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Enrich Financial Partners LLC
EnRich Financial Partners LLC is a Madison, Wisconsin-based, SEC-registered investment adviser founded in Wisconsin. The firm serves individuals (both high net worth and otherwise), pension plans, and charitable organizations, with a focus on acting as 'Family CFO' to deliver comprehensive financial planning and peace of mind. As of March 2025, it has approximately 8 employees and reported $478.5 million in assets under management. The firm's typical clients are individuals, as well as some institutional investors, and it specializes in holistic wealth management and portfolio construction using evidence-based investment strategies.
Investment Strategy
EnRich Financial Partners LLC employs an evidence-based investment strategy focused on diversified portfolio construction tailored to each client’s objectives and risk profile. Their approach centers on helping clients achieve long-term goals through a combination of financial planning, disciplined asset allocation, and ongoing portfolio management. The firm emphasizes transparency, risk management, and ongoing education to help clients navigate both calm and turbulent markets, typically utilizing broadly diversified ETFs and mutual funds, and periodically rebalancing portfolios to maintain alignment with client goals and evolving market conditions.
Latest 13F Filing Activity
Enrich Financial Partners LLC filed their most recent 13F report on Jun 30, 2025 disclosing 59 equity positions with a total 13F market value of $326M. The fund increased holdings in Capital GRP Fixed Incm Etf T, Dimensional Etf Trust, Dimensional Etf Trust among other positions. Enrich Financial Partners LLC reduced exposure to Vanguard Mun BD FDS, Dimensional Etf Trust, Vaneck Etf Trust among others.
Top Holdings
Equity Positions (59)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFEM | DIMENSIONAL ETF TRUST | 11.50% | $37.5M | 1,262,505 | $25.32 | $29.68 | +$4.3M |
D DFIC | DIMENSIONAL ETF TRUST | 9.60% | $31.3M | 1,005,593 | $26.93 | $31.09 | +$8.8M |
D DFLV | DIMENSIONAL ETF TRUST | 8.93% | $29.1M | 937,615 | $27.24 | $31.02 | -$408.2K |
D DFAT | DIMENSIONAL ETF TRUST | 8.73% | $28.4M | 526,750 | $52.45 | $53.96 | +$1.9M |
V VOO | VANGUARD INDEX FDS | 7.79% | $25.4M | 44,670 | $445.02 | $568.03 | +$82.2K |
Industry Allocation
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