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RD Lewis Holdings, Inc.
RD Lewis Holdings, Inc. is a Florida-based independent Registered Investment Adviser headquartered in Maitland, FL. Founded in 2010, the firm operates under the RD Lewis Wealth Management brand and provides financial advisory and investment management services to individuals, families, trusts, estates, and businesses nationally. RD Lewis is notably recognized for serving first responders and their families, focusing on personalized financial planning and investment solutions. The firm emphasizes values of respect, dignity, integrity, and service excellence, maintaining strong communication and transparency with clients. Officer details include Delcena D. Lewis (President), Richard A. Lewis (VP), Morgan S. Lewis, Jordan A. Lewis, and Dylan C. Lewis as directors. Employee count is not published, but appears to be a small team, likely fewer than 10.
Investment Strategy
RD Lewis Holdings, Inc., through RD Lewis Wealth Management, provides registered investment advisory services centered on individualized financial planning and investment management. The firm employs asset allocation to manage risk and enhance returns according to client objectives, but does not guarantee profits or protection against losses. Investment strategies are tailored per client based on risk profile, financial goals, and investment restrictions. Clients receive ongoing communication and support, with strategies designed to balance growth, security, and income for individuals, families, and business owners, especially those in public service roles.
Latest 13F Filing Activity
RD Lewis Holdings, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 82 equity positions with a total 13F market value of $99M. The fund increased holdings in Eni S P A, Verizon Communications Inc., Nvidia Corporation among other positions. RD Lewis Holdings, Inc. reduced exposure to Eli Lilly & Co., Dollar Tree Inc., CVS Health Corp. among others.
Top Holdings
Equity Positions (82)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AXON | AXON ENTERPRISE INC | 5.34% | $5.3M | 6,069 | $593.53 | $827.94 | -$125.1K |
A AMZN | AMAZON COM INC | 4.37% | $4.3M | 19,389 | $218.67 | $219.39 | +$684.7K |
W WMT | WALMART INC | 4.11% | $4.1M | 39,456 | $90.34 | $97.78 | +$80.7K |
A AAPL | APPLE INC | 3.67% | $3.6M | 16,520 | $247.59 | $205.17 | +$385.4K |
N NVDA | NVIDIA CORPORATION | 3.41% | $3.4M | 18,697 | $133.00 | $157.99 | +$1.2M |
Industry Allocation
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