LRI Investments, LLC - Portfolio overview

LRI Investments, LLC has 1529 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. ARES - ARES MANAGEMENT CORPORATION CL A COM STK, 22.36%
2. DFAC - DIMENSIONAL U.S. CORE EQUITY 2 ETF, 8.84%
3. DCOR - DIMENSIONAL US CORE EQUITY 1 ETF, 7.02%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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