EnRich Financial Partners LLC
•CIK: 1955091•Filing: Q4 2025
**EnRich Financial Partners LLC** manages $367M across a diversified portfolio of 63 positions. The fund exhibits a notable concentration in the DFEM ($42.4M) and DFIC ($38.1M) names, representing significant exposure to specific sector plays. Further top holdings include DFLV ($32.0M) and DFAT ($31.4M), alongside core allocations to VOO ($28.7M) and PYLD ($23.8M). This structure suggests a tactical approach balancing concentrated, high-conviction bets with established market index exposure.
Total AUM
$366.9M
QoQ Performance
+4.4%
Positions
26
Top 10 Concentration
73.3%
Latest Filing
Q4 2025
Top Holdings Allocation
DFEM
DFIC
DFLV
DFAT
VOO
PYLD
FBND
DFEM11.6%
DFIC10.4%
DFLV8.7%
DFAT8.6%
VOO7.8%
PYLD6.5%
FBND6.2%
DFAS4.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other90.8%
ETF7.9%
Technology0.8%
Financial0.2%
Healthcare0.1%
Consumer0.1%
Energy0.1%
Changes from Q3 2025
NEW2 new positions
↑26 increased
↓25 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023