Lord & Richards Wealth Management, LLC Q2 2025 Filing
Filed August 5, 2025
Portfolio Value
$95.7B
Holdings
53
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (53 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ACIOETF SER SOLUTIONS | 236,888 | $9.8B | 10.25% | |
| 2 | BKAGBNY MELLON ETF TRUST | 212,775 | $9.0B | 9.38% | |
| 3 | SPYMSPDR SERIES TRUST | 115,334 | $8.4B | 8.76% | |
| 4 | DRSKETF SER SOLUTIONS | 261,886 | $7.5B | 7.87% | |
| 5 | DMBSDOUBLELINE ETF TRUST | 96,371 | $4.7B | 4.94% | |
| 6 | VEAVANGUARD TAX-MANAGED FDS | 68,846 | $3.9B | 4.10% | |
| 7 | ADMEETF SER SOLUTIONS | 65,468 | $3.2B | 3.30% | |
| 8 | NVDANVIDIA CORPORATION | 19,871 | $3.1B | 3.28% | |
| 9 | MSFTMICROSOFT CORP | 4,807 | $2.4B | 2.50% | |
| 10 | JUCYETF SER SOLUTIONS | 104,615 | $2.3B | 2.43% | |
| 11 | AMZNAMAZON COM INC | 8,803 | $1.9B | 2.02% | |
| 12 | PWRQUANTA SVCS INC | 5,027 | $1.9B | 1.99% | |
| 13 | NOWSERVICENOW INC | 1,674 | $1.7B | 1.80% | |
| 14 | RSPINVESCO EXCHANGE TRADED FD T | 9,397 | $1.7B | 1.79% | |
| 15 | VVISA INC | 4,782 | $1.7B | 1.77% | |
| 16 | CPRTCOPART INC | 34,245 | $1.7B | 1.76% | |
| 17 | JPMJPMORGAN CHASE & CO. | 5,315 | $1.5B | 1.61% | |
| 18 | UPSDETF SER SOLUTIONS | 60,519 | $1.5B | 1.56% | |
| 19 | WMTWALMART INC | 14,847 | $1.5B | 1.52% | |
| 20 | AMTAMERICAN TOWER CORP NEW | 6,200 | $1.4B | 1.43% | |
| 21 | FANGDIAMONDBACK ENERGY INC | 9,857 | $1.4B | 1.42% | |
| 22 | BRBROADRIDGE FINL SOLUTIONS IN | 5,504 | $1.3B | 1.40% | |
| 23 | ROPROPER TECHNOLOGIES INC | 2,323 | $1.3B | 1.38% | |
| 24 | STIPISHARES TR | 12,668 | $1.3B | 1.36% | |
| 25 | PGRPROGRESSIVE CORP | 4,759 | $1.3B | 1.33% | |
| 26 | PGFINVESCO EXCHANGE TRADED FD T | 83,216 | $1.2B | 1.23% | |
| 27 | CHECHEMED CORP NEW | 2,289 | $1.1B | 1.17% | |
| 28 | VGSHVANGUARD SCOTTSDALE FDS | 18,866 | $1.1B | 1.16% | |
| 29 | VGLTVANGUARD SCOTTSDALE FDS | 19,340 | $1.1B | 1.13% | |
| 30 | VBVANGUARD INDEX FDS | 4,432 | $1.1B | 1.10% | |
| 31 | OSCVETF SER SOLUTIONS | 28,876 | $1.0B | 1.09% | |
| 32 | GOOGLALPHABET INC | 5,099 | $898.6M | 0.94% | |
| 33 | VWOVANGUARD INTL EQUITY INDEX F | 18,001 | $890.3M | 0.93% | |
| 34 | FRDMEA SERIES TRUST | 21,950 | $886.8M | 0.93% | |
| 35 | DUBSETF SER SOLUTIONS | 26,075 | $881.3M | 0.92% | |
| 36 | IDUBETF SER SOLUTIONS | 37,233 | $828.8M | 0.87% | |
| 37 | NFLXNETFLIX INC | 481 | $644.1M | 0.67% | |
| 38 | AAPLAPPLE INC | 3,103 | $636.6M | 0.67% | |
| 39 | QQQMINVESCO EXCH TRADED FD TR II | 2,738 | $621.8M | 0.65% | |
| 40 | METAMETA PLATFORMS INC | 628 | $463.5M | 0.48% | |
| 41 | UBERUBER TECHNOLOGIES INC | 4,837 | $451.3M | 0.47% | |
| 42 | XOMEXXON MOBIL CORP | 4,096 | $441.6M | 0.46% | |
| 43 | CRWDCROWDSTRIKE HLDGS INC | 859 | $437.5M | 0.46% | |
| 44 | LLYELI LILLY & CO | 533 | $415.5M | 0.43% | |
| 45 | MSIMOTOROLA SOLUTIONS INC | 966 | $406.2M | 0.42% | |
| 46 | TSLATESLA INC | 1,262 | $400.9M | 0.42% | |
| 47 | LOWLOWES COS INC | 1,797 | $398.7M | 0.42% | |
| 48 | LINLINDE PLC | 847 | $397.4M | 0.42% | |
| 49 | ISRGINTUITIVE SURGICAL INC | 722 | $392.3M | 0.41% | |
| 50 | ACNACCENTURE PLC IRELAND | 1,285 | $384.1M | 0.40% | |
| 51 | PGPROCTER AND GAMBLE CO | 1,758 | $280.1M | 0.29% | |
| 52 | SCHPSCHWAB STRATEGIC TR | 9,402 | $250.8M | 0.26% | |
| 53 | BILSPDR SERIES TRUST | 2,557 | $234.6M | 0.25% |