Holders — by stockHoldings — by fund
E-Wealth Partners, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002129940
$138.3M
disclosed book value
59
positions
24.5%
largest position share
Positions, as of 2026-06-30
top 59 of 59 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | ITOTISHARES TR | 205,972 | $33.8M | 24.5% |
| 2 | DGCBDIMENSIONAL ETF TRUST | 174,700 | $9.6M | 6.9% |
| 3 | AAPLAPPLE INC | 31,552 | $9.1M | 6.6% |
| 4 | VBRVANGUARD INDEX FDS | 34,384 | $8.4M | 6% |
| 5 | DUHPDIMENSIONAL ETF TRUST | 192,898 | $8.0M | 5.8% |
| 6 | DFEMDIMENSIONAL ETF TRUST | 196,011 | $8.0M | 5.8% |
| 7 | BNDWVANGUARD SCOTTSDALE FDS | 112,873 | $7.7M | 5.6% |
| 8 | AVDEAMERICAN CENTY ETF TR | 84,270 | $7.5M | 5.4% |
| 9 | AVDVAMERICAN CENTY ETF TR | 34,703 | $3.6M | 2.6% |
| 10 | DFACDIMENSIONAL ETF TRUST | 74,115 | $3.3M | 2.4% |
| 11 | DFNMDIMENSIONAL ETF TRUST | 67,295 | $3.3M | 2.4% |
| 12 | DIHPDIMENSIONAL ETF TRUST | 72,587 | $2.5M | 1.8% |
| 13 | DFUSDIMENSIONAL ETF TRUST | 29,550 | $2.4M | 1.8% |
| 14 | DXUVDIMENSIONAL ETF TRUST | 36,389 | $2.4M | 1.7% |
| 15 | NVDANVIDIA CORPORATION | 10,607 | $2.1M | 1.5% |
| 16 | DFICDIMENSIONAL ETF TRUST | 54,601 | $2.0M | 1.5% |
| 17 | DXIVDIMENSIONAL ETF TRUST | 23,773 | $1.7M | 1.2% |
| 18 | AMDADVANCED MICRO DEVICES INC | 2,591 | $1.5M | 1.1% |
| 19 | DFSDDIMENSIONAL ETF TRUST | 29,799 | $1.4M | 1% |
| 20 | DFGRDIMENSIONAL ETF TRUST | 45,960 | $1.3M | 1% |
| 21 | AGGISHARES TR | 10,293 | $1.0M | 0.7% |
| 22 | BSVOEA SERIES TRUST | 34,103 | $995,443 | 0.7% |
| 23 | DFGXDIMENSIONAL ETF TRUST | 17,203 | $921,998 | 0.7% |
| 24 | DFSUDIMENSIONAL ETF TRUST | 18,239 | $850,499 | 0.6% |
| 25 | AIQGLOBAL X FDS | 12,439 | $816,146 | 0.6% |
| 26 | IDEVISHARES TR | 9,049 | $805,453 | 0.6% |
| 27 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 1,499 | $715,877 | 0.5% |
| 28 | QYLDGLOBAL X FDS | 38,307 | $705,994 | 0.5% |
| 29 | GOOGLALPHABET INC | 1,786 | $638,102 | 0.5% |
| 30 | DEHPDIMENSIONAL ETF TRUST | 14,622 | $625,383 | 0.5% |
| 31 | DFEVDIMENSIONAL ETF TRUST | 14,000 | $597,339 | 0.4% |
| 32 | DFIVDIMENSIONAL ETF TRUST | 10,674 | $576,603 | 0.4% |
| 33 | MSFTMICROSOFT CORP | 1,462 | $545,367 | 0.4% |
| 34 | UNHUNITEDHEALTH GROUP INC | 1,297 | $539,130 | 0.4% |
| 35 | EXMOCEXXON MOBIL CORP | 3,472 | $474,714 | 0.3% |
| 36 | DFUVDIMENSIONAL ETF TRUST | 8,295 | $456,331 | 0.3% |
| 37 | VGITVANGUARD SCOTTSDALE FDS | 6,936 | $409,088 | 0.3% |
| 38 | DFSIDIMENSIONAL ETF TRUST | 8,695 | $392,122 | 0.3% |
| 39 | VEAVANGUARD TAX-MANAGED FDS | 5,476 | $390,172 | 0.3% |
| 40 | BTIBRITISH AMERN TOB PLC | 6,262 | $386,741 | 0.3% |
| 41 | GOOGALPHABET INC | 1,073 | $379,054 | 0.3% |
| 42 | VOOVANGUARD INDEX FDS | 546 | $375,226 | 0.3% |
| 43 | AMZNAMAZON COM INC | 1,541 | $367,203 | 0.3% |
| 44 | WMTWALMART INC | 3,232 | $366,075 | 0.3% |
| 45 | COSTCOSTCO WHOLESALE CORPORATION | 381 | $356,414 | 0.3% |
| 46 | AVGOBROADCOM INC | 940 | $355,128 | 0.3% |
| 47 | MUMICRON TECHNOLOGY INC | 307 | $354,367 | 0.3% |
| 48 | DEWWISDOMTREE TR | 5,152 | $353,933 | 0.3% |
| 49 | MCDMCDONALDS CORP | 1,170 | $316,292 | 0.2% |
| 50 | COWZPACER FDS TR | 5,002 | $311,114 | 0.2% |
| 51 | METAMETA PLATFORMS INC | 551 | $310,273 | 0.2% |
| 52 | ASXASE TECHNOLOGY HLDG CO LTD | 6,400 | $288,768 | 0.2% |
| 53 | DFSBDIMENSIONAL ETF TRUST | 5,494 | $286,296 | 0.2% |
| 54 | DFASDIMENSIONAL ETF TRUST | 3,255 | $268,043 | 0.2% |
| 55 | WMWASTE MGMT INC DEL | 1,141 | $254,273 | 0.2% |
| 56 | ASML HLDG NV | 121 | $240,722 | 0.2% |
| 57 | SHOPSHOPIFY INC | 1,954 | $223,109 | 0.2% |
| 58 | UMCUNITED MICROELECTRONICS CORP | 8,051 | $219,068 | 0.2% |
| 59 | DFATDIMENSIONAL ETF TRUST | 2,890 | $202,016 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.