Institutional Fund
Enrich Financial Partners LLC
Madison, WICIK 19550915 filings on record
Portfolio Value
$377.07M
Q1 2026
Holdings
64
Reported positions
New Buys
1
Opened this quarter
QoQ Change
+2.8%
from $366.85M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust11.7%
- Dimensional ETF Trust10.6%
- Dimensional ETF Trust8.6%
- Dimensional ETF Trust8.6%
- Vanguard Index Fds7.4%
- Pimco ETF Tr6.3%
- Other46.9%
Portfolio Holdings
64 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 1.27M | $43.96M | 11.7% | −9.3K | Reduced |
| 2 | Dimensional ETF Trust | 1.12M | $39.83M | 10.6% | +14.5K | Added |
| 3 | Dimensional ETF Trust | 521.6K | $32.57M | 8.6% | −6.4K | Reduced |
| 4 | Dimensional ETF Trust | 908.2K | $32.43M | 8.6% | −25.9K | Reduced |
| 5 | Vanguard Index Fds | 46.6K | $27.87M | 7.4% | +915 | Added |
| 6 | Pimco ETF Tr | 902.8K | $23.65M | 6.3% | +11.7K | Added |
| 7 | Fidelity Merrimack Str Tr | 501.6K | $22.88M | 6.1% | +5.2K | Added |
| 8 | Dimensional ETF Trust | 256.6K | $18.25M | 4.8% | +2.5K | Added |
| 9 | Dimensional ETF Trust | 318.0K | $16.79M | 4.5% | −3.5K | Reduced |
| 10 | Vanguard Index Fds | 56.4K | $16.19M | 4.3% | +1.5K | Added |
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