Fund Holdings — LRI Investments, LLC

Total Portfolio Value
$1.13B
Total Bought
$63.44M
Total Sold
$185.82M
Net Transaction
-$122.38M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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DIMENSIONAL US CORE EQUITY 1 ETF
US COR EQU 1 ETF
721,936989,477+267,54153,15671,3226.32%+18,165
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
WORLD EX US CORE
1,428,3751,573,458+145,08346,75153,4504.73%+6,700
DIMENSIONAL US REAL ESTATE ETF
US REAL ESTA ETF
352,787462,365+109,5788,07910,9350.97%+2,856
ISHARES RUSSELL 1000 GROWTH ETF2,0246,779+4,7559582,8900.26%+1,933
VANGUARD ENERGY ETF
ENERGY ETF
35,75735,916+1594,5036,2150.55%+1,712
EXXON MOBIL CORP COM35,17034,073-1,0974,2325,7810.51%+1,549
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND508,833515,285+6,45237,43038,6983.43%+1,268
DIMENSIONAL INTERNATIONAL VALUE ETF
INTERNATNAL VAL
387,669386,221-1,44819,34520,3851.81%+1,040
DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF
DISTILLATE US
57,19874,124+16,9263,3694,2900.38%+921
DIMENSIONAL US MARKETWIDE VALUE ETF
US MKTWIDE VALUE
546,827544,342-2,48525,47726,3792.34%+902
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF
INTRNL RES EQT
011,146+11,14608440.07%+844
ISHARES RUSSELL 1000 VALUE ETF6,1679,626+3,4591,2972,0570.18%+760
DIMENSIONAL U.S. SMALL CAP ETF
US SMALL CAP ETF
247,036252,204+5,16817,21117,9391.59%+728
CORNING INC COM(GLW)17,44816,520-9281,5282,2460.20%+718
AMPLIFY BLOCKCHAIN TECHNOLOGY ETF014,283+14,28307110.06%+711
VANGUARD FTSE DEVELOPED MARKETS ETF1,50112,046+10,545947720.07%+678
VANGUARD S&P 500 ETF6,3447,768+1,4243,9784,6420.41%+663
MICRON TECHNOLOGY INC COM(MU)791,749+1,670235910.05%+568
ELI LILLY & CO COM(LLY)2,0402,988+9482,1932,7490.24%+556
CATERPILLAR INC COM(CAT)3,9133,948+352,2422,7970.25%+555
VANGUARD MATERIALS ETF
MATERIALS ETF
28,43128,475+445,9016,4160.57%+516
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
MSCI EMRG CHN
06,486+6,48605100.05%+510
WALMART INC COM(WMT)24,03225,520+1,4882,6773,1720.28%+494
GE VERNOVA INC COM(GEV)2,5872,472-1151,6912,1580.19%+467
BITWISE CRYPTO INDUSTRY INNOVATORS ETF
CRYPTO INDUSTRY
132,727164,216+31,4892,6453,0970.27%+452
WISDOMTREE INTERNATIONAL EQUITY FUND(WT)386,546386,546026,57927,0162.39%+437
FEDERATED HERMES MDT LARGE CAP VALUE ETF
MDT LARGE CAP
013,631+13,63104290.04%+429
ASTRAZENECA PLC ORD(AZN)02,168+2,16804200.04%+420
INVESCO S&P 500 EQUAL WEIGHT ETF
S&P500 EQL WGT
6862,846+2,1601315460.05%+415
VANGUARD TOTAL INTERNATIONAL STOCK ETF20,84325,755+4,9121,5721,9860.18%+414
DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF
INTL SMALL CAP V
423,681418,585-5,09616,10016,5091.46%+409
MERCK & CO INC COM(MRK)13,24214,643+1,4011,3941,7610.16%+368
GLOBAL X URANIUM ETF
GLOBAL X URANIUM
2007,700+7,50093730.03%+364
ANALOG DEVICES INC COM(ADI)3,6594,225+5669921,3440.12%+352
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS(TSM)3,4244,107+6831,0401,3880.12%+347
APPLIED MATLS INC COM1,0991,805+7062836170.05%+334
WESTERN DIGITAL CORP COM(WDC)5901,611+1,0211024360.04%+334
LOCKHEED MARTIN CORP COM(LMT)3,0803,014-661,4901,8220.16%+332
DIMENSIONAL ULTRASHORT FIXED INCOME ETF
ULTR FIX INC ETF
32,84839,254+6,4061,6641,9910.18%+327
VERIZON COMMUNICATIONS INC COM(VZ)13,32117,104+3,7835438590.08%+316
WISDOMTREE U.S. LARGECAP DIVIDEND FUND(WT)334,036332,836-1,20029,42229,7322.63%+310
ASML HLDG NV N Y REGISTRY SHS
N Y REGISTRY SHS
837911+748951,2030.11%+308
NEBIUS GROUP N.V. SHS CLASS A(NBIS)4753,344+2,869403470.03%+307
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
INTL CORE EQT MK
855,347844,333-11,01432,59732,8952.91%+298
APOLLO GLOBAL MGMT INC COM(APO)02,578+2,57802870.03%+287
VANGUARD TOTAL STOCK MARKET ETF14,32315,828+1,5054,8025,0780.45%+276
LAM RESEARCH CORP COM NEW(LRCX)1,4752,446+9712525230.05%+270
META PLATFORMS INC CL A(META)33,77335,315+1,5424,7685,0180.44%+250
COLGATE PALMOLIVE CO COM(CL)4,3906,968+2,5783475940.05%+247
CME GROUP INC COM(CME)135875+740372580.02%+222
PROLOGIS INC. COM(PLD)10,31111,616+1,3051,3161,5350.14%+219
ENTERPRISE PRODS PARTNERS L P COM(EPD)42,72841,778-9501,3701,5810.14%+211
AVANTIS U.S. LARGE CAP VALUE ETF42,37542,37503,2113,4160.30%+205
FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND
MORNSTAR UPSTR
28,68727,558-1,1291,3151,5200.13%+205
STATE STREET ENERGY SELECT SECTOR SPDR ETF
ST STR ENERG ETF
12,20812,20805467480.07%+202
TEXAS INSTRS INC COM(TXN)4,6095,156+5478001,0010.09%+201
AMERICAN ELEC PWR CO INC COM3651,843+1,478422420.02%+199
NUCOR CORP COM(NUE)33,13133,13105,4045,6020.50%+198
DEERE & CO COM(DE)2,2092,177-321,0291,2260.11%+197
VANGUARD 0-3 MONTH TREASURY BILL ETF217,176219,148+1,97216,38216,5791.47%+197
DIMENSIONAL WORLD EQUITY ETF
WORLD EQUITY ETF
2,4625,051+2,5891823730.03%+191
NETFLIX INC. COM(NFLX)11,83313,457+1,6241,1091,2940.11%+184
CHEVRON CORPORATION COM(CVX)12,2869,926-2,3601,8732,0540.18%+181
SLB LIMITED COM STK(SLB)3,1325,863+2,7311203010.03%+181
CHUBB LTD SWITZ COM
COM
2,7043,142+4388441,0240.09%+180
ARISTA NETWORKS INC COM SHS(ANET)1901,622+1,432251990.02%+174
UNION PAC CORP COM(UNP)2,6923,265+5736237920.07%+169
LINDE PLC SHS(LIN)107432+325462140.02%+169
PNC FINL SVCS GROUP INC COM(PNC)3,8474,658+8118039690.09%+166
EMERSON ELEC CO COM(EMR)5,0156,325+1,3106668290.07%+163
LUMENTUM HLDGS INC COM(LITE)193331+138712320.02%+161
LOWES COS INC COM(LOW)2,3283,029+7015617160.06%+154
COSTCO WHOLESALE CORPORATION COM(COST)700759+596037570.07%+153
PHILLIPS 66 COM(PSX)2,0502,286+2362654170.04%+152
INTERCONTINENTAL EXCHANGE INC COM(ICE)24,82425,823+9992153660.03%+152
ISHARES MSCI ACWI ETF5,5356,723+1,1887839300.08%+147
ROYALTY PHARMA PLC SHS CLASS A(RPRX)02,896+2,89601390.01%+139
MOTOROLA SOLUTIONS INC COM NEW(MSI)83391+308321700.02%+138
BLOOM ENERGY CORP COM CL A01,011+1,01101370.01%+137
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
ORD SHS
67393+326191540.01%+136
GILEAD SCIENCES INC COM(GILD)1,7682,523+7552173520.03%+135
CARPENTER TECHNOLOGY CORP COM(CRS)0322+32201270.01%+127
INTEL CORP COM(INTC)14,14514,556+4115226420.06%+120
COREWEAVE INC COM CL A(CRWV)01,548+1,54801200.01%+120
DICKS SPORTING GOODS INC COM(DKS)8001,375+5751582730.02%+114
ADVANCED MICRO DEVICES INC COM(AMD)24,24424,903+6594195330.05%+114
SYSCO CORP COM(SYY)1371,711+1,574101220.01%+112
KINDER MORGAN INC DEL COM(KMI)6,4088,577+2,1691762880.03%+111
FEDEX CORP COM(FDX)632822+1901832930.03%+110
COCA COLA CO COM(KO)51,37548,634-2,7413,5923,6990.33%+107
MCCORMICK & CO INC COM NON VTG(MKC)2512,418+2,167171220.01%+105
AT&T INC COM(T)15,72017,062+1,3423904950.04%+104
MARRIOTT INTL INC NEW CL A(MAR)339639+3001052090.02%+104
SCHWAB CHARLES CORP COM(SCHW)3,3464,656+1,3103344380.04%+103
RYDER SYS INC COM(R)31531+50061090.01%+103
BRISTOL-MYERS SQUIBB CO COM(BMY)4,3135,512+1,1992333340.03%+102
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF19,17419,032-1421,8021,9010.17%+99
ECOLAB INC COM(ECL)7691,111+3422022960.03%+94
S&P GLOBAL INC COM(SPGI)17,53717,777+240631560.01%+94
NEWMONT CORP COM(NEM)5,6976,115+4185696620.06%+93
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LRI Investments, LLC — 13F Holdings — Q1 2026 | TickerTrail