CIK 2023325
LRI Investments, LLC
Institutional 13F holdings & portfolio
Holdings
1,354
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 1,354
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ARES | ARES MANAGEMENT CORPORATION CL A COM STK | 2.4M | $1M+ | SH |
| DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | 2.3M | $1M+ | SH |
| DCOR | DIMENSIONAL US CORE EQUITY 1 ETF | 722K | $1M+ | SH |
| DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | 1.4M | $1M+ | SH |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 509K | $1M+ | SH |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 855K | $1M+ | SH |
| DLN | WISDOMTREE U.S. LARGECAP DIVIDEND FUND | 334K | $1M+ | SH |
| AGO | ASSURED GUARANTY LTD COM | 297K | $1M+ | SH |
| DWM | WISDOMTREE INTERNATIONAL EQUITY FUND | 387K | $1M+ | SH |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | 547K | $1M+ | SH |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | 388K | $1M+ | SH |
| DFAS | DIMENSIONAL U.S. SMALL CAP ETF | 247K | $1M+ | SH |
| VBIL | VANGUARD 0-3 MONTH TREASURY BILL ETF | 217K | $1M+ | SH |
| DISV | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | 424K | $1M+ | SH |
| DLS | WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND | 196K | $1M+ | SH |
| VNQ | VANGUARD REAL ESTATE ETF | 168K | $1M+ | SH |
| AVUS | AVANTIS U.S. EQUITY ETF | 81K | $1M+ | SH |
| DFAR | DIMENSIONAL US REAL ESTATE ETF | 353K | $1M+ | SH |
| SPY | STATE STR SPDR S&P 500 ETF TR TR UNIT | 10K | $1M+ | SH |
| DFLV | DIMENSIONAL US LARGE CAP VALUE ETF | 175K | $1M+ | SH |
| VAW | VANGUARD MATERIALS ETF | 28K | $1M+ | SH |
| NUE | NUCOR CORP COM | 33K | $1M+ | SH |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 14K | $1M+ | SH |
| VDE | VANGUARD ENERGY ETF | 36K | $1M+ | SH |
| ARTY | ISHARES FUTURE AI & TECH ETF | 90K | $1M+ | SH |
| VOO | VANGUARD S&P 500 ETF | 6K | $1M+ | SH |
| DFGR | DIMENSIONAL GLOBAL REAL ESTATE ETF | 130K | $1M+ | SH |
| DSTL | DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF | 57K | $1M+ | SH |
| AVLV | AVANTIS U.S. LARGE CAP VALUE ETF | 42K | $1M+ | SH |
| CARR | CARRIER GLOBAL CORPORATION COM | 57K | $1M+ | SH |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | 40K | $1M+ | SH |
| VTV | VANGUARD VALUE ETF | 14K | $1M+ | SH |
| BITQ | BITWISE CRYPTO INDUSTRY INNOVATORS ETF | 133K | $1M+ | SH |
| ISCG | ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF | 46K | $1M+ | SH |
| OTIS | OTIS WORLDWIDE CORP COM | 29K | $1M+ | SH |
| IYW | ISHARES U.S. TECHNOLOGY ETF | 12K | $1M+ | SH |
| TLTD | FLEXSHARES MORNINGSTAR DEVELOPED MARKETS EX-US FACTOR TILT INDEX FUND | 26K | $1M+ | SH |
| DFAU | DIMENSIONAL US CORE EQUITY MARKET ETF | 52K | $1M+ | SH |
| IMCG | ISHARES MORNINGSTAR MID-CAP GROWTH ETF | 30K | $1M+ | SH |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 10K | $1M+ | SH |
| TD | TORONTO DOMINION BK ONT COM NEW | 23K | $1M+ | SH |
| TSLA | TESLA INC COM | 5K | $1M+ | SH |
| CVX | CHEVRON CORP NEW COM | 12K | $1M+ | SH |
| IMCV | ISHARES MORNINGSTAR MID-CAP VALUE ETF | 23K | $1M+ | SH |
| GCOW | PACER GLOBAL CASH COWS DIVIDEND ETF | 44K | $1M+ | SH |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | 19K | $1M+ | SH |
| DUSB | DIMENSIONAL ULTRASHORT FIXED INCOME ETF | 33K | $1M+ | SH |
| VUG | VANGUARD GROWTH ETF | 3K | $1M+ | SH |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | 28K | $1M+ | SH |
| GBDC | GOLUB CAP BDC INC COM | 119K | $1M+ | SH |