Enrich Financial Partners Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$377.1M
Q ending 2026-03-31
Prior quarter
$366.9M
Q ending 2025-12-31
Change
+2.8% QoQ · +26.6% YoY
Positions
64
reported holdings
Largest positions
All 64 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Dimensional Etf Trust | DFEM | Shares | $44.0M | 1.3M |
| Dimensional Etf Trust | DFIC | Shares | $39.8M | 1.1M |
| Dimensional Etf Trust | DFAT | Shares | $32.6M | 522K |
| Dimensional Etf Trust | DFLV | Shares | $32.4M | 908K |
| Vanguard Index Fds | VOO | Shares | $27.9M | 47K |
| Pimco Etf Tr | PYLD | Shares | $23.7M | 903K |
| Fidelity Merrimack Str Tr | FBND | Shares | $22.9M | 502K |
| Dimensional Etf Trust | DFAS | Shares | $18.3M | 257K |
| Dimensional Etf Trust | DFIV | Shares | $16.8M | 318K |
| Vanguard Index Fds | VO | Shares | $16.2M | 56K |
| Capital Grp Fixed Incm Etf T | CGMU | Shares | $11.0M | 406K |
| First Tr Exch Traded Fd Iii | FMHI | Shares | $8.5M | 179K |
| First Tr Exch Traded Fd Iii | FSMB | Shares | $8.3M | 416K |
| Vaneck Etf Trust | MOAT | Shares | $8.2M | 85K |
| American Centy Etf Tr | AVLV | Shares | $8.1M | 100K |
| Dimensional Etf Trust | DFUS | Shares | $6.9M | 97K |
| American Centy Etf Tr | AVEM | Shares | $6.4M | 80K |
| Dimensional Etf Trust | DFUV | Shares | $6.4M | 132K |
| American Centy Etf Tr | AVUV | Shares | $6.1M | 55K |
| Vanguard Index Fds | VUG | Shares | $5.1M | 12K |
| American Centy Etf Tr | AVUQ | Shares | $2.4M | 43K |
| Dimensional Etf Trust | DFEV | Shares | $1.7M | 48K |
| Vanguard Index Fds | VV | Shares | $1.6M | 6K |
| Apple Inc | AAPL | Shares | $1.6M | 6K |
| American Centy Etf Tr | AVDE | Shares | $1.4M | 17K |
| Dimensional Etf Trust | DFSU | Shares | $1.3M | 33K |
| Ishares Tr | IJH | Shares | $1.2M | 18K |
| Invesco Exchange Traded Fd T | PRF | Shares | $1.2M | 25K |
| American Centy Etf Tr | AVSC | Shares | $974K | 16K |
| Ishares Tr | IWF | Shares | $838K | 2K |
| Capital Grp Fixed Incm Etf T | CGHM | Shares | $731K | 29K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $712K | 1K |
| Vanguard Wellington Fd | VTES | Shares | $691K | 7K |
| American Centy Etf Tr | AVSU | Shares | $670K | 9K |
| Microsoft Corp | MSFT | Shares | $568K | 2K |
| Dimensional Etf Trust | DUHP | Shares | $561K | 15K |
| Dimensional Etf Trust | DFAC | Shares | $554K | 14K |
| Dimensional Etf Trust | DFSI | Shares | $500K | 12K |
| Invesco Exchange Traded Fd T | PRFZ | Shares | $498K | 11K |
| Vanguard Index Fds | VTI | Shares | $489K | 2K |
| Vanguard Mun Bd Fds | VTEB | Shares | $424K | 9K |
| Vanguard Intl Equity Index F | VWO | Shares | $416K | 8K |
| Ishares Tr | IEFA | Shares | $400K | 4K |
| Thermo Fisher Scientific Inc | TMO | Shares | $388K | 790 |
| Vanguard Bd Index Fds | BIV | Shares | $375K | 5K |
| Vanguard Index Fds | VTV | Shares | $371K | 2K |
| Vanguard Star Fds | VXUS | Shares | $342K | 4K |
| Alphabet Inc | GOOGL | Shares | $336K | 1K |
| Dimensional Etf Trust | DFSE | Shares | $336K | 8K |
| Vaneck Bitcoin Etf | HODL | Shares | $330K | 17K |
| Exxon Mobil Corp | XOM | Shares | $321K | 2K |
| Dimensional Etf Trust | DFAR | Shares | $308K | 13K |
| Vanguard Index Fds | VB | Shares | $305K | 1K |
| Vanguard Bd Index Fds | BND | Shares | $295K | 4K |
| Invesco Qqq Tr | QQQ | Shares | $287K | 497 |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $286K | 440 |
| Ishares Tr | IWD | Shares | $285K | 1K |
| Vanguard Bd Index Fds | BSV | Shares | $269K | 3K |
| Costco Wholesale Corporation | COST | Shares | $257K | 258 |
| Kla Corp | KLAC | Shares | $224K | 152 |
| Dimensional Etf Trust | DFSB | Shares | $212K | 4K |
| American Centy Etf Tr | AVSD | Shares | $208K | 3K |
| Amazon Com Inc | AMZN | Shares | $206K | 991 |
| Dimensional Etf Trust | DIHP | Shares | $204K | 6K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.