§ 13F · FUND PROFILE
EnRich Financial Partners LLC.
AUM · $421M (13F)Positions · 67Turnover · n/a · Q2Filed · Jul 27, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFEM | DIMENSIONAL ETF TRUST | 1.20M | $49M | 11.6% | −6% |
| 2 | DFIC | DIMENSIONAL ETF TRUST | 1.15M | $43M | 10.2% | +2% |
| 3 | DFAT | DIMENSIONAL ETF TRUST | 505K | $35M | 8.4% | −3% |
| 4 | DFLV | DIMENSIONAL ETF TRUST | 853K | $34M | 8.0% | −6% |
| 5 | VOO | VANGUARD INDEX FDS | 47K | $32M | 7.7% | +1% |
| 6 | PYLD | PIMCO ETF TR | 973K | $26M | 6.1% | +8% |
| 7 | FBND | FIDELITY MERRIMACK STR TR | 551K | $25M | 6.0% | +10% |
| 8 | DFAS | DIMENSIONAL ETF TRUST | 256K | $21M | 5.0% | ±0% |
| 9 | VO | VANGUARD INDEX FDS | 232K | $19M | 4.4% | +311% |
| 10 | DFIV | DIMENSIONAL ETF TRUST | 313K | $17M | 4.0% | −2% |
§ 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 $421 million in assets. The fund runs a portfolio of 67 positions.
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