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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 46.91% of EnRich Financial Partners's stock portfolio.
Added to shares of these 10 stocks: DFIC, FBND, PYLD, CGMU, DFEM, ABT, FMHI, AVLV, HODL, AVUV.
Started 4 new stock positions in AVSD, ABT, HODL, DGRO.
Reduced shares in these 10 stocks: AVEM, DFIV, BIV, DFUV, MSFT, DFUS, BSV, DFEV, AVSC, DUHP.
EnRich Financial Partners was a net buyer of stock by $6.4M.
EnRich Financial Partners has $351M in assets under management (AUM), dropping by 7.89%.
Central Index Key (CIK): 0001955091

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Portfolio Holdings for EnRich Financial Partners

EnRich Financial Partners holds 63 positions in its portfolio as reported in the September 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	$41M		1.3M	32.07	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	9.9	$35M	+5%	1.1M	32.79	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	8.8	$31M		939k	32.90	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	8.8	$31M		529k	58.21	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	7.8	$28M		45k	612.37	View chart
Pimco Etf Tr Multisector Bd (PYLD)	6.5	$23M		848k	26.84	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	6.3	$22M	+4%	475k	46.24	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	4.9	$17M		250k	68.46	View chart
Vanguard Index Fds Mid Cap Etf (VO)	4.4	$16M		53k	293.74	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	4.2	$15M		323k	46.12	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	3.0	$11M	+3%	384k	27.29	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	2.4	$8.6M		87k	99.11	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	2.4	$8.3M	+4%	175k	47.51	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	2.2	$7.7M		384k	20.08	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	2.0	$7.1M		97k	72.44	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.7	$6.0M		135k	44.69	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.7	$5.9M	+5%	81k	72.26	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.6	$5.6M		75k	75.11	View chart
Vanguard Index Fds Growth Etf (VUG)	1.6	$5.6M	+3%	12k	479.62	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.1	$4.0M	+7%	40k	99.53	View chart
Apple (AAPL)	0.7	$2.3M		9.2k	254.64	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.5	$1.7M		5.6k	307.87	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.5	$1.6M		51k	31.89	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.4	$1.4M		34k	42.47	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$1.2M		18k	65.26	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.3	$1.1M		25k	45.21	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$920k		2.0k	468.41	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.2	$771k	-2%	14k	57.25	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.2	$761k		9.6k	78.90	View chart
Microsoft Corporation (MSFT)	0.2	$760k	-5%	1.5k	518.11	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$747k		1.5k	502.74	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.2	$704k		6.9k	101.93	View chart
American Centy Etf Tr Avantis Respon U (AVSU)	0.2	$689k		9.4k	73.57	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.2	$583k	-2%	15k	37.77	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$498k		1.5k	328.12	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.1	$495k		11k	45.42	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$491k	-2%	13k	38.57	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$490k		5.6k	87.31	View chart
Dimensional Etf Trust International (DFSI)	0.1	$489k		12k	40.95	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$444k		666.00	666.39	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$439k		8.1k	54.18	View chart
Thermo Fisher Scientific (TMO)	0.1	$383k		790.00	485.02	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.1	$380k		9.2k	41.09	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$358k	+5%	7.2k	50.07	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$357k	-13%	4.6k	78.09	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$353k		1.9k	186.49	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$329k		4.4k	74.37	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$324k	-4%	4.4k	73.45	View chart
Abbott Laboratories (ABT)	0.1	$322k	NEW	2.4k	133.94	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$309k		515.00	600.37	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$295k		1.2k	254.19	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.1	$290k		12k	23.85	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$287k		1.4k	203.59	View chart
Vaneck Bitcoin Etf Sh Ben Int (HODL)	0.1	$283k	NEW	8.7k	32.37	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$277k		1.1k	243.09	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$260k	-9%	3.3k	78.91	View chart
Amazon (AMZN)	0.1	$240k		1.1k	219.52	View chart
Costco Wholesale Corporation (COST)	0.1	$239k		258.00	925.63	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.1	$218k		4.1k	53.27	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.1	$215k		7.1k	30.39	View chart
Exxon Mobil Corporation (XOM)	0.1	$213k		1.9k	112.75	View chart
American Centy Etf Tr Avantis Responsi (AVSD)	0.1	$203k	NEW	2.8k	71.55	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$200k	NEW	2.9k	68.08	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 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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