En Rich Financial Partners LLC has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $326 Billion distributed in 59 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 $37.5B, Dimensional ETF Tr Dimensional with a value of $31.3B, Dimensional ETF Trust with a value of $29.1B, Dimensional ETF Tr U S Target with a value of $28.4B, and Vanguard Index Fds S&P 500 ETF with a value of $25.4B.

Examining the 13F form we can see an increase of $28B in the current position value, from $298B to 326B.

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 $326 Billion
ETFs: $251 Billion
Technology: $2.66 Billion
Financial Services: $722 Million
Healthcare: $320 Million
Consumer Defensive: $255 Million
Consumer Cyclical: $239 Million
Energy: $204 Million
Communication Services: $201 Million
Other: $0

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

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

Summary

  • Portfolio
  • No. of Stocks 59
  • Current Value $326 Billion
  • Prior Value $298 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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