Lri Investments, LLC Portfolio Holdings

Lri Investments, LLC

  • $1.18 Trillion
  • Q2 2025

Lri Investments, LLC has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.18 Trillion distributed in 1552 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ares Management Corp with a value of $407B, Dimensional ETF Tr U S Core Eq with a value of $85.9B, Dimensional ETF Tr with a value of $36.8B, Vanguard Ftse All World Ex Us with a value of $31.4B, and Dimensional ETF Tr with a value of $31.2B.

Examining the 13F form we can see an increase of $142B in the current position value, from $1.03T to 1.18T.

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 $1.18 Trillion
Financial Services: $472 Billion
ETFs: $404 Billion
Technology: $70.9 Billion
Industrials: $37.6 Billion
Consumer Cyclical: $25 Billion
Healthcare: $21.1 Billion
Communication Services: $16.3 Billion
Consumer Defensive: $15.6 Billion
Other: $27.6 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$33.2B
$407 Billion 34.54% of portfolio
2,347,722
Q2 2025 Reduced 1.44%
$0
$85.9 Billion 7.3% of portfolio
2,397,655
Q2 2025 Reduced 0.52%
$0
$36.8 Billion 3.13% of portfolio
1,252,551
Q2 2025 Added 13.81%
$0
$31.4 Billion 2.67% of portfolio
467,099
Q2 2025 Added 6.07%
$0
$31.2 Billion 2.65% of portfolio
902,412
Q2 2025 Added 0.98%
$0
$27.6 Billion 2.34% of portfolio
335,693
Q2 2025 Reduced 0.57%
Dimensional Us Core Equity 1 ETF
-
$27.3 Billion 2.32% of portfolio
-
Q2 2025 Added 224.34%
$5.08B
$25.9 Billion 2.2% of portfolio
296,957
Q2 2025 Added 1.55%
$0
$24.6 Billion 2.09% of portfolio
386,546
Q2 2025 Reduced 0.77%
$0
$23.2 Billion 1.97% of portfolio
549,843
Q2 2025 Added 3.72%
$0
$15.8 Billion 1.34% of portfolio
367,859
Q2 2025 Added 1.19%
$0
$15 Billion 1.28% of portfolio
200,354
Q2 2025 Reduced 0.99%
$3.69T
$15.1 Billion 1.28% of portfolio
73,664
Q2 2025 Reduced 2.35%
$0
$14.5 Billion 1.23% of portfolio
227,424
Q2 2025 Added 1.4%
$0
$14.5 Billion 1.23% of portfolio
439,644
Q2 2025 Reduced 1.22%
$3.95T
$14.4 Billion 1.22% of portfolio
55,188
Q2 2025 Added 1.54%
$229B
$11.4 Billion 0.97% of portfolio
78,064
Q2 2025 Added 0.97%
$456B
$11.2 Billion 0.95% of portfolio
70,692
Q2 2025 Added 6.17%
$2.26T
$10 Billion 0.85% of portfolio
66,526
Q2 2025 Reduced 1.9%
$0
$8.15 Billion 0.69% of portfolio
80,884
Q2 2025 Reduced 3.55%
Dimensional Us Large Cap Value ETF
-
$6.13 Billion 0.52% of portfolio
-
Q2 2025 Reduced 1.17%
$0
$5.92 Billion 0.5% of portfolio
9,589
Q2 2025 Reduced 1.81%
$1.78T
$5.33 Billion 0.45% of portfolio
33,775
Q2 2025 Reduced 0.16%
$127B
$5.23 Billion 0.44% of portfolio
18,984
Q2 2025 Reduced 6.14%
$859B
$5.13 Billion 0.44% of portfolio
40,608
Q2 2025 Added 0.26%
$0
$4.63 Billion 0.39% of portfolio
23,783
Q2 2025 Added 7.47%
$442B
$4.47 Billion 0.38% of portfolio
41,433
Q2 2025 Added 3.27%
$0
$4.3 Billion 0.37% of portfolio
14,159
Q2 2025 Added 2.42%
$36.3B
$4.38 Billion 0.37% of portfolio
33,781
Q3 2024 Added 4,368.39%
$55B
$4.2 Billion 0.36% of portfolio
57,372
Q2 2025 Added 0.0%
$0
$4.01 Billion 0.34% of portfolio
97,797
Q2 2025 Added 3.91%
$306B
$3.72 Billion 0.32% of portfolio
52,597
Q2 2025 Reduced 1.11%
$621B
$3.71 Billion 0.32% of portfolio
7,643
Q2 2025 Reduced 2.15%
Dimensional Global Real Estate ETF
-
$3.79 Billion 0.32% of portfolio
-
Q2 2025 Reduced 3.92%
$0
$3.49 Billion 0.3% of portfolio
29,338
Q2 2025 Added 9.59%
$0
$3.55 Billion 0.3% of portfolio
6,242
Q2 2025 Added 0.21%
$0
$3.48 Billion 0.3% of portfolio
148,232
Q2 2025 Added 174.13%
$150B
$3.29 Billion 0.28% of portfolio
11,004
Q2 2025 Added 0.51%
$1.24T
$3.02 Billion 0.26% of portfolio
17,020
Q2 2025 Added 9.76%
$0
$2.89 Billion 0.25% of portfolio
42,375
Q1 2025 Added 645.12%
$36.7B
$2.88 Billion 0.25% of portfolio
29,129
Q1 2025 Reduced 0.1%
$351B
$2.8 Billion 0.24% of portfolio
15,067
Q2 2025 Added 0.99%
$0
$2.74 Billion 0.23% of portfolio
40,882
Q2 2025 Added 0.56%
$1.21T
$2.62 Billion 0.22% of portfolio
53,221
Q2 2025 Reduced 0.2%
$0
$2.56 Billion 0.22% of portfolio
14,491
Q1 2025 Added 464.51%
$281B
$2.58 Billion 0.22% of portfolio
26,435
Q2 2025 Added 2.4%
$0
$2.39 Billion 0.2% of portfolio
29,730
Q2 2024 Reduced 0.7%
$0
$2.31 Billion 0.2% of portfolio
46,497
Q1 2025 Reduced 4.26%
$405B
$2.26 Billion 0.19% of portfolio
26,351
Q2 2025 Added 0.17%

Summary

  • Portfolio
  • No. of Stocks 1,552
  • Current Value $1.18 Trillion
  • Prior Value $1.03 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 105 stocks
  • Additional Purchases 318 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 227 stocks
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