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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 46.85% of EnRich Financial Partners's stock portfolio.
Added to shares of these 10 stocks: AVUQ, AVUV, AVLV, VOO, DFIC, VO, CGHM, AVDE, FSMB, CGMU.
Started 1 new stock position in KLAC.
Reduced shares in these 10 stocks: DFLV, DFAT, DFEM, DFIV, IEFA, DFUV, DFEV, DFSE, MOAT, SPY.
EnRich Financial Partners was a net buyer of stock by $5.9M.
EnRich Financial Partners has $377M in assets under management (AUM), dropping by 2.79%.
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 64 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Emerging Mkts Co (DFEM)	11.7	$44M		1.3M	34.55	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	10.6	$40M		1.1M	35.53	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	8.6	$33M		522k	62.45	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	8.6	$32M	-2%	908k	35.71	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	7.4	$28M	+2%	47k	597.55	View chart
Pimco Etf Tr Multisector Bd (PYLD)	6.3	$24M		903k	26.20	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	6.1	$23M		502k	45.62	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	4.8	$18M		257k	71.13	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	4.5	$17M		318k	52.78	View chart
Vanguard Index Fds Mid Cap Etf (VO)	4.3	$16M	+2%	56k	287.18	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	2.9	$11M	+3%	406k	27.15	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	2.3	$8.5M		179k	47.54	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	2.2	$8.3M	+4%	416k	19.96	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	2.2	$8.2M		85k	96.70	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	2.1	$8.1M	+9%	100k	80.61	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	1.8	$6.9M		97k	70.91	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.7	$6.4M	+3%	80k	80.58	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.7	$6.4M		132k	48.46	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.6	$6.1M	+16%	56k	110.47	View chart
Vanguard Index Fds Growth Etf (VUG)	1.3	$5.1M		12k	436.80	View chart
American Centy Etf Tr Avantis U S Qual (AVUQ)	0.6	$2.4M	+545%	43k	56.74	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.5	$1.7M	-2%	48k	35.78	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.4	$1.6M		5.5k	298.86	View chart
Apple (AAPL)	0.4	$1.6M		6.4k	253.78	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.4	$1.4M	+38%	17k	84.84	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.4	$1.3M	-2%	33k	41.09	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$1.2M		18k	67.53	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.3	$1.2M		25k	47.53	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.3	$974k	+9%	16k	62.30	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$838k		2.0k	426.40	View chart
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)	0.2	$731k	+123%	29k	25.32	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$712k		1.5k	479.20	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.2	$691k		6.8k	101.14	View chart
American Centy Etf Tr Avantis Respon U (AVSU)	0.2	$670k		9.1k	73.92	View chart
Microsoft Corporation (MSFT)	0.2	$568k		1.5k	370.13	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$561k		15k	36.76	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$554k	+8%	14k	38.86	View chart
Dimensional Etf Trust International (DFSI)	0.1	$500k		12k	42.40	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.1	$498k		11k	45.87	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$489k		1.5k	320.73	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$424k	+10%	8.5k	49.89	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$416k		7.7k	54.05	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$400k	-13%	4.4k	90.53	View chart
Thermo Fisher Scientific (TMO)	0.1	$388k		790.00	491.53	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$375k		4.9k	77.19	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$371k		1.9k	196.20	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$342k		4.4k	77.12	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$336k	+2%	1.2k	287.60	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.1	$336k	-9%	7.9k	42.37	View chart
Vaneck Bitcoin Etf Sh Ben Int (HODL)	0.1	$330k		17k	19.16	View chart
Exxon Mobil Corporation (XOM)	0.1	$321k		1.9k	169.66	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.1	$308k		13k	23.65	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$306k		1.2k	261.98	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$295k		4.0k	73.64	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$287k		497.00	577.18	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$286k	-9%	440.00	650.55	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$285k		1.3k	213.67	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$269k	-9%	3.4k	78.41	View chart
Costco Wholesale Corporation (COST)	0.1	$257k		258.00	996.43	View chart
Kla Corp Com New (KLAC)	0.1	$224k	NEW	152.00	1472.41	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.1	$212k		4.1k	51.74	View chart
American Centy Etf Tr Avantis Responsi (AVSD)	0.1	$208k		2.8k	73.65	View chart
Amazon (AMZN)	0.1	$206k		991.00	208.21	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.1	$204k	-5%	6.3k	32.22	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 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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