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E-Wealth Partners - Q1 2026 13F Filings

E-

E-Wealth Partners, LLC

CIK: 0002129940
Address: Minnesota Minnetonka 12301 Whitewater Drive Suite 40
$123.83 M
Portfolio Value
56
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 06/11/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. ITOT Ishares Core S&P Total Us Stock Market Etf
+$1.4 M
2. DFAC Dimensional Us Core Equity 2 Etf
+$589,972.49
3. DUHP Dimensional Us High Profitability Etf
+$570,404.36
4. VBR Vanguard Small Cap Value Etf
+$489,034.2
5. DGCB Dimensional Global Credit Etf
+$477,901.26

Top Sells

Q1 2026
1. DFAT Dimensional Us Targeted Value Etf
−$580,458
2. IDEV Ishares Core Msci Dev Mkts
−$324,424.23
3. IBM International Business Machines Corporation
−$243,900
4. VTIP Vanguard Short-Term Tips
−$206,601
5. LLY Eli Lilly And Company
−$203,115

Asset Allocation

Stocks/ETFs
+3.68%
$123.43 M 99.67%
Options
+100.00%
$407,184 0.33%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

E-Wealth Partners Q1 2026 Filing Summary

E-Wealth Partners, LLC filed its 13F report for Q1 2026 on June 11, 2026. The portfolio totaled 123.83 M reflecting a +4.02% change from the prior quarter, spanning 56 assets. The top 10 holdings comprised 70.5% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 2 new positions and 4 complete exits.

Report Type

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for E-Wealth Partners’s Q1 2026 Filing

E-Wealth Partners submitted their Form 13F-HR for the Q1 2026 period on 06/11/2026. This was the only submission for the quarter.

In the Q1 2026 filing, E-Wealth Partners reported a managed portfolio value of 123.83 M, consisting of 56 individual positions.

This page displays the raw filing documents. To see which stocks E-Wealth Partners bought or sold during Q1 2026, please visit E-Wealth Partners's Portfolio Analysis page.