E-Wealth Partners, LLC

13F Portfolio Filings

Most recent 13F
Q1 2026
Location
Minnetonka, MN
CIK
0002129940
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2026 56 123,833 ITOT, AAPL, DGCB, VBR 13F-HR 6/11/2026 000212994026000002
Q4 2025 57 119,044 ITOT, AAPL, DGCB, BNDW 13F-HR 5/13/2026 000212994026000001