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| RD Lewis Holdings Inc
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|---|---|
| CRD # | 156073 |
| SEC # | 801-119654 |
| CIK # | 0002046179 |
| AUM | 256.8 M (2026-06-03) |
| Employees | 8 (25% Investors, 0% Brokers) |
| Phone | 407-446-3737 |
| Address | 253 North Orlando Avenue Maitland, FL 32751 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Wal Mart Stores Inc | 5.2 | ||
| Amazon Com Inc | 4.8 | ||
| Apple Inc | 4.4 | ||
| ENI Spa | 4.1 | ||
| Alphabet Inc | 4.0 | ||
| Caterpillar Inc | 3.9 | ||
| Nvidia Corp | 3.5 | ||
| Costco Wholesale Corp /NEW | 3.4 | ||
| McDonalds Corp | 3.3 | ||
| Micron Technology Inc | 3.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 330 | 79.6 |
| (b) Individuals (high net worth individuals) | 121 | 177.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 852 | 256.8 |
| By Discretionary | ||
| Discretionary | 852 | 256.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 852 | 256.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 256.8 | |
| Total | 852 | 256.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002046179] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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|---|---|---|
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|
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