EnRich Financial Partners LLC
All 13F Filings
- Location
- Madison, WI
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 377,075
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/5/2026 | 64 | 377,075 | 13F-HR | EnRich Financial Partners LLC |
| Q4 2025 | 1/28/2026 | 63 | 366,851 | 13F-HR | EnRich Financial Partners LLC |
| Q3 2025 | 11/6/2025 | 63 | 351,433 | 13F-HR | EnRich Financial Partners LLC |
| Q2 2025 | 7/30/2025 | 59 | 325,744 | 13F-HR | EnRich Financial Partners LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 12.93 K | 3.4% | 0 | 247 K | -247 K |
| ETFs | 363.9 K | 96.5% | 257.3 K | 0 | 257.3 K |
| Debt | 269 | 0.1% | 0 | 29 | -29 |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
5/5/2026
Total value ($000)
377,075
Holdings
64
QoQ value change ($000)
10,224
(2.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.