EnRich Financial Partners
EnRich Financial Partners reported 66 stocks worth $416M in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are DFEM (11.4%), DFIC (10.5%) and DFLV (8.1%). Compared with Q2 2026, the fund opened new positions in JPM, XOM and DFAR, added to DFIC, PYLD and FBND, trimmed DFEM, DFLV and DFIV and sold out of XOM and ALL.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  DFEM Dimensional ETF Trust | $47.6M | 11.4% | 1.2M | −2,869 (−0%) | 8 of 8 | |
| 2 |  DFIC Dimensional Intern Core | $43.5M | 10.5% | 1.2M | +11K (+1%) | 8 of 8 | |
| 3 |  DFLV Dimensional ETF Trust | $33.5M | 8.1% | 835K | −18K (−2%) | 8 of 8 | |
| 4 |  VOO Vanguard S&P 500 ETF | $33.1M | 8.0% | 47K | No change | 8 of 8 | |
| 5 | DIMENSIONAL U S TARGETED | $33.1M | 8.0% | 498K | −6,614 (−1%) | 8 of 8 | |
| 6 |  PYLD Pimco ETF TR | $25.1M | 6.0% | 988K | +15K (+2%) | 8 of 8 | |
| 7 |  FBND Fidelity Total Bond ETF | $24.2M | 5.8% | 560K | +8,318 (+2%) | 8 of 8 | |
| 8 | DIMENSIONAL U S SMALL CAP ETF | $19.8M | 4.8% | 256K | +721 (+0%) | 8 of 8 | |
| 9 |  VO Vanguard Index Fds | $18.3M | 4.4% | 234K | +2,082 (+1%) | 8 of 8 | |
| 10 |  DFIV Dimensional ETF Trust | $17.3M | 4.2% | 310K | −2,941 (−1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 21, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →EnRich Financial Partners 13F FAQ
What does EnRich Financial Partners own?
EnRich Financial Partners reported 66 stocks worth $416M in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are DFEM (11.4%), DFIC (10.5%) and DFLV (8.1%). The table above lists every position in the filing (the top 10 without an account).
What did EnRich Financial Partners buy and sell in Q3 2026?
Compared with Q2 2026: 3 new positions, 33 added to, 23 trimmed and 4 sold out. New positions include JPM, XOM and DFAR. It sold all of XOM and ALL.
When will EnRich Financial Partners file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is EnRich Financial Partners's portfolio worth?
The Q3 2026 filing reports $416M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.