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CIK: 0002045252
Total reported value
$130.9M
$130.9M
53 檔
30.1%
As reported in its official Q2 2025 Form 13F filing, Lord & Richards Wealth Management, LLC's tracked investment portfolio stood at $130.9M with 53 total positions.
In Q2 2025, Lord & Richards Wealth Management, LLC adopted a defensive or profit-taking posture, trimming 3 positions and completely liquidating 127 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ACIO | Aptus Collared Invest Opp | ETF-Other | 10.25% | -1.60% | +17.81% | |
| 2 | BKAG | Bny Mellon Core Bond ETF | ETF-Other | 9.38% | -1.16% | +17.63% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 8.76% | -2.45% | +16.47% | |
| 4 | DRSK | Aptus Defined Risk ETF | ETF-Other | 7.87% | -1.36% | +25.38% | |
| 5 | DMBS | Doubleline Mortgage ETF | ETF-Other | 4.94% | -0.86% | +109.70% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.10% | -1.39% | +15.91% | |
| 7 | ADME | Aptus Drwdwn Mgd Eqty ETF | ETF-Other | 3.30% | -0.51% | +19.87% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 3.28% | +0.84% | +16.56% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.50% | +0.48% | +1.46% | |
| 10 | JUCY | Aptus Enhanced Yield ETF | ETF-Other | 2.43% | -0.41% | +18.98% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.02% | +0.06% | +23.00% | |
| 12 | PWR | Quanta Services Inc | Stock-Industrials | 1.99% | -0.51% | +0.22% | |
| 13 | NOW | Servicenow Inc | Stock-Tech | 1.80% | -0.42% | +445.28% | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.79% | -0.62% | +21.96% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.77% | -0.29% | +10.13% | |
| 16 | CPRT | Copart Inc | Stock-Industrials | 1.76% | -0.33% | +32.57% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.61% | +0.14% | +6.96% | |
| 18 | UPSD | Aptus Large Cap Upside ETF | ETF-Large Cap & Growth | 1.56% | -0.35% | +161.38% | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 1.52% | -0.35% | +13.49% | |
| 20 | AMT | American Tower CORP | Stock-Real Estate | 1.43% | -0.30% | +7.81% | |
| 21 | FANG | Diamondback Energy Inc | Stock-Energy | 1.42% | -0.31% | +37.88% | |
| 22 | BR | Broadridge Financial Solutio | Stock-Tech | 1.40% | — | +10.12% | |
| 23 | ROP | Roper Technologies Inc | Stock-Tech | 1.38% | — | +14.83% | |
| 24 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.36% | — | +16.93% | |
| 25 | PGR | Progressive CORP | Stock-Financials | 1.33% | -0.40% | +7.45% | |
| 26 | PGF | Invesco Financial Preferred | ETF-Other | 1.23% | -0.15% | +127.49% | |
| 27 | CHE | Chemed CORP | Stock-Healthcare | 1.17% | -0.38% | +12.65% | |
| 28 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.16% | — | -50.89% | |
| 29 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 1.13% | -0.17% | +14.24% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-Other | 1.10% | -0.47% | +17.87% | |
| 31 | OSCV | Opus Small Cap Value ETF | ETF-Small Cap | 1.09% | -0.45% | +36.89% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.94% | +0.44% | +38.22% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.93% | -0.28% | -17.35% | |
| 34 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 0.93% | -0.46% | +146.68% | |
| 35 | DUBS | Aptus Lrg Cap Enh Yld ETF | ETF-Other | 0.92% | -0.25% | +36.13% | |
| 36 | IDUB | Aptus Intl Enhan Yld ETF | ETF-Other | 0.87% | -0.29% | +26.34% | |
| 37 | NFLX | Netflix Inc | Stock-Comm Services | 0.67% | +0.02% | — | |
| 38 | AAPL | Apple Inc | Stock-Tech | 0.67% | +1.11% | +64.70% | |
| 39 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.65% | -0.23% | +149.36% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.48% | +0.33% | +22.18% | |
| 41 | UBER | Uber Technologies Inc | Stock-Industrials | 0.47% | -0.33% | EXIT | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.46% | — | +41.88% | |
| 43 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.46% | -0.44% | +9.99% | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.43% | +0.18% | — | |
| 45 | MSI | Motorola Solutions Inc | Stock-Tech | 0.42% | -0.40% | EXIT | |
| 46 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.42% | +0.02% | +19.39% | |
| 47 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.42% | — | +51.39% | |
| 48 | LIN | Linde plc | Stock-Materials | 0.42% | +0.34% | NEW | |
| 49 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.41% | -0.31% | EXIT | |
| 50 | ACN | Accenture plc | Stock-Tech | 0.40% | — | +54.26% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DMBS | Doubleline Mortgage ETF | +2.4% | +109.70% | Add |
| 2 | NOW | Servicenow Inc | +1.5% | +445.28% | Add |
| 3 | ACIO | Aptus Collared Invest Opp | +1.4% | +17.81% | Add |
| 4 | DRSK | Aptus Defined Risk ETF | +1.4% | +25.38% | Add |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +1.4% | +16.47% | Add |
| 6 | NVDA | Nvidia CORP | +1.2% | +16.56% | Add |
| 7 | UPSD | Aptus Large Cap Upside ETF | +1% | +161.38% | Add |
| 8 | BKAG | Bny Mellon Core Bond ETF | +0.7% | +17.63% | Add |
| 9 | VEA | Vanguard Ftse Developed ETF | +0.7% | +15.91% | Add |
| 10 | NFLX | Netflix Inc | +0.7% | NEW | New buy |
| 11 | PGF | Invesco Financial Preferred | +0.6% | +127.49% | Add |
| 12 | FRDM | Freedom 100 Emeging Mrkt ETF | +0.6% | +146.68% | Add |
| 13 | ADME | Aptus Drwdwn Mgd Eqty ETF | +0.6% | +19.87% | Add |
| 14 | PWR | Quanta Services Inc | +0.5% | +0.22% | Add |
| 15 | MSFT | Microsoft CORP | +0.5% | +1.46% | Add |
| 16 | AMZN | Amazon.com Inc | +0.5% | +23.00% | Add |
| 17 | LLY | Eli Lilly & Co | +0.4% | NEW | New buy |
| 18 | QQQM | Invesco Nasdaq 100 ETF | +0.4% | +149.36% | Add |
| 19 | GOOGL | Alphabet Inc-cl A | +0.3% | +38.22% | Add |
| 20 | PG | Procter & Gamble Co/the | +0.3% | NEW | New buy |
| 21 | RSP | Invesco S&p 500 Equal Weight | +0.3% | +21.96% | Add |
| 22 | OSCV | Opus Small Cap Value ETF | +0.3% | +36.89% | Add |
| 23 | SCHP | Schwab U.s. Tips ETF | +0.3% | +78250.00% | Add |
| 24 | DUBS | Aptus Lrg Cap Enh Yld ETF | +0.3% | +36.13% | Add |
| 25 | JPM | Jpmorgan Chase & Co | +0.2% | +6.96% | Add |
| 26 | WMT | Walmart Inc | +0.2% | +13.49% | Add |
| 27 | AAPL | Apple Inc | +0.2% | +64.70% | Add |
| 28 | IDUB | Aptus Intl Enhan Yld ETF | +0.2% | +26.34% | Add |
| 29 | JUCY | Aptus Enhanced Yield ETF | +0.2% | +18.98% | Add |
| 30 | VB | Vanguard Small-cap ETF | +0.2% | +17.87% | Add |
| 31 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +9.99% | Add |
| 32 | META | Meta Platforms Inc-class A | +0.1% | +22.18% | Add |
| 33 | FANG | Diamondback Energy Inc | +0.1% | +37.88% | Add |
| 34 | UBER | Uber Technologies Inc | +0.1% | +15.33% | Add |
| 35 | ISRG | Intuitive Surgical Inc | +0.1% | +37.00% | Add |
| 36 | TSLA | Tesla Inc | +0.1% | +19.39% | Add |
| 37 | ACN | Accenture plc | +0.1% | +54.26% | Add |
| 38 | LOW | Lowe's Cos Inc | +0.1% | +51.39% | Add |
| 39 | CPRT | Copart Inc | +0.1% | +32.57% | Add |
| 40 | STIP | Ishares 0-5 Year Tips Bond E | +0.1% | +16.93% | Add |
| 41 | MSI | Motorola Solutions Inc | +0.1% | +45.92% | Add |
| 42 | LIN | Linde plc | +0.1% | +33.18% | Add |
| 43 | XOM | Exxon Mobil CORP | +0.1% | +41.88% | Add |
| 44 | V | Visa Inc-class A Shares | +0.1% | +10.13% | Add |
| 45 | BR | Broadridge Financial Solutio | 0% | +10.12% | Add |
| 46 | ROP | Roper Technologies Inc | 0% | +14.83% | Add |
| 47 | VGLT | Vanguard Long-term Treasury | 0% | +14.24% | Add |
| 48 | AMT | American Tower CORP | 0% | +7.81% | Add |
| 49 | LAC | Lithium Americas CORP | — | EXIT | Sold out |
| 50 | FTHI | Fthi/first Trust Exchange-tr | — | EXIT | Sold out |
According to official SEC Form 13F filings, Lord & Richards Wealth Management, LLC reported a total U.S. public equity portfolio value of $130.9M across 53 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ACIO, BKAG, SPYM) accounted for 30.1% of total reported equity market value during Q2 2025.
Top New Position Initiated
NFLX
市值: $644.1K
Top Position Liquidated / Trimmed
UNH
前期市值: $1.5M
During Q2 2025, Lord & Richards Wealth Management, LLC's top holdings by market value included ACIO (10.3%)、BKAG (9.4%)、SPYM (8.8%). The largest single position, ACIO, represented 10.3% of total portfolio value.
In Q2 2025, Lord & Richards Wealth Management, LLC made 180 total portfolio adjustments, initiating 3 new buys, adding to 47 positions, trimming 3 holdings, and fully liquidating 127 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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