EnRich Financial Partners LLC has filed its Schedule 13G-HR report for the period ending September 30, 2026. The filing discloses the firm’s equity holdings as of the close of the third quarter.
The report lists Christopher D. Rich as the Managing Member of the firm, which is headquartered in Madison, Wisconsin. The filing indicates that the firm holds a total of 66 equity securities.
The portfolio is heavily weighted toward exchange-traded funds (ETFs) and index funds. Significant positions include Dimensional ETF Trust funds, such as the Emerging Markets Core Equity ETF, which holds 1,198,624 shares. Other major holdings include Vanguard Index Funds, such as the Total Stock Market ETF with 2,202 shares, and the S&P 500 ETF with 47,211 shares.
Individual stock holdings are relatively smaller in comparison. The largest single stock position is Alphabet Inc. Class A with 1,305 shares, followed by Amazon.com Inc. with 1,159 shares. Other notable individual stock holdings include Exxon Mobil Holdings Corp. with 1,872 shares, JPMorgan Chase & Co. with 2,155 shares, and Microsoft Corp. with 1,459 shares.
The filing also includes several Bitcoin-related securities, such as the VanEck Bitcoin ETF, which is listed with 17,908 shares.
