EnRich Financial Partners LLC reported 67 holdings worth US$421M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 27, 2026
EnRich Financial Partners LLC reported 67 holdings worth US$421M as of Jun 30, 2026. Largest: Apple Inc, Berkshire Hathaway Inc. and Microsoft Corp. Filed Jul 27, 2026 (Form 13F).
- Holdings
- 67
- Value as reported
- US$421M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 6,394 | US$1.85M | 0.44% |
| Berkshire Hathaway Inc. | 1,486 | US$744K | 0.18% |
| Microsoft Corp. | 1,436 | US$536K | 0.13% |
| Kla Corporation | 1,520 | US$459K | 0.11% |
| Alphabet Inc (google) Class C | 1,164 | US$416K | 0.10% |
| Thermo Fisher Scientific Inc | 790 | US$396K | 0.09% |
| Intel Corporation | 2,037 | US$284K | 0.07% |
| Lam Research Corporation | 624 | US$270K | 0.06% |
| Exxon Mobil Corporation | 1,842 | US$252K | 0.06% |
| Costco Wholesale Corporation | 258 | US$241K | 0.06% |
| Amazon.com, Inc. | 991 | US$236K | 0.06% |
| Allstate Corporation (the) | 856 | US$204K | 0.05% |