E-Wealth Partners, LLC: 13F holdings
CIK 21299402026Q2
| Positions | 59 |
|---|
| Reported value | $138.3m |
|---|
| Filed | 2026-08-17 |
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Change since last quarter
| Positions | 59 (+4 vs prior quarter) |
|---|
| Reported value | $138.3m (+11.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| ITOT ISHARES TR | 205,972 | $33.8m | 24.5% |
| DGCB DIMENSIONAL ETF TRUST | 174,700 | $9.6m | 6.9% |
| AAPL APPLE INC | 31,552 | $9.1m | 6.6% |
| VBR VANGUARD INDEX FDS | 34,384 | $8.4m | 6.0% |
| DIMENSIONAL ETF TRUST | 192,898 | $8.0m | 5.8% |
| DFEM DIMENSIONAL ETF TRUST | 196,011 | $8.0m | 5.8% |
| BNDW VANGUARD SCOTTSDALE FDS | 112,873 | $7.7m | 5.6% |
| AVDE AMERICAN CENTY ETF TR | 84,270 | $7.5m | 5.4% |
| AVDV AMERICAN CENTY ETF TR | 34,703 | $3.6m | 2.6% |
| DIMENSIONAL ETF TRUST | 74,115 | $3.3m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2129940")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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