E-Wealth Partners, LLC
All 13F Filings
- Location
- Minnetonka, MN
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 123,834
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| 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)
Derivatives reported exposure ($000):
407
(0.3% of total reported value)
· QoQ Δ:
+407
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 21.08 K | 17.1% | 0 | 73 | -73 |
| ETFs | 102.4 K | 82.9% | 4.459 K | 0 | 4.459 K |
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Fund Snapshot
Q1 2026
Latest filed
6/11/2026
Total value ($000)
123,834
Holdings
56
QoQ value change ($000)
4,789
(4.0%)
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.