E-Wealth Partners, LLC
CIK
2129940
Location
MINNETONKA, MN
Portfolio Value
Micro
$1,170,994
Diversification
Moderately concentrated
Filing Date
Global Rank
#7,735
/ 8,586
▲ 117
Top Industry
Consumer Electronics
45.3%
3Y Alpha vs SPY
+13.0%
Period ended 3 months ago
Filed Jun 11, 2026 · 6d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+14.5%
SPY
+11.2%
Annualised alpha
+12.5%
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, 2025Top 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 |
|---|---|---|
| Technology | 72.1% | $14,050,146 |
| Consumer Cyclical | 8.6% | $1,669,768 |
| Consumer Defensive | 6.0% | $1,170,994 |
| Energy | 5.2% | $1,003,538 |
| Communication Services | 5.0% | $972,051 |
| Healthcare | 1.7% | $334,990 |
| Industrials | 1.4% | $274,139 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
14 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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. | |||||
3 positions ·
$1,170,994 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 3,321 | $412,733 | 35.25% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
NEW | 393 | $391,596 | 33.44% | |
| BTI |
British American Tobacco p.l.c.
Consumer Defensive
|
Added | 6,271 | $366,665 | 31.31% |