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Disclosery

13F-HR filed by E-Wealth Partners, LLC

E-Wealth Partners, LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-06-11, with 56 holding rows worth $123,833,549.

Accession
0002129940-26-000002
Filer
CIK 2129940
Filed
2026-06-11
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 56 entries on the cover page, a total value of $123,833,549 stated on the cover page (in dollars after the unit check, H1), rows summing to $123,833,549 with VALUE read as dollars as filed, 13F file number 028-26899. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
iShares Core S&P Total U.S. Stock Market ETF464287150SHS194,079$27,642,715dollars as filed
Apple Inc037833100COM34,778$8,826,190dollars as filed
DIMENSIONAL ETF TRUST25434V567GLOBAL CR ETF157,875$8,546,518dollars as filed
Vanguard Small-Cap Value ETF922908611SHS32,102$6,974,223dollars as filed
Vanguard Total World Bond ETF92206C565SHS101,459$6,934,754dollars as filed
DIMENSIONAL ETF TRUST25434V732EMERGING MKTS CO193,696$6,692,201dollars as filed
Avantis International Equity ETF025072703SHS78,344$6,646,673dollars as filed
DIMENSIONAL ETF TRUST25434V831US HIGH PROF ETF179,723$6,606,611dollars as filed
DIMENSIONAL ETF TRUST25434V849NATL MUN BD ETF97,396$4,668,213dollars as filed
Avantis International Small Cap Val ETF025072802SHS34,150$3,410,217dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 278,999$3,069,901dollars as filed
NVIDIA Corp67066G104COM15,105$2,634,354dollars as filed
Dimensional US Vector Equity ETF25434V559SHS38,278$2,271,799dollars as filed
DIMENSIONAL ETF TRUST25434V765INTL HIGH PROFIT67,566$2,176,979dollars as filed
DIMENSIONAL ETF TRUST25434V401US EQUI MARK ETF29,534$2,094,225dollars as filed
DIMENSIONAL ETF TRUST25434V799INTL CORE EQUITY55,996$1,989,538dollars as filed
Dimensional International Vector Eq ETF25434V542SHS24,664$1,665,770dollars as filed
DIMENSIONAL ETF TRUST25434V864SHOR DUR FIX ETF26,634$1,275,248dollars as filed
Dimensional Global Real Estate ETF25434V658COM42,544$1,130,814dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS10,513$1,043,603dollars as filed
Microsoft Corp594918104COM2,790$1,032,806dollars as filed
EA SERIES TRUST02072L532BRID OMN SMA ETF39,031$990,220dollars as filed
DIMENSIONAL ETF TRUST25434V575INTL COR FIX ETF17,706$928,667dollars as filed
ISHARES TR46435G326CORE MSCI INTL9,928$829,697dollars as filed
GLOBAL X FDS37954Y483NASDAQ 100 COVER37,165$637,383dollars as filed
Dimensional International Value ETF25434V807SHS11,621$613,378dollars as filed
EXXON MOBIL CORP30231G102COM3,515$596,287dollars as filed
GLOBAL X FDS37954Y632ARTIFICIAL ETF12,439$580,545dollars as filed
Vanguard S&P 500 ETF922908363COM971$580,155dollars as filed
Tesla Motors, Inc88160R101COM1,512$562,068dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM1,916$551,036dollars as filed
Advanced Micro Devices,Inc.007903107COM2,591$527,087dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS7,930$508,126dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS1,499$506,587dollars as filed
DIMENSIONAL ETF TRUST25434v740EMERGING MKTS VA14,000$500,920dollars as filed
DIMENSIONAL ETF TRUST25434V757EMERGING MKTS HI14,622$494,077dollars as filed
Amazon.com, Inc023135106COM2,236$465,623dollars as filed
DIMENSIONAL ETF TRUST25434V716US SUSTAINABILTY11,010$452,398dollars as filed
Vanguard Intermediate-Term Treasury ETF92206C706SHS7,464$444,470dollars as filed
META PLATFORMS INC CL A30303M102COM736$420,968dollars as filed
Walmart Inc.931142103COM3,321$412,753dollars as filed
DIMENSIONAL ETF TRUST25434V724US MKTWIDE VALUE8,432$408,628dollars as filed
EXXON MOBIL CORP30231G102COM2,400$407,184dollars as filedput
Costco Wholesale Corporation22160K105COM393$391,597dollars as filed
BRITISH AMERN TOB PLC SPONSORED ADR110448107ADR6,271$366,671dollars as filed
McDonalds Corporation580135101COM1,169$363,301dollars as filed
PACER FDS TR69374H881US CASH COWS 1005,576$348,805dollars as filed
WISDOMTREE TR97717W877GLB HIGH DIV FD5,086$337,374dollars as filed
UnitedHealth Group Inc91324P102COM1,238$335,104dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM1,160$332,701dollars as filed
Broadcom Inc.11135F101COM940$290,934dollars as filed
Dimensional US Small Cap ETF25434V500COM4,021$285,999dollars as filed
NIKE,Inc. Class B654106103COM5,276$278,678dollars as filed
Waste Management, Inc.94106L109COM1,193$274,199dollars as filed
DIMENSIONAL ETF TRUST25434V690INTERNATIONAL5,765$244,437dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS1,957$232,140dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002129940-26-000002this filing2026-06-11acceptance time not in the bulk data set