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LRI Investments, LLC

Q2 2026 13F filing

Updated 58 days ago

2,406 disclosed positions worth $1.2B

Portfolio value
$1.2B
Total holdings
2,406
New positions
608
Closed positions
69
Increased
570
Decreased
379
Turnover
28.1%
Filed
2026-07-14

Full holdings

Every line item disclosed in Q2 2026

A

ARES MANAGEMENT CORPORATION CL A COM STK

-0.3%
Value
$230.9M
Shares
2.34M
% Port
18.57%
?
2.N/A

DIMENSIONAL U.S. CORE EQUITY 2 ETF

-0.5%
Value
$102M
Shares
2.30M
% Port
8.20%
?
3.N/A

DIMENSIONAL US CORE EQUITY 1 ETF

+8.3%
Value
$87.9M
Shares
1.07M
% Port
7.07%
?
4.N/A

DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF

+13.3%
Value
$65.7M
Shares
1.78M
% Port
5.28%
V

VANGUARD FTSE ALL-WORLD EX-US INDEX FUND

+1.9%
Value
$44M
Shares
525.3K
% Port
3.54%
?
6.N/A

DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF

-0.8%
Value
$34.5M
Shares
837.6K
% Port
2.78%
?
7.N/A

WISDOMTREE U.S. LARGECAP DIVIDEND FUND

-0.7%
Value
$31.8M
Shares
330.6K
% Port
2.56%
?
8.N/A

DIMENSIONAL US MARKETWIDE VALUE ETF

-0.3%
Value
$29.8M
Shares
542.4K
% Port
2.40%
?
9.N/A

WISDOMTREE INTERNATIONAL EQUITY FUND

-0.0%
Value
$28.3M
Shares
386.4K
% Port
2.27%
?
10.N/A

DIMENSIONAL INTERNATIONAL VALUE ETF

-0.4%
Value
$20.8M
Shares
384.8K
% Port
1.67%
?
11.N/A

DIMENSIONAL U.S. SMALL CAP ETF

-0.1%
Value
$20.7M
Shares
251.9K
% Port
1.67%
A
12.AAPL

APPLE INC COM

-1.6%
Value
$19.3M
Shares
66.7K
% Port
1.55%
?
13.N/A

DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF

-1.0%
Value
$16.6M
Shares
414.4K
% Port
1.34%
?
14.N/A

WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND

-0.1%
Value
$16.2M
Shares
193.1K
% Port
1.30%
V
15.VGES

VANGUARD REAL ESTATE ETF

-0.8%
Value
$15.8M
Shares
163.5K
% Port
1.27%
R
16.RTX

RTX CORPORATION COM

-0.8%
Value
$13.7M
Shares
72.2K
% Port
1.10%
?
17.N/A

DIMENSIONAL US REAL ESTATE ETF

+12.2%
Value
$13.6M
Shares
519.0K
% Port
1.09%
N
18.NVDA

NVIDIA CORPORATION COM

+2.3%
Value
$13.5M
Shares
67.5K
% Port
1.09%
A
19.AGO

ASSURED GUARANTY LTD COM

-13.4%
Value
$11.8M
Shares
147.3K
% Port
0.95%
A
20.AMZN

AMAZON COM INC COM

+4.0%
Value
$10.7M
Shares
65.6K
% Port
0.86%
?
21.N/A

AVANTIS U.S. EQUITY ETF

Unchanged
Value
$10.2M
Shares
79.6K
% Port
0.82%
M
22.MSFT

MICROSOFT CORP COM

+2.6%
Value
$9.7M
Shares
52.4K
% Port
0.78%
?
23.N/A

VANGUARD 0-3 MONTH TREASURY BILL ETF

-48.0%
Value
$8.6M
Shares
114.0K
% Port
0.69%
S
24.SPY

STATE STREET SPDR S&P 500 ETF

+0.3%
Value
$7.3M
Shares
9.7K
% Port
0.58%
?
25.N/A

VANGUARD MATERIALS ETF

-0.4%
Value
$6.5M
Shares
28.4K
% Port
0.52%
?
26.N/A

DIMENSIONAL US LARGE CAP VALUE ETF

-4.1%
Value
$6.2M
Shares
157.5K
% Port
0.50%
N
27.NUE

NUCOR CORP COM

-20.5%
Value
$5.9M
Shares
26.3K
% Port
0.47%
V
28.VGES

VANGUARD TOTAL STOCK MARKET ETF

+0.0%
Value
$5.9M
Shares
15.8K
% Port
0.47%
?
29.N/A

ISHARES FUTURE AI & TECH ETF

-24.9%
Value
$5.4M
Shares
70.9K
% Port
0.43%
V
30.VGES

VANGUARD ENERGY ETF

-0.3%
Value
$5.4M
Shares
35.8K
% Port
0.43%
G

ALPHABET INC CAP STK CL A

-2.5%
Value
$5.2M
Shares
53.1K
% Port
0.42%
V
32.VGES

VANGUARD S&P 500 ETF

-2.3%
Value
$5.2M
Shares
7.6K
% Port
0.42%
G

ALPHABET INC CAP STK CL C

+31.8%
Value
$4.8M
Shares
13.6K
% Port
0.39%
J

JPMORGAN CHASE & CO COM

+2.5%
Value
$4.7M
Shares
37.3K
% Port
0.38%
M
35.META

META PLATFORMS INC CL A

-0.9%
Value
$4.6M
Shares
34.6K
% Port
0.37%
?
36.N/A

BITWISE CRYPTO INDUSTRY INNOVATORS ETF

+12.5%
Value
$4.5M
Shares
184.8K
% Port
0.36%
?
37.N/A

DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF

+1.5%
Value
$4.5M
Shares
75.3K
% Port
0.36%
G
38.GLW

CORNING INC COM

+6.1%
Value
$4.4M
Shares
17.4K
% Port
0.36%
X
39.XOM

EXXONMOBIL HOLDINGS CORP COM SHS

Value
$4.3M
Shares
31.5K
% Port
0.35%
C
40.CARR

CARRIER GLOBAL CORPORATION COM

+2.2%
Value
$4.1M
Shares
55.9K
% Port
0.33%
K
41.KO

COCA COLA CO COM

+3.0%
Value
$4.1M
Shares
50.0K
% Port
0.33%
?
42.N/A

AVANTIS U.S. LARGE CAP VALUE ETF

Unchanged
Value
$3.9M
Shares
42.4K
% Port
0.31%
C
43.CAT

CATERPILLAR INC COM

-2.5%
Value
$3.7M
Shares
3.5K
% Port
0.30%
M

M & T BK CORP COM

+0.0%
Value
$3.6M
Shares
15.2K
% Port
0.29%
?
45.N/A

DIMENSIONAL GLOBAL REAL ESTATE ETF

-2.5%
Value
$3.6M
Shares
124.7K
% Port
0.29%
L
46.LLY

ELI LILLY & CO COM

Unchanged
Value
$3.5M
Shares
2.9K
% Port
0.28%
A
47.AVGO

BROADCOM INC COM

-5.6%
Value
$3.3M
Shares
8.8K
% Port
0.27%
?
48.N/A

DIMENSIONAL U.S. EQUITY MARKET ETF

+0.1%
Value
$3.3M
Shares
39.9K
% Port
0.26%
E
49.ETHA

ISHARES U.S. TECHNOLOGY ETF

Unchanged
Value
$3.1M
Shares
12.5K
% Port
0.25%
J
50.JNJ

JOHNSON & JOHNSON COM

+1.1%
Value
$3.1M
Shares
12.1K
% Port
0.25%