EnRich Financial Partners LLC
CIK: 0001955091SEC EDGAR →
Portfolio Value
$366.9M
Holdings
63
As of
Q4 2025
New Positions
63
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 1,281,760 | $42.4M | 11.56% |
| 2 | DIMENSIONAL ETF TRUST | 1,106,425 | $38.1M | 10.39% |
| 3 | DIMENSIONAL ETF TRUST | 934,046 | $32.0M | 8.71% |
| 4 | DIMENSIONAL ETF TRUST | 527,981 | $31.4M | 8.57% |
| 5 | VANGUARD INDEX FDS | 45,721 | $28.7M | 7.82% |
| 6 | PIMCO ETF TR | 891,031 | $23.8M | 6.48% |
| 7 | FIDELITY MERRIMACK STR TR | 496,310 | $22.9M | 6.23% |
| 8 | DIMENSIONAL ETF TRUST | 254,109 | $17.7M | 4.83% |
| 9 | DIMENSIONAL ETF TRUST | 321,514 | $16.0M | 4.37% |
| 10 | VANGUARD INDEX FDS | 54,916 | $15.9M | 4.34% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (63)
$42.4M · 1.3M shares
$38.1M · 1.1M shares
$32.0M · 934K shares
$31.4M · 528K shares
$28.7M · 46K shares
$23.8M · 891K shares
$22.9M · 496K shares
$17.7M · 254K shares
$16.0M · 322K shares
$15.9M · 55K shares
$10.7M · 392K shares
$8.8M · 85K shares
$8.5M · 177K shares
$7.9M · 396K shares
$7.2M · 97K shares
$6.9M · 91K shares
$6.2M · 133K shares
$5.9M · 77K shares
$5.6M · 11K shares
$4.8M · 48K shares
$1.8M · 6K shares
$1.8M · 6K shares
$1.7M · 49K shares
$1.4M · 33K shares
$1.2M · 18K shares
$1.2M · 25K shares
$981K · 12K shares
$930K · 2K shares
$836K · 14K shares
$746K · 1K shares
$741K · 2K shares
$702K · 9K shares
$698K · 7K shares
$588K · 15K shares
$518K · 13K shares
$510K · 12K shares
$510K · 2K shares
$500K · 11K shares
$457K · 790 shares
$455K · 5K shares
$425K · 17K shares
$415K · 8K shares
$396K · 7K shares
$387K · 8K shares
$376K · 5K shares
$361K · 2K shares
$361K · 9K shares
$357K · 1K shares
$336K · 4K shares
$332K · 488 shares
$329K · 13K shares
$305K · 497 shares
$300K · 1K shares
$298K · 13K shares
$297K · 4K shares
$296K · 4K shares
$281K · 1K shares
$228K · 991 shares
$227K · 2K shares
$222K · 258 shares
$212K · 7K shares
$212K · 4K shares
$210K · 3K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 53 | $361.3M | 98.5% |
| Technology | 2 | $2.5M | 0.7% |
| Unknown | 3 | $1.5M | 0.4% |
| Healthcare | 1 | $457K | 0.1% |
| Communication Services | 1 | $357K | 0.1% |
| Consumer Cyclical | 1 | $228K | 0.1% |
| Energy | 1 | $227K | 0.1% |
| Consumer Defensive | 1 | $222K | 0.1% |