Lri Investments, Llc Portfolio Stock Holdings

Lri Investments, Llc disclosed 1954 stock positions valued at approximately $1.2 billion in its latest SEC 13F filing. The largest holdings include ARES MANAGEMENT CORPORATION CL A COM STK, DIMENSIONAL U.S. CORE EQUITY 2 ETF, and DIMENSIONAL US CORE EQUITY 1 ETF. The filing reflects positions held as of June 30, 2026 and was filed on July 14, 2026.

Report Period
June 30, 2026
No. of Stocks
1954
Portfolio Value
$1.2B
Holdings by Sector
Lri Investments, Llc Portfolio Holdings in Q2 2026

1864 holdings in the latest reporting period.

Page 1 of 19
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ARES MANAGEMENT CORPORATION CL A COM STKARESFinancial Services18.57%2,335,268-6,931-0.30%$230,936,196
DIMENSIONAL U.S. CORE EQUITY 2 ETFDFACOther8.20%2,298,403-12,433-0.54%$101,957,170
DIMENSIONAL US CORE EQUITY 1 ETFDCOROther7.07%1,071,907+82,430+8.33%$87,874,953
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETFDFAXOther5.28%1,783,165+209,707+13.33%$65,691,782
VANGUARD FTSE ALL-WORLD EX-US INDEX FUNDVEUOther3.54%525,305+10,020+1.94%$43,994,293
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETFDFAIOther2.78%837,560-6,773-0.80%$34,549,347
WISDOMTREE U.S. LARGECAP DIVIDEND FUNDDLNOther2.56%330,573-2,263-0.68%$31,840,791
DIMENSIONAL US MARKETWIDE VALUE ETFDFUVOther2.40%542,430-1,912-0.35%$29,839,091
WISDOMTREE INTERNATIONAL EQUITY FUNDDWMOther2.27%386,413-133-0.03%$28,290,957
DIMENSIONAL INTERNATIONAL VALUE ETFDFIVOther1.67%384,826-1,395-0.36%$20,788,301
DIMENSIONAL U.S. SMALL CAP ETFDFASOther1.67%251,896-308-0.12%$20,741,117
APPLE INC COMAAPLTechnology1.60%68,905-1,009-1.44%$19,938,297
DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETFDISVOther1.34%414,353-4,232-1.01%$16,627,966
WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUNDDLSOther1.30%193,131-243-0.13%$16,182,446
VANGUARD REAL ESTATE ETFVNQOther1.27%163,496-1,288-0.78%$15,765,919
NVIDIA CORPORATION COMNVDATechnology1.17%72,730+1,625+2.29%$14,552,547
RTX CORPORATION COMRTXIndustrials1.10%72,271-545-0.75%$13,711,899
DIMENSIONAL US REAL ESTATE ETFDFAROther1.09%518,972+56,607+12.24%$13,576,303
ASSURED GUARANTY LTD COMG0585R106Other0.95%147,309-22,756-13.38%$11,808,289
AMAZON COM INC COMAMZNConsumer Cyclical0.92%68,711+2,613+3.95%$11,406,206
MICROSOFT CORP COMMSFTTechnology0.83%53,986+1,261+2.39%$10,333,000
AVANTIS U.S. EQUITY ETFAVUSOther0.82%79,583--$10,192,991
STATE STREET SPDR S&P 500 ETFSPYOther0.58%9,725+25+0.26%$7,262,175
VANGUARD MATERIALS ETFVAWOther0.52%28,355-120-0.42%$6,487,282
DIMENSIONAL US LARGE CAP VALUE ETFDFLVOther0.50%157,462-6,771-4.12%$6,226,047
NUCOR CORP COMNUEBasic Materials0.47%26,341-6,790-20.49%$5,867,431
VANGUARD TOTAL STOCK MARKET ETFVTIOther0.47%15,832+4+0.03%$5,858,526
ALPHABET INC CAP STK CL AGOOGLCommunication Services0.45%54,044-1,324-2.39%$5,559,199
ISHARES FUTURE AI & TECH ETFARTYOther0.43%70,872-23,565-24.95%$5,397,612
VANGUARD ENERGY ETFVDEOther0.43%35,822-94-0.26%$5,377,970
VANGUARD S&P 500 ETFVOOOther0.42%7,592-176-2.27%$5,214,191
ALPHABET INC CAP STK CL CGOOGCommunication Services0.40%14,232+3,398+31.36%$5,028,418
JPMORGAN CHASE & CO COMJPMFinancial Services0.39%37,791+924+2.51%$4,870,404
META PLATFORMS INC CL AMETACommunication Services0.38%34,945-370-1.05%$4,732,552
DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETFDSTLOther0.36%75,250+1,126+1.52%$4,507,464
CORNING INC COMGLWTechnology0.36%17,492+972+5.88%$4,468,083
BROADCOM INC COMAVGOTechnology0.34%11,068-526-4.54%$4,180,937
CATERPILLAR INC COMCATIndustrials0.33%3,857-91-2.30%$4,107,509
CARRIER GLOBAL CORPORATION COMCARRIndustrials0.33%55,928+1,214+2.22%$4,102,346
COCA COLA CO COMKOConsumer Defensive0.33%49,997+1,363+2.80%$4,063,295
AVANTIS U.S. LARGE CAP VALUE ETFAVLVOther0.31%42,375--$3,865,024
M & T BK CORP COMMTBFinancial Services0.29%15,264+36+0.24%$3,632,984
DIMENSIONAL GLOBAL REAL ESTATE ETFDFGROther0.29%124,656-3,176-2.48%$3,611,284
ELI LILLY & CO COMLLYHealthcare0.29%2,982-6-0.20%$3,576,580
DIMENSIONAL U.S. EQUITY MARKET ETFDFUSOther0.26%39,851+36+0.09%$3,265,391
ISHARES U.S. TECHNOLOGY ETFIYWOther0.25%12,465--$3,144,047
JOHNSON & JOHNSON COMJNJHealthcare0.25%12,180+174+1.45%$3,093,399
VANGUARD VALUE ETFVTVOther0.25%14,028-364-2.53%$3,057,122
ISHARES MORNINGSTAR SMALL-CAP GROWTH ETFISCGOther0.24%45,400--$2,975,516
ISHARES MORNINGSTAR MID-CAP GROWTH ETFIMCGOther0.24%29,730--$2,922,459
TORONTO DOMINION BK ONT COM NEWTDFinancial Services0.23%23,632+36+0.15%$2,869,573
WALMART INC COMWMTConsumer Defensive0.23%25,153-367-1.44%$2,848,777
ABBVIE INC COMABBVHealthcare0.23%11,289-589-4.96%$2,840,764
DIMENSIONAL ULTRASHORT FIXED INCOME ETFDUSBOther0.22%53,750+14,496+36.93%$2,729,403
FLEXSHARES MORNINGSTAR DEVELOPED MARKETS EX-US FACTOR TILT INDEX FUNDTLTDOther0.21%26,436--$2,592,742
DIMENSIONAL US CORE EQUITY MARKET ETFDFAUOther0.21%50,010-457-0.91%$2,585,013
MICRON TECHNOLOGY INC COMMUTechnology0.20%2,190+441+25.21%$2,528,249
CITIGROUP INC COM NEWCFinancial Services0.20%18,038+462+2.63%$2,524,619
TESLA INC COMTSLAConsumer Cyclical0.20%5,963+1,484+33.13%$2,507,890
VANGUARD DIVIDEND APPRECIATION ETFVIGOther0.19%10,093-25-0.25%$2,388,206
BANK OF AMER CORP COMBACFinancial Services0.19%41,153+173+0.42%$2,344,895
GE VERNOVA INC COMGEVUtilities0.19%1,995-477-19.30%$2,344,268
BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-BFinancial Services0.18%4,521-384-7.83%$2,262,280
HOME DEPOT INC COMHDConsumer Cyclical0.18%26,449+56+0.21%$2,206,865
VANGUARD TOTAL INTERNATIONAL STOCK ETFVXUSOther0.18%25,755--$2,201,784
TRAVELERS COMPANIES INC COMTRVFinancial Services0.17%6,554-17-0.26%$2,163,687
WELLS FARGO & CO COMWFCFinancial Services0.17%26,002+1,449+5.90%$2,148,816
ISHARES MORNINGSTAR MID-CAP VALUE ETFIMCVOther0.17%22,656--$2,070,249
INTEL CORP COMINTCTechnology0.16%14,650+94+0.65%$2,045,614
ADVANCED MICRO DEVICES INC COMAMDTechnology0.16%25,820+917+3.68%$2,012,547
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADSTSMTechnology0.16%4,146+39+0.95%$1,980,115
AVANTIS INTERNATIONAL SMALL CAP VALUE ETFAVDVOther0.16%19,032--$1,961,248
MERCK & CO INC COMMRKHealthcare0.16%15,221+578+3.95%$1,955,862
CISCO SYS INC COMCSCOTechnology0.16%16,476+87+0.53%$1,935,314
OTIS WORLDWIDE CORP COMOTISIndustrials0.15%26,010+16+0.06%$1,862,296
ANALOG DEVICES INC COMADITechnology0.14%4,408+183+4.33%$1,750,850
PACER GLOBAL CASH COWS DIVIDEND ETFGCOWOther0.14%40,082--$1,735,542
CHEVRON CORPORATION COMCVXEnergy0.14%10,381+455+4.58%$1,720,755
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETFJEPQOther0.14%27,900--$1,714,734
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETFIGVOther0.14%18,648+18,648+100.00%$1,689,509
AVANTIS EMERGING MARKETS EQUITY ETFAVEMOther0.13%17,186--$1,658,277
TEXAS INSTRS INC COMTXNTechnology0.13%5,509+353+6.85%$1,641,969
VANGUARD GROWTH ETFVUGOther0.13%19,056+15,886+501.14%$1,641,510
AVANTIS INTERNATIONAL LARGE CAP VALUE ETFAVIVOther0.13%20,908--$1,618,697
GOLUB CAP BDC INC COMGBDCFinancial Services0.13%124,179+1,605+1.31%$1,599,424
PROLOGIS INC. COMPLDReal Estate0.13%11,664+48+0.41%$1,580,122
AVANTIS INTERNATIONAL EQUITY ETFAVDEOther0.13%17,675--$1,576,610
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETFPAVEOther0.13%26,392--$1,555,017
LOCKHEED MARTIN CORP COMLMTIndustrials0.12%3,022+8+0.27%$1,539,588
ASML HLDG NV N Y REGISTRY SHSASMLOther0.12%765-146-16.03%$1,521,943
DEERE & CO COMDEIndustrials0.12%2,390+213+9.78%$1,515,747
ENTERPRISE PRODS PARTNERS L P COMEPDEnergy0.12%40,946-832-1.99%$1,505,175
PHILIP MORRIS INTL INC COMPMConsumer Defensive0.12%8,210+1,247+17.91%$1,485,252
ISHARES RUSSELL 1000 GROWTH ETFIWFOther0.12%11,812+5,033+74.24%$1,466,698
VANGUARD ESG INTERNATIONAL STOCK ETFVSGXOther0.12%17,623-127-0.72%$1,451,100
SELECTIVE INS GROUP INC COMSIGIFinancial Services0.12%14,865-1,431-8.78%$1,442,044
THE CIGNA GROUP COMCIHealthcare0.11%5,171+9+0.17%$1,425,541
MCDONALDS CORP COMMCDConsumer Cyclical0.11%5,230-175-3.24%$1,413,796
ISHARES MORNINGSTAR SMALL CAP VALUE ETFISCVOther0.11%17,976--$1,407,853
ISHARES RUSSELL 1000 VALUE ETFIWDOther0.11%5,673-3,953-41.07%$1,375,319