E-Wealth Partners, LLC
All 13F Filings
- Location
- Minnetonka, MN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 138,342
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/17/2026 | 59 | 138,342 | 13F-HR | E-Wealth Partners, LLC |
| Q1 2026 | 6/11/2026 | 56 | 123,834 | 13F-HR | E-Wealth Partners, LLC |
| Q4 2025 | 5/13/2026 | 57 | 119,045 | 13F-HR | E-Wealth Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 20.75 K | 15.0% | 0 | 327 | -327 |
| ETFs | 117.6 K | 85.0% | 15.24 K | 0 | 15.24 K |
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Fund Snapshot
Q2 2026
Latest filed
8/17/2026
Total value ($000)
138,342
Holdings
59
QoQ value change ($000)
14,508
(11.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.