E-Wealth Partners, LLC

CIK

2129940

Location

MINNETONKA, MN

Portfolio Value

Micro $28,213,656

Diversification

Moderately concentrated

Filing Date

Global Rank

#7,733 / 8,650 ▲ 466

Top Industry

Consumer Electronics 45.4%

3Y Alpha vs SPY

+0.3%

Period ended 55 days ago

Filed Aug 17, 2026 · 7d

3 quarters · since Dec 2025

Clone Performance

Feb 2026–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+12.6%

SPY

+12.3%

Annualised alpha

+0.6%

Max drawdown

−10.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.

Portfolio Concentration

23 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

32.4%

−15.4 pts

Top 5

76.2%

+2.6 pts

Top 10

85.7%

−0.6 pts

HHI

1,932

Moderately concentrated−661

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	55.6%	$15,699,725	11
Unclassified	28.8%	$8,125,351	2
Communication Services	4.7%	$1,327,757	2
Consumer Defensive	3.9%	$1,109,211	3
Consumer Cyclical	2.4%	$683,543	2
Healthcare	1.9%	$539,072	1
Energy	1.7%	$474,691	1
Industrials	0.9%	$254,306	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	+943	2,859	$1,017,385
UNH	Unitedhealth Group Inc	+59	1,297	$539,072
MCD	Mcdonalds Corp	+1	1,170	$316,262
No positions match the current search.

Trimmed

Positions the filer reduced

10 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−4,498	10,607	$2,122,354
AAPL	Apple Inc.	−3,226	31,552	$9,129,886
MSFT	Microsoft Corp	−1,328	1,462	$545,355
AMZN	Amazon Com Inc	−695	1,541	$367,281
META	Meta Platforms, Inc.	−185	551	$310,372
WMT	Walmart Inc.	−89	3,232	$366,056
WM	Waste Management Inc	−52	1,141	$254,306
COST	Costco Wholesale Corp /New	−12	381	$356,414
BTI	British American Tobacco p.l.c.	−9	6,262	$386,741
SHOP	Shopify Inc.	−3	1,954	$223,107
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
BNDW	Vanguard Total World Bond ETF	112,873	$7,735,186
XOM	ExxonMobil Holdings Corp	3,472	$474,691
VEA	Vanguard FTSE Developed Markets ETF	5,476	$390,165
MU	Micron Technology Inc	307	$354,367
ASX	ASE Technology Holding Co., Ltd.	6,400	$288,768
ASML	Asml Holding NV	121	$240,722
UMC	United Microelectronics Corp	8,051	$219,067
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
TSLA	Tesla, Inc.	1,512	$562,086
NKE	NIKE, Inc.	5,276	$278,678
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

23 tracked positions · $28,213,656 total · filing declares 59 positions · $138,342,098 · as of Jun 30, 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	31,552	-3,226	$9,129,886	+3.4%	32.36%
BNDW	Vanguard Total World Bond ETF	NEW	112,873	NEW	$7,735,186	NEW	27.42%
NVDA	Nvidia Corp Technology	Reduced	10,607	-4,498	$2,122,354	−19.4%	7.52%
AMD	Advanced Micro Devices Inc Technology	Held	2,591	0	$1,505,137	+185.6%	5.33%
GOOGL	Alphabet Inc. Communication Services	Added	2,859	+943	$1,017,385	+84.7%	3.61%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	1,499	0	$715,877	+41.3%	2.54%
MSFT	Microsoft Corp Technology	Reduced	1,462	-1,328	$545,355	−47.2%	1.93%
UNH	Unitedhealth Group Inc Healthcare	Added	1,297	+59	$539,072	+60.9%	1.91%
XOM	ExxonMobil Holdings Corp Energy	NEW	3,472	NEW	$474,691	NEW	1.68%
VEA	Vanguard FTSE Developed Markets ETF	NEW	5,476	NEW	$390,165	NEW	1.38%
BTI	British American Tobacco p.l.c. Consumer Defensive	Reduced	6,262	-9	$386,741	+5.5%	1.37%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,541	-695	$367,281	−21.1%	1.30%
WMT	Walmart Inc. Consumer Defensive	Reduced	3,232	-89	$366,056	−11.3%	1.30%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	381	-12	$356,414	−9.0%	1.26%
AVGO	Broadcom Inc. Technology	Held	940	0	$355,085	+22.0%	1.26%
MU	Micron Technology Inc Technology	NEW	307	NEW	$354,367	NEW	1.26%
MCD	Mcdonalds Corp Consumer Cyclical	Added	1,170	+1	$316,262	−13.0%	1.12%
META	Meta Platforms, Inc. Communication Services	Reduced	551	-185	$310,372	−26.3%	1.10%
ASX	ASE Technology Holding Co., Ltd. Technology	NEW	6,400	NEW	$288,768	NEW	1.02%
WM	Waste Management Inc Industrials	Reduced	1,141	-52	$254,306	−7.2%	0.90%
ASML	Asml Holding NV Technology	NEW	121	NEW	$240,722	NEW	0.85%
SHOP	Shopify Inc. Technology	Reduced	1,954	-3	$223,107	−3.9%	0.79%
UMC	United Microelectronics Corp Technology	NEW	8,051	NEW	$219,067	NEW	0.78%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.