Filed: 5/13/2026ACC: 0002129940-26-000001
📋 What this filing means
E-WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 57 equity positions with a total reported market value of $119.04M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
57
Positions
$119.04M
Total AUM (reported)
1.65M
Total Shares
Allocation by class
CORE S&P TTL STK$27.39M23.0%
COM$17.12M14.4%
GLOBAL CR ETF$8.08M6.8%
TOTAL WLD BD ETF$6.67M5.6%
SM CP VAL ETF$6.32M5.3%
US HIGH PROFITAB$6.24M5.2%
EMERGING MKTS CO$6.04M5.1%
Portfolio Concentration
Top 3$45.00M37.8%
4–10$39.12M32.9%
11–25$21.83M18.3%
Rest$13.09M11.0%
Top 3 weight
37.8%
Top 10 weight
70.7%
Voting Authority Distribution
Total shares with voting rights: 1.65M
Sole
Full voting authority
1.65M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole57
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings57
Rows:
ISHARES TR
SOLEShares184.23K
TypeSH
Market value$27.39M
23.01%
Sole
184.23K
Shared
0.00
None
0.00
APPLE INC
SOLEShares35.05K
TypeSH
Market value$9.53M
8.00%
Sole
35.05K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares149.05K
TypeSH
Market value$8.08M
6.79%
Sole
149.05K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares97.01K
TypeSH
Market value$6.67M
5.60%
Sole
97.01K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares29.85K
TypeSH
Market value$6.32M
5.31%
Sole
29.85K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares164.21K
TypeSH
Market value$6.24M
5.25%
Sole
164.21K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares182.51K
TypeSH
Market value$6.04M
5.07%
Sole
182.51K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares73.29K
TypeSH
Market value$6.03M
5.07%
Sole
73.29K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares97.11K
TypeSH
Market value$4.68M
3.93%
Sole
97.11K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares33.38K
TypeSH
Market value$3.14M
2.63%
Sole
33.38K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares63.82K
TypeSH
Market value$2.53M
2.12%
Sole
63.82K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares13.18K
TypeSH
Market value$2.46M
2.06%
Sole
13.18K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares28.01K
TypeSH
Market value$2.08M
1.75%
Sole
28.01K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares62.16K
TypeSH
Market value$1.97M
1.65%
Sole
62.16K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares31.34K
TypeSH
Market value$1.87M
1.57%
Sole
31.34K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares48.94K
TypeSH
Market value$1.69M
1.42%
Sole
48.94K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares21.17K
TypeSH
Market value$1.38M
1.16%
Sole
21.17K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares25.34K
TypeSH
Market value$1.22M
1.02%
Sole
25.34K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares13.81K
TypeSH
Market value$1.14M
0.96%
Sole
13.81K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares39.13K
TypeSH
Market value$1.03M
0.87%
Sole
39.13K
Shared
0.00
None
0.00
EA SERIES TRUST
SOLEShares42.41K
TypeSH
Market value$988.1K
0.83%
Sole
42.41K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares9.55K
TypeSH
Market value$954.4K
0.80%
Sole
9.55K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares1.90K
TypeSH
Market value$917.7K
0.77%
Sole
1.90K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares16.32K
TypeSH
Market value$858.8K
0.72%
Sole
16.32K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares15.08K
TypeSH
Market value$752.3K
0.63%
Sole
15.08K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P TTL STK | 184.23K | SH | $27.39M 23.01% | 184.23K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 35.05K | SH | $9.53M 8.00% | 35.05K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CR ETF | 149.05K | SH | $8.08M 6.79% | 149.05K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | TOTAL WLD BD ETF | 97.01K | SH | $6.67M 5.60% | 97.01K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 29.85K | SH | $6.32M 5.31% | 29.85K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 164.21K | SH | $6.24M 5.25% | 164.21K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 182.51K | SH | $6.04M 5.07% | 182.51K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 73.29K | SH | $6.03M 5.07% | 73.29K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | NATL MUN BD ETF | 97.11K | SH | $4.68M 3.93% | 97.11K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 33.38K | SH | $3.14M 2.63% | 33.38K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 63.82K | SH | $2.53M 2.12% | 63.82K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 13.18K | SH | $2.46M 2.06% | 13.18K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 28.01K | SH | $2.08M 1.75% | 28.01K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 62.16K | SH | $1.97M 1.65% | 62.16K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | DIMENSIONAL US | 31.34K | SH | $1.87M 1.57% | 31.34K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 48.94K | SH | $1.69M 1.42% | 48.94K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | DIMENSIONAL INTL | 21.17K | SH | $1.38M 1.16% | 21.17K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 25.34K | SH | $1.22M 1.02% | 25.34K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI INTL | 13.81K | SH | $1.14M 0.96% | 13.81K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 39.13K | SH | $1.03M 0.87% | 39.13K | 0.00 | 0.00 |
EA SERIES TRUSTSOLE | EA BRIDGEWAY OMN | 42.41K | SH | $988.1K 0.83% | 42.41K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 9.55K | SH | $954.4K 0.80% | 9.55K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 1.90K | SH | $917.7K 0.77% | 1.90K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL EX US COR | 16.32K | SH | $858.8K 0.72% | 16.32K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 15.08K | SH | $752.3K 0.63% | 15.08K | 0.00 | 0.00 |
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