,0000.4%ETFDEHPDimensional Emerging Markets High Profitability ETF$494,077$69,337 â–²16.3%14,6220.4%ETFAMZNAmazon.com$465,623$5,206 â–²1.1%2,2360.4%Retail/WholesaleDFSUDimensional US Sustainability Core 1 ETF$452,398$781 â–²0.2%11,0100.4%ETFVGITVanguard Intermediate-Term Treasury ETF$444,470$47,520 â–¼-9.7%7,4640.4%ETFMETAMeta Platforms$420,968$98,378 â–²30.5%7360.3%Computer and TechnologyWALMART INC$412,753$20,631 â–²5.3%3,3210.3%COMDFUVDimensional US Marketwide Value ETF$408,628$1,260 â–²0.3%8,4320.3%ETFCOSTCostco Wholesale$391,597$391,597 â–²New Holding3930.3%Retail/WholesaleBTIBritish American Tobacco$366,671$11,870 â–²3.3%6,2710.3%Consumer StaplesMCDMcDonald's$363,301$4,351 â–²1.2%1,1690.3%Retail/WholesaleCOWZPacer US Cash Cows 100 ETF$348,805$8,070 â–¼-2.3%5,5760.3%ETFDEWWisdomTree Global High Dividend Fund$337,374$1,327 â–²0.4%5,0860.3%FinanceUNHUnitedHealth Group$335,104$2,707 â–²0.8%1,2380.3%MedicalGOOGAlphabet$332,701$21,511 â–²6.9%1,1600.3%Computer and TechnologyAVGOBroadcom$290,934$42,093 â–²16.9%9400.2%Computer and TechnologyDFASDimensional U.S. Small Cap ETF$285,999$54,696 â–²23.6%4,0210.2%ETFNKENIKE$278,678$278,678 â–²New Holding5,2760.2%Consumer DiscretionaryWMWaste Management$274,199$13,561 â–²5.2%1,1930.2%Business ServicesDFSIDimensional International Sustainability Core 1 ETF$244,437$85 â–²0.0%5,7650.2%ETFSHOPIFY INC$232,1400.0%1,9570.2%CL A SUB VTG SHSDFATDimensional U.S. Targeted Value ETF$0$580,458 â–¼-100.0%00.0%ETFIBMInternational Business Machines$0$243,900 â–¼-100.0%00.0%Computer and TechnologyVTIPVanguard Short-Term Inflation-Protected Securities ETF$0$206,601 â–¼-100.0%00.0%ManufacturingLLYEli Lilly and Company$0$203,115 â–¼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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