EnRich Financial Partners LLC
CIK: 0001955091Latest portfolio: $366.9M · Q4 2025
Holdings
63
Total Value
$366.9M
New Positions
63
Closed Positions
0
Top Holdings
View All 63 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | DFEMDIMENSIONAL ETF TRUST | 1,281,760 | $42.4M | 11.56% | NEW | |
| 2 | DFICDIMENSIONAL ETF TRUST | 1,106,425 | $38.1M | 10.39% | NEW | |
| 3 | DFLVDIMENSIONAL ETF TRUST | 934,046 | $32.0M | 8.71% | NEW | |
| 4 | DFATDIMENSIONAL ETF TRUST | 527,981 | $31.4M | 8.57% | NEW | |
| 5 | VOOVANGUARD INDEX FDS | 45,721 | $28.7M | 7.82% | NEW | |
| 6 | PYLDPIMCO ETF TR | 891,031 | $23.8M | 6.48% | NEW | |
| 7 | FBNDFIDELITY MERRIMACK STR TR | 496,310 | $22.9M | 6.23% | NEW | |
| 8 | DFASDIMENSIONAL ETF TRUST | 254,109 | $17.7M | 4.83% | NEW | |
| 9 | DFIVDIMENSIONAL ETF TRUST | 321,514 | $16.0M | 4.37% | NEW | |
| 10 | VOVANGUARD INDEX FDS | 54,916 | $15.9M | 4.34% | NEW | |
| 11 | CGMUCAPITAL GRP FIXED INCM ETF T | 392,181 | $10.7M | 2.93% | NEW | |
| 12 | MOATVANECK ETF TRUST | 85,404 | $8.8M | 2.41% | NEW | |
| 13 | FMHIFIRST TR EXCH TRADED FD III | 176,821 | $8.5M | 2.31% | NEW | |
| 14 | FSMBFIRST TR EXCH TRADED FD III | 396,123 | $7.9M | 2.16% | NEW | |
| 15 | DFUSDIMENSIONAL ETF TRUST | 97,080 | $7.2M | 1.96% | NEW | |
| 16 | AVLVAMERICAN CENTY ETF TR | 91,437 | $6.9M | 1.89% | NEW | |
| 17 | DFUVDIMENSIONAL ETF TRUST | 132,822 | $6.2M | 1.69% | NEW | |
| 18 | AVEMAMERICAN CENTY ETF TR | 76,741 | $5.9M | 1.61% | NEW | |
| 19 | VUGVANGUARD INDEX FDS | 11,474 | $5.6M | 1.53% | NEW | |
| 20 | AVUVAMERICAN CENTY ETF TR | 47,514 | $4.8M | 1.32% | NEW | |
| 21 | AAPLAPPLE INC | 6,458 | $1.8M | 0.48% | NEW | |
| 22 | VVVANGUARD INDEX FDS | 5,560 | $1.8M | 0.48% | NEW | |
| 23 | DFEVDIMENSIONAL ETF TRUST | 49,246 | $1.7M | 0.45% | NEW | |
| 24 | DFSUDIMENSIONAL ETF TRUST | 33,197 | $1.4M | 0.39% | NEW | |
| 25 | IJHISHARES TR | 17,608 | $1.2M | 0.32% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($4.240038127319533e+185T)
Unknown0.0% ($746.5B)
Technology0.0% ($1.8B)
Healthcare0.0% ($457K)
Communication Services0.0% ($357K)
Consumer Cyclical0.0% ($228K)
Energy0.0% ($227K)
Consumer Defensive0.0% ($222K)
Filing History
Fund Information
EnRich Financial Partners LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $366.9M across 63 holdings. The largest position is DIMENSIONAL ETF TRUST (DFEM), representing 11.6% of the portfolio. Compared to the previous quarter, the fund opened 63 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.