DOSSIER · 13F-HR · Q1 2026

EnRich Financial Partners LLC

$377M in tracked AUM across 64 positions as of Q1 2026.

EF
CIK 0001955091 · last filed Mar 31, 2026
Total AUM
$377M
as of Q1 2026
Holdings
64
positions
Whale Score
60
60
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

EnRich Financial Partners LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DFEM
DIMENSIONAL ETF TRUST
$44M1.3M11.7%
02
DFIC
DIMENSIONAL ETF TRUST
$40M1.1M10.6%
03
DFAT
DIMENSIONAL ETF TRUST
$33M522K8.6%
04
DFLV
DIMENSIONAL ETF TRUST
$32M908K8.6%
05
VOO
VANGUARD INDEX FDS
$28M47K7.4%
06
PYLD
PIMCO ETF TR
$24M903K6.3%
07
FBND
FIDELITY MERRIMACK STR TR
$23M502K6.1%
08
DFAS
DIMENSIONAL ETF TRUST
$18M257K4.8%
09
DFIV
DIMENSIONAL ETF TRUST
$17M318K4.5%
10
VO
VANGUARD INDEX FDS
$16M56K4.3%

Filing history

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