Lord & Richards Wealth Management

Lord & Richards Wealth Management as of June 30, 2026

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 210k 87.88
Etf Ser Solutions Aptus Collrd Inv (ACIO) 9.7 $12M 268k 46.14
Bny Mellon Etf Trust Core Bond Etf (BKAG) 8.4 $11M 255k 41.95
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.0 $8.9M 125k 71.25
Etf Ser Solutions Aptus Defined (DRSK) 6.7 $8.6M 299k 28.75
Doubleline Etf Trust Mortgage Etf (DMBS) 4.3 $5.5M 111k 49.09
Etf Ser Solutions Aptus Drawdown (ADME) 3.2 $4.1M 74k 55.65
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 3.0 $3.8M 18k 212.77
Etf Ser Solutions Aptus Lrg Cap Up (UPSD) 2.5 $3.2M 114k 28.20
Schwab Strategic Tr Us Tips Etf (SCHP) 2.4 $3.0M 114k 26.50
Etf Ser Solutions Aptus Enhanced (JUCY) 2.2 $2.8M 128k 21.98
NVIDIA Corporation (NVDA) 2.1 $2.7M 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 8.1k 303.14
Etf Ser Solutions Opus Sml Cp Vl (OSCV) 1.9 $2.4M 56k 42.19
Bondbloxx Etf Trust Priva Cr Clo Etf (PCMM) 1.8 $2.3M 45k 49.87
Microsoft Corporation (MSFT) 1.6 $2.1M 5.6k 373.04
Etf Ser Solutions Aptus Int Enh Yl (IDUB) 1.5 $2.0M 72k 27.49
Etf Ser Solutions Aptus Large Cap (DUBS) 1.5 $2.0M 47k 41.65
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.5 $1.9M 32k 59.69
Quanta Services (PWR) 1.3 $1.6M 2.3k 719.96
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 1.2 $1.5M 4.9k 302.95
Amphenol Corp Cl A (APH) 1.2 $1.5M 8.5k 176.31
Visa Com Cl A (V) 1.1 $1.4M 4.0k 343.08
Alphabet Cap Stk Cl A (GOOGL) 1.1 $1.4M 3.8k 357.40
Amazon (AMZN) 1.0 $1.3M 5.6k 238.34
Broadcom (AVGO) 1.0 $1.3M 3.4k 377.75
Vanguard Scottsdale Fds Long Term Treas (VGLT) 1.0 $1.3M 23k 55.18
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) 1.0 $1.2M 90k 13.71
Advanced Micro Devices (AMD) 0.9 $1.2M 2.1k 580.91
Servicenow (NOW) 0.9 $1.1M 11k 99.28
JPMorgan Chase & Co. (JPM) 0.7 $889k 2.7k 327.39
Wal-Mart Stores (WMT) 0.7 $858k 7.6k 113.25
Progressive Corporation (PGR) 0.7 $850k 3.9k 218.45
Crowdstrike Hldgs Cl A (CRWD) 0.7 $836k 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 26k 28.19
Eli Lilly & Co. (LLY) 0.6 $709k 590.00 1200.89
Diamondback Energy (FANG) 0.5 $693k 3.9k 175.80
American Tower Reit (AMT) 0.5 $684k 4.2k 163.56
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $584k 1.2k 500.39
Tesla Motors (TSLA) 0.4 $555k 1.3k 420.60
Motorola Solutions Com New (MSI) 0.4 $507k 1.2k 415.54
Uber Technologies (UBER) 0.3 $424k 5.9k 72.16
Meta Platforms Cl A (META) 0.3 $416k 739.00 563.14
Intuitive Surgical Com New (ISRG) 0.3 $396k 996.00 397.68
Netflix (NFLX) 0.3 $339k 4.7k 71.40
Lockheed Martin Corporation (LMT) 0.2 $283k 556.00 509.46