Fund HoldingsLRI Investments, LLC

Total Portfolio Value
$1.24B
Total Bought
$104.59M
Total Sold
$77.10M
Net Transaction
+$27.49M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
DIMENSIONAL US CORE EQUITY 1 ETF
US COR EQU 1 ETF
989,4771,071,907+82,43071,32287,8757.07%+16,553
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
WORLD EX US CORE
1,573,4581,783,165+209,70753,45065,6925.28%+12,241
DIMENSIONAL U.S. CORE EQUITY 2 ETF
US COR EQU 2 ETF
2,310,8362,298,403-12,43389,799101,9578.20%+12,158
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND515,285525,305+10,02038,69843,9943.54%+5,296
EXXONMOBIL HOLDINGS CORP COM SHS032,626+32,62604,4610.36%+4,461
ARES MANAGEMENT CORPORATION CL A COM STK(ARES)2,342,1992,335,268-6,931227,112230,93618.57%+3,824
DIMENSIONAL US MARKETWIDE VALUE ETF
US MKTWIDE VALUE
544,342542,430-1,91226,37929,8392.40%+3,460
DIMENSIONAL U.S. SMALL CAP ETF
US SMALL CAP ETF
252,204251,896-30817,93920,7411.67%+2,802
DIMENSIONAL US REAL ESTATE ETF
US REAL ESTA ETF
462,365518,972+56,60710,93513,5761.09%+2,641
CORNING INC COM(GLW)16,52017,492+9722,2464,4680.36%+2,222
APPLE INC COM(AAPL)69,91468,905-1,00917,74319,9381.60%+2,195
NVIDIA CORPORATION COM(NVDA)71,10572,730+1,62512,40114,5531.17%+2,152
WISDOMTREE U.S. LARGECAP DIVIDEND FUND(WT)332,836330,573-2,26329,73231,8412.56%+2,109
AMAZON COM INC COM(AMZN)66,09868,711+2,6139,42611,4060.92%+1,981
MICRON TECHNOLOGY INC COM(MU)1,7492,190+4415912,5280.20%+1,937
ALPHABET INC CAP STK CL C(GOOG)10,83414,232+3,3983,1085,0280.40%+1,921
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF018,648+18,64801,6900.14%+1,690
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
INTL CORE EQT MK
844,333837,560-6,77332,89534,5492.78%+1,654
ADVANCED MICRO DEVICES INC COM(AMD)24,90325,820+9175332,0130.16%+1,480
BITWISE CRYPTO INDUSTRY INNOVATORS ETF
CRYPTO INDUSTRY
164,216184,782+20,5663,0974,5270.36%+1,430
INTEL CORP COM(INTC)14,55614,650+946422,0460.16%+1,403
BNY MELLON GLOBAL INFRASTRUCTURE INCOME ETF
GLOBAL INFRASCTR
030,001+30,00101,3490.11%+1,349
AVANTIS U.S. EQUITY ETF79,58379,58308,84810,1930.82%+1,345
SPACE EXPLORATION TECHN CORP CLASS A COM STK07,685+7,68501,3130.11%+1,313
CATERPILLAR INC COM(CAT)3,9483,857-912,7974,1080.33%+1,311
WISDOMTREE INTERNATIONAL EQUITY FUND(WT)386,546386,413-13327,01628,2912.27%+1,275
VANGUARD REAL ESTATE ETF164,784163,496-1,28814,61615,7661.27%+1,150
SANDISK CORP COM(SNDK)147498+351931,1330.09%+1,040
CARRIER GLOBAL CORPORATION COM(CARR)54,71455,928+1,2143,0814,1020.33%+1,021
ISHARES FUTURE AI & TECH ETF
FUTU AI TECH ETF
94,43770,872-23,5654,3945,3980.43%+1,003
STATE STREET SPDR S&P 500 ETF(SPY)9,7009,725+256,3097,2620.58%+954
ISHARES U.S. TECHNOLOGY ETF12,46512,46502,2613,1440.25%+883
TESLA INC COM(TSLA)4,4795,963+1,4841,6652,5080.20%+843
ELI LILLY & CO COM(LLY)2,9882,982-62,7493,5770.29%+828
WESTERN DIGITAL CORP COM(WDC)1,6111,923+3124361,2280.10%+793
VANGUARD TOTAL STOCK MARKET ETF15,82815,832+45,0785,8590.47%+781
JPMORGAN CHASE & CO COM(JPM)36,86737,791+9244,1074,8700.39%+763
DIMENSIONAL ULTRASHORT FIXED INCOME ETF
ULTR FIX INC ETF
39,25453,750+14,4961,9912,7290.22%+739
VANECK PREFERRED SECURITIES EX FINANCIALS ETF
PREFERRED SECURT
040,000+40,00007140.06%+714
MARVELL TECHNOLOGY INC COM(MRVL)2,6973,280+5832679770.08%+710
ALPHABET INC CAP STK CL A(GOOG)55,36854,044-1,3244,8615,5590.45%+698
DELL TECHNOLOGIES INC CL C(DELL)1,8372,285+4483019860.08%+684
TORONTO DOMINION BK ONT COM NEW(TD)23,59623,632+362,2022,8700.23%+668
CISCO SYS INC COM(CSCO)16,38916,476+871,2721,9350.16%+664
TEXAS INSTRS INC COM(TXN)5,1565,509+3531,0011,6420.13%+641
ISHARES TREASURY FLOATING RATE BOND ETF
TRS FLT RT BD
012,638+12,63806400.05%+640
BROADCOM INC COM(AVGO)11,59411,068-5263,5884,1810.34%+592
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS(TSM)4,1074,146+391,3881,9800.16%+592
PALO ALTO NETWORKS INC COM(PANW)2,9783,108+1304771,0600.09%+583
ISHARES MORNINGSTAR MID-CAP GROWTH ETF29,73029,73002,3422,9220.23%+581
APPLIED MATLS INC COM1,8051,650-1556171,1930.10%+576
VANGUARD S&P 500 ETF7,7687,592-1764,6425,2140.42%+573
HONEYWELL INTL INC COM02,555+2,55505720.05%+572
HONEYWELL AEROSPACE INC COM02,555+2,55505650.05%+565
MICROSOFT CORP COM(MSFT)52,72553,986+1,2619,78710,3330.83%+546
CITIGROUP INC COM NEW(C)17,57618,038+4621,9932,5250.20%+531
LAM RESEARCH CORP COM NEW(LRCX)2,4462,355-915231,0210.08%+498
NEBIUS GROUP N.V. SHS CLASS A(NBIS)3,3443,027-3173478360.07%+489
ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF45,40045,40002,4882,9760.24%+488
M & T BK CORP COM(MTB)15,22815,264+363,1483,6330.29%+485
AVANTIS U.S. LARGE CAP VALUE ETF42,37542,37503,4163,8650.31%+449
DIMENSIONAL U.S. EQUITY MARKET ETF
US EQUI MARK ETF
39,81539,851+362,8233,2650.26%+442
WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND(WT)193,374193,131-24315,76016,1821.30%+422
ANALOG DEVICES INC COM(ADI)4,2254,408+1831,3441,7510.14%+407
DIMENSIONAL INTERNATIONAL VALUE ETF
INTERNATNAL VAL
386,221384,826-1,39520,38520,7881.67%+404
CVS HEALTH CORP COM(CVS)12,37312,441+688891,2870.10%+398
UNITEDHEALTH GROUP INC COM(UNH)19,32519,360+357251,1190.09%+394
ROCKWELL AUTOMATION INC COM(ROK)2,0062,211+2057201,0950.09%+375
QXO INC COM NEW(QXO)1,70923,118+21,409333990.03%+366
COCA COLA CO COM(KO)48,63449,997+1,3633,6994,0630.33%+365
DIMENSIONAL US LARGE CAP VALUE ETF
US LARG VALU ETF
164,233157,462-6,7715,8656,2260.50%+361
BANK OF AMER CORP COM40,98041,153+1731,9982,3450.19%+347
TALEN ENERGY CORP COM(TLN)1201,001+881383840.03%+346
PHILIP MORRIS INTL INC COM(PM)6,9638,210+1,2471,1511,4850.12%+334
ISHARES SEMICONDUCTOR ETF1,0681,06803516840.06%+333
ASML HLDG NV N Y REGISTRY SHS
N Y REGISTRY SHS
911765-1461,2031,5220.12%+319
ELEVANCE HEALTH INC FORMERLY A COM(ELV)1,9152,270+3555618780.07%+317
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
ORD SHS
393485+921544680.04%+314
DIMENSIONAL US CORE EQUITY MARKET ETF
US CORE EQT MKT
50,46750,010-4572,2772,5850.21%+308
NATERA INC COM(NTRA)6381,596+9581284330.03%+306
ASTERA LABS INC COM(ALAB)208656+448233170.03%+294
SEA LTD SPONSORD ADS(SE)2713,266+2,995223130.03%+291
DEERE & CO COM(DE)2,1772,390+2131,2261,5160.12%+290
HOWMET AEROSPACE INC COM(HWM)4341,445+1,0111003890.03%+288
GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF
ARTIFICIAL ETF
17,40916,738-6718121,0980.09%+286
BP PLC SPONSORED ADR(BP)1,2769,348+8,072603450.03%+285
AVANTIS EMERGING MARKETS EQUITY ETF17,18617,18601,3851,6580.13%+273
SILVERCORP METALS INC COM(SVM)027,000+27,00002730.02%+273
FRANKLIN RESOURCES INC COM(BEN)418,078+8,03712690.02%+268
KRAFT HEINZ CO COM(KHC)4,93915,986+11,0471113780.03%+267
NUCOR CORP COM(NUE)33,13126,341-6,7905,6025,8670.47%+265
DELTA AIR LINES INC COM NEW(DAL)4,7546,194+1,4403165800.05%+264
GE AEROSPACE COM NEW(GE)2,4302,550+1206909530.08%+264
UNITED PARCEL SVCS INC CL B(UPS)1,0553,373+2,3181043630.03%+259
ABBVIE INC COM(ABBV)11,87811,289-5892,5832,8410.23%+257
VANGUARD GROWTH ETF3,17019,056+15,8861,3841,6420.13%+257
ATLANTICUS HOLDINGS CORP COM(ATLC)02,500+2,50002560.02%+256
TRAVELERS COMPANIES INC COM(TRV)6,5716,554-171,9172,1640.17%+247
GOLDMAN SACHS GROUP INC COM(GS)1,2341,275+411,0441,2890.10%+245
UNION PAC CORP COM(UNP)3,2653,774+5097921,0260.08%+234
Page 1 of 21