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The Analysis of E-Wealth Partners, LLC's Holdings & P&L

Currently, E-Wealth Partners, LLC holds 55 types of securities in its portfolio with a total value $123.4M. In the most recent quarter, they have increased their positions in ITOT (+9.8K shares, valued at $1.4M), DFAC (+15.2K shares, valued at $590.0K), DUHP (+15.5K shares, valued at $570.4K); decreased their positions in IDEV (-3.9K shares, valued at $324.4K), DFIV (-3.5K shares, valued at $182.4K), BSVO (-3.4K shares, valued at $85.6K); initiated new positions in COST (+393 shares, valued at $391.6K), NKE (+5.3K shares, valued at $278.7K).

1M P&L

+1.8M+1.32%

3M P&L

+9.8M+7.80%

HY P&L

+10.1M+8.00%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A103.4M

85.0%

2Consumer Electronics8.8M

7.3%

3Semiconductors3.7M

3.0%

Top Industries by Stock Count

1N/A34 stocks

66.7%

2Semiconductors3 stocks

5.9%

3Discount Stores2 stocks

3.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ITOT ISHARES TR194.1K shares5.35%2026-03-312026-06-11

AAPL APPLE INC34.8K shares-0.76%2026-03-312026-06-11

DGCB DIMENSIONAL ETF TRUST157.9K shares5.92%2026-03-312026-06-11

VBR VANGUARD INDEX FDS32.1K shares7.54%2026-03-312026-06-11

BNDW VANGUARD SCOTTSDALE FDS101.5K shares4.58%2026-03-312026-06-11

DFEM DIMENSIONAL ETF TRUST193.7K shares6.13%2026-03-312026-06-11

AVDE AMERICAN CENTY ETF TR78.3K shares6.90%2026-03-312026-06-11

DUHP DIMENSIONAL ETF TRUST179.7K shares9.45%2026-03-312026-06-11

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DFNM DIMENSIONAL ETF TRUST97.4K shares0.29%2026-03-312026-06-11

AVDV AMERICAN CENTY ETF TR34.1K shares2.31%2026-03-312026-06-11

DFAC DIMENSIONAL ETF TRUST79.0K shares23.79%2026-03-312026-06-11

NVDA NVIDIA CORPORATION15.1K shares14.60%2026-03-312026-06-11

DXUV DIMENSIONAL ETF TRUST38.3K shares22.14%2026-03-312026-06-11

DIHP DIMENSIONAL ETF TRUST67.6K shares8.70%2026-03-312026-06-11

DFUS DIMENSIONAL ETF TRUST29.5K shares5.43%2026-03-312026-06-11

DFIC DIMENSIONAL ETF TRUST56.0K shares14.41%2026-03-312026-06-11

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DXIV DIMENSIONAL ETF TRUST24.7K shares16.50%2026-03-312026-06-11

DFSD DIMENSIONAL ETF TRUST26.6K shares5.09%2026-03-312026-06-11

DFGR DIMENSIONAL ETF TRUST42.5K shares8.71%2026-03-312026-06-11

AGG ISHARES TR10.5K shares10.03%2026-03-312026-06-11

MSFT MICROSOFT CORP2.8K shares47.07%2026-03-312026-06-11

BSVO EA SERIES TRUST39.0K shares-7.96%2026-03-312026-06-11

DFGX DIMENSIONAL ETF TRUST17.7K shares8.52%2026-03-312026-06-11

IDEV ISHARES TR9.9K shares-28.11%2026-03-312026-06-11

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QYLD GLOBAL X FDS37.2K shares3.04%2026-03-312026-06-11

DFIV DIMENSIONAL ETF TRUST11.6K shares-22.92%2026-03-312026-06-11

XOM EXXON MOBIL CORP3.5K shares4.40%2026-03-312026-06-11

AIQ GLOBAL X FDS12.4K shares0.08%2026-03-312026-06-11

VANGUARD INDEX FDS VANGUARD INDEX FDS971 shares-2.02%2026-03-312026-06-11

TSLA TESLA INC1.5K shares1.54%2026-03-312026-06-11

ALPHABET INC ALPHABET INC1.9K shares6.44%2026-03-312026-06-11

AMD ADVANCED MICRO DEVICES INC2.6K shares1.57%2026-03-312026-06-11

Sponsored

VEA VANGUARD TAX-MANAGED FDS7.9K shares-2.75%2026-03-312026-06-11

TSM TAIWAN SEMICONDUCTOR MANUFAC1.5K shares0.00%2026-03-312026-06-11

DFEV DIMENSIONAL ETF TRUST14.0K shares18.21%2026-03-312026-06-11

DEHP DIMENSIONAL ETF TRUST14.6K shares16.32%2026-03-312026-06-11

AMZN AMAZON COM INC2.2K shares1.13%2026-03-312026-06-11

DFSU DIMENSIONAL ETF TRUST11.0K shares0.17%2026-03-312026-06-11

VGIT VANGUARD SCOTTSDALE FDS7.5K shares-9.66%2026-03-312026-06-11

META META PLATFORMS INC736 shares30.50%2026-03-312026-06-11

Sponsored

WMT WALMART INC3.3K shares5.26%2026-03-312026-06-11

DFUV DIMENSIONAL ETF TRUST8.4K shares0.31%2026-03-312026-06-11

COST COSTCO WHOLESALE CORPORATION393 sharesnew addition2026-03-312026-06-11

BTI BRITISH AMERN TOB PLC6.3K shares3.35%2026-03-312026-06-11

MCD MCDONALDS CORP1.2K shares1.21%2026-03-312026-06-11

COWZ PACER FDS TR5.6K shares-2.26%2026-03-312026-06-11

DEW WISDOMTREE TR5.1K shares0.39%2026-03-312026-06-11

UNH UNITEDHEALTH GROUP INC1.2K shares0.81%2026-03-312026-06-11

Sponsored

ALPHABET INC ALPHABET INC1.2K shares6.91%2026-03-312026-06-11

BROADCOM INC BROADCOM INC940 shares16.92%2026-03-312026-06-11

DFAS DIMENSIONAL ETF TRUST4.0K shares23.65%2026-03-312026-06-11

NKE NIKE INC5.3K sharesnew addition2026-03-312026-06-11

WM WASTE MGMT INC DEL1.2K shares5.20%2026-03-312026-06-11

DFSI DIMENSIONAL ETF TRUST5.8K shares0.03%2026-03-312026-06-11

SHOP SHOPIFY INC2.0K shares0.00%2026-03-312026-06-11

ITOT

ISHARES TR

5.35%

Shares194.1K

Event2026-03-31

Filed2026-06-11

AAPL

APPLE INC

-0.76%

Shares34.8K

Event2026-03-31

Filed2026-06-11

DGCB

DIMENSIONAL ETF TRUST

5.92%

Shares157.9K

Event2026-03-31

Filed2026-06-11

VBR

VANGUARD INDEX FDS

7.54%

Shares32.1K

Event2026-03-31

Filed2026-06-11

BNDW

VANGUARD SCOTTSDALE FDS

4.58%

Shares101.5K

Event2026-03-31

Filed2026-06-11

DFEM

DIMENSIONAL ETF TRUST

6.13%

Shares193.7K

Event2026-03-31

Filed2026-06-11

AVDE

AMERICAN CENTY ETF TR

6.90%

Shares78.3K

Event2026-03-31

Filed2026-06-11

DUHP

DIMENSIONAL ETF TRUST

9.45%

Shares179.7K

Event2026-03-31

Filed2026-06-11

DFNM

DIMENSIONAL ETF TRUST

0.29%

Shares97.4K

Event2026-03-31

Filed2026-06-11

AVDV

AMERICAN CENTY ETF TR

2.31%

Shares34.1K

Event2026-03-31

Filed2026-06-11

DFAC

DIMENSIONAL ETF TRUST

23.79%

Shares79.0K

Event2026-03-31

Filed2026-06-11

NVDA

NVIDIA CORPORATION

14.60%

Shares15.1K

Event2026-03-31

Filed2026-06-11

DXUV

DIMENSIONAL ETF TRUST

22.14%

Shares38.3K

Event2026-03-31

Filed2026-06-11

DIHP

DIMENSIONAL ETF TRUST

8.70%

Shares67.6K

Event2026-03-31

Filed2026-06-11

DFUS

DIMENSIONAL ETF TRUST

5.43%

Shares29.5K

Event2026-03-31

Filed2026-06-11

DFIC

DIMENSIONAL ETF TRUST

14.41%

Shares56.0K

Event2026-03-31

Filed2026-06-11

DXIV

DIMENSIONAL ETF TRUST

16.50%

Shares24.7K

Event2026-03-31

Filed2026-06-11

DFSD

DIMENSIONAL ETF TRUST

5.09%

Shares26.6K

Event2026-03-31

Filed2026-06-11

DFGR

DIMENSIONAL ETF TRUST

8.71%

Shares42.5K

Event2026-03-31

Filed2026-06-11

AGG

ISHARES TR

10.03%

Shares10.5K

Event2026-03-31

Filed2026-06-11

MSFT

MICROSOFT CORP

47.07%

Shares2.8K

Event2026-03-31

Filed2026-06-11

BSVO

EA SERIES TRUST

-7.96%

Shares39.0K

Event2026-03-31

Filed2026-06-11

DFGX

DIMENSIONAL ETF TRUST

8.52%

Shares17.7K

Event2026-03-31

Filed2026-06-11

IDEV

ISHARES TR

-28.11%

Shares9.9K

Event2026-03-31

Filed2026-06-11

QYLD

GLOBAL X FDS

3.04%

Shares37.2K

Event2026-03-31

Filed2026-06-11

DFIV

DIMENSIONAL ETF TRUST

-22.92%

Shares11.6K

Event2026-03-31

Filed2026-06-11

XOM

EXXON MOBIL CORP

4.40%

Shares3.5K

Event2026-03-31

Filed2026-06-11

AIQ

GLOBAL X FDS

0.08%

Shares12.4K

Event2026-03-31

Filed2026-06-11

VANGUARD INDEX FDS

-2.02%

Shares971

Event2026-03-31

Filed2026-06-11

TSLA

TESLA INC

1.54%

Shares1.5K

Event2026-03-31

Filed2026-06-11

ALPHABET INC

6.44%

Shares1.9K

Event2026-03-31

Filed2026-06-11

AMD

ADVANCED MICRO DEVICES INC

1.57%

Shares2.6K

Event2026-03-31

Filed2026-06-11

VEA

VANGUARD TAX-MANAGED FDS

-2.75%

Shares7.9K

Event2026-03-31

Filed2026-06-11

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-06-11

DFEV

DIMENSIONAL ETF TRUST

18.21%

Shares14.0K

Event2026-03-31

Filed2026-06-11

DEHP

DIMENSIONAL ETF TRUST

16.32%

Shares14.6K

Event2026-03-31

Filed2026-06-11

AMZN

AMAZON COM INC

1.13%

Shares2.2K

Event2026-03-31

Filed2026-06-11

DFSU

DIMENSIONAL ETF TRUST

0.17%

Shares11.0K

Event2026-03-31

Filed2026-06-11

VGIT

VANGUARD SCOTTSDALE FDS

-9.66%

Shares7.5K

Event2026-03-31

Filed2026-06-11