E-Wealth Partners, LLC Q1 2026 Filing

Filed June 11, 2026

Portfolio Value

$69.5B

Holdings

55

Report Date

Q1 2026

Filing Type

13F-HR

All Holdings (55 positions)

StockValue
DGCBDIMENSIONAL ETF TRUST
$8.5B
BNDWVANGUARD SCOTTSDALE FDS
$6.9B
DFEMDIMENSIONAL ETF TRUST
$6.7B
AVDEAMERICAN CENTY ETF TR
$6.6B
DUHPDIMENSIONAL ETF TRUST
$6.6B
DFNMDIMENSIONAL ETF TRUST
$4.7B
AVDVAMERICAN CENTY ETF TR
$3.4B
DFACDIMENSIONAL ETF TRUST
$3.1B
DXUVDIMENSIONAL ETF TRUST
$2.3B
DIHPDIMENSIONAL ETF TRUST
$2.2B
DFUSDIMENSIONAL ETF TRUST
$2.1B
DFICDIMENSIONAL ETF TRUST
$2.0B
DXIVDIMENSIONAL ETF TRUST
$1.7B
DFSDDIMENSIONAL ETF TRUST
$1.3B
DFGRDIMENSIONAL ETF TRUST
$1.1B
AGGISHARES TR
$1.0B
CTEFEA SERIES TRUST
$990.2M
DFGXDIMENSIONAL ETF TRUST
$928.7M
IDEVISHARES TR
$829.7M
QYLDGLOBAL X FDS
$637.4M
DFIVDIMENSIONAL ETF TRUST
$613.4M
AIQGLOBAL X FDS
$580.5M
VEAVANGUARD TAX-MANAGED FDS
$508.1M
DFEVDIMENSIONAL ETF TRUST
$500.9M
DEHPDIMENSIONAL ETF TRUST
$494.1M
DFSUDIMENSIONAL ETF TRUST
$452.4M
VGITVANGUARD SCOTTSDALE FDS
$444.5M
DFUVDIMENSIONAL ETF TRUST
$408.6M
BMTABRITISH AMERN TOB PLC
$366.7M
COWZPACER FDS TR
$348.8M
DEWWISDOMTREE TR
$337.4M
DFASDIMENSIONAL ETF TRUST
$286.0M
NKENIKE INC
$278.7M
DFSIDIMENSIONAL ETF TRUST
$244.4M
ITOTISHARES TR
$27.6M
AAPLAPPLE INC
$8.8M
VBRVANGUARD INDEX FDS
$7.0M
NVDANVIDIA CORPORATION
$2.6M
MSFTMICROSOFT CORP
$1.0M
XOMEXXON MOBIL CORP
$1.0M
VOOVANGUARD INDEX FDS
$580K
TSLATESLA INC
$562K
GOOGLALPHABET INC
$551K
AMDADVANCED MICRO DEVICES INC
$527K
TSMTAIWAN SEMICONDUCTOR MANUFAC
$507K
AMZNAMAZON COM INC
$466K
METAMETA PLATFORMS INC
$421K
WMTWALMART INC
$413K
COSTCOSTCO WHOLESALE CORPORATION
$392K
MCDMCDONALDS CORP
$363K
UNHUNITEDHEALTH GROUP INC
$335K
GOOGALPHABET INC
$333K
AVGOBROADCOM INC
$291K
WMWASTE MGMT INC DEL
$274K
SHOPSHOPIFY INC
$232K