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 $421.0M across 67 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DFEM ($48.8M, 11.60%), DFIC ($42.7M, 10.15%), DFAT ($35.3M, 8.38%), DFLV ($33.7M, 8.01%), VOO ($32.5M, 7.71%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFEM | DIMENSIONAL ETF TRUST | $48.8M | 11.60% | 1.2M | Trimmed |
| 2 | DFIC | DIMENSIONAL ETF TRUST | $42.7M | 10.15% | 1.1M | Added |
| 3 | DFAT | DIMENSIONAL ETF TRUST | $35.3M | 8.38% | 504,548 | Trimmed |
| 4 | DFLV | DIMENSIONAL ETF TRUST | $33.7M | 8.01% | 852,592 | Trimmed |
| 5 | VOO | VANGUARD INDEX FDS | $32.5M | 7.71% | 47,251 | Added |
| 6 | PYLD | PIMCO ETF TR | $25.8M | 6.13% | 973,138 | Added |
| 7 | FBND | FIDELITY MERRIMACK STR TR | $25.1M | 5.96% | 551,216 | Added |
| 8 | DFAS | DIMENSIONAL ETF TRUST | $21.0M | 5.00% | 255,558 | Trimmed |
| 9 | VO | VANGUARD INDEX FDS | $18.7M | 4.43% | 231,644 | Added |
| 10 | DFIV | DIMENSIONAL ETF TRUST | $16.9M | 4.02% | 313,114 | Trimmed |
| 11 | AVLV | AMERICAN CENTY ETF TR | $11.5M | 2.73% | 125,803 | Added |
| 12 | CGMU | CAPITAL GRP FIXED INCM ETF T | $11.4M | 2.71% | 415,313 | Added |
| 13 | FMHI | FIRST TR EXCH TRADED FD III | $9.1M | 2.16% | 187,384 | Added |
| 14 | FSMB | FIRST TR EXCH TRADED FD III | $8.8M | 2.09% | 440,062 | Added |
| 15 | MOAT | VANECK ETF TRUST | $8.4M | 2.00% | 81,138 | Trimmed |
| 16 | DFUS | DIMENSIONAL ETF TRUST | $7.9M | 1.87% | 96,228 | Trimmed |
| 17 | AVUV | AMERICAN CENTY ETF TR | $7.7M | 1.83% | 61,876 | Added |
| 18 | AVEM | AMERICAN CENTY ETF TR | $7.7M | 1.82% | 79,476 | Trimmed |
| 19 | DFUV | DIMENSIONAL ETF TRUST | $7.2M | 1.70% | 130,198 | Trimmed |
| 20 | AVUQ | AMERICAN CENTY ETF TR | $6.8M | 1.63% | 103,685 | Added |
| 21 | VUG | VANGUARD INDEX FDS | $5.9M | 1.41% | 68,670 | Added |
| 22 | AAPL | APPLE INC | $1.9M | 0.44% | 6,394 | Hold |
| 23 | VV | VANGUARD INDEX FDS | $1.6M | 0.39% | 4,757 | Trimmed |
| 24 | AVDE | AMERICAN CENTY ETF TR | $1.5M | 0.36% | 17,073 | Added |
| 25 | DFSU | DIMENSIONAL ETF TRUST | $1.4M | 0.34% | 30,759 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30