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, VEA, DRSK, and represent 38.21% of Lord & Richards Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: JAJL, ZNOV, ZSEP, BFRZ, AAPL, ZJUL, XOM, MU, NVDA, GOOGL.
- Started 35 new stock positions in MRK, ABBV, UNP, RL, TGT, SYF, TJX, EQIX, DELL, URI.
- Reduced shares in these 10 stocks: SPYM, PCMM, ACIO, VEA, DRSK, NOW, BKAG, DMBS, RSP, ADME.
- Sold out of its positions in PCMM, ISRG, MSI, UBER.
- Lord & Richards Wealth Management was a net buyer of stock by $4.4M.
- Lord & Richards Wealth Management has $131M in assets under management (AUM), dropping by 2.48%.
- Central Index Key (CIK): 0002045252
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Portfolio Holdings for Lord & Richards Wealth Management
Lord & Richards Wealth Management holds 80 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust St Str P500etf (SPYM) | 12.0 | $16M | -16% | 175k | 89.76 |
|
| Etf Ser Solutions Aptus Collrd Inv (ACIO) | 8.1 | $11M | -15% | 226k | 46.92 |
|
| Bny Mellon Etf Trust Core Bond Etf (BKAG) | 7.2 | $9.5M | -7% | 236k | 40.07 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 5.6 | $7.3M | -17% | 103k | 70.61 |
|
| Etf Ser Solutions Aptus Defined (DRSK) | 5.4 | $7.0M | -13% | 258k | 27.17 |
|
| Doubleline Etf Trust Mortgage Etf (DMBS) | 3.4 | $4.5M | -13% | 96k | 46.31 |
|
| NVIDIA Corporation (NVDA) | 2.9 | $3.8M | +25% | 17k | 228.39 |
|
| Innovator Etfs Trust Equit Defin Jul (JAJL) | 2.7 | $3.6M | NEW | 119k | 30.26 |
|
| Etf Ser Solutions Aptus Drawdown (ADME) | 2.7 | $3.6M | -14% | 63k | 56.26 |
|
| Innovator Etfs Trust Equi Defi 1 Nove (ZNOV) | 2.4 | $3.1M | NEW | 111k | 27.92 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 2.3 | $3.1M | -17% | 15k | 208.03 |
|
| Etf Ser Solutions Aptus Lrg Cap Up (UPSD) | 2.2 | $2.8M | -16% | 95k | 29.86 |
|
| Microsoft Corporation (MSFT) | 2.1 | $2.8M | -3% | 5.4k | 512.84 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 1.9 | $2.5M | -13% | 99k | 25.13 |
|
| Etf Ser Solutions Aptus Enhanced (JUCY) | 1.8 | $2.3M | -15% | 108k | 21.58 |
|
| Apple (AAPL) | 1.7 | $2.3M | +151% | 6.8k | 333.02 |
|
| Innovator Etfs Trust Equi Defi Sept (ZSEP) | 1.7 | $2.2M | NEW | 80k | 27.84 |
|
| Innovator Etfs Trust Equity Mngd 100 (BFRZ) | 1.6 | $2.1M | NEW | 78k | 27.07 |
|
| Ea Series Trust Freedom 100 Em (FRDM) | 1.5 | $2.0M | -18% | 29k | 69.96 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $2.0M | +51% | 5.7k | 344.10 |
|
| Vanguard Index Fds Mrngstr Sml Cap (VB) | 1.5 | $1.9M | -17% | 6.7k | 284.48 |
|
| Etf Ser Solutions Opus Sml Cp Vl (OSCV) | 1.4 | $1.8M | -16% | 47k | 39.18 |
|
| Etf Ser Solutions Aptus Large Cap (DUBS) | 1.3 | $1.7M | -16% | 39k | 42.86 |
|
| Etf Ser Solutions Aptus Int Enh Yl (IDUB) | 1.3 | $1.6M | -16% | 60k | 27.34 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.2 | $1.6M | -16% | 27k | 59.31 |
|
| Amazon (AMZN) | 1.1 | $1.4M | +3% | 5.8k | 249.15 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.9 | $1.2M | -17% | 4.1k | 304.63 |
|
| Innovator Etfs Trust Equi Defi 1 July (ZJUL) | 0.9 | $1.2M | NEW | 41k | 30.25 |
|
| Broadcom (AVGO) | 0.9 | $1.2M | 3.4k | 351.20 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.8 | $1.1M | +21% | 3.3k | 330.87 |
|
| Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) | 0.8 | $1.1M | -6% | 85k | 12.74 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.8 | $1.1M | -7% | 21k | 50.14 |
|
| Visa Com Cl A (V) | 0.8 | $1.0M | -29% | 2.8k | 359.37 |
|
| Quanta Services (PWR) | 0.8 | $997k | -31% | 1.6k | 642.52 |
|
| Eli Lilly & Co. (LLY) | 0.7 | $951k | +39% | 822.00 | 1156.48 |
|
| Exxonmobil Holdings Corp Com Shs (XOM) | 0.7 | $895k | NEW | 5.5k | 162.77 |
|
| Meta Platforms Cl A (META) | 0.7 | $862k | +60% | 1.2k | 725.26 |
|
| Micron Technology (MU) | 0.6 | $815k | NEW | 765.00 | 1065.12 |
|
| Advanced Micro Devices (AMD) | 0.6 | $729k | -42% | 1.2k | 611.76 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $642k | +10% | 1.3k | 497.95 |
|
| Tesla Motors (TSLA) | 0.4 | $587k | +25% | 1.7k | 354.81 |
|
| Servicenow (NOW) | 0.4 | $577k | -61% | 4.3k | 134.01 |
|
| Amphenol Corp Cl A (APH) | 0.4 | $547k | -23% | 6.5k | 84.30 |
|
| Northern Trust Corporation (NTRS) | 0.4 | $543k | NEW | 3.2k | 169.36 |
|
| Duke Energy Corp Com New (DUK) | 0.4 | $522k | NEW | 4.6k | 114.01 |
|
| Hewlett Packard Enterprise (HPE) | 0.4 | $480k | NEW | 7.5k | 63.89 |
|
| Raytheon Technologies Corp (RTX) | 0.4 | $474k | NEW | 2.6k | 185.64 |
|
| United Rentals (URI) | 0.3 | $456k | NEW | 456.00 | 1000.78 |
|
| Linde SHS (LIN) | 0.3 | $442k | NEW | 931.00 | 474.67 |
|
| Abbvie (ABBV) | 0.3 | $422k | NEW | 1.6k | 261.59 |
|
| Union Pacific Corporation (UNP) | 0.3 | $421k | NEW | 1.5k | 272.15 |
|
| Wal-Mart Stores (WMT) | 0.3 | $414k | -47% | 4.0k | 103.93 |
|
| Wells Fargo & Company (WFC) | 0.3 | $388k | NEW | 4.8k | 80.05 |
|
| Johnson & Johnson (JNJ) | 0.3 | $376k | NEW | 1.4k | 264.76 |
|
| Hca Holdings (HCA) | 0.3 | $371k | NEW | 869.00 | 426.75 |
|
| Netflix (NFLX) | 0.3 | $366k | +10% | 5.3k | 69.58 |
|
| Target Corporation (TGT) | 0.3 | $365k | NEW | 2.3k | 156.69 |
|
| Chemed Corp Com Stk (CHE) | 0.3 | $350k | -61% | 694.00 | 504.88 |
|
| Progressive Corporation (PGR) | 0.3 | $349k | -56% | 1.7k | 207.24 |
|
| Procter & Gamble Company (PG) | 0.2 | $320k | NEW | 2.2k | 145.29 |
|
| L3harris Technologies (LHX) | 0.2 | $319k | NEW | 1.3k | 236.79 |
|
| Ralph Lauren Corp Cl A (RL) | 0.2 | $317k | NEW | 894.00 | 355.07 |
|
| Synchrony Financial (SYF) | 0.2 | $315k | NEW | 4.4k | 70.97 |
|
| Oracle Corporation (ORCL) | 0.2 | $311k | NEW | 2.3k | 137.30 |
|
| Copart (CPRT) | 0.2 | $310k | -55% | 11k | 27.28 |
|
| American Tower Reit (AMT) | 0.2 | $309k | -54% | 1.9k | 163.69 |
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $306k | NEW | 1.6k | 187.05 |
|
| Diamondback Energy (FANG) | 0.2 | $299k | -58% | 1.6k | 183.82 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $283k | 556.00 | 509.25 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $275k | -5% | 1.0k | 264.75 |
|
| Qualcomm (QCOM) | 0.2 | $275k | NEW | 1.5k | 184.05 |
|
| Dollar Tree (DLTR) | 0.2 | $275k | NEW | 2.4k | 114.02 |
|
| Intercontinental Exchange (ICE) | 0.2 | $273k | NEW | 1.8k | 152.05 |
|
| Equinix (EQIX) | 0.2 | $264k | NEW | 261.00 | 1011.58 |
|
| Home Depot (HD) | 0.2 | $262k | NEW | 922.00 | 284.51 |
|
| Merck & Co (MRK) | 0.2 | $262k | NEW | 1.8k | 145.32 |
|
| Monster Beverage Corp (MNST) | 0.2 | $260k | NEW | 6.2k | 41.62 |
|
| Dell Technologies CL C (DELL) | 0.2 | $255k | NEW | 474.00 | 537.79 |
|
| TJX Companies (TJX) | 0.2 | $241k | NEW | 1.8k | 132.31 |
|
| Cbre Group Cl A (CBRE) | 0.2 | $213k | NEW | 1.7k | 128.47 |
|
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 Q3 filed Oct. 14, 2026
- Lord & Richards Wealth Management 2026 Q2 filed July 21, 2026
- 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