13F Filings History of E-Wealth Partners, LLC
- Latest 13F filing
- Q2 2026 - 17 Aug 2026
- Latest reported 13F value
- $138,342,098
- Largest 13F holdings
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ITOT DGCB AAPL VBR DUHP DFEM BNDW AVDE AVDV DFAC DFNM DIHP
+8 more
DFUS DXUV NVDA DFIC DXIV AMD DFSD DFGR - Form 13F summary
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- E-Wealth Partners, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- E-Wealth Partners, LLC reported 59 equity holdings with a total reported market value of $138,342,098 for Q2 2026. Top reported holdings included ITOT, DGCB, AAPL, VBR, and DUHP.
- Manager signature
- Brian J. Adamek - Partner
- Manager location
- Minnetonka, MN
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$138,342,098
Quarter delta
+$14,915,733
Accepted
17 Aug 2026, 16:36
Rows shown
1-3 of 3
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 59 | $138,342,098 | +$7,973,233 | -$6,394,119 | +$1,579,114 | ITOT, DGCB, AAPL, VBR, DUHP | 13F-HR | 17 Aug 2026, 16:36 |
| Q1 2026 | 55 | $123,426,365 | +$8,096,642 | -$1,976,416 | +$6,120,226 | ITOT, AAPL, DGCB, VBR, BNDW | 13F-HR | 11 Jun 2026, 16:33 |
| Q4 2025 | 57 | $119,044,619 | $0 | $0 | $0 | ITOT, AAPL, DGCB, BNDW, VBR | 13F-HR | 13 May 2026, 09:56 |