Lord & Richards Wealth Management, Llc Portfolio Stock Holdings
Lord & Richards Wealth Management, Llc disclosed 49 stock positions valued at approximately $127.8 million in its latest SEC 13F filing. The largest holdings include SPDR SERIES TRUST, ETF SER SOLUTIONS, and BNY MELLON ETF TRUST. The filing reflects positions held as of June 30, 2026 and was filed on July 21, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 49
- Portfolio Value
- $127.8M
Holdings by Sector
Lord & Richards Wealth Management, Llc Portfolio Holdings in Q2 2026
47 holdings in the latest reporting period.
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| 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 |
| WALMART INC | WMT | Consumer Defensive | 0.67% | 7,579 | -1,178 | -13.45% | $858,409 |
| PROGRESSIVE CORP | PGR | Financial Services | 0.67% | 3,891 | +129 | +3.43% | $849,925 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.65% | 1,096 | -81 | -6.88% | $836,402 |
| CHEMED CORP NEW | CHE | Healthcare | 0.65% | 1,793 | +16 | +0.90% | $834,990 |
| APPLE INC | AAPL | Technology | 0.61% | 2,692 | +9 | +0.34% | $778,917 |
| COPART INC | CPRT | Industrials | 0.57% | 25,812 | +5,392 | +26.41% | $727,640 |
| ELI LILLY & CO | LLY | Healthcare | 0.55% | 590 | -60 | -9.23% | $708,034 |
| DIAMONDBACK ENERGY INC | FANG | Energy | 0.54% | 3,941 | -1,362 | -25.68% | $692,696 |
| AMERICAN TOWER CORP | AMT | Real Estate | 0.54% | 4,182 | -345 | -7.62% | $683,943 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.46% | 1,167 | -74 | -5.96% | $583,955 |
| TESLA INC | TSLA | Consumer Cyclical | 0.43% | 1,319 | -89 | -6.32% | $554,771 |
| MOTOROLA SOLUTIONS INC | MSI | Technology | 0.40% | 1,219 | -66 | -5.14% | $506,316 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.33% | 5,879 | -337 | -5.42% | $424,229 |
| META PLATFORMS INC | META | Communication Services | 0.33% | 739 | -40 | -5.13% | $416,043 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.31% | 996 | -57 | -5.41% | $396,090 |
| NETFLIX INC. | NFLX | Communication Services | 0.27% | 4,743 | -256 | -5.12% | $338,650 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.22% | 556 | - | - | $283,260 |