13F Insight
DOSSIER · 13F-HR · Q1 2026

LRI Investments, LLC

LRI Investments's family office based in Boston, MA — $1.1B in tracked AUM across 1,826 positions as of Q1 2026.

LI
LRI Investments·Boston, MA·Family Office
CIK 0002023325 · last filed Mar 31, 2026
Total AUM
$1.1B
▲ 19.4%
vs prior
Holdings
1,826
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
Top sector
Tech
17% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

LRI Investments, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
ARES
ARES MANAGEMENT CORPORATION CL A COM STK
$227M2.3M20.1%
02
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
$90M2.3M8.0%
03
DCOR
DIMENSIONAL US CORE EQUITY 1 ETF
$71M989K6.3%
04
DFAX
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
$53M1.6M4.7%
05
VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
$39M515K3.4%
06
DFAI
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
$33M844K2.9%
07
DLN
WISDOMTREE U.S. LARGECAP DIVIDEND FUND
$30M333K2.6%
08
DWM
WISDOMTREE INTERNATIONAL EQUITY FUND
$27M387K2.4%
09
DFUV
DIMENSIONAL US MARKETWIDE VALUE ETF
$26M544K2.3%
10
DFIV
DIMENSIONAL INTERNATIONAL VALUE ETF
$20M386K1.8%

Filing history

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