RD Lewis Holdings, Inc. - Portfolio overview

RD Lewis Holdings, Inc. has 90 reported holdings in this dataset, with the latest filing dated 2026-04-14.

Its largest classified asset exposures are stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

  1. WMT - WALMART INC, 4.44%
  2. AMZN - AMAZON COM INC, 4.11%
  3. AAPL - APPLE INC, 3.78%

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

Explore securities or join Upside Invest to compare portfolios.