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EnRich Financial Partners

Latest statistics and disclosures from EnRich Financial Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFEM, DFIC, DFLV, DFAT, VOO, and represent 47.05% of EnRich Financial Partners's stock portfolio.
Added to shares of these 10 stocks: DFIC, PYLD, FBND, AVLV, AVUV, VO, VOO, AVUQ, CGHM, DFEM.
Started 2 new stock positions in CGHM, AVUQ.
Reduced shares in these 10 stocks: AAPL, ABT, DGRO, DFLV, MOAT, SPY, DFUV, DFIV, VUG, IEFA.
Sold out of its positions in ABT, DGRO.
EnRich Financial Partners was a net buyer of stock by $6.5M.
EnRich Financial Partners has $367M in assets under management (AUM), dropping by 4.39%.
Central Index Key (CIK): 0001955091

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Positions held by EnRich Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for EnRich Financial Partners

EnRich Financial Partners holds 63 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Emerging Mkts Co (DFEM)	11.6	$42M		1.3M	33.08	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	10.4	$38M	+4%	1.1M	34.46	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	8.7	$32M		934k	34.21	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	8.6	$31M		528k	59.54	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	7.8	$29M		46k	627.14	View chart
Pimco Etf Tr Multisector Bd (PYLD)	6.5	$24M	+5%	891k	26.68	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	6.2	$23M	+4%	496k	46.04	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	4.8	$18M		254k	69.67	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	4.4	$16M		322k	49.90	View chart
Vanguard Index Fds Mid Cap Etf (VO)	4.3	$16M	+3%	55k	290.22	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	2.9	$11M	+2%	392k	27.38	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	2.4	$8.8M		85k	103.56	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	2.3	$8.5M		177k	47.93	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	2.2	$7.9M	+3%	396k	20.05	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	2.0	$7.2M		97k	74.17	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.9	$6.9M	+12%	91k	75.77	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.7	$6.2M		133k	46.59	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.6	$5.9M	+2%	77k	77.02	View chart
Vanguard Index Fds Growth Etf (VUG)	1.5	$5.6M		12k	487.87	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.3	$4.8M	+19%	48k	101.98	View chart
Apple (AAPL)	0.5	$1.8M	-29%	6.5k	271.88	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.5	$1.8M		5.6k	314.81	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.5	$1.7M	-2%	49k	33.74	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.4	$1.4M		33k	43.43	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$1.2M		18k	66.00	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.3	$1.2M		25k	46.92	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.3	$981k	+23%	12k	82.32	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$930k		2.0k	473.30	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.2	$836k	+5%	14k	58.74	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$747k		1.5k	502.65	View chart
Microsoft Corporation (MSFT)	0.2	$742k	+4%	1.5k	483.52	View chart
American Centy Etf Tr Avantis Respon U (AVSU)	0.2	$703k		9.2k	76.30	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.2	$699k		6.9k	101.58	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.2	$588k		16k	38.03	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$519k	+2%	13k	39.59	View chart
Dimensional Etf Trust International (DFSI)	0.1	$511k		12k	42.84	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$510k		1.5k	335.24	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.1	$500k		11k	45.89	View chart
Thermo Fisher Scientific (TMO)	0.1	$458k		790.00	579.45	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$456k	-9%	5.1k	89.46	View chart
Vaneck Bitcoin Etf Sh Ben Int (HODL)	0.1	$425k	+96%	17k	24.73	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$415k	-4%	7.7k	53.76	View chart
American Centy Etf Tr Avantis U S Qual (AVUQ)	0.1	$397k	NEW	6.6k	60.17	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$387k	+7%	7.7k	50.29	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$377k	+5%	4.8k	77.87	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.1	$362k	-5%	8.7k	41.48	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$361k		1.9k	190.99	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$357k		1.1k	313.01	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$337k		4.5k	75.45	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$333k	-26%	488.00	681.35	View chart
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)	0.1	$329k	NEW	13k	25.48	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$305k	-3%	497.00	614.31	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$300k		1.2k	258.06	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.1	$298k	+7%	13k	22.90	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$298k	+14%	3.8k	78.81	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$297k	-9%	4.0k	74.07	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$282k	-4%	1.3k	210.34	View chart
Amazon (AMZN)	0.1	$229k	-9%	991.00	230.76	View chart
Exxon Mobil Corporation (XOM)	0.1	$228k		1.9k	120.34	View chart
Costco Wholesale Corporation (COST)	0.1	$223k		258.00	862.34	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.1	$212k	-5%	6.7k	31.67	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.1	$212k		4.1k	51.80	View chart
American Centy Etf Tr Avantis Responsi (AVSD)	0.1	$210k		2.8k	74.26	View chart

Past Filings by EnRich Financial Partners

SEC 13F filings are viewable for EnRich Financial Partners going back to 2024

EnRich Financial Partners 2025 Q4 filed Jan. 28, 2026
EnRich Financial Partners 2025 Q3 filed Nov. 6, 2025
EnRich Financial Partners 2025 Q2 filed July 30, 2025
EnRich Financial Partners 2025 Q1 filed April 25, 2025
EnRich Financial Partners 2024 Q4 filed Feb. 13, 2025
EnRich Financial Partners 2024 Q3 filed Nov. 7, 2024
EnRich Financial Partners 2024 Q2 filed Aug. 13, 2024
EnRich Financial Partners 2024 Q1 filed May 2, 2024

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