En Rich Financial Partners LLC has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $298 Billion distributed in 55 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 $33.2B, Dimensional ETF Trust with a value of $29.5B, Dimensional ETF Tr U S Target with a value of $26.5B, Vanguard Index Fds S&P 500 ETF with a value of $25.3B, and Dimensional ETF Tr Dimensional with a value of $22.5B.

Examining the 13F form we can see an decrease of $2.51B in the current position value, from $300B to 298B.

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 $298 Billion
ETFs: $236 Billion
Technology: $2.61 Billion
Financial Services: $791 Million
Healthcare: $393 Million
Energy: $269 Million
Consumer Defensive: $244 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 55
  • Current Value $298 Billion
  • Prior Value $300 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 25, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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