§ 13F · FUND PROFILE
E-Wealth Partners, LLC.
AUM · $138M (13F)Positions · 59Turnover · n/a · Q2Filed · Aug 17, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | 206K | $34M | 24.5% | +6% |
| 2 | DGCB | DIMENSIONAL ETF TRUST | 175K | $10M | 6.9% | +11% |
| 3 | AAPL | APPLE INC | 32K | $9M | 6.6% | −9% |
| 4 | VBR | VANGUARD INDEX FDS | 34K | $8M | 6.0% | +7% |
| 5 | DUHP | DIMENSIONAL ETF TRUST | 193K | $8M | 5.8% | +7% |
| 6 | DFEM | DIMENSIONAL ETF TRUST | 196K | $8M | 5.8% | +1% |
| 7 | BNDW | VANGUARD SCOTTSDALE FDS | 113K | $8M | 5.6% | +11% |
| 8 | AVDE | AMERICAN CENTY ETF TR | 84K | $8M | 5.4% | +8% |
| 9 | AVDV | AMERICAN CENTY ETF TR | 35K | $4M | 2.6% | +2% |
| 10 | DFAC | DIMENSIONAL ETF TRUST | 74K | $3M | 2.4% | −6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE E-WEALTH SIGNAL
AC read
E-Wealth Partners, LLC is a institutional fund managing $138 million in assets. The fund runs a portfolio of 59 positions.
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