E-Wealth Partners, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed May 13, 2026), E-Wealth Partners, LLC reported 57 stock positions worth $119.0 million. Its top holding was iShares Core S&P Total U.S. (ITOT) at 23.0% of the portfolio, followed by Apple (AAPL, 8.0%) and Dimensional Global Credit (DGCB, 6.8%).
- Most Recent 13F
- Q2 2026
- Location
- MINNETONKA, MN
- CIK
- 0002129940
- Portfolio Value
- $119.0M (Q4 2025)
- SEC Filing
- 0002129940-26-000001 ↗ filed May 13, 2026
Holdings Value
Holdings 57 stocks · $119.0M
| ITOT iShares Core S&P Total U.S. | 23.01% | 184,230 | $27.4M | — |
| AAPL Apple Inc. | 8.00% | 35,046 | $9.5M | — |
| DGCB Dimensional Global Credit | 6.79% | 149,047 | $8.1M | — |
| BNDW Vanguard Total World Bond Et | 5.60% | 97,013 | $6.7M | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 5.31% | 29,851 | $6.3M | — |
| DUHP Dimensional US High Profi Et | 5.25% | 164,206 | $6.2M | — |
| DFEM Dimensional Emrg MRKT Core | 5.07% | 182,507 | $6.0M | — |
| AVDE Avantis International Equity | 5.07% | 73,288 | $6.0M | — |
| DFNM Dimensional National Muni BD | 3.93% | 97,114 | $4.7M | — |
| AVDV Avantis Intl S/C Value ETF | 2.63% | 33,380 | $3.1M | — |
| DFAC Dimensional US Core Equity 2 | 2.12% | 63,817 | $2.5M | — |
| NVDA Nvidia Corp. | 2.06% | 13,181 | $2.5M | — |
| DFUS Dimensional US Eq MKT ETF | 1.75% | 28,012 | $2.1M | — |
| DIHP Dimensional International Hi | 1.65% | 62,156 | $2.0M | — |
| DXUV Dimensional US Vtor Eqty ETF | 1.57% | 31,339 | $1.9M | — |
| DFIC Dimensional International Co. | 1.42% | 48,944 | $1.7M | — |
| DXIV Dimensional Intr Vtor E ETF | 1.16% | 21,171 | $1.4M | — |
| DFSD Dimensional Short Duration | 1.02% | 25,345 | $1.2M | — |
| IDEV iShares Core MSCI Dev MKTS | 0.96% | 13,810 | $1.1M | — |
| DFGR Dim Global Real Estate ETF | 0.87% | 39,134 | $1.0M | — |
| BSVO EA Bridgeway Omni Sm-Cp Val | 0.83% | 42,407 | $988K | — |
| AGG iShares Core U.S. Aggregate | 0.80% | 9,555 | $954K | — |
| MSFT Microsoft Corp. | 0.77% | 1,897 | $918K | — |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 0.72% | 16,316 | $859K | — |
| DFIV Dimensional International Va | 0.63% | 15,076 | $752K | — |
| TSLA Tesla Inc. | 0.56% | 1,489 | $670K | — |
| QYLD Global X Nasd 100 Cov Call | 0.54% | 36,067 | $637K | — |
| AIQ Global X Art Intel & Tech | 0.53% | 12,429 | $632K | — |
| VOO Vanguard S&P 500 ETF | 0.52% | 991 | $621K | — |
| DFAT Dimensional US Target Value | 0.49% | 9,749 | $580K | — |
| GOOGL Alphabet Inc. Class A | 0.47% | 1,800 | $563K | — |
| AMD Advanced Micro Devices | 0.46% | 2,551 | $546K | — |
| AMZN Amazon.com Inc. | 0.43% | 2,211 | $510K | — |
| VEA Vanguard Ftse Developed ETF | 0.43% | 8,154 | $509K | — |
| VGIT Vanguard Intermediate-Term T | 0.42% | 8,262 | $495K | — |
| DFSU Dimensional US Sus CORE1 ETF | 0.40% | 10,991 | $477K | — |
| TSM Taiwan Semiconductor-SP ADR | 0.38% | 1,499 | $456K | — |
| DEHP Dimensional Emrg MRK Hi Prof | 0.34% | 12,570 | $405K | — |
| UNH Unitedhealth Group Inc. | 0.34% | 1,228 | $405K | — |
| XOM Exxon Mobil Corp. | 0.34% | 3,367 | $405K | — |
| DFEV Dimensional Emrg MRKT Val | 0.34% | 11,843 | $400K | — |
| DFUV Dimensional US Marketwide Va | 0.33% | 8,406 | $392K | — |
| META Meta Platforms Inc. Class A | 0.31% | 564 | $372K | — |
| MCD McDonald's Corp. | 0.30% | 1,155 | $353K | — |
| WMT Walmart Inc. | 0.30% | 3,155 | $351K | — |
| BTI British American Tob-SP ADR | 0.29% | 6,068 | $344K | — |
| COWZ Pacer US Cash Cows 100 ETF | 0.29% | 5,705 | $343K | — |
| GOOG Alphabet Inc. Class C | 0.29% | 1,085 | $340K | — |
| SHOP Shopify Inc. Class A | 0.26% | 1,957 | $315K | — |
| DEW Wisdomtree Global High Divid | 0.26% | 5,066 | $312K | — |
| AVGO Broadcom Inc. | 0.23% | 804 | $278K | — |
| WM Waste Management Inc. | 0.21% | 1,134 | $249K | — |
| DFSI Dimensional Int Sus COR1 ETF | 0.21% | 5,763 | $247K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.20% | 823 | $244K | — |
| DFAS Dimensional US Small Cap ETF | 0.19% | 3,252 | $227K | — |
| VTIP Vanguard Short-Term Tips | 0.17% | 4,177 | $207K | — |
| LLY Eli Lilly & Co. | 0.17% | 189 | $203K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.