E-Wealth Partners, LLC

Q2 2026 13F-HR Holdings

Location
Minnetonka, MN
Holdings as of
6/30/2026
Date filed
8/17/2026
Form type
13F-HR
Num holdings
59
Total value ($000)
$138,342
Net value change ($000)
+14,508 (11.7%)
New positions
6
Sold out positions
2
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 6/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ITOT 6,192 22.4%
DUHP 1,443 21.8%
VBR 1,381 19.8%
DFEM 1,274 19.0%
DGCB 1,004 11.7%
AMD 978 185.6%
AVDE 870 13.1%
BNDW 800 11.5%
DFSU 398 88.1%
MU 354 NEW
Top Reduces (Value $000, Stocks/ETFs)
DFNM -1,415 -30.3%
TSLA -562 -100.0%
NVDA -512 -19.4%
MSFT -488 -47.2%
NKE -279 -100.0%
VOO -205 -35.3%
XOM -121 -20.3%
VEA -118 -23.2%
META -111 -26.4%
AMZN -99 -21.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type