En Rich Financial Partners LLC has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $351 Billion distributed in 63 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Emerging Mk with a value of $40.8B, Dimensional ETF Tr Dimensional with a value of $34.9B, Dimensional ETF Trust with a value of $30.9B, Dimensional ETF Tr U S Target with a value of $30.8B, and Vanguard Index Fds S&P 500 ETF with a value of $27.5B.

Examining the 13F form we can see an increase of $25.7B in the current position value, from $326B to 351B.

En Rich Financial Partners LLC is based out at Madison, WI

Below you can find more details about En Rich Financial Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $351 Billion
ETFs: $272 Billion
Technology: $3.1 Billion
Financial Services: $747 Million
Healthcare: $705 Million
Communication Services: $277 Million
Consumer Cyclical: $239 Million
Consumer Defensive: $239 Million
Energy: $213 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $351 Billion
  • Prior Value $326 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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