EnRich Financial Partners LLC

CIK

1955091

Location

MADISON, WI

Portfolio Value

Micro $5,538,976

Diversification

Diversified

Filing Date

Global Rank

#7,958 / 8,232 ▲ 197

Top Industry

Consumer Electronics 35.0%

3Y Alpha vs SPY

-8.1%

Period ended 2 months ago

Filed May 5, 2026 · 40d

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+29.9%

SPY

+52.9%

Annualised alpha

-8.1%

Max drawdown

−18.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

12 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

29.3%

−1.0 pts

Top 5

65.5%

−5.7 pts

Top 10

92.2%

−3.9 pts

HHI

1,389

Diversified−116

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	43.6%	$2,414,379	3
Unclassified	16.3%	$903,402	3
Financial Services	12.9%	$712,091	1
Healthcare	7.0%	$388,308	1
Communication Services	6.1%	$336,157	1
Energy	5.8%	$321,166	1
Consumer Defensive	4.6%	$257,078	1
Consumer Cyclical	3.7%	$206,395	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
HODL	VanEck Bitcoin ETF	+48	17,244	$330,395
GOOGL	Alphabet Inc.	+28	1,169	$336,157
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−64	6,394	$1,622,733
SPY	Spdr S&P 500 ETF Trust	−48	440	$286,149
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
KLAC	Kla Corp	152	$223,806
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

12 positions · $5,538,976 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	6,394	-64	$1,622,733	−7.6%	29.30%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1,486	0	$712,091	−4.7%	12.86%
MSFT	Microsoft Corp Technology	Held	1,534	0	$567,840	−23.5%	10.25%
TMO	Thermo Fisher Scientific Inc. Healthcare	Held	790	0	$388,308	−15.2%	7.01%
GOOGL	Alphabet Inc. Communication Services	Added	1,169	+28	$336,157	−5.9%	6.07%
HODL	VanEck Bitcoin ETF	Added	17,244	+48	$330,395	−22.3%	5.96%
XOM	Exxon Mobil Corp Energy	Held	1,893	0	$321,166	+41.0%	5.80%
QQQ	Invesco Qqq Trust, Series 1	Held	497	0	$286,858	−6.0%	5.18%
SPY	Spdr S&P 500 ETF Trust	Reduced	440	-48	$286,149	−14.0%	5.17%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	258	0	$257,078	+15.5%	4.64%
KLAC	Kla Corp Technology	NEW	152	NEW	$223,806	NEW	4.04%
AMZN	Amazon Com Inc Consumer Cyclical	Held	991	0	$206,395	−9.8%	3.73%