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CIK: 0002129940
Total reported value
$138.3M
$138.3M
57 檔
41.9%
At the close of Q4 2025, E-Wealth Partners, LLC disclosed equity holdings valued at approximately $138.3M, spread across 57 reported holdings.
During Q4 2025, E-Wealth Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including ITOT, AAPL, DGCB) accounted for 41.9% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 23.01% | +1.45% | — | |
| 2 | AAPL | Apple Inc | Stock-Tech | 8.00% | -1.40% | — | |
| 3 | DGCB | Dimensional Global Credit | ETF-Other | 6.79% | +0.11% | — | |
| 4 | BNDW | Vanguard Total World Bond Et | ETF-Other | 5.60% | -0.01% | — | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 5.31% | +0.73% | — | |
| 6 | DUHP | Dimensional US High Profi Et | ETF-Other | 5.25% | +0.57% | — | |
| 7 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 5.07% | +0.69% | — | |
| 8 | AVDE | Avantis International Equity | ETF-Other | 5.07% | +0.36% | — | |
| 9 | DFNM | Dimensional National Muni Bd | ETF-Other | 3.93% | -1.58% | — | |
| 10 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 2.63% | -0.05% | — | |
| 11 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.12% | +0.26% | — | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 2.06% | -0.53% | — | |
| 13 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.75% | — | — | |
| 14 | DIHP | Dimensional International Hi | ETF-Other | 1.65% | +0.14% | — | |
| 15 | DXUV | Dimensional US Vtor Eqty ETF | ETF-Other | 1.57% | +0.18% | — | |
| 16 | DFIC | Dimensional International Co | ETF-Other | 1.42% | +0.05% | — | |
| 17 | DXIV | Dimensional Intr Vtor E ETF | ETF-Other | 1.16% | +0.04% | — | |
| 18 | DFSD | Dimensional Short Duration | ETF-Other | 1.02% | +0.01% | — | |
| 19 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.96% | -0.38% | — | |
| 20 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.87% | +0.09% | — | |
| 21 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 0.83% | -0.11% | — | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.80% | -0.06% | — | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.77% | -0.38% | — | |
| 24 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 0.72% | -0.05% | — | |
| 25 | DFIV | Dimensional International Va | ETF-Other | 0.63% | -0.21% | — | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.56% | -0.56% | EXIT | |
| 27 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 0.54% | -0.03% | — | |
| 28 | AIQ | Global X Art Intel & Tech | ETF-Tech | 0.53% | +0.06% | — | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.52% | -0.25% | — | |
| 30 | DFAT | Dimensional US Target Value | ETF-Other | 0.49% | -0.34% | — | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.47% | -0.01% | — | |
| 32 | AMD | Advanced Micro Devices | Stock-Tech | 0.46% | +0.63% | — | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.43% | -0.16% | — | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.43% | -0.15% | — | |
| 35 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.42% | -0.12% | — | |
| 36 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.40% | +0.21% | — | |
| 37 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.38% | +0.14% | — | |
| 38 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 0.34% | +0.11% | — | |
| 39 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.34% | +0.05% | — | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.34% | — | — | |
| 41 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.34% | +0.09% | — | |
| 42 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.33% | — | — | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.31% | -0.09% | — | |
| 44 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.30% | -0.07% | — | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.30% | -0.04% | — | |
| 46 | BTI | British American Tob-sp Adr | Stock-Consumer Staples | 0.29% | -0.01% | — | |
| 47 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.29% | -0.07% | — | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.29% | -0.02% | — | |
| 49 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.26% | -0.10% | — | |
| 50 | DEW | Wisdomtree Global High Divid | ETF-Other | 0.26% | — | — |
According to official SEC Form 13F filings, E-Wealth Partners, LLC reported a total U.S. public equity portfolio value of $138.3M across 57 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q4 2025, E-Wealth Partners, LLC's top holdings by market value included ITOT (23.0%)、AAPL (8.0%)、DGCB (6.8%). The largest single position, ITOT, represented 23.0% of total portfolio value.
In Q4 2025, E-Wealth Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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