Portfolio (Quarterly) Guide ↗

EnRich Financial Partners LLC

· CIK 0001955091

13F Portfolio $421M AUM 67 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 5 New 22 Added 26 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	IWD	ISHARES TR	—	1,334	$285K	0.08%	SOLD
2	DIHP	DIMENSIONAL ETF TRUST	—	6,329	$204K	0.05%	SOLD

Sector Allocation

Technology 58.7%

Financial Services 14.7%

Communication Services 7.2%

Healthcare 6.8%

Energy 4.4%

Consumer Defensive 4.2%

Consumer Cyclical 4.1%