E-Wealth Partners, LLC — 13F holdings

E-Wealth Partners, LLC reported 59 holdings worth $138M in its 13F filing for Q2 2026, filed August 17, 2026.

Largest positions

  1. ITOT ISHARES TR — $33.8M (24.5%)
  2. DGCB DIMENSIONAL ETF TRUST — $9.55M (6.9%)
  3. AAPL APPLE INC — $9.13M (6.6%)
  4. VBR VANGUARD INDEX FDS — $8.35M (6.0%)
  5. DIMENSIONAL ETF TRUST — $8.05M (5.8%)
  6. DFEM DIMENSIONAL ETF TRUST — $7.97M (5.8%)
  7. BNDW VANGUARD SCOTTSDALE FDS — $7.74M (5.6%)
  8. AVDE AMERICAN CENTY ETF TR — $7.52M (5.4%)
  9. AVDV AMERICAN CENTY ETF TR — $3.58M (2.6%)
  10. DIMENSIONAL ETF TRUST — $3.29M (2.4%)