StockDriftsStockDriftsTop 50 E-Wealth Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | 24.46% | 206.0K | $33.8M | +6.13%(+11.89K) | $147.33(+15.27%) | 2026-06-30 | |
| DGCB | DIMENSIONAL ETF TRUST | 6.9% | 174.7K | $9.6M | +10.66%(+16.82K) | $54.75(-2.50%) | 2026-06-30 | |
| AAPL | APPLE INC | 6.6% | 31.6K | $9.1M | -9.28%(-3.23K) | $263.24(+16.01%) | 2026-06-30 | |
| VBR | VANGUARD INDEX FDS | 6.04% | 34.4K | $8.4M | +7.11%(+2.28K) | $211.68(+18.33%) | 2026-06-30 | |
| DUHP | DIMENSIONAL ETF TRUST | 5.82% | 192.9K | $8.0M | +7.33%(+13.18K) | $37.92(+12.26%) | 2026-06-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 5.76% | 196.0K | $8.0M | +1.20%(+2.31K) | $32.70(+23.57%) | 2026-06-30 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 5.59% | 112.9K | $7.7M | +11.25%(+11.41K) | $69.09(-2.48%) | 2026-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 5.43% | 84.3K | $7.5M | +7.56%(+5.93K) | $81.15(+16.23%) | 2026-06-30 | |
| AVDV | AMERICAN CENTY ETF TR | 2.59% | 34.7K | $3.6M | +1.62%(+553) | $91.75(+21.03%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 2.38% | 74.1K | $3.3M | -6.18%(-4.88K) | $39.11(+17.74%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +8.60% |
| Top 20 Holdings Unweighted | — | — | — | — | +7.99% |
E-Wealth Partners LLC reports $138.34M in US-listed equity holdings across 59 positions in its most recent 13F filing. Its largest disclosed positions are ITOT (24.5%), DGCB (6.9%) and AAPL (6.6%). The top 20 holdings account for 86.49% of reported assets. Its disclosed equity book has returned +8.60% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from E-Wealth Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2129940). View E-Wealth Partners LLC’s 13F filings on SEC