Filed: 6/11/2026ACC: 0002129940-26-000002
📋 What this filing means
E-WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 55 equity positions with a total reported market value of $123.83M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
55
Positions
$123.83M
Total AUM (reported)
1.75M
Total Shares
Allocation by class
CORE S&P TTL STK$27.64M22.3%
COM$17.12M13.8%
GLOBAL CR ETF$8.55M6.9%
SM CP VAL ETF$6.97M5.6%
TOTAL WLD BD ETF$6.93M5.6%
EMERGING MKTS CO$6.69M5.4%
INTL EQT ETF$6.65M5.4%
Portfolio Concentration
Top 3$45.02M36.4%
4–10$41.93M33.9%
11–25$24.14M19.5%
Rest$12.75M10.3%
Top 3 weight
36.4%
Top 10 weight
70.2%
Voting Authority Distribution
Total shares with voting rights: 1.75M
Sole
Full voting authority
1.75M
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)
Sole55
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings55
Rows:
ISHARES TR
SOLEShares194.08K
TypeSH
Market value$27.64M
22.32%
Sole
194.08K
Shared
0.00
None
0.00
APPLE INC
SOLEShares34.78K
TypeSH
Market value$8.83M
7.13%
Sole
34.78K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares157.88K
TypeSH
Market value$8.55M
6.90%
Sole
157.88K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares32.10K
TypeSH
Market value$6.97M
5.63%
Sole
32.10K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares101.46K
TypeSH
Market value$6.93M
5.60%
Sole
101.46K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares193.70K
TypeSH
Market value$6.69M
5.40%
Sole
193.70K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares78.34K
TypeSH
Market value$6.65M
5.37%
Sole
78.34K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares179.72K
TypeSH
Market value$6.61M
5.34%
Sole
179.72K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares97.40K
TypeSH
Market value$4.67M
3.77%
Sole
97.40K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares34.15K
TypeSH
Market value$3.41M
2.75%
Sole
34.15K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares79K
TypeSH
Market value$3.07M
2.48%
Sole
79K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares15.11K
TypeSH
Market value$2.63M
2.13%
Sole
15.11K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares38.28K
TypeSH
Market value$2.27M
1.83%
Sole
38.28K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares67.57K
TypeSH
Market value$2.18M
1.76%
Sole
67.57K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares29.53K
TypeSH
Market value$2.09M
1.69%
Sole
29.53K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares56K
TypeSH
Market value$1.99M
1.61%
Sole
56K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares24.66K
TypeSH
Market value$1.67M
1.35%
Sole
24.66K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares26.63K
TypeSH
Market value$1.28M
1.03%
Sole
26.63K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares42.54K
TypeSH
Market value$1.13M
0.91%
Sole
42.54K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares10.51K
TypeSH
Market value$1.04M
0.84%
Sole
10.51K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares2.79K
TypeSH
Market value$1.03M
0.83%
Sole
2.79K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares5.92K
TypeSH
Market value$1.00M
0.81%
Sole
5.92K
Shared
0.00
None
0.00
EA SERIES TRUST
SOLEShares39.03K
TypeSH
Market value$990.2K
0.80%
Sole
39.03K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares17.71K
TypeSH
Market value$928.7K
0.75%
Sole
17.71K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares9.93K
TypeSH
Market value$829.7K
0.67%
Sole
9.93K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P TTL STK | 194.08K | SH | $27.64M 22.32% | 194.08K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 34.78K | SH | $8.83M 7.13% | 34.78K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CR ETF | 157.88K | SH | $8.55M 6.90% | 157.88K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 32.10K | SH | $6.97M 5.63% | 32.10K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | TOTAL WLD BD ETF | 101.46K | SH | $6.93M 5.60% | 101.46K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 193.70K | SH | $6.69M 5.40% | 193.70K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 78.34K | SH | $6.65M 5.37% | 78.34K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 179.72K | SH | $6.61M 5.34% | 179.72K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | NATL MUN BD ETF | 97.40K | SH | $4.67M 3.77% | 97.40K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 34.15K | SH | $3.41M 2.75% | 34.15K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 79K | SH | $3.07M 2.48% | 79K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 15.11K | SH | $2.63M 2.13% | 15.11K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | DIMENSIONAL US | 38.28K | SH | $2.27M 1.83% | 38.28K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 67.57K | SH | $2.18M 1.76% | 67.57K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 29.53K | SH | $2.09M 1.69% | 29.53K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 56K | SH | $1.99M 1.61% | 56K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | DIMENSIONAL INTL | 24.66K | SH | $1.67M 1.35% | 24.66K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 26.63K | SH | $1.28M 1.03% | 26.63K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 42.54K | SH | $1.13M 0.91% | 42.54K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 10.51K | SH | $1.04M 0.84% | 10.51K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 2.79K | SH | $1.03M 0.83% | 2.79K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 5.92K | SH | $1.00M 0.81% | 5.92K | 0.00 | 0.00 |
EA SERIES TRUSTSOLE | EA BRIDGEWAY OMN | 39.03K | SH | $990.2K 0.80% | 39.03K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | DIMENSIONAL INTE | 17.71K | SH | $928.7K 0.75% | 17.71K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI INTL | 9.93K | SH | $829.7K 0.67% | 9.93K | 0.00 | 0.00 |
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