Lord & Richards Wealth Management
Latest statistics and disclosures from Lord & Richards Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPYM, ACIO, BKAG, DRSK, VEA, and represent 44.90% of Lord & Richards Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SPYM (+$5.3M), VEA, RSP, UPSD, NOW, APH, OSCV, VB, IDUB, VWO.
- Started 2 new stock positions in LMT, APH.
- Reduced shares in these 10 stocks: ROP, PWR, JPM, FANG, WMT, AMZN, CHE, V, PGR, AMT.
- Sold out of its positions in PLTR, ROP.
- Lord & Richards Wealth Management was a net buyer of stock by $8.8M.
- Lord & Richards Wealth Management has $116M in assets under management (AUM), dropping by 6.63%.
- Central Index Key (CIK): 0002045252
Tip: Access up to 7 years of quarterly data
Positions held by Lord & Richards Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Lord & Richards Wealth Management
Lord & Richards Wealth Management holds 51 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust State Street Spd (SPYM) | 13.3 | $16M | +51% | 194k | 80.22 |
|
| Etf Ser Solutions Aptus Collrd Inv (ACIO) | 9.6 | $11M | +3% | 257k | 43.70 |
|
| Bny Mellon Etf Trust Core Bond Etf (BKAG) | 8.7 | $10M | +5% | 239k | 42.38 |
|
| Etf Ser Solutions Aptus Defined (DRSK) | 6.9 | $8.1M | +4% | 284k | 28.47 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 6.3 | $7.3M | +55% | 117k | 62.47 |
|
| Doubleline Etf Trust Mortgage Etf (DMBS) | 4.5 | $5.2M | +4% | 106k | 49.65 |
|
| Etf Ser Solutions Aptus Drawdown (ADME) | 3.1 | $3.7M | +3% | 71k | 51.31 |
|
| Invesco Exchange Traded Fd T Sp500 Eql Wgt (RSP) | 2.7 | $3.1M | +57% | 16k | 191.56 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 2.5 | $2.9M | +5% | 108k | 26.49 |
|
| Etf Ser Solutions Aptus Lrg Cap Up (UPSD) | 2.4 | $2.8M | +52% | 104k | 26.78 |
|
| NVIDIA Corporation (NVDA) | 2.3 | $2.7M | -16% | 15k | 186.50 |
|
| Etf Ser Solutions Aptus Enhanced (JUCY) | 2.3 | $2.6M | +7% | 119k | 22.20 |
|
| Bondbloxx Etf Trust Bondbloxx Privat (PCMM) | 2.0 | $2.4M | +7% | 47k | 50.12 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 1.7 | $1.9M | +56% | 7.5k | 257.94 |
|
| Etf Ser Solutions Opus Sml Cp Vl (OSCV) | 1.7 | $1.9M | +58% | 52k | 37.03 |
|
| Microsoft Corporation (MSFT) | 1.6 | $1.9M | -20% | 3.9k | 483.56 |
|
| Ea Series Trust Freedom 100 Em (FRDM) | 1.5 | $1.8M | +46% | 35k | 51.27 |
|
| Etf Ser Solutions Aptus Large Cap (DUBS) | 1.4 | $1.6M | +51% | 43k | 37.67 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.4 | $1.6M | +54% | 30k | 53.76 |
|
| Etf Ser Solutions Aptus Int Enh Yl (IDUB) | 1.4 | $1.6M | +54% | 66k | 24.33 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $1.6M | +4% | 5.0k | 313.05 |
|
| Visa Com Cl A (V) | 1.2 | $1.4M | -32% | 4.1k | 350.63 |
|
| Quanta Services (PWR) | 1.2 | $1.3M | -39% | 3.2k | 422.00 |
|
| Amazon (AMZN) | 1.2 | $1.3M | -36% | 5.8k | 230.82 |
|
| Copart (CPRT) | 1.1 | $1.3M | -25% | 33k | 39.15 |
|
| Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) | 1.1 | $1.3M | +5% | 91k | 14.14 |
|
| Servicenow (NOW) | 1.0 | $1.2M | +236% | 7.8k | 153.19 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 1.0 | $1.2M | +5% | 21k | 55.80 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 1.0 | $1.1M | +52% | 4.5k | 252.93 |
|
| Wal-Mart Stores (WMT) | 0.9 | $1.0M | -44% | 9.1k | 111.41 |
|
| JPMorgan Chase & Co. (JPM) | 0.8 | $951k | -47% | 3.0k | 322.16 |
|
| Progressive Corporation (PGR) | 0.7 | $869k | -42% | 3.8k | 227.70 |
|
| Broadridge Financial Solutions (BR) | 0.7 | $837k | -39% | 3.8k | 223.13 |
|
| Diamondback Energy (FANG) | 0.7 | $831k | -50% | 5.5k | 150.33 |
|
| Amphenol Corp Cl A (APH) | 0.7 | $814k | NEW | 6.0k | 135.14 |
|
| American Tower Reit (AMT) | 0.7 | $811k | -41% | 4.6k | 175.59 |
|
| Chemed Corp Com Stk (CHE) | 0.7 | $778k | -47% | 1.8k | 427.69 |
|
| Eli Lilly & Co. (LLY) | 0.6 | $752k | +2% | 699.00 | 1076.06 |
|
| Apple (AAPL) | 0.6 | $728k | 2.7k | 271.84 |
|
|
| Tesla Motors (TSLA) | 0.6 | $653k | +6% | 1.5k | 449.72 |
|
| Exxon Mobil Corporation (XOM) | 0.5 | $599k | +14% | 5.0k | 120.32 |
|
| Intuitive Surgical Com New (ISRG) | 0.5 | $596k | +10% | 1.1k | 566.36 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $589k | +17% | 2.2k | 268.30 |
|
| Lowe's Companies (LOW) | 0.5 | $542k | +20% | 2.2k | 241.25 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.5 | $539k | +11% | 1.1k | 468.76 |
|
| Linde SHS (LIN) | 0.4 | $515k | +25% | 1.2k | 426.09 |
|
| Uber Technologies (UBER) | 0.4 | $492k | +19% | 6.0k | 81.71 |
|
| Meta Platforms Cl A (META) | 0.4 | $491k | +11% | 743.00 | 660.48 |
|
| Motorola Solutions Com New (MSI) | 0.4 | $483k | +28% | 1.3k | 383.34 |
|
| Netflix (NFLX) | 0.4 | $423k | +1191% | 4.5k | 93.76 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $270k | NEW | 557.00 | 484.00 |
|
Past Filings by Lord & Richards Wealth Management
SEC 13F filings are viewable for Lord & Richards Wealth Management going back to 2024
- Lord & Richards Wealth Management 2025 Q4 filed Jan. 15, 2026
- Lord & Richards Wealth Management 2025 Q3 filed Nov. 4, 2025
- Lord & Richards Wealth Management 2025 Q2 filed Aug. 5, 2025
- Lord & Richards Wealth Management 2025 Q1 filed May 2, 2025
- Lord & Richards Wealth Management 2024 Q4 filed Jan. 30, 2025