E-Wealth Partners, LLC
E-Wealth Partners, LLC reported 59 positions worth $138.3M as of June 30, 2026 (13F filed August 17, 2026). Largest holding: ITOT (24.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | ITOT | SH | $33.8M | 24.46% | 205,972 | — | — | |
| ▸ 2 | DGCB | SH | $9.6M | 6.90% | 174,700 | — | — | |
| ▸ 3 | AAPL | SH | $9.1M | 6.60% | 31,552 | — | — | |
| ▸ 4 | VBR | SH | $8.4M | 6.04% | 34,384 | — | — | |
| ▸ 5 | DUHP | SH | $8.0M | 5.82% | 192,898 | — | — | |
| ▸ 6 | DFEM | SH | $8.0M | 5.76% | 196,011 | — | — | |
| ▸ 7 | BNDW | SH | $7.7M | 5.59% | 112,873 | — | — | |
| ▸ 8 | AVDE | SH | $7.5M | 5.43% | 84,270 | — | — | |
| ▸ 9 | AVDV | SH | $3.6M | 2.58% | 34,703 | — | — | |
| ▸ 10 | DFAC | SH | $3.3M | 2.38% | 74,115 | — | — |
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Frequently Asked Questions
What stocks does E-Wealth Partners, LLC hold as of Q2 2026?
E-Wealth Partners, LLC reported 59 positions worth $138.3M in its Q2 2026 13F filing. Largest positions: ITOT (24.5%), DGCB (6.9%), AAPL (6.6%), VBR (6.0%) and DUHP (5.8%).
What did E-Wealth Partners, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did E-Wealth Partners, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.