13F Filings History of EnRich Financial Partners LLC

Latest 13F report
Q4 2025 - 28 Jan 2026
Value $
$366,851,397
Signature - Title
Christopher D. Rich - Managing Member
Location
Madison, WI
Summary
This page shows a list of all the recent 13F filings made by EnRich Financial Partners LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. EnRich Financial Partners LLC reported 63 stock holdings with total value $366,851,397 as of Q4 2025. Top holdings included DFEM, DFIC, DFLV, DFAT, and VOO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 63 $366,851,397 +$8,850,727 -$2,353,079 +$6,497,648 DFEM, DFIC, DFLV, DFAT, VOO 13F-HR 28 Jan 2026, 16:52
Q3 2025 63 $351,433,056 +$6,894,354 -$479,702 +$6,414,652 DFEM, DFIC, DFLV, DFAT, VOO 13F-HR 06 Nov 2025, 09:59
Q2 2025 59 $325,744,101 +$25,300,280 -$15,552,549 +$9,747,731 DFEM, DFIC, DFLV, DFAT, VOO 13F-HR 30 Jul 2025, 16:29
Q1 2025 55 $297,765,567 +$11,561,150 -$11,020,538 +$540,612 DFEM, DFLV, DFAT, VOO, DFIC 13F-HR 25 Apr 2025, 16:12
Q4 2024 220 $300,277,614 +$9,539,166 -$1,438,778 +$8,100,388 DFEM, DFLV, DFAT, VOO, DFIC 13F-HR 13 Feb 2025, 11:40
Q3 2024 224 $299,358,452 +$11,248,303 -$736,784 +$10,511,519 DFEM, DFLV, DFAT, VOO, DFIC 13F-HR 07 Nov 2024, 16:07
Q2 2024 243 $272,679,236 +$8,813,352 -$1,472,278 +$7,341,074 DFEM, DFLV, DFAT, VOO, PYLD 13F-HR 13 Aug 2024, 13:07
Q1 2024 201 $266,973,608 +$19,101,851 -$3,100,601 +$16,001,250 DFLV, DFAT, DFEM, VOO, PYLD 13F-HR 02 May 2024, 13:20
Q4 2023 51 $239,691,618 $0 $0 $0 DFAT, DFLV, DFEM, VOO, PYLD 13F-HR 13 Feb 2024, 15:01