DOSSIER · 13F-HR · Q2 2026

EnRich Financial Partners LLC

$421M in tracked AUM across 67 positions as of Q2 2026.

EF
CIK 0001955091 · last filed Jun 30, 2026
Total AUM
$421M
as of Q2 2026
Holdings
67
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

EnRich Financial Partners LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DFEM
DIMENSIONAL ETF TRUST
$49M1.2M11.6%
02
DFIC
DIMENSIONAL ETF TRUST
$43M1.1M10.2%
03
DFAT
DIMENSIONAL ETF TRUST
$35M505K8.4%
04
DFLV
DIMENSIONAL ETF TRUST
$34M853K8.0%
05
VOO
VANGUARD INDEX FDS
$32M47K7.7%
06
PYLD
PIMCO ETF TR
$26M973K6.1%
07
FBND
FIDELITY MERRIMACK STR TR
$25M551K6.0%
08
DFAS
DIMENSIONAL ETF TRUST
$21M256K5.0%
09
VO
VANGUARD INDEX FDS
$19M232K4.4%
10
DFIV
DIMENSIONAL ETF TRUST
$17M313K4.0%

Filing history

2026Q2Jun 30
$421M 11.6%
67 positionsView →
2026Q1Mar 31
$377M 2.8%
64 positionsView →
2025Q4Dec 31
$367M 4.4%
63 positionsView →
2025Q3Sep 30
$351M 7.9%
63 positionsView →
2025Q2Jun 30
$326M 9.4%
59 positionsLocked
2025Q1Mar 31
$298M 0.8%
55 positionsLocked
2024Q4Dec 31
$300M 0.3%
220 positionsLocked
2024Q3Sep 30
$299M 9.8%
224 positionsLocked
2024Q2Jun 30
$273M 2.1%
244 positionsLocked
2024Q1Mar 31
$267M 11.4%
203 positionsLocked
2023Q4Dec 31
$240M
51 positionsLocked