Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
EnRich Financial Partners LLC (CIK 1955091) reported $377.1M across 64 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFEM ($44.0M, 11.66%), DFIC ($39.8M, 10.56%), DFAT ($32.6M, 8.64%), DFLV ($32.4M, 8.60%), VOO ($27.9M, 7.39%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFEM | DIMENSIONAL ETF TRUST | $44.0M | 11.66% | 1.3M | Trimmed |
| 2 | DFIC | DIMENSIONAL ETF TRUST | $39.8M | 10.56% | 1.1M | Added |
| 3 | DFAT | DIMENSIONAL ETF TRUST | $32.6M | 8.64% | 521,617 | Trimmed |
| 4 | DFLV | DIMENSIONAL ETF TRUST | $32.4M | 8.60% | 908,182 | Trimmed |
| 5 | VOO | VANGUARD INDEX FDS | $27.9M | 7.39% | 46,636 | Added |
| 6 | PYLD | PIMCO ETF TR | $23.7M | 6.27% | 902,753 | Added |
| 7 | FBND | FIDELITY MERRIMACK STR TR | $22.9M | 6.07% | 501,558 | Added |
| 8 | DFAS | DIMENSIONAL ETF TRUST | $18.3M | 4.84% | 256,639 | Added |
| 9 | DFIV | DIMENSIONAL ETF TRUST | $16.8M | 4.45% | 318,048 | Trimmed |
| 10 | VO | VANGUARD INDEX FDS | $16.2M | 4.29% | 56,367 | Added |
| 11 | CGMU | CAPITAL GRP FIXED INCM ETF T | $11.0M | 2.92% | 405,604 | Added |
| 12 | FMHI | FIRST TR EXCH TRADED FD III | $8.5M | 2.26% | 178,980 | Added |
| 13 | FSMB | FIRST TR EXCH TRADED FD III | $8.3M | 2.20% | 415,619 | Added |
| 14 | MOAT | VANECK ETF TRUST | $8.2M | 2.18% | 85,071 | Trimmed |
| 15 | AVLV | AMERICAN CENTY ETF TR | $8.1M | 2.14% | 100,002 | Added |
| 16 | DFUS | DIMENSIONAL ETF TRUST | $6.9M | 1.82% | 96,909 | Trimmed |
| 17 | AVEM | AMERICAN CENTY ETF TR | $6.4M | 1.71% | 79,799 | Added |
| 18 | DFUV | DIMENSIONAL ETF TRUST | $6.4M | 1.69% | 131,624 | Trimmed |
| 19 | AVUV | AMERICAN CENTY ETF TR | $6.1M | 1.62% | 55,462 | Added |
| 20 | VUG | VANGUARD INDEX FDS | $5.1M | 1.34% | 11,581 | Added |
| 21 | AVUQ | AMERICAN CENTY ETF TR | $2.4M | 0.64% | 42,581 | Added |
| 22 | DFEV | DIMENSIONAL ETF TRUST | $1.7M | 0.46% | 48,154 | Trimmed |
| 23 | VV | VANGUARD INDEX FDS | $1.6M | 0.44% | 5,514 | Trimmed |
| 24 | AAPL | APPLE INC | $1.6M | 0.43% | 6,394 | Trimmed |
| 25 | AVDE | AMERICAN CENTY ETF TR | $1.4M | 0.37% | 16,531 | Added |
Source: SEC Form 13F filings · as of 2026-03-31