E-Wealth Partners, LLC
CIK 2129940
13F portfolio (2025-Q4)
$119M
Positions
57
As reported on this filer's Form 13F for 2025-Q4, filed 2026-05-13. Long positions in SEC Section 13(f) securities; a lagged quarterly snapshot, filed up to 45 days after quarter-end.
| 1 | ITOT | ISHARES TR |
| 2 | AAPL | APPLE INC |
| 3 | DGCB | DIMENSIONAL ETF TRUST |
| 4 | BNDW | VANGUARD SCOTTSDALE FDS |
| 5 | VBR | VANGUARD INDEX FDS |
Top holdings — weights and history with Pro
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