13F Filings History of E-Wealth Partners, LLC
- Latest 13F filing
- Q1 2026 - 11 Jun 2026
- Latest reported 13F value
- $123,426,365
- Largest 13F holdings
-
ITOT AAPL DGCB VBR BNDW DFEM AVDE DUHP DFNM AVDV DFAC NVDA
+8 more
DXUV DIHP DFUS DFIC DXIV DFSD DFGR AGG - Form 13F summary
-
- 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 55 equity holdings with a total reported market value of $123,426,365 for Q1 2026. Top reported holdings included ITOT, AAPL, DGCB, VBR, and BNDW.
- 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
Follow Filing Activity
Follow E-Wealth Partners, LLC with Pro and return when a new 13F portfolio filing changes the record on this page.
Pro alert delivery is coming soon and remains tied to source-backed filing changes rather than inferred market advice.
Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q1 2026
Latest value
$123,426,365
Quarter delta
+$4,381,746
Accepted
11 Jun 2026, 16:33
Rows shown
1-2 of 2
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| 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 |