E-Wealth Partners, LLC
Net seller this quarter
$138M
24
-$2.52M
12.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AAPL | $9.13M | 6.60% | 0.00% | -9.3% | Q4 2025 |
 NVDA | $2.12M | 1.53% | 0.00% | -29.8% | Q4 2025 |
 AMD | $1.51M | 1.09% | 0.00% | Not reported | Q4 2025 |
 AIQ | $816K | 0.59% | 0.11% | Not reported | Q4 2025 |
 IDEV | $805K | 0.58% | Not reported | -8.9% | Q4 2025 |
 TSM | $716K | 0.52% | 0.00% | Not reported | Q4 2025 |
 GOOGL | $638K | 0.46% | 0.00% | -6.8% | Q4 2025 |
 MSFT | $545K | 0.39% | 0.00% | -47.6% | Q4 2025 |
 UNH | $539K | 0.39% | 0.00% | +4.8% | Q4 2025 |
 XOM | $475K | 0.34% | 0.00% | -1.2% | Q4 2025 |
 BTI | $387K | 0.28% | 0.00% | -0.1% | Q4 2025 |
| GOOG | $379K | 0.27% | Not reported | -7.5% | Q4 2025 |
 AMZN | $367K | 0.27% | 0.00% | -31.1% | Q4 2025 |
 WMT | $366K | 0.26% | 0.00% | -2.7% | Q4 2025 |
 COST | $356K | 0.26% | 0.00% | -3.1% | Q1 2026 |
 AVGO | $355K | 0.26% | 0.00% | Not reported | Q4 2025 |
 MU | $354K | 0.26% | 0.00% | New | Q2 2026 |
 MCD | $316K | 0.23% | 0.00% | +0.1% | Q4 2025 |
 META | $310K | 0.22% | Not reported | -25.1% | Q4 2025 |
 ASX | $289K | 0.21% | 0.00% | New | Q2 2026 |
 WM | $254K | 0.18% | 0.00% | -4.4% | Q4 2025 |
 ASML | $241K | 0.17% | 0.00% | New | Q2 2026 |
 SHOP | $223K | 0.16% | 0.00% | -0.2% | Q4 2025 |
 UMC | $219K | 0.16% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
| AAPL | $8.83M | 7.13% | 0.00% | -0.8% | Q4 2025 |
| NVDA | $2.63M | 2.13% | 0.00% | +14.6% | Q4 2025 |
| MSFT | $1.03M | 0.83% | 0.00% | +47.1% | Q4 2025 |
| IDEV | $830K | 0.67% | Not reported | -28.1% | Q4 2025 |
| XOM | $596K | 0.48% | 0.00% | +4.4% | Q4 2025 |
| AIQ | $581K | 0.47% | 0.11% | +0.1% | Q4 2025 |
 TSLA | $562K | 0.45% | 0.00% | +1.5% | Q4 2025 |
| GOOGL | $551K | 0.44% | 0.00% | +6.4% | Q4 2025 |
| AMD | $527K | 0.43% | 0.00% | +1.6% | Q4 2025 |
| TSM | $507K | 0.41% | 0.00% | Not reported | Q4 2025 |
| AMZN | $466K | 0.38% | 0.00% | +1.1% | Q4 2025 |
| META | $421K | 0.34% | Not reported | +30.5% | Q4 2025 |
| WMT | $413K | 0.33% | 0.00% | +5.3% | Q4 2025 |
| COST | $392K | 0.32% | 0.00% | New | Q1 2026 |
| BTI | $367K | 0.30% | 0.00% | +3.4% | Q4 2025 |
| MCD | $363K | 0.29% | 0.00% | +1.2% | Q4 2025 |
| UNH | $335K | 0.27% | 0.00% | +0.8% | Q4 2025 |
| GOOG | $333K | 0.27% | Not reported | +6.9% | Q4 2025 |
| AVGO | $291K | 0.23% | 0.00% | +16.9% | Q4 2025 |
 NKE | $279K | 0.23% | 0.00% | New | Q1 2026 |
| WM | $274K | 0.22% | 0.00% | +5.2% | Q4 2025 |
| SHOP | $232K | 0.19% | 0.00% | Not reported | Q4 2025 |
| Q4 2025 | |||||
| AAPL | $9.53M | 8.00% | 0.00% | New | Q4 2025 |
| NVDA | $2.46M | 2.06% | 0.00% | New | Q4 2025 |
| IDEV | $1.14M | 0.96% | Not reported | New | Q4 2025 |
| MSFT | $918K | 0.77% | 0.00% | New | Q4 2025 |
| TSLA | $670K | 0.56% | 0.00% | New | Q4 2025 |
| AIQ | $632K | 0.53% | 0.11% | New | Q4 2025 |
| GOOGL | $563K | 0.47% | 0.00% | New | Q4 2025 |
| AMD | $546K | 0.46% | 0.00% | New | Q4 2025 |
| AMZN | $510K | 0.43% | 0.00% | New | Q4 2025 |
| TSM | $456K | 0.38% | 0.00% | New | Q4 2025 |
| UNH | $405K | 0.34% | 0.00% | New | Q4 2025 |
| XOM | $405K | 0.34% | 0.00% | New | Q4 2025 |
| META | $372K | 0.31% | Not reported | New | Q4 2025 |
| MCD | $353K | 0.30% | 0.00% | New | Q4 2025 |
| WMT | $351K | 0.30% | 0.00% | New | Q4 2025 |
| BTI | $344K | 0.29% | 0.00% | New | Q4 2025 |
| GOOG | $340K | 0.29% | Not reported | New | Q4 2025 |
| SHOP | $315K | 0.26% | 0.00% | New | Q4 2025 |
| AVGO | $278K | 0.23% | 0.00% | New | Q4 2025 |
| WM | $249K | 0.21% | 0.00% | New | Q4 2025 |
 IBM | $244K | 0.20% | 0.00% | New | Q4 2025 |
 LLY | $203K | 0.17% | 0.00% | New | Q4 2025 |