Enrich Financial Partners LLC Top Holdings and 13F Report (2025) About Enrich Financial Partners LLCInvestment ActivityEnrich Financial Partners LLC has $325.74 million in total holdings as of June 30, 2025.Enrich Financial Partners LLC owns shares of 59 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 7.77% of the portfolio was purchased this quarter.About 4.77% of the portfolio was sold this quarter.This quarter, Enrich Financial Partners LLC has purchased 55 new stocks and bought additional shares in 20 stocks.Enrich Financial Partners LLC sold shares of 26 stocks and completely divested from 1 stock this quarter.Largest Holdings Dimensional Emerging Markets Core Equity 2 ETF $37,471,146Dimensional International Core Equity 2 ETF $31,263,879Dimensional US Large Cap Value ETF $29,084,817Dimensional U.S. Targeted Value ETF $28,423,410Vanguard S&P 500 ETF $25,374,164 Largest New Holdings this Quarter 14020Y201 - Capital Group Municipal Income ETF $9,924,330 Holding025072323 - Avantis U.S. Small Cap Equity ETF $715,357 Holding025072703 - Avantis International Equity ETF $709,276 Holding023135106 - Amazon.com $238,916 Holding02079K305 - Alphabet $201,047 Holding Largest Purchases this Quarter Capital Group Municipal Income ETF 371,837 shares (about $9.92M)Dimensional International Core Equity 2 ETF 195,475 shares (about $6.08M)Fidelity Total Bond ETF 23,342 shares (about $1.07M)Avantis U.S. Large Cap Value ETF 15,150 shares (about $1.03M)PIMCO Multi Sector Bond Active ETF 32,074 shares (about $851.24K) Largest Sales this Quarter Vanguard Tax-Exempt Bond ETF 199,323 shares (about $9.77M)Vanguard S&P 500 ETF 4,545 shares (about $2.58M)VanEck Morningstar Wide Moat ETF 9,396 shares (about $881.25K)Dimensional US Large Cap Value ETF 27,154 shares (about $842.32K)Vanguard Growth ETF 779 shares (about $341.52K) Sector Allocation Over TimeMap of 500 Largest Holdings ofEnrich Financial Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFEMDimensional Emerging Markets Core Equity 2 ETF$37,471,146$282,405 ▲0.8%1,262,50511.5%ETFDFICDimensional International Core Equity 2 ETF$31,263,879$6,077,316 ▲24.1%1,005,5939.6%ETFDFLVDimensional US Large Cap Value ETF$29,084,817$842,317 ▼-2.8%937,6158.9%ETFDFATDimensional U.S. Targeted Value ETF$28,423,410$624,479 ▲2.2%526,7508.7%ETFVOOVanguard S&P 500 ETF$25,374,164$2,581,723 ▼-9.2%44,6707.8%ETFPYLDPIMCO Multi Sector Bond Active ETF$22,100,846$851,244 ▲4.0%832,7376.8%ETFFBNDFidelity Total Bond ETF$20,902,095$1,067,897 ▲5.4%456,8766.4%ETFDFASDimensional U.S. Small Cap ETF$15,718,372$118,819 ▼-0.8%246,7184.8%ETFVOVanguard Mid-Cap ETF$14,557,498$257,722 ▲1.8%52,0234.5%ETFDFIVDimensional International Value ETF$13,902,758$824,992 ▲6.3%324,6034.3%ETFCGMUCapital Group Municipal Income ETF$9,924,330$9,924,330 ▲New Holding371,8373.0%ETFMOATVanEck Morningstar Wide Moat ETF$8,068,931$881,250 ▼-9.8%86,0322.5%ETFFMHIFirst Trust Municipal High Income ETF$7,853,671$127,724 ▲1.7%168,1732.4%ManufacturingFSMBFirst Trust Short Duration Managed Municipal ETF$7,600,972$148,830 ▲2.0%381,8622.3%ETFDFUSDimensional U.S. Equity ETF$6,559,445$520,343 ▲8.6%97,8732.0%ETFDFUVDimensional US Marketwide Value ETF$5,770,758$113,691 ▼-1.9%136,4891.8%ETFAVLVAvantis U.S. Large Cap Value ETF$5,241,866$1,033,381 ▲24.6%76,8491.6%ETFAVEMAvantis Emerging Markets Equity ETF$5,216,798$309,322 ▲6.3%76,1131.6%ETFVUGVanguard Growth ETF$4,930,827$341,523 ▼-6.5%11,2471.5%ETFAVUVAvantis U.S. Small Cap Value ETF$3,380,466$841,131 ▲33.1%37,1071.0%ETFAAPLApple$1,889,675$7,797 ▼-0.4%9,2100.6%Computer and TechnologyVVVanguard Large-Cap ETF$1,603,151$109,273 ▼-6.4%5,6190.5%ETFDFEVDimensional Emerging Markets Value ETF$1,535,888$63,129 ▼-3.9%51,2130.5%ETFDFSUDimensional US Sustainability Core 1 ETF$1,313,021$141,652 ▼-9.7%33,4530.4%ETFIJHiShares Core S&P Mid-Cap ETF$1,095,048$275,499 ▲33.6%17,6560.3%ETFPRFInvesco RAFI US 1000 ETF$1,056,558$16,655 ▼-1.6%24,9950.3%ETFIWFiShares Russell 1000 Growth ETF$834,3000.0%1,9650.3%ETFMSFTMicrosoft$768,355$37,796 ▲5.2%1,5450.2%Computer and TechnologyBRK.BBerkshire Hathaway$721,8540.0%1,4860.2%FinanceAVSCAvantis U.S. Small Cap Equity ETF$715,357$715,357 ▲New Holding13,8720.2%ETFAVDEAvantis International Equity ETF$709,276$709,276 ▲New Holding9,5840.2%ETFVTESVanguard Short-Term Tax-Exempt Bond ETF$702,305$3,331 ▼-0.5%6,9580.2%ETFAVSUAvantis Responsible U.S. Equity ETF$648,133$92,198 ▼-12.5%9,4480.2%ETFDUHPDimensional US High Profitability ETF$564,185$67,847 ▼-10.7%15,8660.2%ETFIEFAiShares Core MSCI EAFE ETF$468,657$2,421 ▲0.5%5,6140.1%ETFDFSIDimensional International Sustainability Core 1 ETF$468,335$131,192 ▲38.9%11,8840.1%ETFDFACDimensional U.S. Core Equity 2 ETF$466,063$27,919 ▼-5.7%13,0040.1%ETFVTIVanguard Total Stock Market ETF$461,097$6,687 ▼-1.4%1,5170.1%ETFPRFZInvesco RAFI US 1500 Small-Mid ETF$443,425$18,749 ▼-4.1%10,9030.1%ManufacturingSPYSPDR S&P 500 ETF Trust$411,618$25,340 ▼-5.8%6660.1%FinanceBIVVanguard Intermediate-Term Bond ETF$406,283$54,836 ▲15.6%5,2530.1%ETFVWOVanguard FTSE Emerging Markets ETF$401,957$841 ▼-0.2%8,1270.1%ETFDFSEDimensional Emerging Markets Sustainability Core 1 ETF$353,387$36,880 ▼-9.4%9,2850.1%ETFVTVVanguard Value ETF$339,871$9,544 ▼-2.7%1,9230.1%ETFVTEBVanguard Tax-Exempt Bond ETF$331,457$9,773,225 ▼-96.7%6,7600.1%ETFBNDVanguard Total Bond Market ETF$322,3550.0%4,3780.1%ETFTMOThermo Fisher Scientific$320,3130.0%7900.1%MedicalVXUSVanguard Total International Stock ETF$319,377$16,304 ▲5.4%4,6230.1%ETFBSVVanguard Short-Term Bond ETF$286,209$26,520 ▲10.2%3,6370.1%ETFDFARDimensional US Real Estate ETF$284,8040.0%12,1400.1%ETFQQQInvesco QQQ$284,095$552 ▼-0.2%5150.1%FinanceVBVanguard Small-Cap ETF$273,9950.0%1,1560.1%ETFIWDiShares Russell 1000 Value ETF$273,4760.0%1,4080.1%ETFCOSTCostco Wholesale$255,4050.0%2580.1%Retail/WholesaleAMZNAmazon.com$238,916$238,916 ▲New Holding1,0890.1%Retail/WholesaleDFSBDimensional Global Sustainability Fixed Income ETF$213,652$577 ▼-0.3%4,0750.1%ETFDIHPDimensional International High Profitability ETF$210,087$25,273 ▼-10.7%7,1240.1%ETFXOMExxon Mobil$204,065$40,102 ▼-16.4%1,8930.1%EnergyGOOGLAlphabet$201,047$201,047 ▲New Holding1,1410.1%Computer and TechnologyIVViShares Core S&P 500 ETF$0$205,655 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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