Lord & Richards Wealth Management, LLC Q4 2025 Filing
Filed January 15, 2026
Portfolio Value
$116.4M
Holdings
51
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (51 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYMSPDR SERIES TRUST | 193,455 | $15.5M | 13.33% | |
| 2 | ACIOETF SER SOLUTIONS | 257,039 | $11.2M | 9.64% | |
| 3 | BKAGBNY MELLON ETF TRUST | 238,966 | $10.1M | 8.70% | |
| 4 | DRSKETF SER SOLUTIONS | 283,886 | $8.1M | 6.94% | |
| 5 | VEAVANGUARD TAX-MANAGED FDS | 117,231 | $7.3M | 6.29% | |
| 6 | DMBSDOUBLELINE ETF TRUST | 105,459 | $5.2M | 4.50% | |
| 7 | ADMEETF SER SOLUTIONS | 71,215 | $3.7M | 3.14% | |
| 8 | RSPINVESCO EXCHANGE TRADED FD T | 16,280 | $3.1M | 2.68% | |
| 9 | SCHPSCHWAB STRATEGIC TR | 108,022 | $2.9M | 2.46% | |
| 10 | UPSDETF SER SOLUTIONS | 103,942 | $2.8M | 2.39% | |
| 11 | NVDANVIDIA CORPORATION | 14,562 | $2.7M | 2.33% | |
| 12 | JUCYETF SER SOLUTIONS | 119,113 | $2.6M | 2.27% | |
| 13 | PCMMBONDBLOXX ETF TRUST | 46,950 | $2.4M | 2.02% | |
| 14 | VBVANGUARD INDEX FDS | 7,535 | $1.9M | 1.67% | |
| 15 | OSCVETF SER SOLUTIONS | 51,907 | $1.9M | 1.65% | |
| 16 | MSFTMICROSOFT CORP | 3,906 | $1.9M | 1.62% | |
| 17 | FRDMEA SERIES TRUST | 34,792 | $1.8M | 1.53% | |
| 18 | DUBSETF SER SOLUTIONS | 43,199 | $1.6M | 1.39% | |
| 19 | VWOVANGUARD INTL EQUITY INDEX F | 30,018 | $1.6M | 1.38% | |
| 20 | IDUBETF SER SOLUTIONS | 66,207 | $1.6M | 1.38% | |
| 21 | GOOGLALPHABET INC | 5,010 | $1.6M | 1.35% | |
| 22 | VVISA INC | 4,098 | $1.4M | 1.23% | |
| 23 | PWRQUANTA SVCS INC | 3,197 | $1.3M | 1.16% | |
| 24 | AMZNAMAZON COM INC | 5,817 | $1.3M | 1.15% | |
| 25 | CPRTCOPART INC | 32,990 | $1.3M | 1.11% | |
| 26 | PGFINVESCO EXCHANGE TRADED FD T | 91,115 | $1.3M | 1.10% | |
| 27 | NOWSERVICENOW INC | 7,836 | $1.2M | 1.03% | |
| 28 | VGLTVANGUARD SCOTTSDALE FDS | 21,369 | $1.2M | 1.02% | |
| 29 | QQQMINVESCO EXCH TRADED FD TR II | 4,534 | $1.1M | 0.98% | |
| 30 | WMTWALMART INC | 9,107 | $1.0M | 0.87% | |
| 31 | JPMJPMORGAN CHASE CO. | 2,952 | $948K | 0.81% | |
| 32 | PGRPROGRESSIVE CORP | 3,818 | $866K | 0.74% | |
| 33 | BRBROADRIDGE FINL SOLUTIONS IN | 3,753 | $834K | 0.72% | |
| 34 | FANGDIAMONDBACK ENERGY INC | 5,527 | $829K | 0.71% | |
| 35 | APHAMPHENOL CORP NEW | 6,024 | $811K | 0.70% | |
| 36 | AMTAMERICAN TOWER CORP NEW | 4,621 | $808K | 0.69% | |
| 37 | CHECHEMED CORP NEW | 1,818 | $775K | 0.67% | |
| 38 | LLYELI LILLY & CO | 699 | $749K | 0.64% | |
| 39 | AAPLAPPLE INC | 2,679 | $725K | 0.62% | |
| 40 | TSLATESLA INC | 1,452 | $650K | 0.56% | |
| 41 | XOMEXXON MOBIL CORP | 4,980 | $596K | 0.51% | |
| 42 | ISRGINTUITIVE SURGICAL INC | 1,053 | $593K | 0.51% | |
| 43 | ACNACCENTURE PLC IRELAND | 2,194 | $586K | 0.50% | |
| 44 | LOWLOWES COS INC | 2,247 | $540K | 0.46% | |
| 45 | CRWDCROWDSTRIKE HLDGS INC | 1,149 | $537K | 0.46% | |
| 46 | LINLINDE PLC | 1,209 | $513K | 0.44% | |
| 47 | METAMETA PLATFORMS INC | 743 | $488K | 0.42% | |
| 48 | UBERUBER TECHNOLOGIES INC | 6,020 | $488K | 0.42% | |
| 49 | MSIMOTOROLA SOLUTIONS INC | 1,260 | $480K | 0.41% | |
| 50 | NFLXNETFLIX INC | 4,509 | $421K | 0.36% | |
| 51 | LMTLOCKHEED MARTIN CORP | 557 | $268K | 0.23% |