Lord & Richards Wealth Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$114.0M
Q ending 2026-03-31
Prior quarter
$116.4M
Q ending 2025-12-31
Change
-2.1% QoQ · +29.2% YoY
Positions
50
reported holdings
Largest positions
All 50 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Spdr Series Trust | SPYM | Shares | $15.4M | 202K |
| Etf Ser Solutions | ACIO | Shares | $10.9M | 260K |
| Bny Mellon Etf Trust | BKAG | Shares | $10.1M | 240K |
| Etf Ser Solutions | DRSK | Shares | $7.8M | 287K |
| Vanguard Tax-Managed Fds | VEA | Shares | $7.7M | 120K |
| Doubleline Etf Trust | DMBS | Shares | $5.2M | 105K |
| Etf Ser Solutions | ADME | Shares | $3.5M | 72K |
| Invesco Exchange Traded Fd T | RSP | Shares | $3.2M | 17K |
| Schwab Strategic Tr | SCHP | Shares | $2.9M | 108K |
| Etf Ser Solutions | UPSD | Shares | $2.8M | 109K |
| Etf Ser Solutions | JUCY | Shares | $2.7M | 121K |
| Nvidia Corporation | NVDA | Shares | $2.5M | 14K |
| Bondbloxx Etf Trust | PCMM | Shares | $2.3M | 46K |
| Etf Ser Solutions | OSCV | Shares | $2.1M | 54K |
| Vanguard Index Fds | VB | Shares | $2.0M | 8K |
| Microsoft Corp | MSFT | Shares | $2.0M | 5K |
| Ea Series Trust | FRDM | Shares | $1.9M | 35K |
| Etf Ser Solutions | IDUB | Shares | $1.7M | 68K |
| Quanta Svcs Inc | PWR | Shares | $1.7M | 3K |
| Vanguard Intl Equity Index F | VWO | Shares | $1.7M | 31K |
| Etf Ser Solutions | DUBS | Shares | $1.6M | 45K |
| Alphabet Inc | GOOGL | Shares | $1.2M | 4K |
| Visa Inc | V | Shares | $1.2M | 4K |
| Amazon Com Inc | AMZN | Shares | $1.2M | 6K |
| Amphenol Corp | APH | Shares | $1.2M | 9K |
| Vanguard Scottsdale Fds | VGLT | Shares | $1.2M | 21K |
| Invesco Exchange Traded Fd T | PGF | Shares | $1.2M | 84K |
| Invesco Exch Traded Fd Tr Ii | QQQM | Shares | $1.1M | 5K |
| Walmart Inc | WMT | Shares | $1.1M | 9K |
| Diamondback Energy Inc | FANG | Shares | $1.0M | 5K |
| Servicenow Inc | NOW | Shares | $888K | 8K |
| Jpmorgan Chase & Co | JPM | Shares | $852K | 3K |
| American Tower Corp | AMT | Shares | $781K | 5K |
| Progressive Corp | PGR | Shares | $746K | 4K |
| Apple Inc | AAPL | Shares | $681K | 3K |
| Copart Inc | CPRT | Shares | $678K | 20K |
| Chemed Corp New | CHE | Shares | $672K | 2K |
| Broadridge Finl Solutions In | BR | Shares | $617K | 4K |
| Eli Lilly & Co | LLY | Shares | $598K | 650 |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $595K | 1K |
| Motorola Solutions Inc | MSI | Shares | $558K | 1K |
| Tesla Inc | TSLA | Shares | $523K | 1K |
| Intuitive Surgical Inc | ISRG | Shares | $485K | 1K |
| Netflix Inc. | NFLX | Shares | $481K | 5K |
| Advanced Micro Devices Inc | AMD | Shares | $463K | 2K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $460K | 1K |
| Uber Technologies Inc | UBER | Shares | $447K | 6K |
| Meta Platforms Inc | META | Shares | $446K | 779 |
| Accenture Plc Ireland | Shares | $427K | 2K | |
| Lockheed Martin Corp | LMT | Shares | $336K | 556 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.