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 45.59% of Lord & Richards Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SPYM, BRK.B, MSFT, AMD, APH, VEA, RSP, UPSD, ACIO, DRSK.
- Started 2 new stock positions in BRK.B, AMD.
- Reduced shares in these 10 stocks: , LOW, LIN, CPRT, GOOGL, PGF, PWR, LLY, FANG, WMT.
- Sold out of its positions in XOM, LOW, LIN.
- Lord & Richards Wealth Management was a net buyer of stock by $1.1M.
- Lord & Richards Wealth Management has $114M in assets under management (AUM), dropping by -2.11%.
- Central Index Key (CIK): 0002045252
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Portfolio Holdings for Lord & Richards Wealth Management
Lord & Richards Wealth Management holds 50 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust State Street Spd (SPYM) | 13.5 | $15M | +4% | 202k | 76.54 |
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| Etf Ser Solutions Aptus Collrd Inv (ACIO) | 9.6 | $11M | 260k | 41.96 |
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| Bny Mellon Etf Trust Core Bond Etf (BKAG) | 8.9 | $10M | 240k | 42.20 |
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| Etf Ser Solutions Aptus Defined (DRSK) | 6.9 | $7.8M | 287k | 27.33 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 6.7 | $7.7M | +2% | 120k | 64.08 |
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| Doubleline Etf Trust Mortgage Etf (DMBS) | 4.5 | $5.2M | 105k | 49.38 |
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| Etf Ser Solutions Aptus Drawdown (ADME) | 3.1 | $3.5M | 72k | 49.43 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 2.8 | $3.2M | +3% | 17k | 191.93 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 2.5 | $2.9M | 108k | 26.61 |
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| Etf Ser Solutions Aptus Lrg Cap Up (UPSD) | 2.4 | $2.8M | +4% | 109k | 25.50 |
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| Etf Ser Solutions Aptus Enhanced (JUCY) | 2.3 | $2.7M | 121k | 22.15 |
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| NVIDIA Corporation (NVDA) | 2.2 | $2.5M | 14k | 174.40 |
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| Bondbloxx Etf Trust Bondbloxx Privat (PCMM) | 2.0 | $2.3M | 46k | 49.17 |
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| Etf Ser Solutions Opus Sml Cp Vl (OSCV) | 1.9 | $2.1M | +3% | 54k | 39.44 |
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| Vanguard Index Fds Small Cp Etf (VB) | 1.8 | $2.0M | +3% | 7.8k | 261.90 |
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| Microsoft Corporation (MSFT) | 1.8 | $2.0M | +40% | 5.5k | 370.16 |
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| Ea Series Trust Freedom 100 Em (FRDM) | 1.7 | $1.9M | 35k | 54.65 |
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| Etf Ser Solutions Aptus Int Enh Yl (IDUB) | 1.5 | $1.7M | +3% | 69k | 24.67 |
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| Quanta Services (PWR) | 1.5 | $1.7M | -4% | 3.1k | 549.07 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.5 | $1.7M | +2% | 31k | 54.05 |
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| Etf Ser Solutions Aptus Large Cap (DUBS) | 1.4 | $1.6M | +4% | 45k | 36.06 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $1.2M | -14% | 4.3k | 287.51 |
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| Visa Com Cl A (V) | 1.1 | $1.2M | 4.1k | 302.25 |
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| Amazon (AMZN) | 1.1 | $1.2M | 5.8k | 208.27 |
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| Amphenol Corp Cl A (APH) | 1.1 | $1.2M | +57% | 9.5k | 126.35 |
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| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 1.0 | $1.2M | 21k | 55.35 |
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| Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) | 1.0 | $1.2M | -7% | 84k | 13.76 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 1.0 | $1.1M | +4% | 4.8k | 237.59 |
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| Wal-Mart Stores (WMT) | 1.0 | $1.1M | -3% | 8.8k | 124.28 |
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| Diamondback Energy (FANG) | 0.9 | $1.0M | -4% | 5.3k | 197.80 |
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| Servicenow (NOW) | 0.8 | $888k | +8% | 8.5k | 104.55 |
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| JPMorgan Chase & Co. (JPM) | 0.7 | $852k | 2.9k | 294.07 |
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| American Tower Reit (AMT) | 0.7 | $781k | -2% | 4.5k | 172.59 |
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| Progressive Corporation (PGR) | 0.7 | $746k | 3.8k | 198.22 |
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| Apple (AAPL) | 0.6 | $681k | 2.7k | 253.74 |
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| Copart (CPRT) | 0.6 | $678k | -38% | 20k | 33.20 |
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| Chemed Corp Com Stk (CHE) | 0.6 | $671k | -2% | 1.8k | 377.78 |
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| Broadridge Financial Solutions (BR) | 0.5 | $617k | 3.8k | 162.49 |
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| Eli Lilly & Co. (LLY) | 0.5 | $598k | -7% | 650.00 | 919.43 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $595k | NEW | 1.2k | 479.20 |
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| Motorola Solutions Com New (MSI) | 0.5 | $558k | 1.3k | 434.30 |
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| Tesla Motors (TSLA) | 0.5 | $523k | -3% | 1.4k | 371.75 |
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| Intuitive Surgical Com New (ISRG) | 0.4 | $485k | 1.1k | 460.99 |
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| Netflix (NFLX) | 0.4 | $481k | +10% | 5.0k | 96.15 |
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| Advanced Micro Devices (AMD) | 0.4 | $463k | NEW | 2.3k | 203.43 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $460k | +2% | 1.2k | 390.41 |
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| Uber Technologies (UBER) | 0.4 | $447k | +3% | 6.2k | 71.93 |
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| Meta Platforms Cl A (META) | 0.4 | $446k | +4% | 779.00 | 572.89 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $427k | 2.2k | 198.29 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $336k | 556.00 | 604.39 |
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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 2026 Q1 filed April 20, 2026
- 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