EnRich Financial Partners LLC reported 13 positions worth $7.41M for the quarter ended Sep 30, 2026, up 20.7% on the prior quarter. It opened 1 new position, added to 12, trimmed 0 and exited 1. Its largest holding is Apple Inc. at 29.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| JPM Jpmorgan Chase & Co | +2,155 | – | $712.99K | 9.62% |
| AAPL Apple Inc. | +219 | +3.4% | $72.93K | 29.73% |
| HODL VanEck Bitcoin ETF | +2,941 | +19.6% | $69.47K | 5.71% |
| GOOGL Alphabet Inc. | +141 | +12.1% | $48.53K | 6.06% |
| AMZN Amazon Com Inc | +168 | +17.0% | $41.85K | 3.9% |
| MSFT Microsoft Corp | +23 | +1.6% | $11.79K | 10.1% |
| BRK-B Berkshire Hathaway Inc | +13 | +0.9% | $6.47K | 10.08% |
| LRCX Lam Research Corp | +16 | +2.6% | $5.26K | 2.84% |
| XOM ExxonMobil Holdings Corp | +30 | +1.6% | $4.88K | 4.11% |
| INTC Intel Corp | +40 | +2.0% | $4.81K | 3.37% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| ALL Allstate Corp | -856 | -100.0% | $203.68K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| JPM Jpmorgan Chase & Co | +2,155 | $712.99K | 9.62% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| ALL Allstate Corp | -856 | $203.68K | 3.32% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 6,613 | $2.20M | 29.73% | +219 | +3.4% | Added | 0% |
| 2 | MSFT Microsoft Corp | Technology | 1,459 | $748.14K | 10.1% | +23 | +1.6% | Added | 0% |
| 3 | BRK-B Berkshire Hathaway Inc | Financial Services | 1,499 | $746.43K | 10.08% | +13 | +0.9% | Added | 0% |
| 4 | JPM Jpmorgan Chase & Co | Financial Services | 2,155 | $712.99K | 9.62% | +2,155 | – | New | 0% |
| 5 | TMO Thermo Fisher Scientific Inc. | Healthcare | 793 | $535.32K | 7.23% | +3 | +0.4% | Added | 0% |
| 6 | GOOGL Alphabet Inc. | Technology | 1,305 | $449.13K | 6.06% | +141 | +12.1% | Added | 0% |
| 7 | HODL VanEck Bitcoin ETF | Others | 17.9K | $422.99K | 5.71% | +2,941 | +19.6% | Added | 0.03% |
| 8 | XOM ExxonMobil Holdings Corp | Energy | 1,872 | $304.67K | 4.11% | +30 | +1.6% | Added | 0% |
| 9 | KLAC Kla Corp | Technology | 1,537 | $299.61K | 4.04% | +17 | +1.1% | Added | 0% |
| 10 | AMZN Amazon Com Inc | Consumer Discretionary | 1,159 | $288.70K | 3.9% | +168 | +17.0% | Added | 0% |
| 11 | INTC Intel Corp | Technology | 2,077 | $249.72K | 3.37% | +40 | +2.0% | Added | 0% |
| 12 | COST Costco Wholesale Corp | Consumer Staples | 261 | $237.60K | 3.21% | +3 | +1.2% | Added | 0% |
| 13 | LRCX Lam Research Corp | Technology | 640 | $210.25K | 2.84% | +16 | +2.6% | Added | 0% |
Tip. Select a row to see that position’s full history at EnRich Financial Partners.
As of its Q3 2026 13F filing, EnRich Financial Partners LLC’s five largest positions were Apple Inc. (AAPL) at 29.7%, Microsoft Corp (MSFT) at 10.1%, Berkshire Hathaway Inc (BRK-B) at 10.1%, Jpmorgan Chase & Co (JPM) at 9.6%, Thermo Fisher Scientific Inc. (TMO) at 7.2% of the reported portfolio.
EnRich Financial Partners LLC reported a 13F portfolio worth $7.41M across 13 positions for Q3 2026. That is up 20.7% from the previous quarter.
Its largest purchases by value were Jpmorgan Chase & Co ($712.99K), Apple Inc. ($72.93K), VanEck Bitcoin ETF ($69.47K). It opened 1 new positions.
Its largest sales by value were Allstate Corp ($203.68K). It exited 1 positions entirely.
From the Form 13F-HR reports EnRich Financial Partners LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.