2026 Q1 Portfolio Activity
In 2026 Q1, E-Wealth Partners, LLC maintained a portfolio of 57 distinct positions.
Position History
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E-Wealth Partners, LLC
AUM $119M
Total Positions
57
Quarter
2026 Q1
Top Holding
ITOT (23.0%)
Top 10 Concentration
70.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 57
E-Wealth Partners, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
ITOT
ISHARES TR
|
ETF | 23.01% | — |
#1
Prev: #—
|
9.5 |
—
|
184,230 | — |
NEW
|
184,230 | $27,393,196 |
$142.06
+13.2%
|
2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | ||
|
AAPL
APPLE INC
|
Technology | 8.00% | — |
#2
Prev: #—
|
8.2 |
—
|
35,046 | — |
NEW
|
35,046 | $9,527,675 |
$253.56
+11.9%
|
2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | ||
|
DGCB
DIMENSIONAL ETF...
|
ETF | 6.79% | — |
#3
Prev: #—
|
7.2 |
—
|
149,047 | — |
NEW
|
149,047 | $8,083,988 |
$53.51
+2.4%
|
2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | ||
|
BNDW
VANGUARD SCOTTS...
|
ETF | 5.60% | — |
#4
Prev: #—
|
6.2 |
—
|
97,013 | — |
NEW
|
97,013 | $6,668,726 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VBR
VANGUARD INDEX ...
|
ETF | 5.31% | — |
#5
Prev: #—
|
6.1 |
—
|
29,851 | — |
NEW
|
29,851 | $6,322,246 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
DUHP
DIMENSIONAL ETF...
|
ETF | 5.25% | — |
#6
Prev: #—
|
5.6 |
—
|
164,206 | — |
NEW
|
164,206 | $6,244,766 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
DFEM
DIMENSIONAL ETF...
|
ETF | 5.07% | — |
#7
Prev: #—
|
5.5 |
—
|
182,507 | — |
NEW
|
182,507 | $6,037,333 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
AVDE
AMERICAN CENTY ...
|
Bond/Debt | 5.07% | — |
#8
Prev: #—
|
5.5 |
—
|
73,288 | — |
NEW
|
73,288 | $6,033,095 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
DFNM
DIMENSIONAL ETF...
|
ETF | 3.93% | — |
#9
Prev: #—
|
5.1 |
—
|
97,114 | — |
NEW
|
97,114 | $4,678,005 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
AVDV
AMERICAN CENTY ...
|
Bond/Debt | 2.63% | — |
#10
Prev: #—
|
4.6 |
—
|
33,380 | — |
NEW
|
33,380 | $3,136,707 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
DFAC
DIMENSIONAL ETF...
|
ETF | 2.12% | — |
#11
Prev: #—
|
4.3 |
—
|
63,817 | — |
NEW
|
63,817 | $2,526,515 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 2.06% | — |
#12
Prev: #—
|
4.3 |
—
|
13,181 | — |
NEW
|
13,181 | $2,458,173 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
DFUS
DIMENSIONAL ETF...
|
ETF | 1.75% | — |
#13
Prev: #—
|
4.2 |
—
|
28,012 | — |
NEW
|
28,012 | $2,077,631 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
DIHP
DIMENSIONAL ETF...
|
Bond/Debt | 1.65% | — |
#14
Prev: #—
|
4.2 |
—
|
62,156 | — |
NEW
|
62,156 | $1,968,172 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
DXUV
DIMENSIONAL ETF...
|
ETF | 1.57% | — |
#15
Prev: #—
|
4.1 |
—
|
31,339 | — |
NEW
|
31,339 | $1,873,445 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
DFIC
DIMENSIONAL ETF...
|
Bond/Debt | 1.42% | — |
#16
Prev: #—
|
4.1 |
—
|
48,944 | — |
NEW
|
48,944 | $1,686,610 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
DXIV
DIMENSIONAL ETF...
|
Bond/Debt | 1.16% | — |
#17
Prev: #—
|
4.0 |
—
|
21,171 | — |
NEW
|
21,171 | $1,377,597 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
DFSD
DIMENSIONAL ETF...
|
ETF | 1.02% | — |
#18
Prev: #—
|
3.9 |
—
|
25,345 | — |
NEW
|
25,345 | $1,215,291 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IDEV
ISHARES TR
|
Bond/Debt | 0.96% | — |
#19
Prev: #—
|
3.9 |
—
|
13,810 | — |
NEW
|
13,810 | $1,139,052 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
DFGR
DIMENSIONAL ETF...
|
ETF | 0.87% | — |
#20
Prev: #—
|
3.8 |
—
|
39,134 | — |
NEW
|
39,134 | $1,033,920 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
BSVO
EA SERIES TRUST
|
Unknown | 0.83% | — |
#21
Prev: #—
|
3.8 |
—
|
42,407 | — |
NEW
|
42,407 | $988,073 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
AGG
ISHARES TR
|
ETF | 0.80% | — |
#22
Prev: #—
|
3.8 |
—
|
9,555 | — |
NEW
|
9,555 | $954,387 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.77% | — |
#23
Prev: #—
|
3.8 |
—
|
1,897 | — |
NEW
|
1,897 | $917,658 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
DFGX
DIMENSIONAL ETF...
|
ETF | 0.72% | — |
#24
Prev: #—
|
3.8 |
—
|
16,316 | — |
NEW
|
16,316 | $858,771 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
DFIV
DIMENSIONAL ETF...
|
Bond/Debt | 0.63% | — |
#25
Prev: #—
|
3.8 |
—
|
15,076 | — |
NEW
|
15,076 | $752,272 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.56% | — |
#26
Prev: #—
|
3.7 |
—
|
1,489 | — |
NEW
|
1,489 | $669,814 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
QYLD
GLOBAL X FDS
|
ETF | 0.54% | — |
#27
Prev: #—
|
3.7 |
—
|
36,067 | — |
NEW
|
36,067 | $637,298 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
AIQ
GLOBAL X FDS
|
ETF | 0.53% | — |
#28
Prev: #—
|
3.7 |
—
|
12,429 | — |
NEW
|
12,429 | $632,124 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.52% | — |
#29
Prev: #—
|
3.7 |
—
|
991 | — |
NEW
|
991 | $621,333 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
DFAT
DIMENSIONAL ETF...
|
ETF | 0.49% | — |
#30
Prev: #—
|
3.7 |
—
|
9,749 | — |
NEW
|
9,749 | $580,458 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.47% | — |
#31
Prev: #—
|
3.7 |
—
|
1,800 | — |
NEW
|
1,800 | $563,437 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.46% | — |
#32
Prev: #—
|
3.7 |
—
|
2,551 | — |
NEW
|
2,551 | $546,322 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.43% | — |
#33
Prev: #—
|
3.7 |
—
|
2,211 | — |
NEW
|
2,211 | $510,343 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.43% | — |
#34
Prev: #—
|
3.7 |
—
|
8,154 | — |
NEW
|
8,154 | $509,376 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VGIT
VANGUARD SCOTTS...
|
Bond/Debt | 0.42% | — |
#35
Prev: #—
|
3.7 |
—
|
8,262 | — |
NEW
|
8,262 | $495,113 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
DFSU
DIMENSIONAL ETF...
|
ETF | 0.40% | — |
#36
Prev: #—
|
3.7 |
—
|
10,991 | — |
NEW
|
10,991 | $477,341 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 0.38% | — |
#37
Prev: #—
|
3.7 |
—
|
1,499 | — |
NEW
|
1,499 | $455,531 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
DEHP
DIMENSIONAL ETF...
|
ETF | 0.34% | — |
#38
Prev: #—
|
3.6 |
—
|
12,570 | — |
NEW
|
12,570 | $405,383 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 0.34% | — |
#39
Prev: #—
|
3.6 |
—
|
1,228 | — |
NEW
|
1,228 | $405,368 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.34% | — |
#40
Prev: #—
|
3.6 |
—
|
3,367 | — |
NEW
|
3,367 | $405,226 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
DFEV
DIMENSIONAL ETF...
|
ETF | 0.34% | — |
#41
Prev: #—
|
3.6 |
—
|
11,843 | — |
NEW
|
11,843 | $399,583 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
DFUV
DIMENSIONAL ETF...
|
ETF | 0.33% | — |
#42
Prev: #—
|
3.6 |
—
|
8,406 | — |
NEW
|
8,406 | $391,627 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.31% | — |
#43
Prev: #—
|
3.6 |
—
|
564 | — |
NEW
|
564 | $372,322 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
MCD
MCDONALDS CORP
|
Consumer Cyclical | 0.30% | — |
#44
Prev: #—
|
3.6 |
—
|
1,155 | — |
NEW
|
1,155 | $352,928 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.30% | — |
#45
Prev: #—
|
3.6 |
—
|
3,155 | — |
NEW
|
3,155 | $351,496 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
BTI
BRITISH AMERN T...
|
Consumer Defensive | 0.29% | — |
#46
Prev: #—
|
3.6 |
—
|
6,068 | — |
NEW
|
6,068 | $343,543 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
COWZ
PACER FDS TR
|
ETF | 0.29% | — |
#47
Prev: #—
|
3.6 |
—
|
5,705 | — |
NEW
|
5,705 | $343,241 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.29% | — |
#48
Prev: #—
|
3.6 |
—
|
1,085 | — |
NEW
|
1,085 | $340,473 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SHOP
SHOPIFY INC
|
Technology | 0.26% | — |
#49
Prev: #—
|
3.6 |
—
|
1,957 | — |
NEW
|
1,957 | $315,020 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
DEW
WISDOMTREE TR
|
Unknown | 0.26% | — |
#50
Prev: #—
|
3.6 |
—
|
5,066 | — |
NEW
|
5,066 | $311,995 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 |
Showing 1-50 of 57 holdings