EnRich Financial Partners LLC - Portfolio Stock Holdings
EnRich Financial Partners LLC disclosed 64 stock positions in a recent SEC 13F filing. $359,523,555 of stock holdings were filed, with the largest holdings including DFEM, DFIC, and DFAT. This filing represented positions held on March 31, 2026, and was filed on May 5, 2026.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:
March 31, 2026No. of Stocks:
64Est. Stock Holding Value:
$359,523,555Top Stock Holdings By Sector
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Portfolio Stock Holdings - EnRich Financial Partners LLC
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