E-Wealth Partners, LLC

CIK

2129940

Location

MINNETONKA, MN

Portfolio Value

Micro $19,475,626

Diversification

Moderately concentrated

Filing Date

Global Rank

#7,383 / 8,232 ▲ 239

Top Industry

Consumer Electronics 45.3%

3Y Alpha vs SPY

+16.3%

Period ended 2 months ago

Filed Jun 11, 2026 · 3d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+13.4%

SPY

+9.1%

Annualised alpha

+16.3%

Max drawdown

−10.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

19 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

45.3%

−4.4 pts

Top 5

72.2%

−1.6 pts

Top 10

84.9%

−1.0 pts

HHI

2,359

Moderately concentrated−373

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	72.1%	$14,050,146	7
Consumer Cyclical	8.6%	$1,669,768	4
Consumer Defensive	6.0%	$1,170,994	3
Energy	5.2%	$1,003,538	1
Communication Services	5.0%	$972,051	2
Healthcare	1.7%	$334,990	1
Industrials	1.4%	$274,139	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

14 positions

Ticker	Company	Δ Shares	Shares	Value
XOM	Exxon Mobil Corp	+2,548	5,915	$1,003,538
NVDA	Nvidia Corp	+1,924	15,105	$2,634,312
MSFT	Microsoft Corp	+893	2,790	$1,032,774
BTI	British American Tobacco p.l.c.	+203	6,271	$366,665
META	Meta Platforms, Inc.	+172	736	$421,087
WMT	Walmart Inc.	+166	3,321	$412,733
AVGO	Broadcom Inc.	+136	940	$290,939
GOOGL	Alphabet Inc.	+116	1,916	$550,964
WM	Waste Management Inc	+59	1,193	$274,139
AMD	Advanced Micro Devices Inc	+40	2,591	$527,087
AMZN	Amazon Com Inc	+25	2,236	$465,691
TSLA	Tesla, Inc.	+23	1,512	$562,086
MCD	Mcdonalds Corp	+14	1,169	$363,313
UNH	Unitedhealth Group Inc	+10	1,238	$334,990
No positions match the current search.

Trimmed

Positions the filer reduced

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
AAPL	Apple Inc.	−268	34,778	$8,826,308
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
COST	Costco Wholesale Corp /New	393	$391,596
NKE	NIKE, Inc.	5,276	$278,678
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
IBM	International Business Machines Corp	823	$243,780
LLY	ELI LILLY & Co	189	$203,114
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

19 positions · $19,475,626 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	34,778	-268	$8,826,308	−7.4%	45.32%
NVDA	Nvidia Corp Technology	Added	15,105	+1,924	$2,634,312	+7.2%	13.53%
MSFT	Microsoft Corp Technology	Added	2,790	+893	$1,032,774	+12.6%	5.30%
XOM	Exxon Mobil Corp Energy	Added	5,915	+2,548	$1,003,538	+147.7%	5.15%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,512	+23	$562,086	−16.1%	2.89%
GOOGL	Alphabet Inc. Communication Services	Added	1,916	+116	$550,964	−2.2%	2.83%
AMD	Advanced Micro Devices Inc Technology	Added	2,591	+40	$527,087	−3.5%	2.71%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	1,499	0	$506,587	+11.2%	2.60%
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,236	+25	$465,691	−8.7%	2.39%
META	Meta Platforms, Inc. Communication Services	Added	736	+172	$421,087	+13.1%	2.16%
WMT	Walmart Inc. Consumer Defensive	Added	3,321	+166	$412,733	+17.4%	2.12%
COST	Costco Wholesale Corp /New Consumer Defensive	NEW	393	NEW	$391,596	NEW	2.01%
BTI	British American Tobacco p.l.c. Consumer Defensive	Added	6,271	+203	$366,665	+6.7%	1.88%
MCD	Mcdonalds Corp Consumer Cyclical	Added	1,169	+14	$363,313	+2.9%	1.87%
UNH	Unitedhealth Group Inc Healthcare	Added	1,238	+10	$334,990	−17.4%	1.72%
AVGO	Broadcom Inc. Technology	Added	940	+136	$290,939	+4.6%	1.49%
NKE	NIKE, Inc. Consumer Cyclical	NEW	5,276	NEW	$278,678	NEW	1.43%
WM	Waste Management Inc Industrials	Added	1,193	+59	$274,139	+10.0%	1.41%
SHOP	Shopify Inc. Technology	Held	1,957	0	$232,139	−26.3%	1.19%