§ 13F · FUND PROFILE
EnRich Financial Partners LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $325.7T (13F)Positions · 59Turnover · — · Q4Filed · Jan 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$726.1B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFEM | DIMENSIONAL ETF TRUST | 1.28M | $42.4T | 11.6% | +1% |
| 2 | DFIC | DIMENSIONAL ETF TRUST | 1.11M | $38.1T | 10.4% | +4% |
| 3 | DFLV | DIMENSIONAL ETF TRUST | 934K | $32.0T | 8.7% | −1% |
| 4 | DFAT | DIMENSIONAL ETF TRUST | 528K | $31.4T | 8.6% | ±0% |
| 5 | VOO | VANGUARD INDEX FDS | 46K | $28.7T | 7.8% | +2% |
| 6 | PYLD | PIMCO ETF TR | 891K | $23.8T | 6.5% | +5% |
| 7 | FBND | FIDELITY MERRIMACK STR TR | 496K | $22.9T | 6.2% | +4% |
| 8 | DFAS | DIMENSIONAL ETF TRUST | 254K | $17.7T | 4.8% | +2% |
| 9 | DFIV | DIMENSIONAL ETF TRUST | 322K | $16.0T | 4.4% | −1% |
| 10 | VO | VANGUARD INDEX FDS | 55K | $15.9T | 4.3% | +4% |
§ 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 $325744.1 trillion in assets. The fund runs a portfolio of 59 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed