StockDriftsStockDriftsTop 50 EnRich Financial Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFEM | DIMENSIONAL ETF TRUST | 11.6% | 1.20M | $48.8M | -5.58%(-70.99K) | $24.74(+59.32%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 10.15% | 1.15M | $42.7M | +2.32%(+25.99K) | $26.88(+45.87%) | 2026-06-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 8.38% | 504.5K | $35.3M | -3.27%(-17.07K) | $49.38(+46.17%) | 2026-06-30 | |
| DFLV | DIMENSIONAL ETF TRUST | 8.01% | 852.6K | $33.7M | -6.12%(-55.59K) | $26.14(+60.36%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 7.71% | 47.3K | $32.5M | +1.32%(+615) | $433.61(+63.98%) | 2026-06-30 | |
| PYLD | PIMCO ETF TR | 6.13% | 973.1K | $25.8M | +7.80%(+70.39K) | $25.47(+2.72%) | 2026-06-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 5.96% | 551.2K | $25.1M | +9.90%(+49.66K) | $45.13(-0.45%) | 2026-06-30 | |
| DFAS | DIMENSIONAL ETF TRUST | 5% | 255.6K | $21.0M | -0.42%(-1.08K) | $56.70(+47.47%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 4.43% | 231.6K | $18.7M | +2.74%(+6.18K) | $59.59(+39.33%) | 2026-06-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 4.02% | 313.1K | $16.9M | -1.55%(-4.93K) | $34.00(+70.38%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +36.37% |
| Top 20 Holdings Unweighted | — | — | — | — | +36.09% |
EnRich Financial Partners LLC reports $420.98M in US-listed equity holdings across 67 positions in its most recent 13F filing. Its largest disclosed positions are DFEM (11.6%), DFIC (10.2%) and DFAT (8.4%). The top 20 holdings account for 91.93% of reported assets. Its disclosed equity book has returned +36.37% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from EnRich Financial Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1955091). View EnRich Financial Partners LLC’s 13F filings on SEC