# EDGAR Filing Document

**Accession Number:** 0001955091
**File Stem:** 0001955091-25-000008
**Filing Date:** 2025-7
**Character Count:** 10079
**Document Hash:** 195929bb48326e7a82b528634e668880
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001955091-25-000008.hdr.sgml**: 20250730

**ACCESSION NUMBER**: 0001955091-25-000008

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250730

**DATE AS OF CHANGE**: 20250730

**EFFECTIVENESS DATE**: 20250730

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** EnRich Financial Partners LLC
- **CENTRAL INDEX KEY:** 0001955091

**ORGANIZATION NAME:**
- **EIN:** 200075906
- **STATE OF INCORPORATION:** WI
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23775
- **FILM NUMBER:** 251167539

**BUSINESS ADDRESS:**
- **STREET 1:** 6502 GRAND TETON PLZ
- **STREET 2:** SUITE 201
- **CITY:** MADISON
- **STATE:** WI
- **ZIP:** 53719
- **BUSINESS PHONE:** (608) 275-3442

**MAIL ADDRESS:**
- **STREET 1:** 6502 GRAND TETON PLZ
- **STREET 2:** SUITE 201
- **CITY:** MADISON
- **STATE:** WI
- **ZIP:** 53719

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** EnRich Financial Partners LLC<br>**Address:** 6502 Grand Teton Plz<br>Suite 201<br>Madison, WI 53719

**Form 13F File Number:** 028-23775

**CRD Number (if applicable):** 000111234

**SEC File Number (if applicable):** 801-96219

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Christopher D. Rich<br>**Title:** Managing Member<br>**Phone:** 6082753442

**Signature, Place, and Date of Signing:**

Christopher D. Rich  Madison, WI  07-30-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 59

**Form 13F Information Table Value Total:** $325744101

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 |  | 37471146 | 1262505 | SH |  | SOLE |  | 0 | 0 | 1262505 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 |  | 31263879 | 1005593 | SH |  | SOLE |  | 0 | 0 | 1005593 |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 25434V666 |  | 29084817 | 937615 | SH |  | SOLE |  | 0 | 0 | 937615 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 |  | 28423410 | 526750 | SH |  | SOLE |  | 0 | 0 | 526750 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 25374164 | 44670 | SH |  | SOLE |  | 0 | 0 | 44670 |
| PIMCO ETF TR | MULTISECTOR BD | 72201R585 |  | 22100846 | 832737 | SH |  | SOLE |  | 0 | 0 | 832737 |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 |  | 20902095 | 456876 | SH |  | SOLE |  | 0 | 0 | 456876 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 |  | 15718372 | 246718 | SH |  | SOLE |  | 0 | 0 | 246718 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 14557498 | 52023 | SH |  | SOLE |  | 0 | 0 | 52023 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 |  | 13902758 | 324603 | SH |  | SOLE |  | 0 | 0 | 324603 |
| CAPITAL GRP FIXED INCM ETF T | MUNICIPAL INCOME | 14020Y201 |  | 9924330 | 371837 | SH |  | SOLE |  | 0 | 0 | 371837 |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 |  | 8068931 | 86032 | SH |  | SOLE |  | 0 | 0 | 86032 |
| FIRST TR EXCH TRADED FD III | MUNI HI INCM ETF | 33739P301 |  | 7853671 | 168173 | SH |  | SOLE |  | 0 | 0 | 168173 |
| FIRST TR EXCH TRADED FD III | SHRT DUR MNG MUN | 33739P830 |  | 7600972 | 381862 | SH |  | SOLE |  | 0 | 0 | 381862 |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 |  | 6559445 | 97873 | SH |  | SOLE |  | 0 | 0 | 97873 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 |  | 5770758 | 136489 | SH |  | SOLE |  | 0 | 0 | 136489 |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 |  | 5241866 | 76849 | SH |  | SOLE |  | 0 | 0 | 76849 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 |  | 5216798 | 76113 | SH |  | SOLE |  | 0 | 0 | 76113 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 4930827 | 11247 | SH |  | SOLE |  | 0 | 0 | 11247 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 |  | 3380466 | 37107 | SH |  | SOLE |  | 0 | 0 | 37107 |
| APPLE INC | COM | 037833100 |  | 1889675 | 9210 | SH |  | SOLE |  | 0 | 0 | 9210 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 1603151 | 5619 | SH |  | SOLE |  | 0 | 0 | 5619 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | 25434V740 |  | 1535888 | 51213 | SH |  | SOLE |  | 0 | 0 | 51213 |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 25434V716 |  | 1313021 | 33453 | SH |  | SOLE |  | 0 | 0 | 33453 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 1095048 | 17656 | SH |  | SOLE |  | 0 | 0 | 17656 |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | 46137V613 |  | 1056558 | 24995 | SH |  | SOLE |  | 0 | 0 | 24995 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 834300 | 1965 | SH |  | SOLE |  | 0 | 0 | 1965 |
| MICROSOFT CORP | COM | 594918104 |  | 768355 | 1545 | SH |  | SOLE |  | 0 | 0 | 1545 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 721854 | 1486 | SH |  | SOLE |  | 0 | 0 | 1486 |
| AMERICAN CENTY ETF TR | AVANTIS US SMALL | 025072323 |  | 715357 | 13872 | SH |  | SOLE |  | 0 | 0 | 13872 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 |  | 709276 | 9584 | SH |  | SOLE |  | 0 | 0 | 9584 |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | 921935870 |  | 702305 | 6958 | SH |  | SOLE |  | 0 | 0 | 6958 |
| AMERICAN CENTY ETF TR | AVANTIS RESPON U | 025072281 |  | 648133 | 9448 | SH |  | SOLE |  | 0 | 0 | 9448 |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 |  | 564185 | 15866 | SH |  | SOLE |  | 0 | 0 | 15866 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 468657 | 5614 | SH |  | SOLE |  | 0 | 0 | 5614 |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | 25434V690 |  | 468335 | 11884 | SH |  | SOLE |  | 0 | 0 | 11884 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 466063 | 13004 | SH |  | SOLE |  | 0 | 0 | 13004 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 461097 | 1517 | SH |  | SOLE |  | 0 | 0 | 1517 |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1500 | 46137V597 |  | 443425 | 10903 | SH |  | SOLE |  | 0 | 0 | 10903 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 411618 | 666 | SH |  | SOLE |  | 0 | 0 | 666 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 |  | 406283 | 5253 | SH |  | SOLE |  | 0 | 0 | 5253 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 401957 | 8127 | SH |  | SOLE |  | 0 | 0 | 8127 |
| DIMENSIONAL ETF TRUST | EMERGING MARKETS | 25434V682 |  | 353387 | 9285 | SH |  | SOLE |  | 0 | 0 | 9285 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 339871 | 1923 | SH |  | SOLE |  | 0 | 0 | 1923 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 331457 | 6760 | SH |  | SOLE |  | 0 | 0 | 6760 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 322355 | 4378 | SH |  | SOLE |  | 0 | 0 | 4378 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 320313 | 790 | SH |  | SOLE |  | 0 | 0 | 790 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 319377 | 4623 | SH |  | SOLE |  | 0 | 0 | 4623 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 286209 | 3637 | SH |  | SOLE |  | 0 | 0 | 3637 |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | 25434V823 |  | 284804 | 12140 | SH |  | SOLE |  | 0 | 0 | 12140 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 284095 | 515 | SH |  | SOLE |  | 0 | 0 | 515 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 273995 | 1156 | SH |  | SOLE |  | 0 | 0 | 1156 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 273476 | 1408 | SH |  | SOLE |  | 0 | 0 | 1408 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 255405 | 258 | SH |  | SOLE |  | 0 | 0 | 258 |
| AMAZON COM INC | COM | 023135106 |  | 238916 | 1089 | SH |  | SOLE |  | 0 | 0 | 1089 |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | 25434V674 |  | 213652 | 4075 | SH |  | SOLE |  | 0 | 0 | 4075 |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 |  | 210087 | 7124 | SH |  | SOLE |  | 0 | 0 | 7124 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 204065 | 1893 | SH |  | SOLE |  | 0 | 0 | 1893 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 201047 | 1141 | SH |  | SOLE |  | 0 | 0 | 1141 |

---