Enrich Financial Partners LLC Top Holdings and 13F Report (2026) About Enrich Financial Partners LLCInvestment ActivityEnrich Financial Partners LLC has $420.98 million in total holdings as of June 30, 2026.Enrich Financial Partners LLC owns shares of 67 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 8.55% of the portfolio was purchased this quarter.About 2.19% of the portfolio was sold this quarter.This quarter, Enrich Financial Partners LLC has purchased 64 new stocks and bought additional shares in 23 stocks.Enrich Financial Partners LLC sold shares of 31 stocks and completely divested from 2 stocks this quarter.Largest Holdings Dimensional Emerging Markets Core Equity 2 ETF $48,828,687Dimensional International Core Equity 2 ETF $42,733,487Dimensional U.S. Targeted Value ETF $35,267,940Dimensional US Large Cap Value ETF $33,711,493Vanguard S&P 500 ETF $32,452,651 Largest New Holdings this Quarter 46654Q732 - J P MORGAN EXCHANGE TRADED F $682,807 Holding458140100 - Intel $284,426 Holding512807306 - LAM RESEARCH CORP $270,398 Holding464287200 - iShares Core S&P 500 ETF $208,191 Holding020002101 - Allstate $203,677 Holding Largest Purchases this Quarter Vanguard Mid-Cap ETF 175,277 shares (about $14.12M)Vanguard Growth ETF 57,089 shares (about $4.92M)AMERICAN CENTY ETF TR 61,104 shares (about $4.03M)Avantis U.S. Large Cap Value ETF 25,801 shares (about $2.35M)Fidelity Total Bond ETF 49,658 shares (about $2.26M) Largest Sales this Quarter Dimensional Emerging Markets Core Equity 2 ETF 70,986 shares (about $2.88M)Dimensional US Large Cap Value ETF 55,590 shares (about $2.20M)Dimensional U.S. Targeted Value ETF 17,069 shares (about $1.19M)Dimensional Emerging Markets Value ETF 15,378 shares (about $656.14K)VanEck Morningstar Wide Moat ETF 3,933 shares (about $408.88K) 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$48,828,687$2,884,872 â–¼-5.6%1,201,49311.6%ETFDFICDimensional International Core Equity 2 ETF$42,733,487$968,313 â–²2.3%1,146,90010.2%ETFDFATDimensional U.S. Targeted Value ETF$35,267,940$1,193,124 â–¼-3.3%504,5488.4%ETFDFLVDimensional US Large Cap Value ETF$33,711,493$2,198,029 â–¼-6.1%852,5928.0%ETFVOOVanguard S&P 500 ETF$32,452,651$422,391 â–²1.3%47,2517.7%ETFPYLDPIMCO Multi Sector Bond Active ETF$25,807,607$1,866,609 â–²7.8%973,1386.1%ETFFBNDFidelity Total Bond ETF$25,074,800$2,258,941 â–²9.9%551,2166.0%ETFDFASDimensional U.S. Small Cap ETF$21,042,633$89,009 â–¼-0.4%255,5585.0%ETFVOVanguard Mid-Cap ETF$18,663,588$14,122,091 â–²311.0%231,6444.4%ETFDFIVDimensional International Value ETF$16,914,429$266,535 â–¼-1.6%313,1144.0%ETFAVLVAvantis U.S. Large Cap Value ETF$11,474,487$2,353,308 â–²25.8%125,8032.7%ETFCGMUCapital Group Municipal Income ETF$11,408,648$266,706 â–²2.4%415,3132.7%ETFFMHIFirst Trust Municipal High Income ETF$9,086,246$407,510 â–²4.7%187,3842.2%ManufacturingFSMBFirst Trust Short Duration Managed Municipal ETF$8,796,844$488,616 â–²5.9%440,0622.1%ETFMOATVanEck Morningstar Wide Moat ETF$8,435,151$408,877 â–¼-4.6%81,1382.0%ETFDFUSDimensional U.S. Equity ETF$7,884,889$55,801 â–¼-0.7%96,2281.9%ETFAVUVAvantis U.S. Small Cap Value ETF$7,719,675$800,213 â–²11.6%61,8761.8%ETFAVEMAvantis Emerging Markets Equity ETF$7,668,633$31,166 â–¼-0.4%79,4761.8%ETFDFUVDimensional US Marketwide Value ETF$7,162,175$78,444 â–¼-1.1%130,1981.7%ETFAMERICAN CENTY ETF TR$6,843,220$4,032,870 â–²143.5%103,6851.6%AVAN U S QUA ETFVUGVanguard Growth ETF$5,915,262$4,917,670 â–²493.0%68,6701.4%ETFAAPLApple$1,850,1160.0%6,3940.4%Computer and TechnologyVVVanguard Large-Cap ETF$1,636,041$260,350 â–¼-13.7%4,7570.4%ETFAVDEAvantis International Equity ETF$1,522,868$48,345 â–²3.3%17,0730.4%ETFDFSUDimensional US Sustainability Core 1 ETF$1,434,312$82,210 â–¼-5.4%30,7590.3%ETFDFEVDimensional Emerging Markets Value ETF$1,398,461$656,137 â–¼-31.9%32,7760.3%ETFIJHiShares Core S&P Mid-Cap ETF$1,346,987$9,870 â–¼-0.7%17,4680.3%ETFPRFInvesco RAFI US 1000 ETF$1,331,5400.0%24,6440.3%ETFAVSCAvantis U.S. Small Cap Equity ETF$1,138,866$7,554 â–¼-0.7%15,5290.3%ETFIWFiShares Russell 1000 Growth ETF$896,383$652,389 â–²267.4%7,2190.2%ETFCAPITAL GRP FIXED INCM ETF T$875,307$129,069 â–²17.3%33,8610.2%MUN HIGH ETFAVSUAvantis Responsible U.S. Equity ETF$756,935$45,499 â–¼-5.7%8,5510.2%ETFBRK.BBerkshire Hathaway$743,5800.0%1,4860.2%FinanceVTESVanguard Short-Term Tax-Exempt Bond ETF$691,542$203 â–¼0.0%6,8260.2%ETFJ P MORGAN EXCHANGE TRADED F$682,807$682,807 â–²New Holding6,1210.2%U S TEC LEA ETFDFACDimensional U.S. Core Equity 2 ETF$639,183$6,388 â–²1.0%14,4090.2%ETFDUHPDimensional US High Profitability ETF$631,697$4,882 â–¼-0.8%15,1380.2%ETFPRFZInvesco RAFI US 1500 Small-Mid ETF$590,883$14,166 â–¼-2.3%10,5950.1%ManufacturingVTIVanguard Total Stock Market ETF$558,822$5,181 â–¼-0.9%1,5100.1%ETFMSFTMicrosoft$535,792$36,565 â–¼-6.4%1,4360.1%Computer and TechnologyDFSIDimensional International Sustainability Core 1 ETF$520,553$11,230 â–¼-2.1%11,5420.1%ETFVTEBVanguard Tax-Exempt Bond ETF$479,263$49,014 â–²11.4%9,4750.1%ETFKLACKLA$458,599$412,739 â–²900.0%1,5200.1%Computer and TechnologyGOOGLAlphabet$416,062$1,787 â–¼-0.4%1,1640.1%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$415,235$43,809 â–¼-9.5%6,9570.1%ETFVTVVanguard Value ETF$411,452$872 â–¼-0.2%1,8880.1%ETFBIVVanguard Intermediate-Term Bond ETF$406,603$34,286 â–²9.2%5,3010.1%ETFTMOThermo Fisher Scientific$396,0740.0%7900.1%MedicalQQQInvesco QQQ$365,9910.0%4970.1%FinanceVBVanguard Small-Cap ETF$354,171$606 â–²0.2%1,1680.1%ETFIEFAiShares Core MSCI EAFE ETF$346,046$80,644 â–¼-18.9%3,5830.1%ETFBNDVanguard Total Bond Market ETF$342,091$47,937 â–²16.3%4,6600.1%ETFVXUSVanguard Total International Stock ETF$321,157$58,042 â–¼-15.3%3,7570.1%ETFBSVVanguard Short-Term Bond ETF$312,653$45,422 â–²17.0%4,0130.1%ETFDFSEDimensional Emerging Markets Sustainability Core 1 ETF$308,870$78,452 â–¼-20.3%6,3190.1%ETFDFARDimensional US Real Estate ETF$296,236$44,027 â–¼-12.9%11,3240.1%ETFINTCIntel$284,426$284,426 â–²New Holding2,0370.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$278,545$50,034 â–¼-15.2%3730.1%FinanceLAM RESEARCH CORP$270,398$270,398 â–²New Holding6240.1%COM NEWXOMExxonMobil$251,838$6,973 â–¼-2.7%1,8420.1%EnergyVANECK BITCOIN ETF$248,602$37,821 â–¼-13.2%14,9670.1%SH BEN INTCOSTCostco Wholesale$241,3510.0%2580.1%Retail/WholesaleAMZNAmazon.com$236,1310.0%9910.1%Retail/WholesaleAVSDAvantis Responsible International Equity ETF$226,0730.0%2,8300.1%ETFDFSBDimensional Global Sustainability Fixed Income ETF$223,708$10,422 â–²4.9%4,2930.1%ETFIVViShares Core S&P 500 ETF$208,191$208,191 â–²New Holding2780.0%ETFALLAllstate$203,677$203,677 â–²New Holding8560.0%FinanceIWDiShares Russell 1000 Value ETF$0$285,036 â–¼-100.0%00.0%ETFDIHPDimensional International High Profitability ETF$0$203,920 â–¼-100.0%00.0%ETFShowing largest 100 holdings. 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