E-Wealth Partners, LLC - Portfolio overview

E-Wealth Partners, LLC has 57 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. ITOT - ISHARES TR, 23.01%
2. AAPL - APPLE INC, 8.00%
3. DGCB - DIMENSIONAL ETF TRUST, 6.79%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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