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
$24.4B
$372 Billion 30.43% of portfolio
2,586,253
Q3 2025 Added 10.16%
$0
$91.8 Billion 7.52% of portfolio
2,381,322
Q3 2025 Reduced 0.68%
Dimensional Us Core Equity 1 ETF
-
$45.4 Billion 3.72% of portfolio
-
Q3 2025 Added 54.78%
$0
$43.3 Billion 3.54% of portfolio
1,379,082
Q3 2025 Added 10.1%
$0
$35 Billion 2.87% of portfolio
491,087
Q3 2025 Added 5.14%
$0
$32.6 Billion 2.67% of portfolio
896,025
Q3 2025 Reduced 0.71%
$0
$29.1 Billion 2.38% of portfolio
334,596
Q3 2025 Reduced 0.33%
$0
$25.6 Billion 2.1% of portfolio
386,546
Q2 2025 Reduced 0.77%
$5.42B
$25.1 Billion 2.06% of portfolio
296,746
Q3 2025 Reduced 0.07%
$0
$24.5 Billion 2.0% of portfolio
547,891
Q3 2025 Reduced 0.36%
$4.3T
$19.7 Billion 1.62% of portfolio
77,504
Q3 2025 Added 5.21%
$0
$17.1 Billion 1.4% of portfolio
371,527
Q3 2025 Added 1.0%
$0
$15.9 Billion 1.3% of portfolio
199,662
Q3 2025 Reduced 0.35%
$0
$15.6 Billion 1.28% of portfolio
227,525
Q3 2025 Added 0.04%
$0
$15.6 Billion 1.28% of portfolio
436,602
Q3 2025 Reduced 0.69%
$3.78T
$15.1 Billion 1.23% of portfolio
55,416
Q3 2025 Added 0.41%
$465B
$13 Billion 1.06% of portfolio
69,700
Q3 2025 Reduced 1.4%
$258B
$12.9 Billion 1.06% of portfolio
77,363
Q3 2025 Reduced 0.9%
$2.39T
$10.2 Billion 0.83% of portfolio
67,195
Q3 2025 Added 1.01%
$0
$8.79 Billion 0.72% of portfolio
80,884
Q2 2025 Reduced 3.55%
$0
$6.46 Billion 0.53% of portfolio
9,699
Q3 2025 Added 1.15%
$0
$6.22 Billion 0.51% of portfolio
260,677
Q3 2025 Added 75.86%
Dimensional Us Large Cap Value ETF
-
$6.24 Billion 0.51% of portfolio
-
Q3 2025 Reduced 3.98%
$139B
$6.06 Billion 0.5% of portfolio
18,380
Q3 2025 Reduced 3.18%
$1.37T
$5.41 Billion 0.44% of portfolio
33,923
Q3 2025 Added 0.44%
$881B
$5.37 Billion 0.44% of portfolio
39,921
Q3 2025 Reduced 1.69%
$0
$5.22 Billion 0.43% of portfolio
25,500
Q3 2025 Added 7.22%
$0
$4.65 Billion 0.38% of portfolio
14,164
Q3 2025 Added 0.04%
$490B
$4.62 Billion 0.38% of portfolio
41,014
Q3 2025 Reduced 1.01%
$38B
$4.49 Billion 0.37% of portfolio
33,131
Q3 2025 Reduced 1.92%
$1.65T
$4.28 Billion 0.35% of portfolio
56,052
Q3 2025 Added 5.32%
$1.74T
$4.11 Billion 0.34% of portfolio
16,889
Q3 2025 Reduced 0.77%
$0
$4.09 Billion 0.33% of portfolio
32,461
Q3 2025 Added 10.64%
$0
$4.05 Billion 0.33% of portfolio
88,511
Q3 2025 Reduced 9.5%
$662B
$3.79 Billion 0.31% of portfolio
7,533
Q3 2025 Reduced 1.44%
$0
$3.84 Billion 0.31% of portfolio
6,269
Q3 2025 Added 0.43%
Dimensional Global Real Estate ETF
-
$3.8 Billion 0.31% of portfolio
-
Q3 2025 Reduced 1.61%
$45.2B
$3.65 Billion 0.3% of portfolio
61,092
Q3 2025 Added 6.48%
$414B
$3.55 Billion 0.29% of portfolio
15,315
Q3 2025 Added 1.65%
$306B
$3.42 Billion 0.28% of portfolio
51,621
Q3 2025 Reduced 1.86%
$0
$3.2 Billion 0.26% of portfolio
127,602
Q3 2025 Added 510.54%
$0
$3.06 Billion 0.25% of portfolio
42,375
Q1 2025 Added 645.12%
$32.3B
$3.01 Billion 0.25% of portfolio
15,250
Q3 2025 Added 33.27%
$0
$2.9 Billion 0.24% of portfolio
50,100
Q3 2025 Added 410.96%
$0
$2.96 Billion 0.24% of portfolio
40,926
Q3 2025 Added 0.11%
$0
$2.71 Billion 0.22% of portfolio
14,506
Q3 2025 Added 0.1%
$152B
$2.67 Billion 0.22% of portfolio
10,845
Q3 2025 Reduced 1.44%
$37B
$2.67 Billion 0.22% of portfolio
29,230
Q3 2025 Added 0.35%
$0
$2.53 Billion 0.21% of portfolio
46,497
Q1 2025 Reduced 4.26%

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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