EnRich Financial Partners LLC holds a focused book of 67 stocks worth $421.0M as of Q2 2026 (disclosed Jul 27, 2026, a ~45-day 13F lag). This quarter they opened JPMorgan US Tech Leaders and trimmed Dimensional Emrg MRKT Core. Their largest long position is Dimensional Emrg MRKT Core at 12% of the equity book. Cloning the disclosed picks since 2024 would be +24% (+13.5%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1955091/holdings"
Use Arkolith to show EnRich Financial Partners LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning EnRich Financial Partners LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
1% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as EnRich Financial Partners LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| HighTower Advisors, LLC | 78 / 67 | $25.8B |
| COMMONWEALTH EQUITY SERVICES, LLC | 78 / 67 | $17.8B |
| OSAIC HOLDINGS, INC. | 78 / 67 | $15.1B |
| NewEdge Advisors, LLC | 78 / 67 | $6.6B |
| JPMORGAN CHASE & CO | 77 / 67 | $302.5B |
| ENVESTNET ASSET MANAGEMENT INC | 77 / 67 | $86.7B |
| LPL Financial LLC | 77 / 67 | $73.6B |
| MORGAN STANLEY | 76 / 67 | $384.8B |
Ranked by how many of EnRich Financial Partners LLC's top 67 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust EMERGING MKTS CO | $48.8M | 1.20M | 11.6% | ▼−5.6% Reduced · −71K sh | |
| 2 | Dimensional ETF Trust INTL CORE EQUITY | $42.7M | 1.15M | 10.2% | ▲+2.3% Added · +26K sh | |
| 3 | Dimensional ETF Trust US TARGETED VLU | $35.3M | 504.5K | 8.4% | ▼−3.3% Reduced · −17K sh | |
| 4 | Dimensional ETF Trust US LARG VALU ETF | $33.7M | 852.6K | 8.0% | ▼−6.1% Reduced · −56K sh | |
| 5 | Vanguard Index FDS S&P 500 ETF SHS | $32.5M | 47.3K | 7.7% | ▲+1.3% Added · +615 sh | |
| 6 | Pimco ETF TR MULTISECTOR BD | $25.8M | 973.1K | 6.1% | ▲+7.8% Added · +70K sh | |
| 7 | Fidelity Merrimack STR TR TOTAL BD ETF | $25.1M | 551.2K | 6.0% | ▲+9.9% Added · +50K sh | |
| 8 | Dimensional ETF Trust US SMALL CAP ETF | $21.0M | 255.6K | 5.0% | ▼−0.4% Reduced · −1K sh | |
| 9 | Vanguard Index FDS MID CAP ETF | $18.7M | 231.6K | 4.4% | ▲+311% Added · +175K sh | |
| 10 | Dimensional ETF Trust INTERNATNAL VAL | $16.9M | 313.1K | 4.0% | ▼−1.6% Reduced · −5K sh | |
| 11 | American Centy ETF TR US LARGE CAP VLU | $11.5M | 125.8K | 2.7% | ▲+26% Added · +26K sh | |
| 12 | Capital Grp Fixed Incm ETF T MUN INM ETF | $11.4M | 415.3K | 2.7% | ▲+2.4% Added · +10K sh | |
| 13 | First TR Exch Traded FD III MUNI HI INCM ETF | $9.1M | 187.4K | 2.2% | ▲+4.7% Added · +8K sh | |
| 14 | First TR Exch Traded FD III SHRT DUR MNG MUN | $8.8M | 440.1K | 2.1% | ▲+5.9% Added · +24K sh | |
| 15 | Vaneck ETF Trust MRNGSTR WDE MOAT | $8.4M | 81.1K | 2.0% | ▼−4.6% Reduced · −4K sh | |
| 16 | Dimensional ETF Trust US EQUI MARK ETF | $7.9M | 96.2K | 1.9% | ▼−0.7% Reduced · −681 sh | |
| 17 | American Centy ETF TR US SML CP VALU | $7.7M | 61.9K | 1.8% | ▲+12% Added · +6K sh | |
| 18 | American Centy ETF TR AVANTIS EMGMKT | $7.7M | 79.5K | 1.8% | ▼−0.4% Reduced · −323 sh | |
| 19 | Dimensional ETF Trust US MKTWIDE VALUE | $7.2M | 130.2K | 1.7% | ▼−1.1% Reduced · −1K sh | |
| 20 | American Centy ETF TR AVAN U S QUA ETF | $6.8M | 103.7K | 1.6% | ▲+144% Added · +61K sh | |
| 21 | Vanguard Index FDS GROWTH ETF | $5.9M | 68.7K | 1.4% | ▲+493% Added · +57K sh | |
| 22 | Apple Inc COM | $1.9M | 6.4K | 0.4% | —Held | |
| 23 | Vanguard Index FDS LARGE CAP ETF | $1.6M | 4.8K | 0.4% | ▼−14% Reduced · −757 sh | |
| 24 | American Centy ETF TR INTL EQT ETF | $1.5M | 17.1K | 0.4% | ▲+3.3% Added · +542 sh | |
| 25 | Dimensional ETF Trust US SUSTAINABILTY | $1.4M | 30.8K | 0.3% | ▼−5.4% Reduced · −2K sh | |
| 26 | Dimensional ETF Trust EMERGING MKTS VA | $1.4M | 32.8K | 0.3% | ▼−32% Reduced · −15K sh | |
| 27 | Ishares TR CORE S&P MCP ETF | $1.3M | 17.5K | 0.3% | ▼−0.7% Reduced · −128 sh | |
| 28 | Invesco Exchange Traded FD T RAFI US 1000 ETF | $1.3M | 24.6K | 0.3% | —Held | |
| 29 | American Centy ETF TR AVAN US SMAL ETF | $1.1M | 15.5K | 0.3% | ▼−0.7% Reduced · −103 sh | |
| 30 | Ishares TR RUS 1000 GRW ETF | $896K | 7.2K | 0.2% | ▲+267% Added · +5K sh | |
| 31 | Capital Grp Fixed Incm ETF T MUN HIGH ETF | $875K | 33.9K | 0.2% | ▲+17% Added · +5K sh | |
| 32 | American Centy ETF TR AVANTIS RESPON U | $757K | 8.6K | 0.2% | ▼−5.7% Reduced · −514 sh | |
| 33 | Berkshire Hathaway Inc Del CL B NEW | $744K | 1.5K | 0.2% | —Held | |
| 34 | Vanguard Wellington FD SHORT TRM TAX EX | $692K | 6.8K | 0.2% | ▼~0% Reduced · −2 sh | |
| 35 | J P Morgan Exchange Traded F U S TEC LEA ETF | $683K | 6.1K | 0.2% | ▲New New position | |
| 36 | Dimensional ETF Trust US COR EQU 2 ETF | $639K | 14.4K | 0.2% | ▲+1.0% Added · +144 sh | |
| 37 | Dimensional ETF Trust US HIGH PROF ETF | $632K | 15.1K | 0.2% | ▼−0.8% Reduced · −117 sh | |
| 38 | Invesco Exchange Traded FD T RAFI US 1500 | $591K | 10.6K | 0.1% | ▼−2.3% Reduced · −254 sh | |
| 39 | Vanguard Index FDS TOTAL STK MKT | $559K | 1.5K | 0.1% | ▼−0.9% Reduced · −14 sh | |
| 40 | Microsoft Corp COM | $536K | 1.4K | 0.1% | ▼−6.4% Reduced · −98 sh | |
| 41 | Dimensional ETF Trust INTERNATIONAL | $521K | 11.5K | 0.1% | ▼−2.1% Reduced · −249 sh | |
| 42 | Vanguard Mun BD FDS TAX EXEMPT BD | $479K | 9.5K | 0.1% | ▲+11% Added · +969 sh | |
| 43 | Kla Corp COM NEW | $459K | 1.5K | 0.1% | ▲10× Added · +1K sh | |
| 44 | Alphabet Inc CAP STK CL A | $416K | 1.2K | 0.1% | ▼−0.4% Reduced · −5 sh | |
| 45 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $415K | 7.0K | 0.1% | ▼−9.5% Reduced · −734 sh | |
| 46 | Vanguard Index FDS VALUE ETF | $411K | 1.9K | 0.1% | ▼−0.2% Reduced · −4 sh | |
| 47 | Vanguard BD Index FDS INTERMED TERM | $407K | 5.3K | 0.1% | ▲+9.2% Added · +447 sh | |
| 48 | Thermo Fisher Scientific Inc COM | $396K | 790 | 0.1% | —Held | |
| 49 | Invesco QQQ TR UNIT SER 1 | $366K | 497 | 0.1% | —Held | |
| 50 | Vanguard Index FDS SMALL CP ETF | $354K | 1.2K | 0.1% | ▲+0.2% Added · +2 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 27, 2026 | 67 | $421.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 5, 2026 | 64 | $377.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 28, 2026 | 63 | $366.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 6, 2025 | 63 | $351.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 30, 2025 | 59 | $325.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 25, 2025 | 55 | $297.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 220 | $300.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 7, 2024 | 224 | $299.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.