LRI Investments, LLC
Annual return '25
+7.8%
SPY '25
+17.7%
Alpha
-9.9ptsvs SPY
Invested
$1.1B
Holdings
1,415
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$ARES
ARES MANAGEMENT CORPORATION CL A COM STK
Held since at least Q1 2024
20.1%
02
$DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
Held since at least Q1 2024
8.0%
03
$MINT
PIMCO ETF TR
Held since at least Q1 2024
6.8%
04
$DCOR
DIMENSIONAL US CORE EQUITY 1 ETF
Held since at least Q1 2024
6.3%
05
$DFAX
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
Held since at least Q1 2024
4.7%
06
$VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
Held since at least Q1 2024
3.4%
07
$DFAI
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
Held since at least Q1 2024
2.9%
08
$DLN
WISDOMTREE U.S. LARGECAP DIVIDEND FUND
Held since at least Q1 2024
2.6%
09
$DWM
WISDOMTREE INTERNATIONAL EQUITY FUND
Held since at least Q1 2024
2.4%
10
$DFUV
DIMENSIONAL US MARKETWIDE VALUE ETF
Held since at least Q1 2024
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:30 UTC.