13F Insight
DOSSIER · 13F-HR · Q3 2026

EnRich Financial Partners LLC

$416M in tracked AUM across 66 positions as of Q3 2026.

EF
CIK 0001955091 · last filed Sep 30, 2026
Total AUM
$416M
as of Q3 2026
Holdings
66
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

EnRich Financial Partners LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
DFEM
DIMENSIONAL ETF TRUST
$48M1.2M11.5%02
DFIC
DIMENSIONAL ETF TRUST
$44M1.2M10.5%03
DFLV
DIMENSIONAL ETF TRUST
$34M835K8.1%04
VOO
VANGUARD INDEX FDS
$33M47K8.0%05
DFAT
DIMENSIONAL ETF TRUST
$33M498K8.0%06
PYLD
PIMCO ETF TR
$25M988K6.0%07
FBND
FIDELITY MERRIMACK STR TR
$24M560K5.8%08
DFAS
DIMENSIONAL ETF TRUST
$20M256K4.8%09
VO
VANGUARD INDEX FDS
$18M234K4.4%10
DFIV
DIMENSIONAL ETF TRUST
$17M310K4.2%

Filing history

2026Q3Sep 30
$416M▼ 1.3%
66 positionsView →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 positionsLocked2025Q2Jun 30
$326M▲ 9.4%
59 positionsLocked2025Q1Mar 31
$298M▼ 0.8%
55 positionsLocked2024Q4Dec 31
$300M▲ 0.3%
220 positionsLocked2024Q3Sep 30
$299M▲ 9.8%
224 positionsLocked2024Q2Jun 30
$273M▲ 2.1%
244 positionsLocked2024Q1Mar 31
$267M▲ 11.4%
203 positionsLocked2023Q4Dec 31
$240M—
51 positionsLocked