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CIK: 0002045252
Total reported value
$127.8M
$127.8M
51 檔
33.9%
The Q3 2025 SEC filing reveals that Lord & Richards Wealth Management, LLC held a total portfolio value of $127.8M, covering 51 public equity positions.
In Q3 2025, Lord & Richards Wealth Management, LLC displayed an active expansion posture, initiating 3 new positions and adding to 30 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ACIO | Aptus Collared Invest Opp | ETF-Other | 9.87% | +0.13% | +4.79% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 9.17% | +0.89% | +10.87% | |
| 3 | BKAG | Bny Mellon Core Bond ETF | ETF-Other | 8.87% | -0.49% | +6.83% | |
| 4 | DRSK | Aptus Defined Risk ETF | ETF-Other | 7.19% | -0.16% | +3.92% | |
| 5 | DMBS | Doubleline Mortgage ETF | ETF-Other | 4.59% | -0.28% | +4.62% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.15% | +0.22% | +9.72% | |
| 7 | ADME | Aptus Drwdwn Mgd Eqty ETF | ETF-Other | 3.22% | +0.11% | +5.06% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.98% | -0.11% | -12.30% | |
| 9 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 2.53% | -0.15% | +991.85% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.33% | -0.14% | +2.29% | |
| 11 | JUCY | Aptus Enhanced Yield ETF | ETF-Other | 2.26% | -0.14% | +5.96% | |
| 12 | PCMM | Bblx Private Credit Clo ETF | ETF-Other | 2.02% | -0.23% | — | |
| 13 | PWR | Quanta Services Inc | Stock-Industrials | 2.01% | -0.21% | +5.25% | |
| 14 | NOW | Servicenow Inc | Stock-Tech | 1.96% | +0.08% | +38.95% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.91% | -0.02% | +27.85% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.83% | -0.02% | +3.37% | |
| 17 | CPRT | Copart Inc | Stock-Industrials | 1.81% | -0.02% | +28.53% | |
| 18 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.80% | +0.11% | +10.26% | |
| 19 | UPSD | Aptus Large Cap Upside ETF | ETF-Large Cap & Growth | 1.66% | +0.09% | +12.52% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.64% | -0.05% | +6.79% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 1.56% | -0.28% | +11.06% | |
| 22 | PGR | Progressive CORP | Stock-Financials | 1.50% | +0.02% | +39.34% | |
| 23 | FANG | Diamondback Energy Inc | Stock-Energy | 1.46% | -0.38% | +12.73% | |
| 24 | CHE | Chemed CORP | Stock-Healthcare | 1.43% | +0.06% | +51.90% | |
| 25 | ROP | Roper Technologies Inc | Stock-Tech | 1.40% | — | +32.29% | |
| 26 | AMT | American Tower CORP | Stock-Real Estate | 1.39% | -0.15% | +27.48% | |
| 27 | BR | Broadridge Financial Solutio | Stock-Tech | 1.35% | -0.54% | EXIT | |
| 28 | PGF | Invesco Financial Preferred | ETF-Other | 1.16% | -0.05% | +3.94% | |
| 29 | OSCV | Opus Small Cap Value ETF | ETF-Small Cap | 1.15% | — | +13.54% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-Other | 1.12% | +0.13% | +8.57% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.06% | -0.02% | -6.26% | |
| 32 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 1.06% | -0.06% | +5.16% | |
| 33 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 0.97% | +0.33% | +8.50% | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.97% | +0.04% | +8.09% | |
| 35 | DUBS | Aptus Lrg Cap Enh Yld ETF | ETF-Other | 0.95% | +0.10% | +9.19% | |
| 36 | IDUB | Aptus Intl Enhan Yld ETF | ETF-Other | 0.92% | +0.06% | +14.84% | |
| 37 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.67% | +0.18% | +8.44% | |
| 38 | AAPL | Apple Inc | Stock-Tech | 0.62% | +0.01% | -14.82% | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.55% | -0.03% | +7.61% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.48% | +0.03% | +27.58% | |
| 41 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.46% | +0.25% | +19.56% | |
| 42 | UBER | Uber Technologies Inc | Stock-Industrials | 0.45% | -0.06% | +3.99% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.45% | -0.06% | +6.37% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.45% | — | +5.86% | |
| 45 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.43% | — | +3.84% | |
| 46 | ACN | Accenture plc | Stock-Tech | 0.42% | -0.37% | EXIT | |
| 47 | LIN | Linde plc | Stock-Materials | 0.42% | — | +13.58% | |
| 48 | MSI | Motorola Solutions Inc | Stock-Tech | 0.41% | -0.09% | +1.24% | |
| 49 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.39% | -0.12% | +31.72% | |
| 50 | NFLX | Netflix Inc | Stock-Comm Services | 0.38% | -0.16% | -27.44% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHP | Schwab U.s. Tips ETF | +2.5% | +991.85% | Add |
| 2 | DMBS | Doubleline Mortgage ETF | +2% | +4.62% | Add |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +1.8% | +10.87% | Add |
| 4 | NOW | Servicenow Inc | +1.7% | +38.95% | Add |
| 5 | ACIO | Aptus Collared Invest Opp | +1.1% | +4.79% | Add |
| 6 | UPSD | Aptus Large Cap Upside ETF | +1.1% | +12.52% | Add |
| 7 | NVDA | Nvidia CORP | +0.9% | -12.30% | Add |
| 8 | DRSK | Aptus Defined Risk ETF | +0.7% | +3.92% | Add |
| 9 | VEA | Vanguard Ftse Developed ETF | +0.7% | +9.72% | Add |
| 10 | FRDM | Freedom 100 Emeging Mrkt ETF | +0.6% | +8.50% | Add |
| 11 | PGF | Invesco Financial Preferred | +0.6% | +3.94% | Add |
| 12 | PWR | Quanta Services Inc | +0.6% | +5.25% | Add |
| 13 | ADME | Aptus Drwdwn Mgd Eqty ETF | +0.5% | +5.06% | Add |
| 14 | QQQM | Invesco Nasdaq 100 ETF | +0.4% | +8.44% | Add |
| 15 | GOOGL | Alphabet Inc-cl A | +0.4% | -6.26% | Add |
| 16 | OSCV | Opus Small Cap Value ETF | +0.3% | +13.54% | Add |
| 17 | MSFT | Microsoft CORP | +0.3% | +2.29% | Add |
| 18 | AMZN | Amazon.com Inc | +0.3% | +3.37% | Add |
| 19 | RSP | Invesco S&p 500 Equal Weight | +0.3% | +10.26% | Add |
| 20 | DUBS | Aptus Lrg Cap Enh Yld ETF | +0.3% | +9.19% | Add |
| 21 | JPM | Jpmorgan Chase & Co | +0.3% | +6.79% | Add |
| 22 | WMT | Walmart Inc | +0.3% | +11.06% | Add |
| 23 | BKAG | Bny Mellon Core Bond ETF | +0.2% | +6.83% | Add |
| 24 | IDUB | Aptus Intl Enhan Yld ETF | +0.2% | +14.84% | Add |
| 25 | V | Visa Inc-class A Shares | +0.2% | +27.85% | Add |
| 26 | VB | Vanguard Small-cap ETF | +0.2% | +8.57% | Add |
| 27 | FANG | Diamondback Energy Inc | +0.2% | +12.73% | Add |
| 28 | CPRT | Copart Inc | +0.2% | +28.53% | Add |
| 29 | PGR | Progressive CORP | +0.1% | +39.34% | Add |
| 30 | JUCY | Aptus Enhanced Yield ETF | 0% | +5.96% | Add |
| 31 | VGSH | Vanguard Short-term Treasury | — | EXIT | Sold out |
| 32 | PCMM | Bblx Private Credit Clo ETF | — | NEW | New buy |
| 33 | UNH | Unitedhealth Group Inc | — | EXIT | Sold out |
| 34 | BIL | Ss Spdr Bb 1-3m T-bill ETF | — | EXIT | Sold out |
| 35 | MBB | Ishares Mbs ETF | — | EXIT | Sold out |
| 36 | STIP | Ishares 0-5 Year Tips Bond E | — | EXIT | Sold out |
| 37 | IWY | Ishares Russell Top 200 Grow | — | EXIT | Sold out |
| 38 | JANW | Alianzim US Eq Bfr20 Jan-usd | — | EXIT | Sold out |
| 39 | QUAL | Ishares Msci USA Quality Fac | — | EXIT | Sold out |
| 40 | DECW | Alianzim US Eq Bfr20 Dec-usd | — | EXIT | Sold out |
| 41 | IWX | Ishares Russell Top 200 Valu | — | EXIT | Sold out |
| 42 | JPST | Jpmorgan Ultra-short Income | — | EXIT | Sold out |
| 43 | BSV | Vanguard Short-term Bond ETF | — | EXIT | Sold out |
| 44 | GDEC | Ft Vest US Equity Moderate B | — | EXIT | Sold out |
| 45 | OCTW | Alianzim US Eq Bfr20 Oct-usd | — | EXIT | Sold out |
| 46 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 47 | EFV | Ishares Msci Eafe Value ETF | — | EXIT | Sold out |
| 48 | SIXO | Allian US Equ 6 Mon Bu10-usd | — | EXIT | Sold out |
| 49 | NFLX | Netflix Inc | — | NEW | New buy |
| 50 | TUA | Sim St Treas Fut Strat ETF | — | 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 $127.8M across 51 disclosed positions in Q3 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, SPYM, BKAG) accounted for 33.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
PCMM
市值: $2.2M
Top Position Liquidated / Trimmed
VGSH
前期市值: $2.3M
During Q3 2025, Lord & Richards Wealth Management, LLC's top holdings by market value included ACIO (9.9%)、SPYM (9.2%)、BKAG (8.9%). The largest single position, ACIO, represented 9.9% of total portfolio value.
In Q3 2025, Lord & Richards Wealth Management, LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 30 positions, trimming 0 holdings, and fully liquidating 17 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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