E-Wealth Partners
E-Wealth Partners reported 59 stocks worth $138M in its 13F filing for Q2 2026, filed Aug 17, 2026. Its largest holdings are ITOT (24.5%), DGCB (6.9%) and AAPL (6.6%). Compared with Q1 2026, the fund opened new positions in MU, ASX and DFSB, added to ITOT, DGCB and VBR, trimmed AAPL, DFNM and NVDA and sold out of TSLA and NKE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  ITOT Ishares TR | $33.8M | 24.5% | 206K | +12K (+6%) | 3 of 3 | |
| 2 |  DGCB Dimensional Global | $9.6M | 6.9% | 175K | +17K (+11%) | 3 of 3 | |
| 3 |  AAPL Apple Inc | $9.1M | 6.6% | 32K | −3,226 (−9%) | 3 of 3 | |
| 4 |  VBR Vanguard Index Fds | $8.4M | 6.0% | 34K | +2,282 (+7%) | 3 of 3 | |
| 5 | DIMENSIONAL ETF TRUST | $8M | 5.8% | 193K | +13K (+7%) | 3 of 3 | |
| 6 |  DFEM Dimensional ETF Trust | $8M | 5.8% | 196K | +2,315 (+1%) | 3 of 3 | |
| 7 |  BNDW Vanguard Scottsdale Fds | $7.7M | 5.6% | 113K | +11K (+11%) | 3 of 3 | |
| 8 |  AVDE American Centy ETF TR | $7.5M | 5.4% | 84K | +5,926 (+8%) | 3 of 3 | |
| 9 |  AVDV Avantis International Small Cap Value ETF | $3.6M | 2.6% | 35K | +553 (+2%) | 3 of 3 | |
| 10 | DIMENSIONAL ETF TRUST | $3.3M | 2.4% | 74K | −4,884 (−6%) | 3 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 17, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →E-Wealth Partners 13F FAQ
What does E-Wealth Partners own?
E-Wealth Partners reported 59 stocks worth $138M in its 13F filing for Q2 2026, filed Aug 17, 2026. Its largest holdings are ITOT (24.5%), DGCB (6.9%) and AAPL (6.6%). The table above lists every position in the filing (the top 10 without an account).
What did E-Wealth Partners buy and sell in Q2 2026?
Compared with Q1 2026: 6 new positions, 16 added to, 29 trimmed and 2 sold out. New positions include MU, ASX and DFSB. It sold all of TSLA and NKE.
When will E-Wealth Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is E-Wealth Partners's portfolio worth?
The Q2 2026 filing reports $138M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.