E-Wealth Partners, LLC holds a focused book of 59 reported positions worth $138.3M as of Q2 2026 (disclosed Aug 17, 2026, a ~48-day 13F lag). This quarter they opened Micron Technology Inc and trimmed Apple Inc. Their largest long position is Ishares Core S&P Total U.S. at 24% of the reported non-option book.
E-Wealth Partners, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
15% mapped to company sectors
+5 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as E-Wealth Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 59 | $2.9B |
| BlueSpruce Investments, LP | 8 / 59 | $639.5M |
| Richard Young Associates, Ltd. | 14 / 59 | $143.0M |
| Hoffman, Alan N Investment Management | 7 / 59 | $160.4M |
| Voyager Global Management LP | 6 / 59 | $3.3B |
| Greenbrier Partners Capital Management, LLC | 7 / 59 | $1.2B |
| Verisail Partners, LLC | 13 / 59 | $237.3M |
| Dixon Fnancial Services, Inc. | 18 / 59 | $212.1M |
Ranked by the share of each fund's own book sitting in the names it shares with E-Wealth Partners, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P TTL STK | $33.8M | 206.0K | 24.5% | ▲+6.1% Added · +12K sh | |
| 2 | Dimensional ETF Trust GLOBAL CR ETF | $9.6M | 174.7K | 6.9% | ▲+11% Added · +17K sh | |
| 3 | Apple Inc COM | $9.1M | 31.6K | 6.6% | ▼−9.3% Reduced · −3K sh | |
| 4 | Vanguard Index FDS SM CP VAL ETF | $8.4M | 34.4K | 6.0% | ▲+7.1% Added · +2K sh | |
| 5 | Dimensional ETF Trust US HIGH PROF ETF | $8.0M | 192.9K | 5.8% | ▲+7.3% Added · +13K sh | |
| 6 | Dimensional ETF Trust EMERGING MKTS CO | $8.0M | 196.0K | 5.8% | ▲+1.2% Added · +2K sh | |
| 7 | Vanguard Scottsdale FDS TOTAL WLD BD ETF | $7.7M | 112.9K | 5.6% | ▲+11% Added · +11K sh | |
| 8 | American Centy ETF TR INTL EQT ETF | $7.5M | 84.3K | 5.4% | ▲+7.6% Added · +6K sh | |
| 9 | American Centy ETF TR INTL SMCP VLU | $3.6M | 34.7K | 2.6% | ▲+1.6% Added · +553 sh | |
| 10 | Dimensional ETF Trust US COR EQU 2 ETF | $3.3M | 74.1K | 2.4% | ▼−6.2% Reduced · −5K sh | |
| 11 | Dimensional ETF Trust NATL MUN BD ETF | $3.3M | 67.3K | 2.4% | ▼−31% Reduced · −30K sh | |
| 12 | Dimensional ETF Trust INTL HIGH PROFIT | $2.5M | 72.6K | 1.8% | ▲+7.4% Added · +5K sh | |
| 13 | Dimensional ETF Trust US EQUI MARK ETF | $2.4M | 29.6K | 1.8% | ▲+0.1% Added · +16 sh | |
| 14 | Dimensional ETF Trust DIMENSIONAL US | $2.4M | 36.4K | 1.7% | ▼−4.9% Reduced · −2K sh | |
| 15 | Nvidia Corporation COM | $2.1M | 10.6K | 1.5% | ▼−30% Reduced · −4K sh | |
| 16 | Dimensional ETF Trust INTL CORE EQUITY | $2.0M | 54.6K | 1.5% | ▼−2.5% Reduced · −1K sh | |
| 17 | Dimensional ETF Trust INTL VEC EQU ETF | $1.7M | 23.8K | 1.2% | ▼−3.6% Reduced · −891 sh | |
| 18 | Advanced Micro Devices Inc COM | $1.5M | 2.6K | 1.1% | —Held | |
| 19 | Dimensional ETF Trust SHOR DUR FIX ETF | $1.4M | 29.8K | 1.0% | ▲+12% Added · +3K sh | |
| 20 | Dimensional ETF Trust GLOBAL REAL EST | $1.3M | 46.0K | 1.0% | ▲+8.0% Added · +3K sh | |
| 21 | Ishares TR CORE US AGGBD ET | $1.0M | 10.3K | 0.7% | ▼−2.1% Reduced · −220 sh | |
| 22 | Ea Series Trust BRID OMN SMA ETF | $995K | 34.1K | 0.7% | ▼−13% Reduced · −5K sh | |
| 23 | Dimensional ETF Trust INTL COR FIX ETF | $922K | 17.2K | 0.7% | ▼−2.8% Reduced · −503 sh | |
| 24 | Dimensional ETF Trust US SUSTAINABILTY | $850K | 18.2K | 0.6% | ▲+66% Added · +7K sh | |
| 25 | Global X FDS ARTIFICIAL ETF | $816K | 12.4K | 0.6% | —Held | |
| 26 | Ishares TR CORE MSCI INTL | $805K | 9.0K | 0.6% | ▼−8.8% Reduced · −879 sh | |
| 27 | Taiwan Semiconductor Manufac SPONSORED ADS | $716K | 1.5K | 0.5% | —Held | |
| 28 | Global X FDS NASDAQ 100 COVER | $706K | 38.3K | 0.5% | ▲+3.1% Added · +1K sh | |
| 29 | Alphabet Inc CAP STK CL A | $638K | 1.8K | 0.5% | ▼−6.8% Reduced · −130 sh | |
| 30 | Dimensional ETF Trust EMERGING MKTS HI | $625K | 14.6K | 0.5% | —Held | |
| 31 | Dimensional ETF Trust EMERGING MKTS VA | $597K | 14.0K | 0.4% | —Held | |
| 32 | Dimensional ETF Trust INTERNATNAL VAL | $577K | 10.7K | 0.4% | ▼−8.1% Reduced · −947 sh | |
| 33 | Microsoft Corp COM | $545K | 1.5K | 0.4% | ▼−48% Reduced · −1K sh | |
| 34 | Unitedhealth Group Inc COM | $539K | 1.3K | 0.4% | ▲+4.8% Added · +59 sh | |
| 35 | Exxon Mobil Corp COM | $475K | 3.5K | 0.3% | ▼−1.2% Reduced · −43 sh | |
| 36 | Dimensional ETF Trust US MKTWIDE VALUE | $456K | 8.3K | 0.3% | ▼−1.6% Reduced · −137 sh | |
| 37 | Vanguard Scottsdale FDS INTER TERM TREAS | $409K | 6.9K | 0.3% | ▼−7.1% Reduced · −528 sh | |
| 38 | Dimensional ETF Trust INTERNATIONAL | $392K | 8.7K | 0.3% | ▲+51% Added · +3K sh | |
| 39 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $390K | 5.5K | 0.3% | ▼−31% Reduced · −2K sh | |
| 40 | British Amern Tob PLC SPONSORED ADR | $387K | 6.3K | 0.3% | ▼−0.1% Reduced · −9 sh | |
| 41 | Alphabet Inc CAP STK CL C | $379K | 1.1K | 0.3% | ▼−7.5% Reduced · −87 sh | |
| 42 | Vanguard Index FDS S&P 500 ETF SHS | $375K | 546 | 0.3% | ▼−44% Reduced · −425 sh | |
| 43 | Amazon Com Inc COM | $367K | 1.5K | 0.3% | ▼−31% Reduced · −695 sh | |
| 44 | Walmart Inc COM | $366K | 3.2K | 0.3% | ▼−2.7% Reduced · −89 sh | |
| 45 | Costco Wholesale Corporation COM | $356K | 381 | 0.3% | ▼−3.0% Reduced · −12 sh | |
| 46 | Broadcom Inc COM | $355K | 940 | 0.3% | —Held | |
| 47 | Micron Technology Inc COM | $354K | 307 | 0.3% | ▲New New position | |
| 48 | Wisdomtree TR GLB HIGH DIV FD | $354K | 5.2K | 0.3% | ▲+1.3% Added · +66 sh | |
| 49 | McDonalds Corp COM | $316K | 1.2K | 0.2% | ▲+0.1% Added · +1 sh | |
| 50 | Pacer FDS TR US CASH COWS 100 | $311K | 5.0K | 0.2% | ▼−10% Reduced · −574 sh |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2129940/holdings"
Use Arkolith to show E-Wealth Partners, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.