Lord & Richards Wealth Management

Lord & Richards Wealth Management as of March 31, 2026

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 202k 76.54
Etf Ser Solutions Aptus Collrd Inv (ACIO) 9.6 $11M 260k 41.96
Bny Mellon Etf Trust Core Bond Etf (BKAG) 8.9 $10M 240k 42.20
Etf Ser Solutions Aptus Defined (DRSK) 6.9 $7.8M 287k 27.33
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 6.7 $7.7M 120k 64.08
Doubleline Etf Trust Mortgage Etf (DMBS) 4.5 $5.2M 105k 49.38
Etf Ser Solutions Aptus Drawdown (ADME) 3.1 $3.5M 72k 49.43
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.8 $3.2M 17k 191.93
Schwab Strategic Tr Us Tips Etf (SCHP) 2.5 $2.9M 108k 26.61
Etf Ser Solutions Aptus Lrg Cap Up (UPSD) 2.4 $2.8M 109k 25.50
Etf Ser Solutions Aptus Enhanced (JUCY) 2.3 $2.7M 121k 22.15
NVIDIA Corporation (NVDA) 2.2 $2.5M 14k 174.40
Bondbloxx Etf Trust Bondbloxx Privat (PCMM) 2.0 $2.3M 46k 49.17
Etf Ser Solutions Opus Sml Cp Vl (OSCV) 1.9 $2.1M 54k 39.44
Vanguard Index Fds Small Cp Etf (VB) 1.8 $2.0M 7.8k 261.90
Microsoft Corporation (MSFT) 1.8 $2.0M 5.5k 370.16
Ea Series Trust Freedom 100 Em (FRDM) 1.7 $1.9M 35k 54.65
Etf Ser Solutions Aptus Int Enh Yl (IDUB) 1.5 $1.7M 69k 24.67
Quanta Services (PWR) 1.5 $1.7M 3.1k 549.07
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.5 $1.7M 31k 54.05
Etf Ser Solutions Aptus Large Cap (DUBS) 1.4 $1.6M 45k 36.06
Alphabet Cap Stk Cl A (GOOGL) 1.1 $1.2M 4.3k 287.51
Visa Com Cl A (V) 1.1 $1.2M 4.1k 302.25
Amazon (AMZN) 1.1 $1.2M 5.8k 208.27
Amphenol Corp Cl A (APH) 1.1 $1.2M 9.5k 126.35
Vanguard Scottsdale Fds Long Term Treas (VGLT) 1.0 $1.2M 21k 55.35
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) 1.0 $1.2M 84k 13.76
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 1.0 $1.1M 4.8k 237.59
Wal-Mart Stores (WMT) 1.0 $1.1M 8.8k 124.28
Diamondback Energy (FANG) 0.9 $1.0M 5.3k 197.80
Servicenow (NOW) 0.8 $888k 8.5k 104.55
JPMorgan Chase & Co. (JPM) 0.7 $852k 2.9k 294.07
American Tower Reit (AMT) 0.7 $781k 4.5k 172.59
Progressive Corporation (PGR) 0.7 $746k 3.8k 198.22
Apple (AAPL) 0.6 $681k 2.7k 253.74
Copart (CPRT) 0.6 $678k 20k 33.20
Chemed Corp Com Stk (CHE) 0.6 $671k 1.8k 377.78
Broadridge Financial Solutions (BR) 0.5 $617k 3.8k 162.49
Eli Lilly & Co. (LLY) 0.5 $598k 650.00 919.43
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $595k 1.2k 479.20
Motorola Solutions Com New (MSI) 0.5 $558k 1.3k 434.30
Tesla Motors (TSLA) 0.5 $523k 1.4k 371.75
Intuitive Surgical Com New (ISRG) 0.4 $485k 1.1k 460.99
Netflix (NFLX) 0.4 $481k 5.0k 96.15
Advanced Micro Devices (AMD) 0.4 $463k 2.3k 203.43
Crowdstrike Hldgs Cl A (CRWD) 0.4 $460k 1.2k 390.41
Uber Technologies (UBER) 0.4 $447k 6.2k 71.93
Meta Platforms Cl A (META) 0.4 $446k 779.00 572.89
Accenture Plc Ireland Shs Class A (ACN) 0.4 $427k 2.2k 198.29
Lockheed Martin Corporation (LMT) 0.3 $336k 556.00 604.39