EnRich Financial Partners LLC

RIA/Wealth

EnRich Financial Partners LLC is a RIA/Wealth based in Madison, WI led by Elaine Beckett Rich, reporting $478.5M in AUM as of Q3 2025 with 98% ETF concentration and 73% concentrated in top 10 holdings.

OwnerElaine Beckett Rich

Portfolio Value: $351.4M
Positions: 63
Top Holding: DFEM at 11.61%
Last Reported: Q3 2025

Address6502 Grand Teton Plaza, Suite 201, Madison, WI, 53719, United States

Top Holdings

Largest long holdings in EnRich Financial Partners LLC's portfolio (73.2% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Dimensional Emerging Markets Core Equity 2 DFEM	ETF ETF	$40.8M	11.61%	+$325.9K Bought	— 1.3M shares	Q4 2023 Held for 1y 11m
2 Dimensional International Core Equity 2 DFIC	ETF ETF	$34.9M	9.92%	+$1.9M Bought	— 1.1M shares	Q4 2023 Held for 1y 11m
3 DFLV Dimensional US Large Cap Value DFLV	ETF ETF	$30.9M	8.79%	+$51.3K Bought	— 939.2K shares	Q4 2023 Held for 1y 11m
4 Dimensional U.S. Targeted Value DFAT	ETF ETF	$30.8M	8.76%	+$113.5K Bought	— 528.7K shares	Q4 2023 Held for 1y 11m
5 Vanguard S&P 500 ETF VOO	ETF ETF	$27.5M	7.83%	+$155.5K Bought	— 44.9K shares	Q4 2023 Held for 1y 11m
6 PYLD PIMCO Multi Sector Bond Active PYLD	ETF ETF	$22.7M	6.47%	+$395.4K Bought	— 847.5K shares	Q4 2023 Held for 1y 11m
7 Fidelity Total Bond FBND	ETF ETF	$22.0M	6.25%	+$849.1K Bought	— 475.2K shares	Q4 2023 Held for 1y 11m
8 Dimensional U.S. Small Cap DFAS	ETF ETF	$17.1M	4.87%	+$231.5K Bought	— 250.1K shares	Q4 2023 Held for 1y 11m
9 Vanguard Mid-Cap Fund VO	ETF ETF	$15.6M	4.43%	+$271.4K Bought	— 52.9K shares	Q4 2023 Held for 1y 11m
10 Dimensional International Value DFIV	ETF ETF	$14.9M	4.24%	-$60.1K Sold	— 323.3K shares	Q4 2023 Held for 1y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in EnRich Financial Partners LLC's latest filing

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Market Value

$351.4M

Prior: $325.7M

Q/Q Change

+7.89%

+$25.7M

Net Flows % of MV

+1.6%

Turnover Ratio

1.05%

New Purchases

1 stocks

$202.5K

Added To

26 stocks

+$5.9M

Sold Out Of

0 stocks

Reduced Holdings

22 stocks

-$479.7K

Increased Positions

Position	Shares Δ	Change
1 Avantis Responsible International Equity AVSD	New	0 → 2.8K +$202.5K
2 Avantis U.S. Small Cap Value AVUV	+7.5%	37.1K → 39.9K +$276.9K
3 Vanguard Tax-Exempt Bond Index Fund VTEB	+5.83%	6.8K → 7.2K +$19.7K
4 Dimensional International Core Equity 2 DFIC	+5.74%	1.0M → 1.1M +$1.9M
5 AVLV Avantis U.S. Large Cap Value AVLV	+5.63%	76.8K → 81.2K +$312.4K

Decreased Positions

Position	Shares Δ	Change
1 Vanguard Intermediate-Term Bond BIV	-13.02%	5.3K → 4.6K −$53.4K
2 Vanguard Short-Term Bond BSV	-9.27%	3.6K → 3.3K −$26.6K
3 Microsoft MSFT	-5.11%	1.5K → 1.5K −$40.9K
4 Vanguard Total International Stock VXUS	-4.56%	4.6K → 4.4K −$15.5K
5 Avantis U.S. Small Cap Equity AVSC	-2.92%	13.9K → 13.5K −$23.2K