Lord & Richards Wealth Management, LLC
CIK: 0002045252Latest portfolio: $116.4M · Q4 2025
Holdings
51
Total Value
$116.4M
New Positions
51
Closed Positions
0
Top Holdings
View All 51 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | SPYMSPDR SERIES TRUST | 193,455 | $15.5M | 13.33% | NEW | |
| 2 | ACIOETF SER SOLUTIONS | 257,039 | $11.2M | 9.64% | NEW | |
| 3 | BKAGBNY MELLON ETF TRUST | 238,966 | $10.1M | 8.70% | NEW | |
| 4 | DRSKETF SER SOLUTIONS | 283,886 | $8.1M | 6.94% | NEW | |
| 5 | VEAVANGUARD TAX-MANAGED FDS | 117,231 | $7.3M | 6.29% | NEW | |
| 6 | DMBSDOUBLELINE ETF TRUST | 105,459 | $5.2M | 4.50% | NEW | |
| 7 | ADMEETF SER SOLUTIONS | 71,215 | $3.7M | 3.14% | NEW | |
| 8 | RSPINVESCO EXCHANGE TRADED FD T | 16,280 | $3.1M | 2.68% | NEW | |
| 9 | SCHPSCHWAB STRATEGIC TR | 108,022 | $2.9M | 2.46% | NEW | |
| 10 | UPSDETF SER SOLUTIONS | 103,942 | $2.8M | 2.39% | NEW | |
| 11 | NVDANVIDIA CORPORATION | 14,562 | $2.7M | 2.33% | NEW | |
| 12 | JUCYETF SER SOLUTIONS | 119,113 | $2.6M | 2.27% | NEW | |
| 13 | PCMMBONDBLOXX ETF TRUST | 46,950 | $2.4M | 2.02% | NEW | |
| 14 | VBVANGUARD INDEX FDS | 7,535 | $1.9M | 1.67% | NEW | |
| 15 | OSCVETF SER SOLUTIONS | 51,907 | $1.9M | 1.65% | NEW | |
| 16 | MSFTMICROSOFT CORP | 3,906 | $1.9M | 1.62% | NEW | |
| 17 | FRDMEA SERIES TRUST | 34,792 | $1.8M | 1.53% | NEW | |
| 18 | DUBSETF SER SOLUTIONS | 43,199 | $1.6M | 1.39% | NEW | |
| 19 | VWOVANGUARD INTL EQUITY INDEX F | 30,018 | $1.6M | 1.38% | NEW | |
| 20 | IDUBETF SER SOLUTIONS | 66,207 | $1.6M | 1.38% | NEW | |
| 21 | GOOGLALPHABET INC | 5,010 | $1.6M | 1.35% | NEW | |
| 22 | VVISA INC | 4,098 | $1.4M | 1.23% | NEW | |
| 23 | PWRQUANTA SVCS INC | 3,197 | $1.3M | 1.16% | NEW | |
| 24 | AMZNAMAZON COM INC | 5,817 | $1.3M | 1.15% | NEW | |
| 25 | CPRTCOPART INC | 32,990 | $1.3M | 1.11% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($1.551611230101258e+79T)
Technology0.0% ($2.713188611968348e+23T)
Industrials0.0% ($13.5T)
Communication Services0.0% ($1.6T)
Consumer Cyclical0.0% ($1.3T)
Healthcare0.0% ($775.7B)
Unknown0.0% ($27.8B)
Energy0.0% ($829.6M)
Consumer Defensive0.0% ($1.0M)
Real Estate0.0% ($808K)
Basic Materials0.0% ($513K)
Filing History
Fund Information
Lord & Richards Wealth Management, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $116.4M across 51 holdings. The largest position is SPDR SERIES TRUST (SPYM), representing 13.3% of the portfolio. Compared to the previous quarter, the fund opened 51 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.