account_balance
Investment manager · 13F filer · SEC CIK 2023325
LRI Investments, LLC
Reported value$1.24Bas of Jun 30, 2026
Positions1,954 604 new, 65 sold out
Top 10 weight54.3%ARES alone is 19%
FiledJul 1414 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
ARESAres Management Corp
18.6%
DFACDimensional U.S. Core Equity 2 ETF
8.2%
DCORDimensional US Core Equity 1 ETF
7.1%Added +8%
DFAXDimensional World Ex U.S. Core Equity 2 ETF
5.3%Added +13%
VEUVanguard Ftse All-World Ex-US Index Fund
3.5%
DFAIDimensional International Core Equity Market ETF
2.8%
DLNWisdomtree U.S. Largecap Dividend Fund
2.6%
DFUVDimensional US Marketwide Value ETF
2.4%
DWMWisdomtree International Equity Fund
2.3%
DFIVDimensional International Value ETF
1.7%
DFASDimensional U.S. Small Cap ETF
1.7%
AAPLApple Inc.
1.6%
ARESAres Management Corp
18.6%
DFACDimensional U.S. Core Equity 2 ETF
8.2%
DCORDimensional US Core Equity 1 ETF
7.1%+8%
DFAXDimensional World Ex U.S. Core Equity 2 ETF
5.3%+13%
VEUVanguard Ftse All-World Ex-US Index Fund
3.5%
DFAIDimensional International Core Equity Market ETF
2.8%
DLN2.6%
DFUV2.4%
DWM2.3%
DFIV
DFAS
AAPLBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
ARES Ares Management Corp 18.6% Held
DFAC Dimensional U.S. Core Equity 2 ETF 8.2% Held
DCOR Dimensional US Core Equity 1 ETF 7.1% Added +8%
DFAX Dimensional World Ex U.S. Core Equity 2 ETF 5.3% Added +13%
VEU Vanguard Ftse All-World Ex-US Index Fund 3.5% Held
DFAI Dimensional International Core Equity Market ETF 2.8% Held
DLN Wisdomtree U.S. Largecap Dividend Fund 2.6% Held
DFUV Dimensional US Marketwide Value ETF 2.4% Held
DWM Wisdomtree International Equity Fund 2.3% Held
DFIV Dimensional International Value ETF 1.7% Held
DFAS Dimensional U.S. Small Cap ETF 1.7% Held
AAPL Apple Inc. 1.6% HeldWhat changed
Biggest moves since Mar 31, 2026
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