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CIK: 0002045252
Total reported value
$130.9M
$130.9M
51 檔
39.9%
As reported in its official Q4 2025 Form 13F filing, Lord & Richards Wealth Management, LLC's tracked investment portfolio stood at $130.9M with 51 total positions.
In Q4 2025, Lord & Richards Wealth Management, LLC displayed an active expansion posture, initiating 2 new positions and adding to 36 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 13.33% | -2.45% | +51.30% | |
| 2 | ACIO | Aptus Collared Invest Opp | ETF-Other | 9.65% | -1.60% | +3.55% | |
| 3 | BKAG | Bny Mellon Core Bond ETF | ETF-Other | 8.70% | -1.16% | +5.13% | |
| 4 | DRSK | Aptus Defined Risk ETF | ETF-Other | 6.94% | -1.36% | +4.31% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.29% | -1.39% | +55.19% | |
| 6 | DMBS | Doubleline Mortgage ETF | ETF-Other | 4.50% | -0.86% | +4.59% | |
| 7 | ADME | Aptus Drwdwn Mgd Eqty ETF | ETF-Other | 3.14% | -0.51% | +3.54% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.68% | -0.62% | +57.13% | |
| 9 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 2.46% | -0.47% | +5.23% | |
| 10 | UPSD | Aptus Large Cap Upside ETF | ETF-Large Cap & Growth | 2.39% | -0.35% | +52.64% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.33% | +0.84% | -16.44% | |
| 12 | JUCY | Aptus Enhanced Yield ETF | ETF-Other | 2.27% | -0.41% | +7.46% | |
| 13 | PCMM | Bblx Private Credit Clo ETF | ETF-Other | 2.02% | -1.77% | EXIT | |
| 14 | VB | Vanguard Small-cap ETF | ETF-Other | 1.67% | -0.47% | +56.59% | |
| 15 | OSCV | Opus Small Cap Value ETF | ETF-Small Cap | 1.65% | -0.45% | +58.32% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.62% | +0.48% | -20.56% | |
| 17 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 1.53% | -0.46% | +46.09% | |
| 18 | DUBS | Aptus Lrg Cap Enh Yld ETF | ETF-Other | 1.40% | -0.25% | +51.74% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.39% | -0.28% | +54.27% | |
| 20 | IDUB | Aptus Intl Enhan Yld ETF | ETF-Other | 1.38% | -0.29% | +54.84% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.35% | +0.44% | +4.81% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 1.23% | -0.29% | -32.97% | |
| 23 | PWR | Quanta Services Inc | Stock-Industrials | 1.16% | -0.51% | -39.58% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.15% | +0.06% | -36.08% | |
| 25 | CPRT | Copart Inc | Stock-Industrials | 1.11% | -0.33% | -25.05% | |
| 26 | PGF | Invesco Financial Preferred | ETF-Other | 1.11% | -0.15% | +5.34% | |
| 27 | NOW | Servicenow Inc | Stock-Tech | 1.03% | -0.42% | +236.89% | |
| 28 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 1.02% | -0.17% | +5.07% | |
| 29 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.98% | -0.23% | +52.71% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.87% | -0.35% | -44.77% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.82% | +0.14% | -47.99% | |
| 32 | PGR | Progressive CORP | Stock-Financials | 0.75% | -0.40% | -42.42% | |
| 33 | BR | Broadridge Financial Solutio | Stock-Tech | 0.72% | — | -39.34% | |
| 34 | FANG | Diamondback Energy Inc | Stock-Energy | 0.71% | -0.31% | -50.26% | |
| 35 | APH | Amphenol Corp-cl A | Stock-Tech | 0.70% | -0.75% | — | |
| 36 | AMT | American Tower CORP | Stock-Real Estate | 0.70% | -0.30% | -41.54% | |
| 37 | CHE | Chemed CORP | Stock-Healthcare | 0.67% | -0.38% | -47.71% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.65% | +0.18% | +2.79% | |
| 39 | AAPL | Apple Inc | Stock-Tech | 0.63% | +1.11% | +1.36% | |
| 40 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.56% | +0.02% | +6.92% | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.51% | — | +14.85% | |
| 42 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.51% | -0.31% | EXIT | |
| 43 | ACN | Accenture plc | Stock-Tech | 0.51% | — | +17.08% | |
| 44 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.47% | — | +20.42% | |
| 45 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.46% | -0.44% | +11.88% | |
| 46 | LIN | Linde plc | Stock-Materials | 0.44% | +0.34% | NEW | |
| 47 | UBER | Uber Technologies Inc | Stock-Industrials | 0.42% | -0.33% | EXIT | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.42% | +0.33% | +11.23% | |
| 49 | MSI | Motorola Solutions Inc | Stock-Tech | 0.41% | -0.40% | EXIT | |
| 50 | NFLX | Netflix Inc | Stock-Comm Services | 0.36% | +0.02% | +1191.98% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +4.2% | +51.30% | Add |
| 2 | VEA | Vanguard Ftse Developed ETF | +2.2% | +55.19% | Add |
| 3 | RSP | Invesco S&p 500 Equal Weight | +0.9% | +57.13% | Add |
| 4 | UPSD | Aptus Large Cap Upside ETF | +0.7% | +52.64% | Add |
| 5 | FRDM | Freedom 100 Emeging Mrkt ETF | +0.6% | +46.09% | Add |
| 6 | VB | Vanguard Small-cap ETF | +0.6% | +56.59% | Add |
| 7 | OSCV | Opus Small Cap Value ETF | +0.5% | +58.32% | Add |
| 8 | IDUB | Aptus Intl Enhan Yld ETF | +0.5% | +54.84% | Add |
| 9 | DUBS | Aptus Lrg Cap Enh Yld ETF | +0.5% | +51.74% | Add |
| 10 | VWO | Vanguard Ftse Emerging Marke | +0.4% | +54.27% | Add |
| 11 | QQQM | Invesco Nasdaq 100 ETF | +0.3% | +52.71% | Add |
| 12 | GOOGL | Alphabet Inc-cl A | +0.3% | +4.81% | Add |
| 13 | LLY | Eli Lilly & Co | +0.2% | +2.79% | Add |
| 14 | ISRG | Intuitive Surgical Inc | +0.1% | +10.73% | Add |
| 15 | ACN | Accenture plc | +0.1% | +17.08% | Add |
| 16 | XOM | Exxon Mobil CORP | +0.1% | +14.85% | Add |
| 17 | LOW | Lowe's Cos Inc | 0% | +20.42% | Add |
| 18 | LIN | Linde plc | 0% | +25.68% | Add |
| 19 | JUCY | Aptus Enhanced Yield ETF | 0% | +7.46% | Add |
| 20 | AAPL | Apple Inc | 0% | +1.36% | Add |
| 21 | TSLA | Tesla Inc | 0% | +6.92% | Add |
| 22 | PCMM | Bblx Private Credit Clo ETF | — | +7.50% | Add |
| 23 | MSI | Motorola Solutions Inc | — | +28.83% | Add |
| 24 | CRWD | Crowdstrike Holdings Inc - A | — | +11.88% | Add |
| 25 | NFLX | Netflix Inc | 0% | +1191.98% | Add |
| 26 | UBER | Uber Technologies Inc | 0% | +19.68% | Add |
| 27 | META | Meta Platforms Inc-class A | 0% | +11.23% | Add |
| 28 | VGLT | Vanguard Long-term Treasury | 0% | +5.07% | Add |
| 29 | PGF | Invesco Financial Preferred | -0.1% | +5.34% | Add |
| 30 | SCHP | Schwab U.s. Tips ETF | -0.1% | +5.23% | Add |
| 31 | ADME | Aptus Drwdwn Mgd Eqty ETF | -0.1% | +3.54% | Add |
| 32 | DMBS | Doubleline Mortgage ETF | -0.1% | +4.59% | Add |
| 33 | BKAG | Bny Mellon Core Bond ETF | -0.2% | +5.13% | Add |
| 34 | ACIO | Aptus Collared Invest Opp | -0.2% | +3.55% | Add |
| 35 | DRSK | Aptus Defined Risk ETF | -0.3% | +4.31% | Add |
| 36 | BR | Broadridge Financial Solutio | -0.6% | -39.34% | Trim |
| 37 | NVDA | Nvidia CORP | -0.7% | -16.44% | Trim |
| 38 | AMZN | Amazon.com Inc | -0.7% | -36.08% | Trim |
| 39 | V | Visa Inc-class A Shares | -0.7% | -32.97% | Trim |
| 40 | AMT | American Tower CORP | -0.7% | -41.54% | Trim |
| 41 | WMT | Walmart Inc | -0.7% | -44.77% | Trim |
| 42 | CPRT | Copart Inc | -0.7% | -25.05% | Trim |
| 43 | MSFT | Microsoft CORP | -0.7% | -20.56% | Trim |
| 44 | PGR | Progressive CORP | -0.8% | -42.42% | Trim |
| 45 | FANG | Diamondback Energy Inc | -0.8% | -50.26% | Trim |
| 46 | CHE | Chemed CORP | -0.8% | -47.71% | Trim |
| 47 | JPM | Jpmorgan Chase & Co | -0.8% | -47.99% | Trim |
| 48 | PWR | Quanta Services Inc | -0.9% | -39.58% | Trim |
| 49 | NOW | Servicenow Inc | -0.9% | +236.89% | Add |
| 50 | ROP | Roper Technologies Inc | — | 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 51 disclosed positions in Q4 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 SPYM, ACIO, BKAG) accounted for 39.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
APH
市值: $814.1K
Top Position Liquidated / Trimmed
ROP
前期市值: $1.5M
During Q4 2025, Lord & Richards Wealth Management, LLC's top holdings by market value included SPYM (13.3%)、ACIO (9.7%)、BKAG (8.7%). The largest single position, SPYM, represented 13.3% of total portfolio value.
In Q4 2025, Lord & Richards Wealth Management, LLC made 53 total portfolio adjustments, initiating 2 new buys, adding to 36 positions, trimming 13 holdings, and fully liquidating 2 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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