Q2 2026 13F · SEC CIK 2045252

Lord & Richards Wealth Management, LLC

Wealth managerFiled 2026-07-21 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $127.8M
Reported positions: 49
Holdings vs S&P 500, 3 yrs: —
Assets under management: $128.8M

Lord & Richards Wealth Management, LLC is a wealth manager that reported 49 positions worth $127.8M in its Q2 2026 13F, filed 2026-07-21. Its largest holdings were Spdr Series Trust (SPLG, 14.4%), Aptus Collared Investment Opp ETF (ACIO, 9.7%), Bny Mellon ETF Trust (BKAG, 8.4%).

Lord & Richards Wealth Management, LLC holdings all 49 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Lord & Richards Wealth Management, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPLGSpdr Series Trust	14.4%	13.5%	209,830	+4.1%	$18.4M
ACIOAptus Collared Investment Opp ETF	9.7%	9.6%	268,008	+3.3%	$12.4M
BKAGBny Mellon ETF Trust	8.4%	8.9%	255,358	+6.5%	$10.7M
VEAVanguard Tax-Managed Fds	7.0%	6.7%	124,817	+4.1%	$8.9M
DRSKETF Ser Solutions	6.7%	6.9%	298,491	+4.0%	$8.6M
DMBSDoubleline ETF Trust	4.3%	4.5%	111,171	+5.9%	$5.5M
BEMOETF Ser Solutions	3.2%	3.1%	74,000	+3.3%	$4.1M
RSPInvesco S&p 500 Equal Weight ETF	3.0%	2.9%	17,775	+5.0%	$3.8M
UPSDETF Ser Solutions	2.5%	2.4%	114,363	+5.3%	$3.2M
SCHPSchwab Strategic Tr	2.4%	2.5%	114,213	+5.8%	$3.0M
JUCYETF Ser Solutions	2.2%	2.3%	127,839	+6.0%	$2.8M
NVDANvidia Corporation Com	2.1%	2.2%	13,307	-7.2%	$2.7M
FRDMEa Series Trust	2.0%	1.7%	35,078	+0.9%	$2.6M
VBVanguard Indx Fd	1.9%	1.8%	8,098	+4.1%	$2.5M
OSCVETF Ser Solutions	1.9%	1.9%	56,412	+5.1%	$2.4M
PCMMBondbloxx ETF Trust	1.8%	2.0%	45,298	-2.5%	$2.3M
MSFTMicrosoft Corp	1.6%	1.8%	5,613	+2.4%	$2.1M
IDUBETF Ser Solutions	1.5%	1.5%	71,657	+4.6%	$2.0M
DUBSETF Ser Solutions	1.5%	1.4%	46,969	+4.2%	$2.0M
VWOVanguard Intl Equity Index F	1.5%	1.5%	32,055	+4.2%	$1.9M
PWRQuanta Svcs Inc Com	1.3%	1.5%	2,250	-26.5%	$1.6M
QQQMInvesco Nasdaq 100 ETF	1.2%	1.0%	4,927	+3.6%	$1.5M
APHAmphenol Corp	1.2%	1.1%	8,459	-10.8%	$1.5M
VVisa Inc Com Cl A	1.1%	1.1%	3,963	-2.7%	$1.4M
GOOGLAlphabet Inc	1.1%	1.1%	3,782	-12.0%	$1.4M
AMZNAmazon Com Inc Com	1.0%	1.1%	5,568	-3.6%	$1.3M
AVGOBroadcom Inc	1.0%	New	3,437	—	$1.3M
VGLTVanguard Long-Term Treasury ETF Total	1.0%	1.0%	22,787	+6.5%	$1.3M
PGFInvesco Exchange Traded Fd T	1.0%	1.0%	90,368	+7.1%	$1.2M
AMDAdvanced Micro Devices Inc	0.9%	0.4%	2,083	-8.4%	$1.2M
NOWServicenow Inc Com	0.9%	0.8%	11,104	+30.8%	$1.1M
JPMJpmorgan Chase & Co	0.7%	0.7%	2,715	-6.3%	$889K
WMTWalmart Inc	0.7%	1.0%	7,579	-13.5%	$858K
PGRProgressive Corp.	0.7%	0.7%	3,891	+3.4%	$850K
CRWDCrowdstrike Hldgs Inc Class A	0.7%	0.4%	1,096	-6.9%	$836K
CHEChemed Corp New	0.7%	0.6%	1,793	+0.9%	$835K
AAPLApple Inc	0.6%	0.6%	2,692	+0.3%	$779K
CPRTCopart Inc	0.6%	0.6%	25,812	+26.4%	$728K
LLYLilly Eli & Co	0.6%	0.5%	590	-9.2%	$708K
FANGDiamondback Energy Inc	0.5%	0.9%	3,941	-25.7%	$693K
AMTAmerican Tower Corp	0.5%	0.7%	4,182	-7.6%	$684K
BRK-BBerkshire Hathaway Inc Del	0.5%	0.5%	1,167	-6.0%	$584K
TSLATesla Inc Com	0.4%	0.5%	1,319	-6.3%	$555K
MSIMotorola Solutions Inc	0.4%	0.5%	1,219	-5.1%	$506K
UBERUber Technologies Inc	0.3%	0.4%	5,879	-5.4%	$424K
METAMeta Platforms Inc Class A	0.3%	0.4%	739	-5.1%	$416K
ISRGIntuitive Surgical Inc	0.3%	0.4%	996	-5.4%	$396K
NFLXNetflix Inc Total	0.3%	0.4%	4,743	-5.1%	$339K
LMTLockheed Martin Corp Com	0.2%	0.3%	556	+0.0%	$283K

What Lord & Richards Wealth Management, LLC bought and sold in Q2 2026, against Q1 2026.

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +5.5% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$127.8M	49
Q1 2026	$114.0M	50
Q4 2025	$116.4M	51
Q3 2025	$109.2M	51
Q2 2025	$95.7M	53
Q1 2025	$88.2M	177
Q4 2024	$47.4M	65

Questions about Lord & Richards Wealth Management, LLC's portfolio

What stocks does Lord & Richards Wealth Management, LLC own?

Lord & Richards Wealth Management, LLC's latest 13F, for Q2 2026 and filed Jul 21, 2026, lists 49 positions worth $127.8M. The largest are Spdr Series Trust (SPLG) at 14.4%, Aptus Collared Investment Opp ETF (ACIO) at 9.7%, Bny Mellon ETF Trust (BKAG) at 8.4%, Vanguard Tax-Managed Fds (VEA) at 7.0% and ETF Ser Solutions (DRSK) at 6.7%.

What did Lord & Richards Wealth Management, LLC buy last quarter?

In Q2 2026, Lord & Richards Wealth Management, LLC added a new position in Broadcom Inc (AVGO), Servicenow Inc Com (NOW) (+30.8% shares), Copart Inc (CPRT) (+26.4% shares) and Invesco Exchange Traded Fd T (PGF) (+7.1% shares), compared with its Q1 2026 filing.

What did Lord & Richards Wealth Management, LLC sell last quarter?

In Q2 2026, Lord & Richards Wealth Management, LLC sold all of Broadridge Financial Solutions (BR), sold all of Accenture PLC Ireland Shs Class A (ACN), Quanta Svcs Inc Com (PWR) (-26.5% shares), Diamondback Energy Inc (FANG) (-25.7% shares) and Walmart Inc (WMT) (-13.5% shares), compared with its Q1 2026 filing.

When is Lord & Richards Wealth Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Lord & Richards Wealth Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Lord & Richards Wealth Management, LLC manage?

Lord & Richards Wealth Management, LLC reported $128.8M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $127.8M.