E-Wealth Partners, LLC

Registered adviser

CIK

2129940

Location

MINNETONKA, MN

Portfolio Value

Small $138,342,152

Diversification

Moderately concentrated

Filing Date

Global Rank

#7,545 / 8,811 ▲ 307

Top Industry

Consumer Electronics 45.4%

3Y Alpha vs SPY

-10.1%

Period ended 4 months ago

Filed Aug 17, 2026 · 2mo

3 quarters · since Dec 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 327053

Roster of Oct 1, 2026

Regulatory AUM

$218,724,724

Main clients

Individuals and high net worth (98% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$218,724,724	Individuals and high net worth (98%)
Apr 2025 to Mar 2026	$112,857,307	Individuals and high net worth (99%)

Stated strategy

Quantitative / systematic, Multi-asset, Wealth management / planning Form ADV Part 2A, Apr 23, 2026 · original

In the firm's words

Quantitative / systematic: Our primary method of investment analysis is Modern Portfolio Theory.
Multi-asset: We primarily build portfolios that are composed of various distinct asset classes.
Wealth management / planning: The funds that are used to build these portfolios are typically mutual funds or exchange-traded funds.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 94.0% of the book (60%+)

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 3.0 quarters (under 4)

Closest benchmark: every 13F filer's combined book, active share 85.9%; sector active share 76.1% against the combined 13F book's sector weights.

Over time 3 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

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

Top Position

36.9%

−12.0 pts

Top 5

83.6%

−1.1 pts

Top 10

94.0%

+1.9 pts

HHI

2,216

Moderately concentrated−518

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	85.5%	$118,253,847	37
Technology	11.3%	$15,699,725	11
Communication Services	1.0%	$1,327,757	3
Consumer Defensive	0.8%	$1,109,211	3
Consumer Cyclical	0.5%	$683,543	2
Healthcare	0.4%	$539,072	1
Energy	0.3%	$474,691	1
Industrials	0.2%	$254,306	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

18 positions

Ticker	Company	Δ Shares	Shares	Value
DGCB	Dimensional Global Credit ETF	+16,825	174,700	$9,550,849
DUHP	Dimensional US High Profitability ETF	+13,175	192,898	$8,049,633
ITOT	iShares Core S&P Total U.S. Stock Market ETF	+11,893	205,972	$33,835,020
BNDW	Vanguard Scottsdale Funds	+11,414	112,873	$7,735,186
DFSU	Dimensional US Sustainability Core 1 ETF	+7,229	18,239	$850,484
AVDE	Avantis International Equity ETF	+5,926	84,270	$7,516,884
DIHP	Dimensional International High Profitability ETF	+5,021	72,587	$2,477,031
DFGR	Dimensional Global Real Estate ETF	+3,416	45,960	$1,331,461
DFSD	Dimensional Short-Duration Fixed Income ETF	+3,165	29,799	$1,422,902
DFSI	Dimensional International Sustainability Core 1 ETF	+2,930	8,695	$392,144
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	+2,315	196,011	$7,965,887
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	+2,282	34,384	$8,354,968
QYLD	Global X NASDAQ 100 Covered Call ETF	+1,142	38,307	$705,998
AVDV	Avantis International Small Cap Value ETF	+553	34,703	$3,576,144
DEW	WisdomTree Global High Dividend Fund	+66	5,152	$353,890
UNH	Unitedhealth Group Inc	+59	1,297	$539,072
DFUS	Dimensional U.S. Equity Market ETF	+16	29,550	$2,421,327
MCD	Mcdonalds Corp	+1	1,170	$316,262
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DFNM	Dimensional National Municipal Bond ETF	−30,101	67,295	$3,252,703
BSVO	EA Bridgeway Omni Small-Cap Value ETF	−4,928	34,103	$995,466
DFAC	Dimensional U.S. Core Equity 2 ETF	−4,884	74,115	$3,287,741
NVDA	Nvidia Corp	−4,498	10,607	$2,122,354
AAPL	Apple Inc.	−3,226	31,552	$9,129,886
VEA	Vanguard FTSE Developed Markets ETF	−2,454	5,476	$390,165
DXUV	Dimensional US Vector Equity ETF	−1,889	36,389	$2,419,868
DFIC	Dimensional International Core Equity 2 ETF	−1,395	54,601	$2,034,433
MSFT	Microsoft Corp	−1,328	1,462	$545,355
DFIV	Dimensional International Value ETF	−947	10,674	$576,609
DXIV	Dimensional International Vector Equity ETF	−891	23,773	$1,664,133
IDEV	iShares Core MSCI International Developed Markets ETF	−879	9,049	$805,451
DFAS	Dimensional U.S. Small Cap ETF	−766	3,255	$268,016
AMZN	Amazon Com Inc	−695	1,541	$367,281
COWZ	Pacer US Cash Cows 100 ETF	−574	5,002	$311,124
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	−528	6,936	$409,085
DFGX	Dimensional International Core Fixed Income ETF	−503	17,203	$921,994
VOO	VANGUARD 500 INDEX FUND	−425	546	$374,998
AGG	iShares Core U.S. Aggregate Bond ETF	−220	10,293	$1,018,801
META	Meta Platforms, Inc.	−185	551	$310,372
DFUV	Dimensional U.S. Marketwide Value ETF	−137	8,295	$456,307
GOOGL	Alphabet Inc.	−130	1,786	$638,262
WMT	Walmart Inc.	−89	3,232	$366,056
GOOG	Alphabet Inc.	−87	1,073	$379,123
WM	Waste Management Inc	−52	1,141	$254,306
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
MU	Micron Technology Inc	307	$354,367
ASX	ASE Technology Holding Co., Ltd.	6,400	$288,768
DFSB	Dimensional Global Sustainability Fixed Income ETF	5,494	$286,292
ASML	Asml Holding NV	121	$240,722
UMC	United Microelectronics Corp	8,051	$219,067
DFAT	Dimensional U.S. Targeted Value ETF	2,890	$202,011
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

59 tracked positions · $138,342,152 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

Showing 1–50 of 59 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
ITOT	iShares Core S&P Total U.S. Stock Market ETF	Added	205,972	+11,893	$33,835,020	—	3	before history	24.46%
DGCB	Dimensional Global Credit ETF	Added	174,700	+16,825	$9,550,849	+11.8%	3	before history	6.90%
AAPL	Apple Inc. Technology	Reduced	31,552	-3,226	$9,129,886	+3.4%	3	before history	6.60%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Added	34,384	+2,282	$8,354,968	+19.8%	3	before history	6.04%
DUHP	Dimensional US High Profitability ETF	Added	192,898	+13,175	$8,049,633	+21.8%	3	before history	5.82%
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	Added	196,011	+2,315	$7,965,887	+19.0%	3	before history	5.76%
BNDW	Vanguard Scottsdale Funds	Added	112,873	+11,414	$7,735,186	+11.5%	3	before history	5.59%
AVDE	Avantis International Equity ETF	Added	84,270	+5,926	$7,516,884	+13.1%	3	before history	5.43%
AVDV	Avantis International Small Cap Value ETF	Added	34,703	+553	$3,576,144	+4.9%	3	before history	2.58%
DFAC	Dimensional U.S. Core Equity 2 ETF	Reduced	74,115	-4,884	$3,287,741	+7.1%	3	before history	2.38%
DFNM	Dimensional National Municipal Bond ETF	Reduced	67,295	-30,101	$3,252,703	−30.3%	3	before history	2.35%
DIHP	Dimensional International High Profitability ETF	Added	72,587	+5,021	$2,477,031	+13.8%	3	before history	1.79%
DFUS	Dimensional U.S. Equity Market ETF	Added	29,550	+16	$2,421,327	+15.6%	3	before history	1.75%
DXUV	Dimensional US Vector Equity ETF	Reduced	36,389	-1,889	$2,419,868	+6.5%	3	before history	1.75%
NVDA	Nvidia Corp Technology	Reduced	10,607	-4,498	$2,122,354	−19.4%	3	before history	1.53%
DFIC	Dimensional International Core Equity 2 ETF	Reduced	54,601	-1,395	$2,034,433	+2.3%	3	before history	1.47%
DXIV	Dimensional International Vector Equity ETF	Reduced	23,773	-891	$1,664,133	−0.1%	3	before history	1.20%
AMD	Advanced Micro Devices Inc Technology	Held	2,591	0	$1,505,137	+185.6%	3	before history	1.09%
DFSD	Dimensional Short-Duration Fixed Income ETF	Added	29,799	+3,165	$1,422,902	+11.6%	3	before history	1.03%
DFGR	Dimensional Global Real Estate ETF	Added	45,960	+3,416	$1,331,461	+17.7%	3	before history	0.96%
AGG	iShares Core U.S. Aggregate Bond ETF	Reduced	10,293	-220	$1,018,801	—	3	before history	0.74%
BSVO	EA Bridgeway Omni Small-Cap Value ETF	Reduced	34,103	-4,928	$995,466	+0.5%	3	before history	0.72%
DFGX	Dimensional International Core Fixed Income ETF	Reduced	17,203	-503	$921,994	−0.7%	3	before history	0.67%
DFSU	Dimensional US Sustainability Core 1 ETF	Added	18,239	+7,229	$850,484	+88.0%	3	before history	0.61%
AIQ	Global X Artificial Intelligence & Technology ETF	Held	12,439	0	$816,122	+40.6%	3	before history	0.59%
IDEV	iShares Core MSCI International Developed Markets ETF	Reduced	9,049	-879	$805,451	—	3	before history	0.58%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	1,499	0	$715,877	+41.3%	3	before history	0.52%
QYLD	Global X NASDAQ 100 Covered Call ETF	Added	38,307	+1,142	$705,998	+10.8%	3	before history	0.51%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,786	-130	$638,262	+15.8%	3	before history	0.46%
DEHP	Dimensional Emerging Markets High Profitability ETF	Held	14,622	0	$625,382	+26.6%	3	before history	0.45%
DFEV	Dimensional Emerging Markets Value ETF	Held	14,000	0	$597,338	+19.2%	3	before history	0.43%
DFIV	Dimensional International Value ETF	Reduced	10,674	-947	$576,609	−6.0%	3	before history	0.42%
MSFT	Microsoft Corp Technology	Reduced	1,462	-1,328	$545,355	−47.2%	3	before history	0.39%
UNH	Unitedhealth Group Inc Healthcare	Added	1,297	+59	$539,072	+60.9%	3	before history	0.39%
XOM	ExxonMobil Holdings Corp Energy	Reduced	3,472	-2,443	$474,691	−52.7%	3	before history	0.34%
DFUV	Dimensional U.S. Marketwide Value ETF	Reduced	8,295	-137	$456,307	+11.7%	3	before history	0.33%
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	Reduced	6,936	-528	$409,085	−8.0%	3	before history	0.30%
DFSI	Dimensional International Sustainability Core 1 ETF	Added	8,695	+2,930	$392,144	+60.4%	3	before history	0.28%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	5,476	-2,454	$390,165	−23.2%	3	before history	0.28%
BTI	British American Tobacco p.l.c. Consumer Defensive	Reduced	6,262	-9	$386,741	+5.5%	3	before history	0.28%
GOOG	Alphabet Inc. Communication Services	Reduced	1,073	-87	$379,123	+13.9%	3	before history	0.27%
VOO	VANGUARD 500 INDEX FUND	Reduced	546	-425	$374,998	−35.4%	3	before history	0.27%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,541	-695	$367,281	−21.1%	3	before history	0.27%
WMT	Walmart Inc. Consumer Defensive	Reduced	3,232	-89	$366,056	−11.3%	3	before history	0.26%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	381	-12	$356,414	−9.0%	2	$974.50	0.26%
AVGO	Broadcom Inc. Technology	Held	940	0	$355,085	+22.0%	3	before history	0.26%
MU	Micron Technology Inc Technology	NEW	307	NEW	$354,367	NEW	1	$749.89	0.26%
DEW	WisdomTree Global High Dividend Fund	Added	5,152	+66	$353,890	+4.9%	3	before history	0.26%
MCD	Mcdonalds Corp Consumer Cyclical	Added	1,170	+1	$316,262	−13.0%	3	before history	0.23%
COWZ	Pacer US Cash Cows 100 ETF	Reduced	5,002	-574	$311,124	−10.8%	3	before history	0.22%

Showing the top 50 of 59 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.