Institutional Fund
Lri Investments, LLC
Palm Beach Gardens, FLCIK 20233255 filings on record
Portfolio Value
$1.13B
Q1 2026
Holdings
1,415
Reported positions
New Buys
160
Opened this quarter
QoQ Change
-8.8%
from $1.24B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ares Management Corporation20.1%
- Dimensional ETF Trust8.0%
- Dimensional ETF Trust6.3%
- Dimensional ETF Trust4.7%
- Vanguard Intl Equity Index F3.4%
- Dimensional ETF Trust2.9%
- Other54.5%
Portfolio Holdings
1,415 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ares Management Corporation | 2.34M | $227.11M | 20.1% | −49.2K | Reduced |
| 2 | Dimensional ETF Trust | 2.31M | $89.80M | 8.0% | −23.0K | Reduced |
| 3 | Dimensional ETF Trust | 989.5K | $71.32M | 6.3% | +267.5K | Added |
| 4 | Dimensional ETF Trust | 1.57M | $53.45M | 4.7% | +145.1K | Added |
| 5 | Vanguard Intl Equity Index F | 515.3K | $38.70M | 3.4% | +6.5K | Added |
| 6 | Dimensional ETF Trust | 844.3K | $32.90M | 2.9% | −11.0K | Reduced |
| 7 | Wisdomtree Tr | 332.8K | $29.73M | 2.6% | −1.2K | Reduced |
| 8 | Wisdomtree Tr | 386.5K | $27.02M | 2.4% | 0 | Held |
| 9 | Dimensional ETF Trust | 544.3K | $26.38M | 2.3% | −2.5K | Reduced |
| 10 | Dimensional ETF Trust | 386.2K | $20.38M | 1.8% | −1.4K | Reduced |
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