Long-term investor
E-wealth Partners, LLC @ewealthpartnersllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002129940).
Record
- Tracked since 2025-12-31 (261 days), 19 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +8.5%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- ITOT · 24.5% · long · since 2025-12-31
- DGCB · 6.9% · long · since 2025-12-31
- AAPL · 6.6% · long · since 2025-12-31
- VBR · 6.0% · long · since 2025-12-31
- DUHP · 5.8% · long · since 2025-12-31
- DFEM · 5.8% · long · since 2025-12-31
- BNDW · 5.6% · long · since 2025-12-31
- AVDE · 5.4% · long · since 2025-12-31
- AVDV · 2.6% · long · since 2025-12-31
- DFAC · 2.4% · long · since 2025-12-31
- DFNM · 2.4% · long · since 2025-12-31
- DIHP · 1.8% · long · since 2025-12-31