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 46.17% of Lord & Richards Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: AVGO, SPYM, BKAG, ACIO, VEA, DRSK, DMBS, NOW, RSP, SCHP.
- Started 1 new stock position in AVGO.
- Reduced shares in these 10 stocks: , PWR, , FANG, NVDA, GOOGL, APH, WMT, AMD, LLY.
- Sold out of its positions in BR, ACN.
- Lord & Richards Wealth Management was a net buyer of stock by $2.8M.
- Lord & Richards Wealth Management has $128M in assets under management (AUM), dropping by 12.09%.
- Central Index Key (CIK): 0002045252
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Portfolio Holdings for Lord & Richards Wealth Management
Lord & Richards Wealth Management holds 49 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust St Str P500etf (SPYM) | 14.4 | $18M | +4% | 210k | 87.88 |
|
| Etf Ser Solutions Aptus Collrd Inv (ACIO) | 9.7 | $12M | +3% | 268k | 46.14 |
|
| Bny Mellon Etf Trust Core Bond Etf (BKAG) | 8.4 | $11M | +6% | 255k | 41.95 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 7.0 | $8.9M | +4% | 125k | 71.25 |
|
| Etf Ser Solutions Aptus Defined (DRSK) | 6.7 | $8.6M | +4% | 299k | 28.75 |
|
| Doubleline Etf Trust Mortgage Etf (DMBS) | 4.3 | $5.5M | +5% | 111k | 49.09 |
|
| Etf Ser Solutions Aptus Drawdown (ADME) | 3.2 | $4.1M | +3% | 74k | 55.65 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 3.0 | $3.8M | +5% | 18k | 212.77 |
|
| Etf Ser Solutions Aptus Lrg Cap Up (UPSD) | 2.5 | $3.2M | +5% | 114k | 28.20 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 2.4 | $3.0M | +5% | 114k | 26.50 |
|
| Etf Ser Solutions Aptus Enhanced (JUCY) | 2.2 | $2.8M | +6% | 128k | 21.98 |
|
| NVIDIA Corporation (NVDA) | 2.1 | $2.7M | -7% | 13k | 200.09 |
|
| Ea Series Trust Freedom 100 Em (FRDM) | 2.0 | $2.6M | 35k | 72.90 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 1.9 | $2.5M | +4% | 8.1k | 303.14 |
|
| Etf Ser Solutions Opus Sml Cp Vl (OSCV) | 1.9 | $2.4M | +5% | 56k | 42.19 |
|
| Bondbloxx Etf Trust Priva Cr Clo Etf (PCMM) | 1.8 | $2.3M | -2% | 45k | 49.87 |
|
| Microsoft Corporation (MSFT) | 1.6 | $2.1M | +2% | 5.6k | 373.04 |
|
| Etf Ser Solutions Aptus Int Enh Yl (IDUB) | 1.5 | $2.0M | +4% | 72k | 27.49 |
|
| Etf Ser Solutions Aptus Large Cap (DUBS) | 1.5 | $2.0M | +4% | 47k | 41.65 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.5 | $1.9M | +4% | 32k | 59.69 |
|
| Quanta Services (PWR) | 1.3 | $1.6M | -26% | 2.3k | 719.96 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 1.2 | $1.5M | +3% | 4.9k | 302.95 |
|
| Amphenol Corp Cl A (APH) | 1.2 | $1.5M | -10% | 8.5k | 176.31 |
|
| Visa Com Cl A (V) | 1.1 | $1.4M | -2% | 4.0k | 343.08 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $1.4M | -12% | 3.8k | 357.40 |
|
| Amazon (AMZN) | 1.0 | $1.3M | -3% | 5.6k | 238.34 |
|
| Broadcom (AVGO) | 1.0 | $1.3M | NEW | 3.4k | 377.75 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 1.0 | $1.3M | +6% | 23k | 55.18 |
|
| Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) | 1.0 | $1.2M | +7% | 90k | 13.71 |
|
| Advanced Micro Devices (AMD) | 0.9 | $1.2M | -8% | 2.1k | 580.91 |
|
| Servicenow (NOW) | 0.9 | $1.1M | +30% | 11k | 99.28 |
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $889k | -6% | 2.7k | 327.39 |
|
| Wal-Mart Stores (WMT) | 0.7 | $858k | -13% | 7.6k | 113.25 |
|
| Progressive Corporation (PGR) | 0.7 | $850k | +3% | 3.9k | 218.45 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.7 | $836k | -6% | 1.1k | 763.14 |
|
| Chemed Corp Com Stk (CHE) | 0.7 | $835k | 1.8k | 465.69 |
|
|
| Apple (AAPL) | 0.6 | $779k | 2.7k | 289.37 |
|
|
| Copart (CPRT) | 0.6 | $728k | +26% | 26k | 28.19 |
|
| Eli Lilly & Co. (LLY) | 0.6 | $709k | -9% | 590.00 | 1200.89 |
|
| Diamondback Energy (FANG) | 0.5 | $693k | -25% | 3.9k | 175.80 |
|
| American Tower Reit (AMT) | 0.5 | $684k | -7% | 4.2k | 163.56 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $584k | -5% | 1.2k | 500.39 |
|
| Tesla Motors (TSLA) | 0.4 | $555k | -6% | 1.3k | 420.60 |
|
| Motorola Solutions Com New (MSI) | 0.4 | $507k | -5% | 1.2k | 415.54 |
|
| Uber Technologies (UBER) | 0.3 | $424k | -5% | 5.9k | 72.16 |
|
| Meta Platforms Cl A (META) | 0.3 | $416k | -5% | 739.00 | 563.14 |
|
| Intuitive Surgical Com New (ISRG) | 0.3 | $396k | -5% | 996.00 | 397.68 |
|
| Netflix (NFLX) | 0.3 | $339k | -5% | 4.7k | 71.40 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $283k | 556.00 | 509.46 |
|
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 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