Lord & Richards Wealth Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 21, 2026, Lord & Richards Wealth Management, Llc disclosed 47 stock positions valued at approximately $127.77M as of quarter-end June 30, 2026. The largest holdings include SPDR SERIES TRUST, ETF SER SOLUTIONS, and BNY MELLON ETF TRUST.
- Report Period
- June 30, 2026
- No. of Stocks
- 47
- Portfolio Value
- $127.77M
Holdings by Sector
Lord & Richards Wealth Management, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPLG | Other | 14.43% | 209,830 | +8,222 | +4.08% | $18,439,813 |
| ETF SER SOLUTIONS | ACIO | Other | 9.68% | 268,008 | +8,472 | +3.26% | $12,365,934 |
| BNY MELLON ETF TRUST | BKAG | Other | 8.38% | 255,358 | +15,642 | +6.53% | $10,712,285 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 6.96% | 124,817 | +4,916 | +4.10% | $8,893,153 |
| ETF SER SOLUTIONS | DRSK | Other | 6.72% | 298,491 | +11,556 | +4.03% | $8,581,606 |
| DOUBLELINE ETF TRUST | DMBS | Other | 4.27% | 111,171 | +6,217 | +5.92% | $5,457,365 |
| ETF SER SOLUTIONS | ADME | Other | 3.22% | 74,000 | +2,352 | +3.28% | $4,117,807 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 2.96% | 17,775 | +851 | +5.03% | $3,781,846 |
| SCHWAB STRATEGIC TR | SCHP | Other | 2.37% | 114,213 | +6,295 | +5.83% | $3,026,636 |
| ETF SER SOLUTIONS | JUCY | Other | 2.20% | 127,839 | +7,283 | +6.04% | $2,809,921 |
| NVIDIA CORPORATION | NVDA | Technology | 2.08% | 13,307 | -1,033 | -7.20% | $2,662,704 |
| EA SERIES TRUST | FRDM | Other | 2.00% | 35,078 | +311 | +0.89% | $2,557,216 |
| VANGUARD INDEX FDS | VB | Other | 1.92% | 8,098 | +318 | +4.09% | $2,454,603 |
| ETF SER SOLUTIONS | OSCV | Other | 1.86% | 56,412 | +2,724 | +5.07% | $2,379,998 |
| MICROSOFT CORP | MSFT | Technology | 1.64% | 5,613 | +134 | +2.45% | $2,094,074 |
| ETF SER SOLUTIONS | IDUB | Other | 1.54% | 71,657 | +3,166 | +4.62% | $1,969,512 |
| ETF SER SOLUTIONS | DUBS | Other | 1.53% | 46,969 | +1,886 | +4.18% | $1,956,019 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 1.50% | 32,055 | +1,293 | +4.20% | $1,913,355 |
| QUANTA SVCS INC | PWR | Industrials | 1.27% | 2,250 | -813 | -26.54% | $1,620,290 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 1.17% | 4,927 | +171 | +3.60% | $1,492,804 |
| AMPHENOL CORP | APH | Technology | 1.17% | 8,459 | -1,023 | -10.79% | $1,491,468 |
| VISA INC | V | Financial Services | 1.06% | 3,963 | -111 | -2.72% | $1,359,796 |
| ALPHABET INC | GOOGL | Communication Services | 1.06% | 3,782 | -516 | -12.01% | $1,351,494 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.04% | 5,568 | -206 | -3.57% | $1,327,078 |
| BROADCOM INC | AVGO | Technology | 1.02% | 3,437 | +3,437 | +100.00% | $1,298,395 |
| VANGUARD SCOTTSDALE FDS | VGLT | Other | 0.98% | 22,787 | +1,383 | +6.46% | $1,257,379 |
| INVESCO EXCHANGE TRADED FD T | PGF | Other | 0.97% | 90,368 | +5,995 | +7.11% | $1,238,947 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.95% | 2,083 | -191 | -8.40% | $1,210,035 |
| SERVICENOW INC | NOW | Technology | 0.86% | 11,104 | +2,613 | +30.77% | $1,102,406 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.70% | 2,715 | -182 | -6.28% | $889,201 |
Showing 30 of 47 holdings in the latest reporting period.