Lord & Richards Wealth Management
Latest statistics and disclosures from Lord & Richards Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ACIO, SPLG, BKAG, DRSK, DMBS, and represent 39.69% of Lord & Richards Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SCHP, PCMM, SPLG, BKAG, NOW, CHE, ACIO, PGR, V, CPRT.
- Started 2 new stock positions in PCMM, PLTR.
- Reduced shares in these 8 stocks: , , NVDA, PG, BIL, NFLX, AAPL, GOOGL.
- Sold out of its positions in STIP, PG, BIL, VGSH.
- Lord & Richards Wealth Management was a net buyer of stock by $10M.
- Lord & Richards Wealth Management has $109M in assets under management (AUM), dropping by 14.16%.
- Central Index Key (CIK): 0002045252
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Portfolio Holdings for Lord & Richards Wealth Management
Lord & Richards Wealth Management holds 51 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Etf Ser Solutions Aptus Collrd Inv (ACIO) | 9.9 | $11M | +4% | 248k | 43.43 |
|
| Spdr Series Trust Portfolio Sp500 (SPLG) | 9.2 | $10M | +10% | 128k | 78.34 |
|
| Bny Mellon Etf Trust Core Bond Etf (BKAG) | 8.9 | $9.7M | +6% | 227k | 42.60 |
|
| Etf Ser Solutions Aptus Defined (DRSK) | 7.2 | $7.8M | +3% | 272k | 28.83 |
|
| Doubleline Etf Trust Mortgage Etf (DMBS) | 4.6 | $5.0M | +4% | 101k | 49.68 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 4.1 | $4.5M | +9% | 76k | 59.92 |
|
| Etf Ser Solutions Aptus Drawdown (ADME) | 3.2 | $3.5M | +5% | 69k | 51.07 |
|
| NVIDIA Corporation (NVDA) | 3.0 | $3.3M | -12% | 17k | 186.58 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 2.5 | $2.8M | +991% | 103k | 26.95 |
|
| Microsoft Corporation (MSFT) | 2.3 | $2.5M | +2% | 4.9k | 517.95 |
|
| Etf Ser Solutions Aptus Enhanced (JUCY) | 2.3 | $2.5M | +5% | 111k | 22.29 |
|
| Bondbloxx Etf Trust Bondbloxx Privat (PCMM) | 2.0 | $2.2M | NEW | 44k | 50.57 |
|
| Quanta Services (PWR) | 2.0 | $2.2M | +5% | 5.3k | 414.42 |
|
| Servicenow (NOW) | 2.0 | $2.1M | +38% | 2.3k | 920.28 |
|
| Visa Com Cl A (V) | 1.9 | $2.1M | +27% | 6.1k | 341.38 |
|
| Amazon (AMZN) | 1.8 | $2.0M | +3% | 9.1k | 219.57 |
|
| Copart (CPRT) | 1.8 | $2.0M | +28% | 44k | 44.97 |
|
| Invesco Exchange Traded Fd T Sp500 Eql Wgt (RSP) | 1.8 | $2.0M | +10% | 10k | 189.70 |
|
| Etf Ser Solutions Aptus Lrg Cap Up (UPSD) | 1.7 | $1.8M | +12% | 68k | 26.66 |
|
| JPMorgan Chase & Co. (JPM) | 1.6 | $1.8M | +6% | 5.7k | 315.43 |
|
| Wal-Mart Stores (WMT) | 1.6 | $1.7M | +11% | 17k | 103.06 |
|
| Progressive Corporation (PGR) | 1.5 | $1.6M | +39% | 6.6k | 246.95 |
|
| Diamondback Energy (FANG) | 1.5 | $1.6M | +12% | 11k | 143.10 |
|
| Chemed Corp Com Stk (CHE) | 1.4 | $1.6M | +51% | 3.5k | 447.74 |
|
| Roper Industries (ROP) | 1.4 | $1.5M | +32% | 3.1k | 498.69 |
|
| American Tower Reit (AMT) | 1.4 | $1.5M | +27% | 7.9k | 192.32 |
|
| Broadridge Financial Solutions (BR) | 1.3 | $1.5M | +12% | 6.2k | 238.17 |
|
| Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) | 1.2 | $1.3M | +3% | 87k | 14.62 |
|
| Etf Ser Solutions Opus Sml Cp Vl (OSCV) | 1.1 | $1.3M | +13% | 33k | 38.24 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 1.1 | $1.2M | +8% | 4.8k | 254.28 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $1.2M | -6% | 4.8k | 243.10 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 1.1 | $1.2M | +5% | 20k | 56.86 |
|
| Ea Series Trust Freedom 100 Em (FRDM) | 1.0 | $1.1M | +8% | 24k | 44.30 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.0 | $1.1M | +8% | 20k | 54.18 |
|
| Etf Ser Solutions Aptus Large Cap (DUBS) | 1.0 | $1.0M | +9% | 29k | 36.54 |
|
| Etf Ser Solutions Aptus Int Enh Yl (IDUB) | 0.9 | $1.0M | +14% | 43k | 23.55 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.7 | $734k | +8% | 3.0k | 247.12 |
|
| Apple (AAPL) | 0.6 | $673k | -14% | 2.6k | 254.63 |
|
| Tesla Motors (TSLA) | 0.6 | $604k | +7% | 1.4k | 444.72 |
|
| Eli Lilly & Co. (LLY) | 0.5 | $519k | +27% | 680.00 | 763.00 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.5 | $504k | +19% | 1.0k | 490.38 |
|
| Uber Technologies (UBER) | 0.5 | $493k | +3% | 5.0k | 97.97 |
|
| Meta Platforms Cl A (META) | 0.4 | $491k | +6% | 668.00 | 734.38 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $489k | +5% | 4.3k | 112.75 |
|
| Lowe's Companies (LOW) | 0.4 | $469k | +3% | 1.9k | 251.31 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $462k | +45% | 1.9k | 246.60 |
|
| Linde SHS (LIN) | 0.4 | $457k | +13% | 962.00 | 475.00 |
|
| Motorola Solutions Com New (MSI) | 0.4 | $447k | 978.00 | 457.29 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.4 | $425k | +31% | 951.00 | 447.23 |
|
| Netflix (NFLX) | 0.4 | $418k | -27% | 349.00 | 1198.93 |
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $201k | NEW | 1.1k | 182.42 |
|
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 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