EnRich Financial Partners LLC
Net buyer this quarter
$421M
16
+$654K
1.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AAPL | $1.85M | 0.44% | 0.00% | Not reported | Q4 2023 |
 BRK.B | $744K | 0.18% | Not reported | Not reported | Q4 2023 |
 MSFT | $536K | 0.13% | 0.00% | -6.4% | Q4 2023 |
 KLAC | $459K | 0.11% | 0.00% | Not reported | Q2 2024 |
 GOOGL | $416K | 0.10% | 0.00% | -0.4% | Q1 2024 |
 TMO | $396K | 0.09% | 0.00% | Not reported | Q4 2023 |
 QQQ | $366K | 0.09% | Not reported | Not reported | Q1 2024 |
 BSVN | $313K | 0.07% | 0.04% | +17.0% | Q4 2023 |
 INTC | $284K | 0.07% | 0.00% | Not reported | Q1 2024 |
 SPY | $279K | 0.07% | Not reported | -15.2% | Q4 2023 |
 LRCX | $270K | 0.06% | 0.00% | Not reported | Q2 2024 |
 XOM | $252K | 0.06% | 0.00% | -2.7% | Q4 2023 |
 HODL | $249K | 0.06% | 0.03% | -13.2% | Q2 2024 |
 COST | $241K | 0.06% | 0.00% | Not reported | Q1 2024 |
 AMZN | $236K | 0.06% | 0.00% | Not reported | Q1 2024 |
 ALL | $204K | 0.05% | 0.00% | Not reported | Q1 2024 |
| Q1 2026 | |||||
| AAPL | $1.62M | 0.43% | 0.00% | -1.0% | Q4 2023 |
| BRK.B | $712K | 0.19% | Not reported | Not reported | Q4 2023 |
| MSFT | $568K | 0.15% | 0.00% | Not reported | Q4 2023 |
| TMO | $388K | 0.10% | 0.00% | Not reported | Q4 2023 |
| GOOGL | $336K | 0.09% | 0.00% | +2.5% | Q1 2024 |
| HODL | $330K | 0.09% | 0.03% | +0.3% | Q2 2024 |
| XOM | $321K | 0.09% | 0.00% | Not reported | Q4 2023 |
| QQQ | $287K | 0.08% | Not reported | Not reported | Q1 2024 |
| SPY | $286K | 0.08% | Not reported | -9.8% | Q4 2023 |
| BSVN | $269K | 0.07% | 0.04% | -9.2% | Q4 2023 |
| COST | $257K | 0.07% | 0.00% | Not reported | Q1 2024 |
| KLAC | $224K | 0.06% | 0.00% | Not reported | Q2 2024 |
| AMZN | $206K | 0.05% | 0.00% | Not reported | Q1 2024 |
| Q4 2025 | |||||
| AAPL | $1.76M | 0.48% | 0.00% | -29.6% | Q4 2023 |
| BRK.B | $747K | 0.20% | Not reported | Not reported | Q4 2023 |
| MSFT | $742K | 0.20% | 0.00% | +4.6% | Q4 2023 |
| TMO | $458K | 0.12% | 0.00% | Not reported | Q4 2023 |
| HODL | $425K | 0.12% | 0.03% | +96.6% | Q2 2024 |
| GOOGL | $357K | 0.10% | 0.00% | Not reported | Q1 2024 |
| SPY | $333K | 0.09% | Not reported | -26.7% | Q4 2023 |
| QQQ | $305K | 0.08% | Not reported | -3.5% | Q1 2024 |
| BSVN | $298K | 0.08% | 0.04% | +14.5% | Q4 2023 |
| AMZN | $229K | 0.06% | 0.00% | -9.2% | Q1 2024 |
| XOM | $228K | 0.06% | 0.00% | Not reported | Q4 2023 |
| COST | $222K | 0.06% | 0.00% | Not reported | Q1 2024 |
| Q3 2025 | |||||
| AAPL | $2.34M | 0.67% | 0.00% | -0.4% | Q4 2023 |
| MSFT | $760K | 0.22% | 0.00% | -5.1% | Q4 2023 |
| BRK.B | $747K | 0.21% | Not reported | Not reported | Q4 2023 |
| SPY | $444K | 0.13% | Not reported | Not reported | Q4 2023 |
| TMO | $383K | 0.11% | 0.00% | Not reported | Q4 2023 |
 ABT | $322K | 0.09% | 0.00% | Not reported | Q1 2024 |
| QQQ | $309K | 0.09% | Not reported | Not reported | Q1 2024 |
| HODL | $283K | 0.08% | 0.01% | Not reported | Q2 2024 |
| GOOGL | $277K | 0.08% | 0.00% | Not reported | Q1 2024 |
| BSVN | $260K | 0.07% | 0.03% | -9.3% | Q4 2023 |
| AMZN | $239K | 0.07% | 0.00% | +0.2% | Q1 2024 |
| COST | $239K | 0.07% | 0.00% | Not reported | Q1 2024 |
| XOM | $213K | 0.06% | 0.00% | Not reported | Q4 2023 |