Lord & Richards Wealth Management, Llc Portfolio Stock Holdings
Lord & Richards Wealth Management, Llc disclosed 50 stock positions valued at approximately $114.0 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 March 31, 2026 and was filed on April 20, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 50
- Portfolio Value
- $114.0M
Holdings by Sector
Lord & Richards Wealth Management, Llc Portfolio Holdings in Q1 2026
48 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPLG | Other | 13.54% | 201,608 | +8,153 | +4.21% | $15,431,090 |
| ETF SER SOLUTIONS | ACIO | Other | 9.55% | 259,536 | +2,497 | +0.97% | $10,890,122 |
| BNY MELLON ETF TRUST | BKAG | Other | 8.87% | 239,716 | +750 | +0.31% | $10,116,028 |
| ETF SER SOLUTIONS | DRSK | Other | 6.88% | 286,935 | +3,049 | +1.07% | $7,841,917 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 6.74% | 119,901 | +2,670 | +2.28% | $7,683,340 |
| DOUBLELINE ETF TRUST | DMBS | Other | 4.55% | 104,954 | -505 | -0.48% | $5,182,573 |
| ETF SER SOLUTIONS | ADME | Other | 3.11% | 71,648 | +433 | +0.61% | $3,541,545 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 2.85% | 16,924 | +644 | +3.96% | $3,248,123 |
| SCHWAB STRATEGIC TR | SCHP | Other | 2.52% | 107,918 | -104 | -0.10% | $2,871,718 |
| ETF SER SOLUTIONS | JUCY | Other | 2.34% | 120,556 | +1,443 | +1.21% | $2,670,338 |
| NVIDIA CORPORATION | NVDA | Technology | 2.19% | 14,340 | -222 | -1.52% | $2,501,016 |
| ETF SER SOLUTIONS | OSCV | Other | 1.86% | 53,688 | +1,781 | +3.43% | $2,117,497 |
| VANGUARD INDEX FDS | VB | Other | 1.79% | 7,780 | +245 | +3.25% | $2,037,647 |
| MICROSOFT CORP | MSFT | Technology | 1.78% | 5,479 | +1,573 | +40.27% | $2,028,402 |
| EA SERIES TRUST | FRDM | Other | 1.67% | 34,767 | -25 | -0.07% | $1,899,984 |
| ETF SER SOLUTIONS | IDUB | Other | 1.48% | 68,491 | +2,284 | +3.45% | $1,689,655 |
| QUANTA SVCS INC | PWR | Industrials | 1.48% | 3,063 | -134 | -4.19% | $1,682,112 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 1.46% | 30,762 | +744 | +2.48% | $1,662,663 |
| ETF SER SOLUTIONS | DUBS | Other | 1.43% | 45,083 | +1,884 | +4.36% | $1,625,702 |
| ALPHABET INC | GOOGL | Communication Services | 1.08% | 4,298 | -712 | -14.21% | $1,235,716 |
| VISA INC | V | Financial Services | 1.08% | 4,074 | -24 | -0.59% | $1,231,491 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.05% | 5,774 | -43 | -0.74% | $1,202,550 |
| AMPHENOL CORP | APH | Technology | 1.05% | 9,482 | +3,458 | +57.40% | $1,198,051 |
| VANGUARD SCOTTSDALE FDS | VGLT | Other | 1.04% | 21,404 | +35 | +0.16% | $1,184,767 |
| INVESCO EXCHANGE TRADED FD T | PGF | Other | 1.02% | 84,373 | -6,742 | -7.40% | $1,160,982 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 0.99% | 4,756 | +222 | +4.90% | $1,130,344 |
| WALMART INC | WMT | Consumer Defensive | 0.95% | 8,757 | -350 | -3.84% | $1,088,428 |
| DIAMONDBACK ENERGY INC | FANG | Energy | 0.92% | 5,303 | -224 | -4.05% | $1,048,632 |
| SERVICENOW INC | NOW | Technology | 0.78% | 8,491 | +655 | +8.36% | $887,734 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.75% | 2,897 | -55 | -1.86% | $852,076 |
| AMERICAN TOWER CORP | AMT | Real Estate | 0.69% | 4,527 | -94 | -2.03% | $781,490 |
| PROGRESSIVE CORP | PGR | Financial Services | 0.65% | 3,762 | -56 | -1.47% | $745,793 |
| APPLE INC | AAPL | Technology | 0.60% | 2,683 | +4 | +0.15% | $680,924 |
| COPART INC | CPRT | Industrials | 0.59% | 20,420 | -12,570 | -38.10% | $677,943 |
| CHEMED CORP NEW | CHE | Healthcare | 0.59% | 1,777 | -41 | -2.26% | $671,513 |
| BROADRIDGE FINL SOLUTIONS IN | BR | Technology | 0.54% | 3,798 | +45 | +1.20% | $617,174 |
| ELI LILLY & CO | LLY | Healthcare | 0.52% | 650 | -49 | -7.01% | $597,598 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.52% | 1,241 | +1,241 | +100.00% | $594,688 |
| MOTOROLA SOLUTIONS INC | MSI | Technology | 0.49% | 1,285 | +25 | +1.98% | $558,026 |
| TESLA INC | TSLA | Consumer Cyclical | 0.46% | 1,408 | -44 | -3.03% | $523,425 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.43% | 1,053 | - | - | $485,422 |
| NETFLIX INC. | NFLX | Communication Services | 0.42% | 4,999 | +490 | +10.87% | $480,654 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.41% | 2,274 | +2,274 | +100.00% | $462,600 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.40% | 1,177 | +28 | +2.44% | $459,512 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.39% | 6,216 | +196 | +3.26% | $447,116 |
| META PLATFORMS INC | META | Communication Services | 0.39% | 779 | +36 | +4.85% | $446,320 |
| ACCENTURE PLC IRELAND | ACN | Technology | 0.37% | 2,154 | -40 | -1.82% | $427,117 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.29% | 556 | -1 | -0.18% | $336,041 |