§ 13F · FUND PROFILE
EnRich Financial Partners LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $351M (13F)Positions · 63Turnover · — · Q1Filed · May 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$224K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFEM | DIMENSIONAL ETF TRUST | 1.27M | $44M | 11.7% | −1% |
| 2 | DFIC | DIMENSIONAL ETF TRUST | 1.12M | $40M | 10.6% | +1% |
| 3 | DFAT | DIMENSIONAL ETF TRUST | 522K | $33M | 8.6% | −1% |
| 4 | DFLV | DIMENSIONAL ETF TRUST | 908K | $32M | 8.6% | −3% |
| 5 | VOO | VANGUARD INDEX FDS | 47K | $28M | 7.4% | +2% |
| 6 | PYLD | PIMCO ETF TR | 903K | $24M | 6.3% | +1% |
| 7 | FBND | FIDELITY MERRIMACK STR TR | 502K | $23M | 6.1% | +1% |
| 8 | DFAS | DIMENSIONAL ETF TRUST | 257K | $18M | 4.8% | +1% |
| 9 | DFIV | DIMENSIONAL ETF TRUST | 318K | $17M | 4.5% | −1% |
| 10 | VO | VANGUARD INDEX FDS | 56K | $16M | 4.3% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ENRICH SIGNAL
AC read
EnRich Financial Partners LLC is a Other fund managing $351 million in assets. The fund runs a portfolio of 63 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed