E-Wealth Partners, LLC reported 22 positions worth $20.09M for the quarter ended Jun 30, 2026, up 3.5% on the prior quarter. It opened 4 new positions, added to 2, trimmed 13 and exited 2. Its largest holding is Apple Inc. at 45.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MU Micron Technology Inc | +307 | – | $354.37K | 1.76% |
| ASX ASE Technology Holding Co., Ltd. | +6,400 | – | $288.77K | 1.44% |
| ASML Asml Holding Nv | +121 | – | $240.72K | 1.2% |
| UMC United Microelectronics Corp | +8,051 | – | $219.07K | 1.09% |
| UNH Unitedhealth Group Inc | +59 | +4.8% | $24.52K | 2.68% |
| MCD Mcdonalds Corp | +1 | +0.1% | $270.34 | 1.57% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAPL Apple Inc. | -3,226 | -9.3% | $933.46K | 45.45% |
| NVDA Nvidia Corp | -4,498 | -29.8% | $899.97K | 10.56% |
| TSLA Tesla, Inc. | -1,512 | -100.0% | $562.07K | Exited |
| MSFT Microsoft Corp | -1,328 | -47.6% | $495.38K | 2.71% |
| NKE NIKE, Inc. | -5,276 | -100.0% | $278.68K | Exited |
| AMZN Amazon Com Inc | -695 | -31.1% | $165.61K | 1.83% |
| META Meta Platforms, Inc. | -185 | -25.1% | $104.18K | 1.54% |
| GOOGL Alphabet Inc. | -130 | -6.8% | $46.45K | 3.18% |
| GOOG Alphabet Inc. | -87 | -7.5% | $30.73K | 1.89% |
| WM Waste Management Inc | -52 | -4.4% | $11.59K | 1.27% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 31.6K | $9.13M | 45.45% | -3,226 | -9.3% | Reduced | 0% |
| 2 | NVDA Nvidia Corp | Technology | 10.6K | $2.12M | 10.56% | -4,498 | -29.8% | Reduced | 0% |
| 3 | AMD Advanced Micro Devices Inc | Technology | 2,591 | $1.51M | 7.49% | 0 | 0.0% | Unchanged | 0% |
| 4 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 1,499 | $715.88K | 3.56% | 0 | 0.0% | Unchanged | 0% |
| 5 | GOOGL Alphabet Inc. | Technology | 1,786 | $638.10K | 3.18% | -130 | -6.8% | Reduced | 0% |
| 6 | MSFT Microsoft Corp | Technology | 1,462 | $545.37K | 2.71% | -1,328 | -47.6% | Reduced | 0% |
| 7 | UNH Unitedhealth Group Inc | Healthcare | 1,297 | $539.13K | 2.68% | +59 | +4.8% | Added | 0% |
| 8 | XOM ExxonMobil Holdings Corp | Energy | 3,472 | $474.71K | 2.36% | -43 | -1.2% | Reduced | 0% |
| 9 | BTI British American Tobacco p.l.c. | Consumer Staples | 6,262 | $386.74K | 1.93% | -9 | -0.1% | Reduced | 0% |
| 10 | GOOG Alphabet Inc. | Technology | 1,073 | $379.05K | 1.89% | -87 | -7.5% | Reduced | 0% |
| 11 | AMZN Amazon Com Inc | Consumer Discretionary | 1,541 | $367.20K | 1.83% | -695 | -31.1% | Reduced | 0% |
| 12 | WMT Walmart Inc. | Consumer Staples | 3,232 | $366.08K | 1.82% | -89 | -2.7% | Reduced | 0% |
| 13 | COST Costco Wholesale Corp | Consumer Staples | 381 | $356.41K | 1.77% | -12 | -3.1% | Reduced | 0% |
| 14 | AVGO Broadcom Inc. | Technology | 940 | $355.13K | 1.77% | 0 | 0.0% | Unchanged | 0% |
| 15 | MU Micron Technology Inc | Technology | 307 | $354.37K | 1.76% | +307 | – | New | 0% |
Tip. Select a row to see that position’s full history at E-Wealth Partners.
As of its Q2 2026 13F filing, E-Wealth Partners, LLC’s five largest positions were Apple Inc. (AAPL) at 45.4%, Nvidia Corp (NVDA) at 10.6%, Advanced Micro Devices Inc (AMD) at 7.5%, Taiwan Semiconductor Manufacturing Co Ltd (TSM) at 3.6%, Alphabet Inc. (GOOGL) at 3.2% of the reported portfolio.
E-Wealth Partners, LLC reported a 13F portfolio worth $20.09M across 22 positions for Q2 2026. That is up 3.5% from the previous quarter.
Its largest purchases by value were Micron Technology Inc ($354.37K), ASE Technology Holding Co., Ltd. ($288.77K), Asml Holding Nv ($240.72K). It opened 4 new positions.
Its largest sales by value were Apple Inc. ($933.46K), Nvidia Corp ($899.97K), Tesla, Inc. ($562.07K). It exited 2 positions entirely.
From the Form 13F-HR reports E-Wealth Partners, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.