EnRich Financial Partners LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 28, 2026, for the 2025 Q4 period, EnRich Financial Partners LLC held in its portfolio 63 assets valued at $366,851,397 (i.e. $366.85M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($42.40M), DIMENSIONAL ETF TRUST ($38.13M), and DIMENSIONAL ETF TRUST ($31.95M).
The chart below shows the top 10 valuable assets, and the table below shows the top 63 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
EnRich Financial Partners LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 1281760 | 42400632 | EMERGING MKTS CO |
| DIMENSIONAL ETF TRUST | 1106425 | 38127422 | INTL CORE EQUITY |
| DIMENSIONAL ETF TRUST | 934046 | 31953714 | US LARGE CAP VAL |
| DIMENSIONAL ETF TRUST | 527981 | 31436003 | US TARGETED VLU |
| VANGUARD INDEX FDS | 45721 | 28673297 | S&P 500 ETF SHS |
| PIMCO ETF TR | 891031 | 23772696 | MULTISECTOR BD |
| FIDELITY MERRIMACK STR TR | 496310 | 22850106 | TOTAL BD ETF |
| DIMENSIONAL ETF TRUST | 254109 | 17703802 | US SMALL CAP ETF |
| DIMENSIONAL ETF TRUST | 321514 | 16043542 | INTERNATNAL VAL |
| VANGUARD INDEX FDS | 54916 | 15937856 | MID CAP ETF |
| CAPITAL GRP FIXED INCM ETF T | 392181 | 10737916 | MUNICIPAL INCOME |
| VANECK ETF TRUST | 85404 | 8844483 | MRNGSTR WDE MOAT |
| FIRST TR EXCH TRADED FD III | 176821 | 8475805 | MUNI HI INCM ETF |
| FIRST TR EXCH TRADED FD III | 396123 | 7940285 | SHRT DUR MNG MUN |
| DIMENSIONAL ETF TRUST | 97080 | 7200400 | US EQUITY MARKET |
| AMERICAN CENTY ETF TR | 91437 | 6928177 | US LARGE CAP VLU |
| DIMENSIONAL ETF TRUST | 132822 | 6188162 | US MKTWIDE VALUE |
| AMERICAN CENTY ETF TR | 76741 | 5910590 | AVANTIS EMGMKT |
| VANGUARD INDEX FDS | 11474 | 5597864 | GROWTH ETF |
| AMERICAN CENTY ETF TR | 47514 | 4845498 | US SML CP VALU |
| APPLE INC | 6458 | 1755793 | COM |
| VANGUARD INDEX FDS | 5560 | 1750344 | LARGE CAP ETF |
| DIMENSIONAL ETF TRUST | 49246 | 1661576 | EMERGING MKTS VA |
| DIMENSIONAL ETF TRUST | 33197 | 1441739 | US SUSTAINABILTY |
| ISHARES TR | 17608 | 1162153 | CORE S&P MCP ETF |
| INVESCO EXCHANGE TRADED FD T | 24703 | 1159086 | RAFI US 1000 ETF |
| AMERICAN CENTY ETF TR | 11920 | 981214 | INTL EQT ETF |
| ISHARES TR | 1965 | 930035 | RUS 1000 GRW ETF |
| AMERICAN CENTY ETF TR | 14237 | 836256 | AVANTIS US SMALL |
| BERKSHIRE HATHAWAY INC DEL | 1486 | 746938 | CL B NEW |
| MICROSOFT CORP | 1534 | 741713 | COM |
| AMERICAN CENTY ETF TR | 9212 | 702876 | AVANTIS RESPON U |
| VANGUARD WELLINGTON FD | 6881 | 698972 | SHORT TRM TAX EX |
| DIMENSIONAL ETF TRUST | 15465 | 588123 | US HIGH PROFITAB |
| DIMENSIONAL ETF TRUST | 13102 | 518708 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 11915 | 510477 | INTERNATIONAL |
| VANGUARD INDEX FDS | 1522 | 510236 | TOTAL STK MKT |
| INVESCO EXCHANGE TRADED FD T | 10903 | 500339 | RAFI US 1500 |
| THERMO FISHER SCIENTIFIC INC | 790 | 457766 | COM |
| ISHARES TR | 5093 | 455620 | CORE MSCI EAFE |
| VANECK BITCOIN ETF | 17196 | 425257 | SH BEN INT |
| VANGUARD INTL EQUITY INDEX F | 7727 | 415406 | FTSE EMR MKT ETF |
| AMERICAN CENTY ETF TR | 6597 | 396938 | AVANTIS U S QUAL |
| VANGUARD MUN BD FDS | 7703 | 387367 | TAX EXEMPT BD |
| VANGUARD BD INDEX FDS | 4841 | 376989 | INTERMED TERM |
| DIMENSIONAL ETF TRUST | 8716 | 361540 | EMERGING MARKETS |
| VANGUARD INDEX FDS | 1892 | 361353 | VALUE ETF |
| ALPHABET INC | 1141 | 357143 | CAP STK CL A |
| VANGUARD STAR FDS | 4463 | 336722 | VG TL INTL STK F |
| SPDR S&P 500 ETF TR | 488 | 332501 | TR UNIT |
| CAPITAL GRP FIXED INCM ETF T | 12918 | 329151 | MUNICIPAL HIGH I |
| INVESCO QQQ TR | 497 | 305312 | UNIT SER 1 |
| VANGUARD INDEX FDS | 1163 | 300123 | SMALL CP ETF |
| DIMENSIONAL ETF TRUST | 13015 | 298059 | US REAL ESTATE E |
| VANGUARD BD INDEX FDS | 3777 | 297676 | SHORT TRM BOND |
| VANGUARD BD INDEX FDS | 4007 | 296798 | TOTAL BND MRKT |
| ISHARES TR | 1339 | 281645 | RUS 1000 VAL ETF |
| AMAZON COM INC | 991 | 228681 | COM |
| EXXON MOBIL CORP | 1893 | 227804 | COM |
| COSTCO WHSL CORP NEW | 258 | 222484 | COM |
| DIMENSIONAL ETF TRUST | 6697 | 212061 | INTL HIGH PROFIT |
| DIMENSIONAL ETF TRUST | 4093 | 212017 | GLOBAL SUSTAINA |
| AMERICAN CENTY ETF TR | 2830 | 210156 | AVANTIS RESPONSI |
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