Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
E-Wealth Partners, LLC (CIK 2129940) reported $138.3M across 59 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: ITOT ($33.8M, 24.46%), DGCB ($9.6M, 6.90%), AAPL ($9.1M, 6.60%), VBR ($8.4M, 6.04%), DUHP ($8.0M, 5.82%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | $33.8M | 24.46% | 205,972 | Added |
| 2 | DGCB | DIMENSIONAL ETF TRUST | $9.6M | 6.90% | 174,700 | Added |
| 3 | AAPL | APPLE INC | $9.1M | 6.60% | 31,552 | Trimmed |
| 4 | VBR | VANGUARD INDEX FDS | $8.4M | 6.04% | 34,384 | Added |
| 5 | DUHP | DIMENSIONAL ETF TRUST | $8.0M | 5.82% | 192,898 | Added |
| 6 | DFEM | DIMENSIONAL ETF TRUST | $8.0M | 5.76% | 196,011 | Added |
| 7 | BNDW | VANGUARD SCOTTSDALE FDS | $7.7M | 5.59% | 112,873 | Added |
| 8 | AVDE | AMERICAN CENTY ETF TR | $7.5M | 5.43% | 84,270 | Added |
| 9 | AVDV | AMERICAN CENTY ETF TR | $3.6M | 2.59% | 34,703 | Added |
| 10 | DFAC | DIMENSIONAL ETF TRUST | $3.3M | 2.38% | 74,115 | Trimmed |
| 11 | DFNM | DIMENSIONAL ETF TRUST | $3.3M | 2.35% | 67,295 | Trimmed |
| 12 | DIHP | DIMENSIONAL ETF TRUST | $2.5M | 1.79% | 72,587 | Added |
| 13 | DFUS | DIMENSIONAL ETF TRUST | $2.4M | 1.75% | 29,550 | Added |
| 14 | DXUV | DIMENSIONAL ETF TRUST | $2.4M | 1.75% | 36,389 | Trimmed |
| 15 | NVDA | NVIDIA CORPORATION | $2.1M | 1.53% | 10,607 | Trimmed |
| 16 | DFIC | DIMENSIONAL ETF TRUST | $2.0M | 1.47% | 54,601 | Trimmed |
| 17 | DXIV | DIMENSIONAL ETF TRUST | $1.7M | 1.20% | 23,773 | Trimmed |
| 18 | AMD | ADVANCED MICRO DEVICES INC | $1.5M | 1.09% | 2,591 | Hold |
| 19 | DFSD | DIMENSIONAL ETF TRUST | $1.4M | 1.03% | 29,799 | Added |
| 20 | DFGR | DIMENSIONAL ETF TRUST | $1.3M | 0.96% | 45,960 | Added |
| 21 | AGG | ISHARES TR | $1.0M | 0.74% | 10,293 | Trimmed |
| 22 | BSVO | EA SERIES TRUST | $995,443 | 0.72% | 34,103 | Trimmed |
| 23 | DFGX | DIMENSIONAL ETF TRUST | $921,998 | 0.67% | 17,203 | Trimmed |
| 24 | DFSU | DIMENSIONAL ETF TRUST | $850,499 | 0.61% | 18,239 | Added |
| 25 | AIQ | GLOBAL X FDS | $816,146 | 0.59% | 12,439 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30