E-Wealth Partners, LLC
- SEC CIK
- 0002129940
- Latest filing
- Aug 17, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed May 13, 2026. Long positions only.
- Positions
- 57
- No filing for Q3 2025
- Portfolio value
- $119.0M
- No filing for Q3 2025
E-Wealth Partners, LLC did not file a 13F for Q3 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| LLYEli Lilly & Co | Stock | 189 | $203.1K | 0.2% | – | – | History |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 4,177 | $206.6K | 0.2% | – | – | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 3,252 | $226.6K | 0.2% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 823 | $243.9K | 0.2% | – | – | History |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 5,763 | $246.9K | 0.2% | – | – | – |
| WMWaste Management Inc | Stock | 1,134 | $249.1K | 0.2% | – | – | History |
| AVGOBroadcom Inc. | Stock | 804 | $278.4K | 0.2% | – | – | History |
| WisdomTree Tr97717W877 | GLB HIGH DIV FD | 5,066 | $312.0K | 0.3% | – | – | – |
| SHOPShopify Inc. | Stock | 1,957 | $315.0K | 0.3% | – | – | History |
| GOOGAlphabet Inc. | Stock | 1,085 | $340.5K | 0.3% | – | – | History |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 5,705 | $343.2K | 0.3% | – | – | – |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 6,068 | $343.5K | 0.3% | – | – | History |
| WMTWalmart Inc. | Stock | 3,155 | $351.5K | 0.3% | – | – | History |
| MCDMcDonalds Corp | Stock | 1,155 | $352.9K | 0.3% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 564 | $372.3K | 0.3% | – | – | History |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 8,406 | $391.6K | 0.3% | – | – | – |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 11,843 | $399.6K | 0.3% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 3,367 | $405.2K | 0.3% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 1,228 | $405.4K | 0.3% | – | – | History |
| Dimensional ETF Trust25434V757 | EMERGING MKTS HI | 12,570 | $405.4K | 0.3% | – | – | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,499 | $455.5K | 0.4% | – | – | History |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 10,991 | $477.3K | 0.4% | – | – | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 8,262 | $495.1K | 0.4% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 8,154 | $509.4K | 0.4% | – | – | – |
| AMZNAmazon Com Inc | Stock | 2,211 | $510.3K | 0.4% | – | – | History |
| AMDAdvanced Micro Devices Inc | Stock | 2,551 | $546.3K | 0.5% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 1,800 | $563.4K | 0.5% | – | – | History |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 9,749 | $580.5K | 0.5% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 991 | $621.3K | 0.5% | – | – | – |
| Global X FDS37954Y632 | ARTIFICIAL ETF | 12,429 | $632.1K | 0.5% | – | – | – |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 36,067 | $637.3K | 0.5% | – | – | – |
| TSLATesla, Inc. | Stock | 1,489 | $669.8K | 0.6% | – | – | History |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 15,076 | $752.3K | 0.6% | – | – | – |
| Dimensional ETF Trust25434V575 | INTL COR FIX ETF | 16,316 | $858.8K | 0.7% | – | – | – |
| MSFTMicrosoft Corp | Stock | 1,897 | $917.7K | 0.8% | – | – | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 9,555 | $954.4K | 0.8% | – | – | – |
| Ea Series Trust02072L532 | BRID OMN SMA ETF | 42,407 | $988.1K | 0.8% | – | – | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 39,134 | $1.03M | 0.9% | – | – | – |
| iShares Tr46435G326 | CORE MSCI INTL | 13,810 | $1.14M | 1.0% | – | – | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 25,345 | $1.22M | 1.0% | – | – | – |
| Dimensional ETF Trust25434V542 | INTL VEC EQU ETF | 21,171 | $1.38M | 1.2% | – | – | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 48,944 | $1.69M | 1.4% | – | – | – |
| Dimensional ETF Trust25434V559 | DIMENSIONAL US | 31,339 | $1.87M | 1.6% | – | – | – |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 62,156 | $1.97M | 1.7% | – | – | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 28,012 | $2.08M | 1.7% | – | – | – |
| NVDANVIDIA Corp | Stock | 13,181 | $2.46M | 2.1% | – | – | History |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 63,817 | $2.53M | 2.1% | – | – | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 33,380 | $3.14M | 2.6% | – | – | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 97,114 | $4.68M | 3.9% | – | – | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 73,288 | $6.03M | 5.1% | – | – | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 182,507 | $6.04M | 5.1% | – | – | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 164,206 | $6.24M | 5.2% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 29,851 | $6.32M | 5.3% | – | – | – |
| Vanguard Scottsdale FDS92206C565 | TOTAL WLD BD ETF | 97,013 | $6.67M | 5.6% | – | – | – |
| Dimensional ETF Trust25434V567 | GLOBAL CR ETF | 149,047 | $8.08M | 6.8% | – | – | – |
| AAPLApple Inc. | Stock | 35,046 | $9.53M | 8.0% | – | – | History |
| iShares Tr464287150 | CORE S&P TTL STK | 184,230 | $27.4M | 23.0% | – | – | – |