EnRich Financial Partners LLC

Registered adviser

CIK

1955091

Location

MADISON, WI

Portfolio Value

Small $414,315,190

Diversification

Highly concentrated

Filing Date

Global Rank

#4,249 / 8,816 ▼ 82 · as of Jun 2026

Top Industry

Consumer Electronics 31.5%

Period ended 24 days ago

Filed Oct 21, 2026 · 3d

12 quarters · since Dec 2023

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 111234

Roster of Oct 1, 2026

Regulatory AUM

$556,812,040

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$556,812,040	Individuals and high net worth (100%)
Apr 2025 to Mar 2026	$478,464,240	Individuals and high net worth (96%)
Apr 2024 to Mar 2025	$395,121,118	Individuals and high net worth (96%)
May 2023 to Mar 2024	$347,100,571	Individuals and high net worth (97%)
Apr 2023	$347,100,571	Individuals and high net worth (97%)
Apr 2022 to Mar 2023	$364,478,282	Individuals and high net worth (97%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 97.5% of the book (60%+)

Turnover

Low turnover

3.7% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 10.6 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 94.8%; sector active share 86.1% against the combined 13F book's sector weights.

Over time 11 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

66 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

51.8%

−0.2 pts

Top 5

87.5%

+0.2 pts

Top 10

97.6%

+0.1 pts

HHI

3,083

Highly concentrated−10

Portfolio Trend

12 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	98.3%	$407,330,305	54
Technology	0.9%	$3,710,152	5
Financial Services	0.4%	$1,459,365	2
Healthcare	0.1%	$535,314	1
Communication Services	0.1%	$449,024	1
Energy	0.1%	$304,668	1
Consumer Cyclical	0.1%	$288,764	1
Consumer Defensive	0.1%	$237,598	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
PYLD		+15,299	988,437	$25,096,415
DFIC	Dimensional International Core Equity 2 ETF	+10,903	1,157,803	$43,544,970
FBND	Fidelity Total Bond ETF	+8,318	559,534	$24,227,822
AVUQ	Avantis U.S. Quality ETF	+4,838	108,523	$7,357,750
CGHM	Capital Group Municipal High-Income ETF	+3,833	37,694	$907,294
CGMU	Capital Group Municipal Income ETF	+3,404	418,717	$10,861,518
HODL	VanEck Bitcoin ETF	+2,941	17,908	$422,986
AVLV	Avantis U.S. Large Cap Value ETF	+2,903	128,706	$11,640,170
AVUV	Avantis U.S. Small Cap Value ETF	+2,397	64,273	$7,569,431
VO	VANGUARD MID-CAP INDEX FUND	+2,082	233,726	$18,328,792
DFAC	Dimensional U.S. Core Equity 2 ETF	+929	15,338	$681,774
DFAS	Dimensional U.S. Small Cap ETF	+721	256,279	$19,841,120
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+692	2,202	$824,076
AVDE	Avantis International Equity ETF	+596	17,669	$1,592,153
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	+392	4,405	$336,542
AAPL	Apple Inc.	+219	6,613	$2,202,261
AVEM	Avantis Emerging Markets Equity ETF	+174	79,650	$7,488,693
AMZN	Amazon Com Inc	+168	1,159	$288,764
GOOGL	Alphabet Inc.	+141	1,305	$449,024
DFSB	Dimensional Global Sustainability Fixed Income ETF	+124	4,417	$218,862
IEFA	iShares Core MSCI EAFE ETF	+72	3,655	$354,096
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	+52	7,009	$415,703
INTC	Intel Corp	+40	2,077	$249,717
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+39	4,699	$329,634
XOM	ExxonMobil Holdings Corp	+30	1,872	$304,668
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DFLV	Dimensional US Large Cap Value ETF	−17,716	834,876	$33,536,968
DFAT	Dimensional U.S. Targeted Value ETF	−6,614	497,934	$33,082,734
FSMB	First Trust Short Duration Managed Municipal ETF	−3,543	436,519	$8,494,659
DFIV	Dimensional International Value ETF	−2,941	310,173	$17,326,263
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	−2,869	1,198,624	$47,609,345
DFUV	Dimensional U.S. Marketwide Value ETF	−2,221	127,977	$7,038,735
MOAT	VanEck Morningstar Wide Moat ETF	−1,565	79,573	$8,411,661
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	−1,219	8,256	$391,004
DFSU	Dimensional US Sustainability Core 1 ETF	−878	29,881	$1,409,486
VUG	VANGUARD GROWTH INDEX FUND	−684	67,986	$6,126,218
FMHI	First Trust Municipal High Income ETF	−536	186,848	$8,380,132
DFSI	Dimensional International Sustainability Core 1 ETF	−517	11,025	$497,999
DFEV	Dimensional Emerging Markets Value ETF	−470	32,306	$1,369,774
DFSE	Dimensional Emerging Markets Sustainability Core 1 ETF	−432	5,887	$284,636
DFUS	Dimensional U.S. Equity Market ETF	−413	95,815	$7,955,519
AVSU	Avantis Responsible U.S. Equity ETF	−111	8,440	$742,804
AVSC	Avantis U.S. Small Cap Equity ETF	−111	15,418	$1,066,000
IJH	iShares Core S&P Mid-Cap ETF	−101	17,367	$1,249,555
IWF	iShares Russell 1000 Growth ETF	−77	7,142	$894,606
JTEK	JPMorgan U.S. Tech Leaders ETF	−53	6,068	$638,323
VV	VANGUARD LARGE-CAP INDEX FUND	−45	4,712	$1,657,917
VOO	VANGUARD 500 INDEX FUND	−40	47,211	$33,088,301
VTV	VANGUARD VALUE INDEX FUND	−32	1,856	$401,044
VB	Vanguard Index Funds	−27	1,141	$324,603
VTES	VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF	−1	6,825	$672,945
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
JPM	Jpmorgan Chase & Co	2,155	$712,938
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
DUHP	Dimensional US High Profitability ETF	15,138	$631,708
ALL	Allstate Corp	856	$203,676
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

66 tracked positions · $414,315,190 total · filing declares 66 positions · $415,656,075 · as of Sep 30, 2026

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

Showing 1–50 of 66 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	Reduced	1,198,624	-2,869	$47,609,345	−2.5%	11.49%
DFIC	Dimensional International Core Equity 2 ETF	Added	1,157,803	+10,903	$43,544,970	+1.9%	10.51%
DFLV	Dimensional US Large Cap Value ETF	Reduced	834,876	-17,716	$33,536,968	−0.5%	8.09%
VOO	VANGUARD 500 INDEX FUND	Reduced	47,211	-40	$33,088,301	+2.0%	7.99%
DFAT	Dimensional U.S. Targeted Value ETF	Reduced	497,934	-6,614	$33,082,734	−6.2%	7.98%
PYLD		Added	988,437	+15,299	$25,096,415	−2.8%	6.06%
FBND	Fidelity Total Bond ETF	Added	559,534	+8,318	$24,227,822	−3.4%	5.85%
DFAS	Dimensional U.S. Small Cap ETF	Added	256,279	+721	$19,841,120	−5.7%	4.79%
VO	VANGUARD MID-CAP INDEX FUND	Added	233,726	+2,082	$18,328,792	−1.8%	4.42%
DFIV	Dimensional International Value ETF	Reduced	310,173	-2,941	$17,326,263	+2.4%	4.18%
AVLV	Avantis U.S. Large Cap Value ETF	Added	128,706	+2,903	$11,640,170	+1.4%	2.81%
CGMU	Capital Group Municipal Income ETF	Added	418,717	+3,404	$10,861,518	−4.8%	2.62%
FSMB	First Trust Short Duration Managed Municipal ETF	Reduced	436,519	-3,543	$8,494,659	−3.4%	2.05%
MOAT	VanEck Morningstar Wide Moat ETF	Reduced	79,573	-1,565	$8,411,661	−0.3%	2.03%
FMHI	First Trust Municipal High Income ETF	Reduced	186,848	-536	$8,380,132	−7.8%	2.02%
DFUS	Dimensional U.S. Equity Market ETF	Reduced	95,815	-413	$7,955,519	+0.9%	1.92%
AVUV	Avantis U.S. Small Cap Value ETF	Added	64,273	+2,397	$7,569,431	−1.9%	1.83%
AVEM	Avantis Emerging Markets Equity ETF	Added	79,650	+174	$7,488,693	−2.3%	1.81%
AVUQ	Avantis U.S. Quality ETF	Added	108,523	+4,838	$7,357,750	+7.5%	1.78%
DFUV	Dimensional U.S. Marketwide Value ETF	Reduced	127,977	-2,221	$7,038,735	−1.7%	1.70%
VUG	VANGUARD GROWTH INDEX FUND	Reduced	67,986	-684	$6,126,218	+3.6%	1.48%
AAPL	Apple Inc. Technology	Added	6,613	+219	$2,202,261	+19.0%	0.53%
VV	VANGUARD LARGE-CAP INDEX FUND	Reduced	4,712	-45	$1,657,917	+1.3%	0.40%
AVDE	Avantis International Equity ETF	Added	17,669	+596	$1,592,153	+4.5%	0.38%
DFSU	Dimensional US Sustainability Core 1 ETF	Reduced	29,881	-878	$1,409,486	−1.7%	0.34%
DFEV	Dimensional Emerging Markets Value ETF	Reduced	32,306	-470	$1,369,774	−2.1%	0.33%
IJH	iShares Core S&P Mid-Cap ETF	Reduced	17,367	-101	$1,249,555	−7.2%	0.30%
AVSC	Avantis U.S. Small Cap Equity ETF	Reduced	15,418	-111	$1,066,000	−6.4%	0.26%
CGHM	Capital Group Municipal High-Income ETF	Added	37,694	+3,833	$907,294	+3.7%	0.22%
IWF	iShares Russell 1000 Growth ETF	Reduced	7,142	-77	$894,606	−0.2%	0.22%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	2,202	+692	$824,076	+47.5%	0.20%
MSFT	Microsoft Corp Technology	Added	1,459	+23	$748,321	+39.7%	0.18%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,499	+13	$746,427	+0.4%	0.18%
AVSU	Avantis Responsible U.S. Equity ETF	Reduced	8,440	-111	$742,804	−1.9%	0.18%
JPM	Jpmorgan Chase & Co Financial Services	NEW	2,155	NEW	$712,938	NEW	0.17%
DFAC	Dimensional U.S. Core Equity 2 ETF	Added	15,338	+929	$681,774	+6.7%	0.16%
VTES	VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF	Reduced	6,825	-1	$672,945	−2.7%	0.16%
JTEK	JPMorgan U.S. Tech Leaders ETF	Reduced	6,068	-53	$638,323	−6.5%	0.15%
PRFZ	Invesco RAFI US 1500 Small-Mid ETF	Held	10,595	0	$554,436	−6.2%	0.13%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	793	+3	$535,314	+35.2%	0.13%
DFSI	Dimensional International Sustainability Core 1 ETF	Reduced	11,025	-517	$497,999	−4.3%	0.12%
GOOGL	Alphabet Inc. Communication Services	Added	1,305	+141	$449,024	+7.9%	0.11%
HODL	VanEck Bitcoin ETF	Added	17,908	+2,941	$422,986	+70.1%	0.10%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	7,009	+52	$415,703	+0.1%	0.10%
VTV	VANGUARD VALUE INDEX FUND	Reduced	1,856	-32	$401,044	−2.5%	0.10%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	Reduced	8,256	-1,219	$391,004	−18.4%	0.09%
BIV	Vanguard Bond Index Funds	Added	5,328	+27	$388,198	−4.5%	0.09%
QQQ	Invesco Qqq Trust, Series 1	Held	497	0	$367,665	+0.5%	0.09%
IEFA	iShares Core MSCI EAFE ETF	Added	3,655	+72	$354,096	+2.3%	0.09%
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	Added	4,405	+392	$336,542	+7.6%	0.08%

Showing the top 50 of 66 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.