E-Wealth Partners, LLC
CIK: 2129940SEC EDGAR →
Portfolio Value
$69.5B
Holdings
55
As of
Q1 2026
New Positions
55
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 157,875 | $8.5B | 12.29% |
| 2 | VANGUARD SCOTTSDALE FDS | 101,459 | $6.9B | 9.97% |
| 3 | DIMENSIONAL ETF TRUST | 193,696 | $6.7B | 9.63% |
| 4 | AMERICAN CENTY ETF TR | 78,344 | $6.6B | 9.56% |
| 5 | DIMENSIONAL ETF TRUST | 179,723 | $6.6B | 9.50% |
| 6 | DIMENSIONAL ETF TRUST | 97,396 | $4.7B | 6.71% |
| 7 | AMERICAN CENTY ETF TR | 34,150 | $3.4B | 4.90% |
| 8 | DIMENSIONAL ETF TRUST | 78,999 | $3.1B | 4.42% |
| 9 | DIMENSIONAL ETF TRUST | 38,278 | $2.3B | 3.27% |
| 10 | DIMENSIONAL ETF TRUST | 67,566 | $2.2B | 3.13% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 34 | $67.9B | 97.6% |
| Unknown | 2 | $1.4B | 2.0% |
| Consumer Cyclical | 4 | $280.1M | 0.4% |
| Technology | 7 | $14.1M | 0.0% |
| Communication Services | 3 | $1.3M | 0.0% |
| Energy | 1 | $1.0M | 0.0% |
| Consumer Defensive | 2 | $804K | 0.0% |
| Healthcare | 1 | $335K | 0.0% |
| Industrials | 1 | $274K | 0.0% |