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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, DFAT, DFLV, VOO, and represent 45.84% of EnRich Financial Partners's stock portfolio.
Added to shares of these 10 stocks: VO (+$14M), VUG, AVUQ, AVLV, FBND, PYLD, DFIC, AVUV, JTEK, IWF.
Started 5 new stock positions in ALL, JTEK, INTC, LRCX, IVV.
Reduced shares in these 10 stocks: DFEM, DFLV, DFAT, DFEV, MOAT, IWD, DFIV, VV, DIHP, DFAS.
Sold out of its positions in DIHP, IWD.
EnRich Financial Partners was a net buyer of stock by $27M.
EnRich Financial Partners has $421M in assets under management (AUM), dropping by 11.64%.
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 67 positions in its portfolio as reported in the June 2026 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	$49M	-5%	1.2M	40.64	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	10.2	$43M	+2%	1.1M	37.26	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	8.4	$35M	-3%	505k	69.90	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	8.0	$34M	-6%	853k	39.54	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	7.7	$33M		47k	686.81	View chart
Pimco Etf Tr Multisector Bd (PYLD)	6.1	$26M	+7%	973k	26.52	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	6.0	$25M	+9%	551k	45.49	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	5.0	$21M		256k	82.34	View chart
Vanguard Index Fds Mid Cap Etf (VO)	4.4	$19M	+310%	232k	80.57	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	4.0	$17M		313k	54.02	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	2.7	$12M	+25%	126k	91.21	View chart
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU)	2.7	$11M	+2%	415k	27.47	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	2.2	$9.1M	+4%	187k	48.49	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	2.1	$8.8M	+5%	440k	19.99	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	2.0	$8.4M	-4%	81k	103.96	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	1.9	$7.9M		96k	81.94	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.8	$7.7M	+11%	62k	124.76	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.8	$7.7M		80k	96.49	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.7	$7.2M		130k	55.01	View chart
American Centy Etf Tr Avan U S Qua Etf (AVUQ)	1.6	$6.8M	+143%	104k	66.00	View chart
Vanguard Index Fds Growth Etf (VUG)	1.4	$5.9M	+492%	69k	86.14	View chart
Apple (AAPL)	0.4	$1.9M		6.4k	289.35	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.4	$1.6M	-13%	4.8k	343.92	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.4	$1.5M	+3%	17k	89.20	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.3	$1.4M	-5%	31k	46.63	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.3	$1.4M	-31%	33k	42.67	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$1.3M		18k	77.11	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.3	$1.3M		25k	54.03	View chart
American Centy Etf Tr Avan Us Smal Etf (AVSC)	0.3	$1.1M		16k	73.34	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$896k	+267%	7.2k	124.17	View chart
Capital Grp Fixed Incm Etf T Mun High Etf (CGHM)	0.2	$875k	+17%	34k	25.85	View chart
American Centy Etf Tr Avantis Respon U (AVSU)	0.2	$757k	-5%	8.6k	88.52	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$744k		1.5k	500.39	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.2	$692k		6.8k	101.31	View chart
J P Morgan Exchange Traded F U S Tec Lea Etf (JTEK)	0.2	$683k	NEW	6.1k	111.55	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.2	$639k		14k	44.36	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	0.2	$632k		15k	41.73	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.1	$591k	-2%	11k	55.77	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$559k		1.5k	370.08	View chart
Microsoft Corporation (MSFT)	0.1	$536k	-6%	1.4k	373.11	View chart
Dimensional Etf Trust International (DFSI)	0.1	$521k	-2%	12k	45.10	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$479k	+11%	9.5k	50.58	View chart
Kla Corp Com New (KLAC)	0.1	$459k	+900%	1.5k	301.71	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$416k		1.2k	357.44	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$415k	-9%	7.0k	59.69	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$412k		1.9k	217.93	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$407k	+9%	5.3k	76.70	View chart
Thermo Fisher Scientific (TMO)	0.1	$396k		790.00	501.36	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$366k		497.00	736.40	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$354k		1.2k	303.23	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$346k	-18%	3.6k	96.58	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$342k	+16%	4.7k	73.41	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$321k	-15%	3.8k	85.48	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$313k	+16%	4.0k	77.91	View chart
Dimensional Etf Trust Emer Mark Su Etf (DFSE)	0.1	$309k	-20%	6.3k	48.88	View chart
Dimensional Etf Trust Us Real Esta Etf (DFAR)	0.1	$296k	-12%	11k	26.16	View chart
Intel Corporation (INTC)	0.1	$284k	NEW	2.0k	139.63	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$279k	-15%	373.00	746.77	View chart
Lam Research Corp Com New (LRCX)	0.1	$270k	NEW	624.00	433.33	View chart
Exxon Mobil Corporation (XOM)	0.1	$252k	-2%	1.8k	136.72	View chart
Vaneck Bitcoin Etf Sh Ben Int (HODL)	0.1	$249k	-13%	15k	16.61	View chart
Costco Wholesale Corporation (COST)	0.1	$241k		258.00	935.47	View chart
Amazon (AMZN)	0.1	$236k		991.00	238.28	View chart
American Centy Etf Tr Avan Re Intl Etf (AVSD)	0.1	$226k		2.8k	79.88	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.1	$224k	+4%	4.3k	52.11	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.0	$208k	NEW	278.00	748.89	View chart
Allstate Corporation (ALL)	0.0	$204k	NEW	856.00	237.94	View chart

Past Filings by EnRich Financial Partners

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

EnRich Financial Partners 2026 Q2 filed July 27, 2026
EnRich Financial Partners 2026 Q1 filed May 5, 2026
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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