Enrich Financial Partners LLC Top Holdings and 13F Report (2026) About Enrich Financial Partners LLCInvestment ActivityEnrich Financial Partners LLC has $415.66 million in total holdings as of September 30, 2026.Enrich Financial Partners LLC owns shares of 66 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 1.06% of the portfolio was purchased this quarter.About 0.85% of the portfolio was sold this quarter.This quarter, Enrich Financial Partners LLC has purchased 67 new stocks and bought additional shares in 33 stocks.Enrich Financial Partners LLC sold shares of 25 stocks and completely divested from 4 stocks this quarter.Largest Holdings Dimensional Emerging Markets Core Equity 2 ETF $47,609,332Dimensional International Core Equity 2 ETF $43,544,954Dimensional US Large Cap Value ETF $33,536,966Vanguard S&P 500 ETF $33,088,519Dimensional U.S. Targeted Value ETF $33,082,748 Largest New Holdings this Quarter 46625H100 - JPMorgan Chase & Co. $712,993 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $304,668 Holding25239Y147 - DFA INVT DIMENSIONS GROUP IN $273,588 Holding Largest Purchases this Quarter JPMorgan Chase & Co. 2,155 shares (about $712.99K)Dimensional International Core Equity 2 ETF 10,903 shares (about $410.06K)PIMCO Multi Sector Bond Active ETF 15,299 shares (about $388.44K)Fidelity Total Bond ETF 8,318 shares (about $360.17K)AMERICAN CENTY ETF TR 4,838 shares (about $328.01K) Largest Sales this Quarter Dimensional US Large Cap Value ETF 17,716 shares (about $711.65K)Dimensional U.S. Targeted Value ETF 6,614 shares (about $439.43K)VanEck Morningstar Wide Moat ETF 1,565 shares (about $165.44K)Dimensional International Value ETF 2,941 shares (about $164.28K)Dimensional US Marketwide Value ETF 2,221 shares (about $122.16K) 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$47,609,332$113,957 ▼-0.2%1,198,62411.5%ETFDFICDimensional International Core Equity 2 ETF$43,544,954$410,062 ▲1.0%1,157,80310.5%ETFDFLVDimensional US Large Cap Value ETF$33,536,966$711,652 ▼-2.1%834,8768.1%ETFVOOVanguard S&P 500 ETF$33,088,519$28,035 ▼-0.1%47,2118.0%ETFDFATDimensional U.S. Targeted Value ETF$33,082,748$439,434 ▼-1.3%497,9348.0%ETFPYLDPIMCO Multi Sector Bond Active ETF$25,096,419$388,442 ▲1.6%988,4376.0%ETFFBNDFidelity Total Bond ETF$24,227,823$360,169 ▲1.5%559,5345.8%ETFDFASDimensional U.S. Small Cap ETF$19,841,126$55,820 ▲0.3%256,2794.8%ETFVOVanguard Mid-Cap ETF$18,328,779$163,270 ▲0.9%233,7264.4%ETFDFIVDimensional International Value ETF$17,326,288$164,284 ▼-0.9%310,1734.2%ETFAVLVAvantis U.S. Large Cap Value ETF$11,640,213$262,548 ▲2.3%128,7062.8%ETFCGMUCapital Group Municipal Income ETF$10,861,512$88,300 ▲0.8%418,7172.6%ETFFSMBFirst Trust Short Duration Managed Municipal ETF$8,494,668$68,947 ▼-0.8%436,5192.0%ETFMOATVanEck Morningstar Wide Moat ETF$8,411,615$165,435 ▼-1.9%79,5732.0%ETFFMHIFirst Trust Municipal High Income ETF$8,380,124$24,040 ▼-0.3%186,8482.0%ETFDFUSDimensional U.S. Equity ETF$7,955,533$34,291 ▼-0.4%95,8151.9%ETFAVUVAvantis U.S. Small Cap Value ETF$7,569,379$282,293 ▲3.9%64,2731.8%ETFAVEMAvantis Emerging Markets Equity ETF$7,488,708$16,360 ▲0.2%79,6501.8%ETFAMERICAN CENTY ETF TR$7,357,754$328,012 ▲4.7%108,5231.8%AVAN U S QUA ETFDFUVDimensional US Marketwide Value ETF$7,038,743$122,155 ▼-1.7%127,9771.7%ETFVUGVanguard Growth ETF$6,126,177$61,635 ▼-1.0%67,9861.5%ETFAAPLApple$2,202,260$72,931 ▲3.4%6,6130.5%TechnologyVVVanguard Large-Cap ETF$1,657,754$15,832 ▼-0.9%4,7120.4%ETFAVDEAvantis International Equity ETF$1,592,114$53,704 ▲3.5%17,6690.4%ETFDFSUDimensional US Sustainability Core 1 ETF$1,409,510$41,416 ▼-2.9%29,8810.3%ETFDFEVDimensional Emerging Markets Value ETF$1,369,771$19,928 ▼-1.4%32,3060.3%ETFPRFInvesco RAFI US 1000 ETF$1,341,3980.0%24,6440.3%ETFIJHiShares Core S&P Mid-Cap ETF$1,249,575$7,267 ▼-0.6%17,3670.3%ETFAVSCAvantis U.S. Small Cap Equity ETF$1,065,973$7,674 ▼-0.7%15,4180.3%ETFCAPITAL GRP FIXED INCM ETF T$907,291$92,260 ▲11.3%37,6940.2%MUN HIGH ETFIWFiShares Russell 1000 Growth ETF$894,607$9,645 ▼-1.1%7,1420.2%ETFVTIVanguard Total Stock Market ETF$823,920$258,925 ▲45.8%2,2020.2%ETFMSFTMicrosoft$748,135$11,794 ▲1.6%1,4590.2%TechnologyBRK.BBerkshire Hathaway$746,427$6,473 ▲0.9%1,4990.2%FinanceAVSUAvantis Responsible U.S. Equity ETF$742,804$9,769 ▼-1.3%8,4400.2%ETFJPMJPMorgan Chase & Co.$712,993$712,993 ▲New Holding2,1550.2%FinanceDFACDimensional U.S. Core Equity 2 ETF$681,759$41,293 ▲6.4%15,3380.2%ETFVTESVanguard Short-Term Tax-Exempt Bond ETF$672,945$99 ▼0.0%6,8250.2%ETFJ P MORGAN EXCHANGE TRADED F$638,323$5,575 ▼-0.9%6,0680.2%U S TEC LEA ETFPRFZInvesco RAFI US 1500 Small-Mid ETF$554,4360.0%10,5950.1%ETFTMOThermo Fisher Scientific$535,315$2,025 ▲0.4%7930.1%HealthcareDFSIDimensional International Sustainability Core 1 ETF$497,997$23,353 ▼-4.5%11,0250.1%ETFGOOGLAlphabet$449,129$48,527 ▲12.1%1,3050.1%Communication ServicesVANECK BITCOIN ETF$422,987$69,466 ▲19.6%17,9080.1%SH BEN INTVWOVanguard FTSE Emerging Markets ETF$415,710$3,084 ▲0.7%7,0090.1%ETFVTVVanguard Value ETF$401,132$6,916 ▼-1.7%1,8560.1%ETFVTEBVanguard Tax-Exempt Bond ETF$391,028$57,735 ▼-12.9%8,2560.1%ETFBIVVanguard Intermediate-Term Bond ETF$388,192$1,967 ▲0.5%5,3280.1%ETFQQQInvesco QQQ$367,6660.0%4970.1%ETFIEFAiShares Core MSCI EAFE ETF$354,096$6,975 ▲2.0%3,6550.1%ETFBSVVanguard Short-Term Bond ETF$336,506$29,946 ▲9.8%4,4050.1%ETFBNDVanguard Total Bond Market ETF$329,635$2,736 ▲0.8%4,6990.1%ETFVBVanguard Small-Cap ETF$324,466$7,678 ▼-2.3%1,1410.1%ETFVXUSVanguard Total International Stock ETF$319,579$425 ▲0.1%3,7620.1%ETFEXXONMOBIL HOLDINGS CORP$304,668$304,668 ▲New Holding1,8720.1%COM SHSKLACKLA$299,607$3,314 ▲1.1%1,5370.1%TechnologySPYSPDR S&P 500 ETF Trust$297,426$12,965 ▲4.6%3900.1%ETFAMZNAmazon.com$288,698$41,848 ▲17.0%1,1590.1%Consumer DiscretionaryDFSEDimensional Emerging Markets Sustainability Core 1 ETF$284,649$20,888 ▼-6.8%5,8870.1%ETFDFA INVT DIMENSIONS GROUP IN$273,588$273,588 ▲New Holding11,3240.1%REAL ESTATE SECUINTCIntel$249,718$4,809 ▲2.0%2,0770.1%TechnologyCOSTCostco Wholesale$237,599$2,731 ▲1.2%2610.1%Consumer StaplesAVSDAvantis Responsible International Equity ETF$225,4380.0%2,8300.1%ETFDFSBDimensional Global Sustainability Fixed Income ETF$218,861$6,144 ▲2.9%4,4170.1%ETFIVViShares Core S&P 500 ETF$212,7640.0%2780.1%ETFLAM RESEARCH CORP$210,246$5,256 ▲2.6%6400.1%COM NEWDUHPDimensional US High Profitability ETF$0$631,697 ▼-100.0%00.0%ETFDFARDimensional US Real Estate ETF$0$296,236 ▼-100.0%00.0%ETFXOMExxonMobil$0$251,838 ▼-100.0%00.0%EnergyALLAllstate$0$203,677 ▼-100.0%00.0%FinanceShowing largest 100 holdings. 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