Institutional
Lord & Richards Wealth Management, LLC
CIK 0002045252
$127.8M
Reported AUM
49
Positions
Q2 2026
Period
2026-07-21
Filed
Editorial summary
Summary for Lord & Richards Wealth Management, LLC · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $87.68 | 0.42% | 20.71% | 76.35% | $18.4M | 14.43% | — | HELD |
| 2 | ACIO | ETF SER SOLUTIONS | $45.76 | 0.26% | 11.40% | 52.80% | $12.4M | 9.68% | — | HELD |
| 3 | BKAG | BNY MELLON ETF TRUST | $41.24 | -0.35% | 1.75% | -2.08% | $10.7M | 8.38% | — | HELD |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $70.71 | -0.53% | 30.57% | 58.27% | $8.9M | 6.96% | — | HELD |
| 5 | DRSK | ETF SER SOLUTIONS | $28.36 | 0.07% | 2.78% | 13.17% | $8.6M | 6.72% | — | HELD |
| 6 | DMBS | DOUBLELINE ETF TRUST | $48.20 | -0.49% | 3.54% | 13.04% | $5.5M | 4.27% | — | HELD |
| 7 | ADME | ETF SER SOLUTIONS | $54.92 | 0.17% | 14.42% | 36.65% | $4.1M | 3.22% | — | HELD |
| 8 | RSP | INVESCO EXCHANGE TRADED FD T | $215.07 | -0.14% | 19.76% | 48.72% | $3.8M | 2.96% | — | HELD |
| 9 | UPSD | ETF SER SOLUTIONS | $28.85 | -0.21% | 18.90% | 22.02% | $3.2M | 2.52% | — | HELD |
| 10 | SCHP | SCHWAB STRATEGIC TR | $26.03 | -0.33% | 2.01% | 1.72% | $3.0M | 2.37% | — | HELD |
| 11 | JUCY | ETF SER SOLUTIONS | $21.92 | 0.02% | 7.05% | 17.65% | $2.8M | 2.20% | — | HELD |
| 12 | NVDA | NVIDIA CORPORATION | $198.08 | 1.56% | 12.42% | 774.16% | $2.7M | 2.08% | — | HELD |
| 13 | FRDM | EA SERIES TRUST | $65.25 | 0.87% | 65.47% | 114.18% | $2.6M | 2.00% | — | HELD |
| 14 | VB | VANGUARD INDEX FDS | $295.29 | -0.17% | 26.19% | 40.81% | $2.5M | 1.92% | — | HELD |
| 15 | OSCV | ETF SER SOLUTIONS | $42.46 | -0.09% | 19.36% | 36.40% | $2.4M | 1.86% | — | HELD |
| 16 | PCMM | BONDBLOXX ETF TRUST | $49.90 | 0.18% | 4.52% | 8.31% | $2.3M | 1.77% | — | HELD |
| 17 | MSFT | MICROSOFT CORP | $463.94 | 2.85% | -13.24% | 55.41% | $2.1M | 1.64% | — | HELD |
| 18 | IDUB | ETF SER SOLUTIONS | $27.28 | -0.18% | 29.91% | 32.92% | $2.0M | 1.54% | — | HELD |
| 19 | DUBS | ETF SER SOLUTIONS | $41.44 | -0.07% | 24.92% | 69.23% | $2.0M | 1.53% | — | HELD |
| 20 | VWO | VANGUARD INTL EQUITY INDEX F | $58.74 | 0.94% | 20.53% | 30.20% | $1.9M | 1.50% | — | HELD |
| 21 | QURE | QUANTA SVCS INC | $43.39 | 2.84% | 217.63% | 50.00% | $1.6M | 1.27% | — | HELD |
| 22 | QQQM | INVESCO EXCH TRADED FD TR II | $282.98 | 0.58% | 24.01% | 85.99% | $1.5M | 1.17% | — | HELD |
| 23 | APH | AMPHENOL CORP | $161.42 | 1.00% | 54.26% | 336.39% | $1.5M | 1.17% | — | HELD |
| 24 | V | VISA INC | $365.17 | -0.30% | 8.37% | 65.12% | $1.4M | 1.06% | — | HELD |
| 25 | GOOGL | ALPHABET INC | $354.58 | 6.27% | 85.11% | 143.37% | $1.4M | 1.06% | — | HELD |
| 26 | AMZN | AMAZON COM INC | $270.97 | 15.06% | 9.66% | 35.70% | $1.3M | 1.04% | — | HELD |
| 27 | AVGO | BROADCOM INC | $388.14 | 0.08% | 34.78% | 753.17% | $1.3M | 1.02% | — | HELD |
| 28 | VGLT | VANGUARD SCOTTSDALE FDS | $52.67 | -0.81% | -1.10% | -30.11% | $1.3M | 0.98% | — | HELD |
| 29 | PGF | INVESCO EXCHANGE TRADED FD T | $13.60 | 0.18% | 1.32% | -4.78% | $1.2M | 0.97% | — | HELD |
| 30 | AMD | ADVANCED MICRO DEVICES INC | $491.92 | 1.34% | 186.40% | 344.13% | $1.2M | 0.95% | — | HELD |
| 31 | NOW | SERVICENOW INC | $111.17 | 1.00% | — | — | $1.1M | 0.86% | — | HELD |
| 32 | JPM | JPMORGAN CHASE & CO | $353.69 | 0.81% | — | — | $889K | 0.70% | — | HELD |
| 33 | WMT | WALMART INC | $111.48 | 0.34% | — | — | $858K | 0.67% | — | HELD |
| 34 | PGR | PROGRESSIVE CORP | $213.04 | -0.11% | — | — | $850K | 0.67% | — | HELD |
| 35 | CRWD | CROWDSTRIKE HLDGS INC | $188.23 | 1.63% | — | — | $836K | 0.65% | — | HELD |
| 36 | CHE | CHEMED CORP NEW | $533.93 | -0.16% | — | — | $835K | 0.65% | — | HELD |
| 37 | AAPL | APPLE INC | $300.58 | -9.85% | — | — | $779K | 0.61% | — | HELD |
| 38 | CPRT | COPART INC | $29.08 | -1.64% | — | — | $728K | 0.57% | — | HELD |
| 39 | LLY | ELI LILLY & CO | $1143.39 | -1.00% | — | — | $708K | 0.55% | — | HELD |
| 40 | FANG | DIAMONDBACK ENERGY INC | $200.97 | 0.60% | — | — | $693K | 0.54% | — | HELD |
| 41 | AMT | AMERICAN TOWER CORP | $171.37 | -1.77% | — | — | $684K | 0.54% | — | HELD |
| 42 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $584K | 0.46% | — | HELD |
| 43 | TSLA | TESLA INC | $309.49 | 0.21% | — | — | $555K | 0.43% | — | HELD |
| 44 | MSI | MOTOROLA SOLUTIONS INC | $434.20 | 0.78% | — | — | $506K | 0.40% | — | HELD |
| 45 | UBER | UBER TECHNOLOGIES INC | $69.96 | -0.58% | — | — | $424K | 0.33% | — | HELD |
| 46 | META | META PLATFORMS INC | $549.42 | 1.93% | — | — | $416K | 0.33% | — | HELD |
| 47 | ISRG | INTUITIVE SURGICAL INC | $352.62 | -0.10% | — | — | $396K | 0.31% | — | HELD |
| 48 | NFLX | NETFLIX INC. | $71.62 | -2.12% | — | — | $339K | 0.27% | — | HELD |
| 49 | LMT | LOCKHEED MARTIN CORP | $580.38 | 1.09% | — | — | $283K | 0.22% | — | HELD |
Source: SEC EDGAR · accession 0002045252-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.