EnRich Financial Partners LLC - Portfolio Stock Holdings
EnRich Financial Partners LLC disclosed 69 stock positions in a recent SEC 13F filing. $420,978,060 of stock holdings were filed, with the largest holdings including DFEM, DFIC, and DFAT. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $556,812,040 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
69Est. Stock Holding Value:
$420,978,060Top Stock Holdings By Sector
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Portfolio Stock Holdings - EnRich Financial Partners LLC
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