Lord & Richards Wealth Management

Lord & Richards Wealth Management as of Dec. 31, 2025

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 194k 80.22
Etf Ser Solutions Aptus Collrd Inv (ACIO) 9.6 $11M 257k 43.70
Bny Mellon Etf Trust Core Bond Etf (BKAG) 8.7 $10M 239k 42.38
Etf Ser Solutions Aptus Defined (DRSK) 6.9 $8.1M 284k 28.47
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 6.3 $7.3M 117k 62.47
Doubleline Etf Trust Mortgage Etf (DMBS) 4.5 $5.2M 106k 49.65
Etf Ser Solutions Aptus Drawdown (ADME) 3.1 $3.7M 71k 51.31
Invesco Exchange Traded Fd T Sp500 Eql Wgt (RSP) 2.7 $3.1M 16k 191.56
Schwab Strategic Tr Us Tips Etf (SCHP) 2.5 $2.9M 108k 26.49
Etf Ser Solutions Aptus Lrg Cap Up (UPSD) 2.4 $2.8M 104k 26.78
NVIDIA Corporation (NVDA) 2.3 $2.7M 15k 186.50
Etf Ser Solutions Aptus Enhanced (JUCY) 2.3 $2.6M 119k 22.20
Bondbloxx Etf Trust Bondbloxx Privat (PCMM) 2.0 $2.4M 47k 50.12
Vanguard Index Fds Small Cp Etf (VB) 1.7 $1.9M 7.5k 257.94
Etf Ser Solutions Opus Sml Cp Vl (OSCV) 1.7 $1.9M 52k 37.03
Microsoft Corporation (MSFT) 1.6 $1.9M 3.9k 483.56
Ea Series Trust Freedom 100 Em (FRDM) 1.5 $1.8M 35k 51.27
Etf Ser Solutions Aptus Large Cap (DUBS) 1.4 $1.6M 43k 37.67
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.4 $1.6M 30k 53.76
Etf Ser Solutions Aptus Int Enh Yl (IDUB) 1.4 $1.6M 66k 24.33
Alphabet Cap Stk Cl A (GOOGL) 1.3 $1.6M 5.0k 313.05
Visa Com Cl A (V) 1.2 $1.4M 4.1k 350.63
Quanta Services (PWR) 1.2 $1.3M 3.2k 422.00
Amazon (AMZN) 1.2 $1.3M 5.8k 230.82
Copart (CPRT) 1.1 $1.3M 33k 39.15
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) 1.1 $1.3M 91k 14.14
Servicenow (NOW) 1.0 $1.2M 7.8k 153.19
Vanguard Scottsdale Fds Long Term Treas (VGLT) 1.0 $1.2M 21k 55.80
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 1.0 $1.1M 4.5k 252.93
Wal-Mart Stores (WMT) 0.9 $1.0M 9.1k 111.41
JPMorgan Chase & Co. (JPM) 0.8 $951k 3.0k 322.16
Progressive Corporation (PGR) 0.7 $869k 3.8k 227.70
Broadridge Financial Solutions (BR) 0.7 $837k 3.8k 223.13
Diamondback Energy (FANG) 0.7 $831k 5.5k 150.33
Amphenol Corp Cl A (APH) 0.7 $814k 6.0k 135.14
American Tower Reit (AMT) 0.7 $811k 4.6k 175.59
Chemed Corp Com Stk (CHE) 0.7 $778k 1.8k 427.69
Eli Lilly & Co. (LLY) 0.6 $752k 699.00 1076.06
Apple (AAPL) 0.6 $728k 2.7k 271.84
Tesla Motors (TSLA) 0.6 $653k 1.5k 449.72
Exxon Mobil Corporation (XOM) 0.5 $599k 5.0k 120.32
Intuitive Surgical Com New (ISRG) 0.5 $596k 1.1k 566.36
Accenture Plc Ireland Shs Class A (ACN) 0.5 $589k 2.2k 268.30
Lowe's Companies (LOW) 0.5 $542k 2.2k 241.25
Crowdstrike Hldgs Cl A (CRWD) 0.5 $539k 1.1k 468.76
Linde SHS (LIN) 0.4 $515k 1.2k 426.09
Uber Technologies (UBER) 0.4 $492k 6.0k 81.71
Meta Platforms Cl A (META) 0.4 $491k 743.00 660.48
Motorola Solutions Com New (MSI) 0.4 $483k 1.3k 383.34
Netflix (NFLX) 0.4 $423k 4.5k 93.76
Lockheed Martin Corporation (LMT) 0.2 $270k 557.00 484.00