SEC Form 13F

E-Wealth Partners, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-18
Reported value$138,342,098
Positions59

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRITOTCORE S&P TTL STK$33,835,083205,972
DIMENSIONAL ETF TRUSTDGCBGLOBAL CR ETF$9,550,839174,700
APPLE INCAAPLCOM$9,129,75231,552
VANGUARD INDEX FDSVBRSM CP VAL ETF$8,354,91334,384
DIMENSIONAL ETF TRUSTDUHPUS HIGH PROF ETF$8,049,650192,898
DIMENSIONAL ETF TRUSTDFEMEMERGING MKTS CO$7,965,883196,011
VANGUARD SCOTTSDALE FDSBNDWTOTAL WLD BD ETF$7,735,174112,873
AMERICAN CENTY ETF TRAVDEINTL EQT ETF$7,516,84384,270
AMERICAN CENTY ETF TRAVDVINTL SMCP VLU$3,576,18734,703
DIMENSIONAL ETF TRUSTDFACUS COR EQU 2 ETF$3,287,74174,115

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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