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Hayley A. Snell

Lri Investments, Llc

Assets Managed
$1.129B
Holdings
1415
Last Quarter
2026 - Q1
Filed Date
22d ago
Growth Rate
-8.81%(2Q avg: -3.73%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Lri Investments, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1415 positions.

Assets under management

The assets under management (AUM) of Lri Investments, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.129B in assets, with a quarterly growth rate of -8.81% and a 2-quarter average growth rate of -3.73%. The portfolio is managed by Hayley A. Snell, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ARES
Ares Management Corp - A
Recent Activity
Decreased -2.05%
20.12%
$227.112M
2.342M shares@ $96.97 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Decreased -0.98%
7.96%
$89.799M
2.311M shares@ $38.86 avg price
DCOR
Dimensional Us Core Eq 1 Etf
Recent Activity
Increased 37.06%
6.32%
$71.322M
989,477 shares@ $72.09 avg price
DFAX
Dimensional World Ex Us Core
Recent Activity
Increased 10.16%
4.74%
$53.45M
1.573M shares@ $33.97 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
Increased 1.27%
3.43%
$38.698M
515,285 shares@ $75.1 avg price
DFAI
Dimensional International Co
Recent Activity
Decreased -1.28%
2.92%
$32.895M
844,333 shares@ $38.96 avg price
DLN
Wisdomtree Us Largecap Divid
Recent Activity
Decreased -0.35%
2.64%
$29.732M
332,836 shares@ $89.34 avg price
DWM
Wisdomtree International Equ
Recent Activity
2.4%
$27.016M
386,546 shares@ $69.9 avg price
DFUV
Dimensional Us Marketwide Va
Recent Activity
Decreased -0.45%
2.34%
$26.379M
544,342 shares@ $48.47 avg price
DFIV
Dimensional International Va
Recent Activity
Decreased -0.37%
1.81%
$20.385M
386,221 shares@ $52.79 avg price

1-10 of 1415