E-Wealth Partners, LLC

E-Wealth Partners, LLC reported 59 holdings worth US$138M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 ยท Filed Aug 17, 2026

E-Wealth Partners, LLC reported 59 holdings worth US$138M as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Advanced Micro Devices Inc. Filed Aug 17, 2026 (Form 13F).

Holdings
59
Value as reported
US$138M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc31,552US$9.13M6.6%
Nvidia Corporation10,607US$2.12M1.5%
Advanced Micro Devices Inc2,591US$1.51M1.1%
Alphabet Inc (google) Class C2,847US$1.02M0.74%
Taiwan Semiconductor Manufacturing Co., Ltd.1,499US$716K0.52%
Microsoft Corp.1,462US$545K0.39%
Unitedhealth Group Incorporated1,297US$539K0.39%
Exxon Mobil Corporation3,472US$475K0.34%
British American Tobacco P.l.c.6,262US$387K0.28%
Amazon.com, Inc.1,541US$367K0.27%
Walmart Inc.3,232US$366K0.26%
Costco Wholesale Corporation381US$356K0.26%
Broadcom Inc.940US$355K0.26%
Micron Technology, Inc.307US$354K0.26%
Mcdonald's Corporation1,170US$316K0.23%
Meta Platforms, Inc.551US$310K0.22%
Ase Technology Holding Co., Ltd.6,400US$289K0.21%
Waste Management, Inc.1,141US$254K0.18%
Asml Holding Nv121US$241K0.17%
Shopify Inc.1,954US$223K0.16%
United Microelectronics Corp.8,051US$219K0.16%

Source

View original at SEC

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