Enrich Financial Partners LLC Top Holdings and 13F Report (2026) About Enrich Financial Partners LLCInvestment ActivityEnrich Financial Partners LLC has $377.07 million in total holdings as of March 31, 2026.Enrich Financial Partners LLC owns shares of 64 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 2.17% of the portfolio was purchased this quarter.About 0.59% of the portfolio was sold this quarter.This quarter, Enrich Financial Partners LLC has purchased 63 new stocks and bought additional shares in 24 stocks.Enrich Financial Partners LLC sold shares of 27 stocks and completely divested from 0 stocks this quarter.Largest Holdings Dimensional Emerging Markets Core Equity 2 ETF $43,964,163Dimensional International Core Equity 2 ETF $39,825,999Dimensional U.S. Targeted Value ETF $32,574,976Dimensional US Large Cap Value ETF $32,431,163Vanguard S&P 500 ETF $27,867,195 Largest New Holdings this Quarter 482480100 - KLA $223,806 Holding Largest Purchases this Quarter AMERICAN CENTY ETF TR 35,984 shares (about $2.04M)Avantis U.S. Small Cap Value ETF 7,948 shares (about $878.02K)Avantis U.S. Large Cap Value ETF 8,565 shares (about $690.42K)Vanguard S&P 500 ETF 915 shares (about $546.76K)Dimensional International Core Equity 2 ETF 14,487 shares (about $514.72K) Largest Sales this Quarter Dimensional US Large Cap Value ETF 25,864 shares (about $923.60K)Dimensional U.S. Targeted Value ETF 6,364 shares (about $397.43K)Dimensional Emerging Markets Core Equity 2 ETF 9,281 shares (about $320.66K)Dimensional International Value ETF 3,466 shares (about $182.94K)iShares Core MSCI EAFE ETF 675 shares (about $61.11K) 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$43,964,163$320,659 â–¼-0.7%1,272,47911.7%ETFDFICDimensional International Core Equity 2 ETF$39,825,999$514,723 â–²1.3%1,120,91210.6%ETFDFATDimensional U.S. Targeted Value ETF$32,574,976$397,432 â–¼-1.2%521,6178.6%ETFDFLVDimensional US Large Cap Value ETF$32,431,163$923,603 â–¼-2.8%908,1828.6%ETFVOOVanguard S&P 500 ETF$27,867,195$546,755 â–²2.0%46,6367.4%ETFPYLDPIMCO Multi Sector Bond Active ETF$23,652,116$307,116 â–²1.3%902,7536.3%ETFFBNDFidelity Total Bond ETF$22,881,092$239,414 â–²1.1%501,5586.1%ETFDFASDimensional U.S. Small Cap ETF$18,254,733$179,959 â–²1.0%256,6394.8%ETFDFIVDimensional International Value ETF$16,786,593$182,936 â–¼-1.1%318,0484.5%ETFVOVanguard Mid-Cap ETF$16,187,579$416,701 â–²2.6%56,3674.3%ETFCGMUCapital Group Municipal Income ETF$11,012,149$364,434 â–²3.4%405,6042.9%ETFFMHIFirst Trust Municipal High Income ETF$8,508,709$102,639 â–²1.2%178,9802.3%ManufacturingFSMBFirst Trust Short Duration Managed Municipal ETF$8,295,755$389,140 â–²4.9%415,6192.2%ETFMOATVanEck Morningstar Wide Moat ETF$8,226,407$32,201 â–¼-0.4%85,0712.2%ETFAVLVAvantis U.S. Large Cap Value ETF$8,061,157$690,424 â–²9.4%100,0022.1%ETFDFUSDimensional U.S. Equity ETF$6,871,820$12,126 â–¼-0.2%96,9091.8%ETFAVEMAvantis Emerging Markets Equity ETF$6,430,165$246,412 â–²4.0%79,7991.7%ETFDFUVDimensional US Marketwide Value ETF$6,378,484$58,055 â–¼-0.9%131,6241.7%ETFAVUVAvantis U.S. Small Cap Value ETF$6,126,909$878,019 â–²16.7%55,4621.6%ETFVUGVanguard Growth ETF$5,058,607$46,738 â–²0.9%11,5811.3%ETFAMERICAN CENTY ETF TR$2,415,995$2,041,689 â–²545.5%42,5810.6%AVANTIS U S QUALDFEVDimensional Emerging Markets Value ETF$1,722,945$39,072 â–¼-2.2%48,1540.5%ETFVVVanguard Large-Cap ETF$1,647,912$13,748 â–¼-0.8%5,5140.4%ETFAAPLApple$1,622,642$16,242 â–¼-1.0%6,3940.4%Computer and TechnologyAVDEAvantis International Equity ETF$1,402,449$391,186 â–²38.7%16,5310.4%ETFDFSUDimensional US Sustainability Core 1 ETF$1,336,317$27,736 â–¼-2.0%32,5220.4%ETFIJHiShares Core S&P Mid-Cap ETF$1,188,283$810 â–¼-0.1%17,5960.3%ETFPRFInvesco RAFI US 1000 ETF$1,171,351$2,804 â–¼-0.2%24,6440.3%ETFAVSCAvantis U.S. Small Cap Equity ETF$973,847$86,906 â–²9.8%15,6320.3%ETFIWFiShares Russell 1000 Growth ETF$837,8760.0%1,9650.2%ETFCAPITAL GRP FIXED INCM ETF T$730,938$403,854 â–²123.5%28,8680.2%MUNICIPAL HIGH IBRK.BBerkshire Hathaway$712,0910.0%1,4860.2%FinanceVTESVanguard Short-Term Tax-Exempt Bond ETF$690,584$5,360 â–¼-0.8%6,8280.2%ETFAVSUAvantis Responsible U.S. Equity ETF$670,130$10,867 â–¼-1.6%9,0650.2%ETFMSFTMicrosoft$567,7850.0%1,5340.2%Computer and TechnologyDUHPDimensional US High Profitability ETF$560,764$7,719 â–¼-1.4%15,2550.1%ETFDFACDimensional U.S. Core Equity 2 ETF$554,338$45,194 â–²8.9%14,2650.1%ETFDFSIDimensional International Sustainability Core 1 ETF$499,950$5,258 â–¼-1.0%11,7910.1%ETFPRFZInvesco RAFI US 1500 Small-Mid ETF$497,644$2,477 â–¼-0.5%10,8490.1%ManufacturingVTIVanguard Total Stock Market ETF$488,785$641 â–²0.1%1,5240.1%ETFVTEBVanguard Tax-Exempt Bond ETF$424,353$40,061 â–²10.4%8,5060.1%ETFVWOVanguard FTSE Emerging Markets ETF$415,701$1,946 â–¼-0.5%7,6910.1%ETFIEFAiShares Core MSCI EAFE ETF$399,962$61,108 â–¼-13.3%4,4180.1%ETFTMOThermo Fisher Scientific$388,3090.0%7900.1%MedicalBIVVanguard Intermediate-Term Bond ETF$374,666$1,003 â–²0.3%4,8540.1%ETFVTVVanguard Value ETF$371,2100.0%1,8920.1%ETFVXUSVanguard Total International Stock ETF$342,089$2,082 â–¼-0.6%4,4360.1%ETFGOOGLAlphabet$336,201$8,053 â–²2.5%1,1690.1%Computer and TechnologyDFSEDimensional Emerging Markets Sustainability Core 1 ETF$335,737$33,557 â–¼-9.1%7,9240.1%ETFVANECK BITCOIN ETF$330,395$920 â–²0.3%17,2440.1%SH BEN INTXOMExxonMobil$321,1660.0%1,8930.1%EnergyDFARDimensional US Real Estate ETF$307,616$189 â–¼-0.1%13,0070.1%ETFVBVanguard Small-Cap ETF$305,464$786 â–²0.3%1,1660.1%ETFBNDVanguard Total Bond Market ETF$295,0750.0%4,0070.1%ETFQQQInvesco QQQ$286,8580.0%4970.1%FinanceSPYSPDR S&P 500 ETF Trust$286,240$31,226 â–¼-9.8%4400.1%FinanceIWDiShares Russell 1000 Value ETF$285,036$1,068 â–¼-0.4%1,3340.1%ETFBSVVanguard Short-Term Bond ETF$268,946$27,208 â–¼-9.2%3,4300.1%ETFCOSTCostco Wholesale$257,0790.0%2580.1%Retail/WholesaleKLACKLA$223,806$223,806 â–²New Holding1520.1%Computer and TechnologyDFSBDimensional Global Sustainability Fixed Income ETF$211,7830.0%4,0930.1%ETFAVSDAvantis Responsible International Equity ETF$208,4210.0%2,8300.1%ETFAMZNAmazon.com$206,3400.0%9910.1%Retail/WholesaleDIHPDimensional International High Profitability ETF$203,920$11,857 â–¼-5.5%6,3290.1%ETFShowing largest 100 holdings. 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