EnRich Financial Partners LLC

CIK 0001955091 • 7 13F filings • Apr 25, 2025 – Oct 21, 2026

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Filer information

Filed by: EnRich Financial Partners LLC, Managing Member
Address: 6502 GRAND TETON PLZ, SUITE 201, MADISON, WI, 53719
Phone: 6082753442
AUM: $366.9M

AUM over time

$415.7M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyConsumer DiscretionaryConsumer StaplesFinancialsEnergyOther

Holdings by filing

Portfolio value: $297.8M55 positionsView on SEC.gov

			% of Portfolio
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$4.3M	1.4%	71,600 SH
AMERICAN CENTY ETF TR	AVANTIS RESPON U	$673K	0.2%	10,792 SH
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$4.0M	1.4%	61,699 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$2.4M	0.8%	27,874 SH
APPLE INC	COM	$2.1M	0.7%	9,248 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$791K	0.3%	1,486 SH
COSTCO WHSL CORP NEW	COM	$244K	0.1%	258 SH
DIMENSIONAL ETF TRUST	EMERGING MARKETS	$345K	0.1%	10,254 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$33.2M	11.1%	1,252,990 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$1.4M	0.5%	53,318 SH
DIMENSIONAL ETF TRUST	GLOBAL SUSTAINA	$210K	0.1%	4,086 SH
DIMENSIONAL ETF TRUST	INTERNATIONAL	$298K	0.1%	8,555 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$12.0M	4.0%	305,341 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$22.5M	7.6%	810,118 SH
DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$215K	0.1%	7,981 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$455K	0.2%	13,783 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$5.4M	1.8%	90,109 SH
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$589K	0.2%	17,774 SH
DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$29.5M	9.9%	964,769 SH
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$5.7M	1.9%	139,178 SH
DIMENSIONAL ETF TRUST	US REAL ESTATE E	$289K	0.1%	12,140 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$14.9M	5.0%	248,583 SH
DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$1.3M	0.4%	37,062 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$26.5M	8.9%	515,177 SH
EXXON MOBIL CORP	COM	$269K	0.1%	2,265 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$19.8M	6.6%	433,534 SH
FIRST TR EXCH TRADED FD III	MUNI HI INCM ETF	$7.9M	2.7%	165,438 SH
FIRST TR EXCH TRADED FD III	SHRT DUR MNG MUN	$7.4M	2.5%	374,385 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$1.0M	0.3%	25,389 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1500	$430K	0.1%	11,364 SH
INVESCO QQQ TR	UNIT SER 1	$242K	0.1%	516 SH
ISHARES TR	CORE MSCI EAFE	$423K	0.1%	5,585 SH
ISHARES TR	CORE S&P MCP ETF	$771K	0.3%	13,214 SH
ISHARES TR	CORE S&P500 ETF	$206K	0.1%	366 SH
ISHARES TR	RUS 1000 GRW ETF	$710K	0.2%	1,965 SH
ISHARES TR	RUS 1000 VAL ETF	$265K	0.1%	1,408 SH
MICROSOFT CORP	COM	$551K	0.2%	1,469 SH
PIMCO ETF TR	MULTISECTOR BD	$21.1M	7.1%	800,663 SH
SPDR S&P 500 ETF TR	TR UNIT	$396K	0.1%	707 SH
THERMO FISHER SCIENTIFIC INC	COM	$393K	0.1%	790 SH
VANECK ETF TRUST	MRNGSTR WDE MOAT	$8.4M	2.8%	95,428 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$348K	0.1%	4,544 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$258K	0.1%	3,300 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$322K	0.1%	4,378 SH
VANGUARD INDEX FDS	GROWTH ETF	$4.5M	1.5%	12,026 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$1.5M	0.5%	6,002 SH
VANGUARD INDEX FDS	MID CAP ETF	$13.2M	4.4%	51,102 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$25.3M	8.5%	49,215 SH
VANGUARD INDEX FDS	SMALL CP ETF	$256K	0.1%	1,156 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$423K	0.1%	1,539 SH
VANGUARD INDEX FDS	VALUE ETF	$342K	0.1%	1,977 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$369K	0.1%	8,144 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$10.2M	3.4%	206,083 SH
VANGUARD STAR FDS	VG TL INTL STK F	$272K	0.1%	4,387 SH
VANGUARD WELLINGTON FD	SHORT TRM TAX EX	$703K	0.2%	6,991 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 28, 2026	Q4 2025	13F-HR	0001955091-26-000001	$366.9M	View
Oct 21, 2026	Q3 2026	13F-HR	0001955091-26-000006	$415.7M	View
Nov 6, 2025	Q3 2025