E-Wealth Partners, LLC

Est. AUM

$123.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P TTL STK	$27.6M	194079	22.32%	SOLE
2	APPLE INC	COM	$8.8M	34778	7.13%	SOLE
3	DIMENSIONAL ETF TRUST	GLOBAL CR ETF	$8.5M	157875	6.90%	SOLE
4	VANGUARD INDEX FDS	SM CP VAL ETF	$7.0M	32102	5.63%	SOLE
5	VANGUARD SCOTTSDALE FDS	TOTAL WLD BD ETF	$6.9M	101459	5.60%	SOLE
6	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$6.7M	193696	5.40%	SOLE
7	AMERICAN CENTY ETF TR	INTL EQT ETF	$6.6M	78344	5.37%	SOLE
8	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$6.6M	179723	5.34%	SOLE
9	DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$4.7M	97396	3.77%	SOLE
10	AMERICAN CENTY ETF TR	INTL SMCP VLU	$3.4M	34150	2.75%	SOLE
11	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$3.1M	78999	2.48%	SOLE
12	NVIDIA CORPORATION	COM	$2.6M	15105	2.13%	SOLE
13	DIMENSIONAL ETF TRUST	DIMENSIONAL US	$2.3M	38278	1.83%	SOLE
14	DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$2.2M	67566	1.76%	SOLE
15	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$2.1M	29534	1.69%	SOLE
16	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$2.0M	55996	1.61%	SOLE
17	DIMENSIONAL ETF TRUST	DIMENSIONAL INTL	$1.7M	24664	1.35%	SOLE
18	DIMENSIONAL ETF TRUST	SHORT DURATION F	$1.3M	26634	1.03%	SOLE
19	DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$1.1M	42544	0.91%	SOLE
20	ISHARES TR	CORE US AGGBD ET	$1.0M	10513	0.84%	SOLE
21	MICROSOFT CORP	COM	$1.0M	2790	0.83%	SOLE
22	EA SERIES TRUST	EA BRIDGEWAY OMN	$990K	39031	0.80%	SOLE
23	DIMENSIONAL ETF TRUST	DIMENSIONAL INTE	$929K	17706	0.75%	SOLE
24	ISHARES TR	CORE MSCI INTL	$830K	9928	0.67%	SOLE
25	GLOBAL X FDS	NASDAQ 100 COVER	$637K	37165	0.51%	SOLE
26	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$613K	11621	0.50%	SOLE
27	EXXON MOBIL CORP	COM	$596K	3515	0.48%	SOLE
28	GLOBAL X FDS	ARTIFICIAL ETF	$581K	12439	0.47%	SOLE
29	VANGUARD INDEX FDS	S&P 500 ETF SHS	$580K	971	0.47%	SOLE
30	TESLA INC	COM	$562K	1512	0.45%	SOLE
31	ALPHABET INC	CAP STK CL A	$551K	1916	0.44%	SOLE
32	ADVANCED MICRO DEVICES INC	COM	$527K	2591	0.43%	SOLE
33	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$508K	7930	0.41%	SOLE
34	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$507K	1499	0.41%	SOLE
35	DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$501K	14000	0.40%	SOLE
36	DIMENSIONAL ETF TRUST	EMERGING MKTS HI	$494K	14622	0.40%	SOLE
37	AMAZON COM INC	COM	$466K	2236	0.38%	SOLE
38	DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$452K	11010	0.37%	SOLE
39	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$444K	7464	0.36%	SOLE
40	META PLATFORMS INC	CL A	$421K	736	0.34%	SOLE
41	WALMART INC	COM	$413K	3321	0.33%	SOLE
42	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$409K	8432	0.33%	SOLE
43	EXXON MOBIL CORPPUT	COM	$407K	2400	0.33%	SOLE
44	COSTCO WHOLESALE CORPORATION	COM	$392K	393	0.32%	SOLE
45	BRITISH AMERN TOB PLC	SPONSORED ADR	$367K	6271	0.30%	SOLE
46	MCDONALDS CORP	COM	$363K	1169	0.29%	SOLE
47	PACER FDS TR	US CASH COWS 100	$349K	5576	0.28%	SOLE
48	WISDOMTREE TR	GLB HIGH DIV FD	$337K	5086	0.27%	SOLE
49	UNITEDHEALTH GROUP INC	COM	$335K	1238	0.27%	SOLE
50	ALPHABET INC	CAP STK CL C	$333K	1160	0.27%	SOLE

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.