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Manager record

E-Wealth Partners, LLC

Minnetonka, MN · CIK 2129940 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$138.34MReported 13F valueQ2 2026 · as filed
59Holdings listed
+11.7%vs prior quartervalue change includes market moves
3Quarters on record
Aug 17Latest filed
Reported 13F value by quarter, Q4 2025 to Q2 2026Q4 2025: $119.0M$119.0MQ4 202557 holdingsQ1 2026: $123.8M$123.8MQ1 202656 holdingsQ2 2026: $138.3M$138.3MQ2 202659 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 17 2026 13F-HR · period Q2 2026

$138.34M · 59 holdings listed · View original SEC filing ↗
Jun 11 2026 13F-HR · period Q1 2026

$123.83M · 56 holdings listed · View original SEC filing ↗
May 13 2026 13F-HR · period Q4 2025

$119.04M · 57 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 17, 2026 · Change methodology