Holdings
EnRich Financial Partners LLC
As of Jun 30, 2026, EnRich Financial Partners LLC reported 12 positions worth US$5.89M. Largest: Apple Inc, Berkshire Hathaway Inc. and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 6,394 | US$1.85M | no change | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 1,486 | US$744K | no change | Jun 30, 2026 |
| Microsoft Corp. | 1,436 | US$536K | −98 | Jun 30, 2026 |
| Kla Corporation | 1,520 | US$459K | +1,368 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 1,164 | US$416K | −5 | Jun 30, 2026 |
| Thermo Fisher Scientific Inc | 790 | US$396K | no change | Jun 30, 2026 |
| Intel Corporation | 2,037 | US$284K | new | Jun 30, 2026 |
| Lam Research Corporation | 624 | US$270K | new | Jun 30, 2026 |
| Exxon Mobil Corporation | 1,842 | US$252K | −51 | Jun 30, 2026 |
| Costco Wholesale Corporation | 258 | US$241K | no change | Jun 30, 2026 |