Lri Investments, LLC Portfolio Holdings

Lri Investments, LLC

  • $1.22 Trillion
  • Q3 2025

Lri Investments, LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.22 Trillion distributed in 1677 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ares Management Corp with a value of $372B, Dimensional ETF Tr U S Core Eq with a value of $91.8B, Dimensional Us Core Equity 1 ETF with a value of $45.4B, Dimensional ETF Tr with a value of $43.3B, and Vanguard Ftse All World Ex Us with a value of $35B.

Examining the 13F form we can see an increase of $44.5B in the current position value, from $1.18T to 1.22T.

Lri Investments, LLC is based out at Palm Beach Gardens, FL

Below you can find more details about Lri Investments, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.22 Trillion
Financial Services: $441 Billion
ETFs: $437 Billion
Technology: $80.9 Billion
Industrials: $39 Billion
Consumer Cyclical: $26.3 Billion
Healthcare: $21.7 Billion
Communication Services: $18.6 Billion
Consumer Defensive: $15.1 Billion
Other: $29.2 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.2 Billion 0.1% of portfolio
24,290
Q2 2025 Added 5.2%
$0
$1.18 Billion 0.1% of portfolio
17,436
Q2 2025 Added 1.34%
$0
$1.18 Billion 0.1% of portfolio
26,853
Q3 2025 Reduced 0.09%
Dimensional Ultrashort Fixed Income ETF
-
$1.23 Billion 0.1% of portfolio
-
Q3 2025 Added 106.8%
$235B
$1.15 Billion 0.09% of portfolio
13,751
Q3 2025 Added 8.21%
$319B
$1.08 Billion 0.09% of portfolio
15,754
Q3 2025 Added 1.48%
$103B
$989 Million 0.08% of portfolio
13,124
Q3 2025 Reduced 3.19%
$0
$941 Million 0.08% of portfolio
17,459
Q2 2025 Reduced 7.17%
$181B
$1.01 Billion 0.08% of portfolio
10,263
Q3 2025 Added 0.08%
$342B
$933 Million 0.08% of portfolio
5,114
Q3 2025 Added 525.95%
$169B
$980 Million 0.08% of portfolio
1,065
Q3 2025 Reduced 9.13%
$14B
$967 Million 0.08% of portfolio
14,309
Q3 2025 Reduced 4.08%
$98.1B
$1.02 Billion 0.08% of portfolio
5,981
Q3 2025 Reduced 10.68%
Ge Vernova Inc Com
-
$992 Million 0.08% of portfolio
-
Q3 2025 Added 4.33%
$266B
$955 Million 0.08% of portfolio
3,384
Q3 2025 Reduced 20.04%
$35.1B
$1 Billion 0.08% of portfolio
16,448
Q3 2025 Reduced 3.32%
$128B
$860 Million 0.07% of portfolio
9,032
Q3 2025 Reduced 19.34%
$49.1B
$843 Million 0.07% of portfolio
703
Q3 2025 Reduced 22.41%
$57.9B
$911 Million 0.07% of portfolio
17,190
Q3 2025 Added 0.86%
$172B
$886 Million 0.07% of portfolio
20,151
Q3 2025 Added 3.88%
$0
$899 Million 0.07% of portfolio
6,307
Q1 2025 New
$0
$799 Million 0.07% of portfolio
3,141
Q3 2025 Reduced 0.06%
$89.8B
$806 Million 0.07% of portfolio
4,524
Q3 2025 Reduced 3.0%
$0
$901 Million 0.07% of portfolio
4,800
Q3 2024 New
$57.5B
$846 Million 0.07% of portfolio
3,103
Q3 2025 Added 0.32%
$1.46T
$823 Million 0.07% of portfolio
2,947
Q3 2025 Added 5.51%
$193B
$893 Million 0.07% of portfolio
1,997
Q3 2025 Added 24.04%
$77.2B
$827 Million 0.07% of portfolio
3,890
Q3 2025 Added 0.62%
$181B
$915 Million 0.07% of portfolio
32,390
Q3 2025 Added 6.62%
$118B
$905 Million 0.07% of portfolio
3,685
Q3 2025 Added 1.52%
-
$754 Million 0.06% of portfolio
-
Q2 2024 Reduced 3.34%
$0
$780 Million 0.06% of portfolio
1,299
Q1 2025 Reduced 15.04%
$0
$721 Million 0.06% of portfolio
5,317
Q3 2025 Reduced 2.08%
$75.4B
$720 Million 0.06% of portfolio
5,486
Q3 2025 Added 6.34%
$123B
$774 Million 0.06% of portfolio
2,744
Q3 2025 Added 0.15%
$130B
$752 Million 0.06% of portfolio
2,115
Q3 2025 Reduced 8.64%
$0
$690 Million 0.06% of portfolio
14,000
Q3 2025 Added 40.0%
$168B
$781 Million 0.06% of portfolio
10,344
Q3 2025 Added 2.2%
$34.7B
$678 Million 0.06% of portfolio
4,781
Q2 2025 Added 16.81%
$100B
$757 Million 0.06% of portfolio
12,417
Q3 2025 Reduced 5.99%
$163B
$777 Million 0.06% of portfolio
1,081
Q3 2025 Added 34.79%
$405B
$791 Million 0.06% of portfolio
817
Q3 2025 Reduced 0.49%
$0
$684 Million 0.06% of portfolio
11,391
Q3 2024 Added 7,494.0%
$43.5B
$701 Million 0.06% of portfolio
2,006
Q3 2025 Reduced 0.99%
Capital Group Dividend Growers ETF
-
$762 Million 0.06% of portfolio
-
Q2 2025 New
Parametric Equity Premium Income ETF
-
$776 Million 0.06% of portfolio
-
Q3 2025 Reduced 44.4%
$328B
$709 Million 0.06% of portfolio
2,357
Q3 2025 Added 15.94%
$160B
$726 Million 0.06% of portfolio
3,664
Q3 2025 Reduced 15.85%
$177B
$742 Million 0.06% of portfolio
4,041
Q3 2025 Added 0.32%

Summary

  • Portfolio
  • No. of Stocks 1,677
  • Current Value $1.22 Trillion
  • Prior Value $1.18 Trillion
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 108 stocks
  • Additional Purchases 265 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 278 stocks
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