E-Wealth Partners, LLC - Portfolio Stock Holdings
E-Wealth Partners, LLC disclosed 59 stock positions in a recent SEC 13F filing. $122,979,889 of stock holdings were filed, with the largest holdings including ITOT, AAPL, and DGCB. This filing represented positions held on March 31, 2026, and was filed yesterday.We estimate the fund has a total AUM of $218,724,724 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
March 31, 2026No. of Stocks:
59Est. Stock Holding Value:
$122,979,889Top Stock Holdings By Sector
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Portfolio Stock Holdings - E-Wealth Partners, LLC
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Portfolio Options Holdings - E-Wealth Partners, LLC
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