E-Wealth Partners, LLC
Portfolio value QoQ: +11.7% 13F does not disclose cash
Top 10 holdings weight71.56%
Top 25 holdings weight89.82%
Positions above 1%19
Effective number of positions11.2
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 4.88% Est. buys $7,973,233 · sells $6,394,117
New positions6
Increased18
Decreased29
Closed2
Portfolio value
$138.3M
Positions
59
As of
June 30, 2026 Data as of Q2 2026
Sector breakdown
Full portfolio 59 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| ITOT | $33,835,083 | 24.46% | 205,972 | $6,192,368 | Up ×2 | ||
| DGCB | $9,550,839 | 6.90% | 174,700 | $1,004,321 | Up ×2 | ||
| AAPL | $9,129,752 | 6.60% | 31,552 | $303,562 | Down ×2 | ||
| VBR | $8,354,913 | 6.04% | 34,384 | $1,380,690 | Up ×2 | ||
| DUHP | $8,049,650 | 5.82% | 192,898 | $1,443,039 | Up ×2 | ||
| DFEM | $7,965,883 | 5.76% | 196,011 | $1,273,682 | Up ×2 | ||
| BNDW | $7,735,174 | 5.59% | 112,873 | $800,420 | Up ×2 | ||
| AVDE | $7,516,843 | 5.43% | 84,270 | $870,170 | Up ×2 | ||
| AVDV | $3,576,187 | 2.59% | 34,703 | $165,970 | Up ×2 | ||
| DFAC | $3,287,741 | 2.38% | 74,115 | $217,840 | Down ×1 | ||
| DFNM | $3,252,727 | 2.35% | 67,295 | $-1,415,486 | Down ×1 | ||
| DIHP | $2,477,024 | 1.79% | 72,587 | $300,045 | Up ×2 | ||
| DFUS | $2,421,346 | 1.75% | 29,550 | $327,121 | Up ×2 | ||
| DXUV | $2,419,869 | 1.75% | 36,389 | $148,070 | Down ×1 | ||
| NVDA | $2,122,271 | 1.53% | 10,607 | $-512,083 | Down ×1 | ||
| DFIC | $2,034,433 | 1.47% | 54,601 | $44,895 | Down ×1 | ||
| DXIV | $1,664,143 | 1.20% | 23,773 | $-1,627 | Down ×1 | ||
| AMD | $1,505,138 | 1.09% | 2,591 | $978,051 | |||
| DFSD | $1,422,907 | 1.03% | 29,799 | $147,659 | Up ×2 | ||
| DFGR | $1,331,469 | 0.96% | 45,960 | $200,655 | Up ×2 | ||
| AGG | $1,018,830 | 0.74% | 10,293 | $-24,773 | Down ×1 | ||
| BSVO | $995,443 | 0.72% | 34,103 | $5,223 | Down ×2 | ||
| DFGX | $921,998 | 0.67% | 17,203 | $-6,669 | Down ×1 | ||
| DFSU | $850,499 | 0.61% | 18,239 | $398,101 | Up ×2 | ||
| AIQ | $816,146 | 0.59% | 12,439 | $235,601 | |||
| IDEV | $805,453 | 0.58% | 9,049 | $-24,244 | Down ×2 | ||
| TSM | $715,877 | 0.52% | 1,499 | $209,290 | |||
| QYLD | $705,994 | 0.51% | 38,307 | $68,611 | Up ×2 | ||
| GOOGL | $638,102 | 0.46% | 1,786 | $87,066 | Down ×1 | ||
| DEHP | $625,383 | 0.45% | 14,622 | $131,306 | |||
| DFEV | $597,339 | 0.43% | 14,000 | $96,419 | |||
| DFIV | $576,603 | 0.42% | 10,674 | $-36,775 | Down ×2 | ||
| MSFT | $545,367 | 0.39% | 1,462 | $-487,439 | Down ×1 | ||
| UNH | $539,130 | 0.39% | 1,297 | $204,026 | Up ×2 | ||
| XOM | $474,714 | 0.34% | 3,472 | $-121,573 | Down ×1 | ||
| DFUV | $456,331 | 0.33% | 8,295 | $47,703 | Down ×1 | ||
| VGIT | $409,088 | 0.30% | 6,936 | $-35,382 | Down ×2 | ||
| DFSI | $392,122 | 0.28% | 8,695 | $147,685 | Up ×2 | ||
| VEA | $390,172 | 0.28% | 5,476 | $-117,954 | Down ×2 | ||
| BTI | $386,741 | 0.28% | 6,262 | $20,070 | Down ×1 | ||
| GOOG | $379,054 | 0.27% | 1,073 | $46,353 | Down ×1 | ||
| VOO | $375,226 | 0.27% | 546 | $-204,929 | Down ×2 | ||
| AMZN | $367,203 | 0.27% | 1,541 | $-98,420 | Down ×1 | ||
| WMT | $366,075 | 0.26% | 3,232 | $-46,678 | Down ×1 | ||
| COST | $356,414 | 0.26% | 381 | $-35,183 | Down ×1 | ||
| AVGO | $355,128 | 0.26% | 940 | $64,194 | |||
| MU | $354,367 | 0.26% | 307 | Up ×1 | |||
| DEW | $353,933 | 0.26% | 5,152 | $16,559 | Up ×2 | ||
| MCD | $316,292 | 0.23% | 1,170 | $-47,009 | Up ×2 | ||
| COWZ | $311,114 | 0.22% | 5,002 | $-37,691 | Down ×2 | ||
| META | $310,273 | 0.22% | 551 | $-110,695 | Down ×1 | ||
| ASX | $288,768 | 0.21% | 6,400 | Up ×1 | |||
| DFSB | $286,296 | 0.21% | 5,494 | Up ×1 | |||
| DFAS | $268,043 | 0.19% | 3,255 | $-17,956 | Down ×1 | ||
| WM | $254,273 | 0.18% | 1,141 | $-19,926 | Down ×1 | ||
| ASML | $240,722 | 0.17% | 121 | Up ×1 | |||
| SHOP | $223,109 | 0.16% | 1,954 | $-9,031 | Down ×1 | ||
| UMC | $219,068 | 0.16% | 8,051 | Up ×1 | |||
| DFAT | $202,016 | 0.15% | 2,890 | ||||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| ITOT | Bought more | +12K | +$6.2M |
| DUHP | Bought more | +13K | +$1.4M |
| DFNM | Trimmed | -30K | -$1.4M |
| VBR | Bought more | +2K | +$1.4M |
| DFEM | Bought more | +2K | +$1.3M |
| DGCB | Bought more | +17K | +$1.0M |
| AMD | Price move only | +0 | +$978K |
| AVDE | Bought more | +6K | +$870K |
| BNDW | Bought more | +11K | +$800K |
| NVDA | Trimmed | -4K | -$512K |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.