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CIK: 0002045252
Total reported value
$130.9M
$130.9M
50 檔
39.7%
According to the latest 13F quarterly dataset, Lord & Richards Wealth Management, LLC managed an equity portfolio of $130.9M at the end of Q1 2026, spanning 50 distinct U.S. exchange-listed positions.
Lord & Richards Wealth Management, LLC executed strategic sector rebalancing during Q1 2026, establishing 2 new positions while fully exiting 3 holdings and trimming 21 positions.
| # | 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 | 13.54% | -2.45% | +4.21% | |
| 2 | ACIO | Aptus Collared Invest Opp | ETF-Other | 9.55% | -1.60% | +0.97% | |
| 3 | BKAG | Bny Mellon Core Bond ETF | ETF-Other | 8.87% | -1.16% | +0.31% | |
| 4 | DRSK | Aptus Defined Risk ETF | ETF-Other | 6.88% | -1.36% | +1.07% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.74% | -1.39% | +2.28% | |
| 6 | DMBS | Doubleline Mortgage ETF | ETF-Other | 4.55% | -0.86% | -0.48% | |
| 7 | ADME | Aptus Drwdwn Mgd Eqty ETF | ETF-Other | 3.11% | -0.51% | +0.61% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.85% | -0.62% | +3.96% | |
| 9 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 2.52% | -0.47% | -0.10% | |
| 10 | UPSD | Aptus Large Cap Upside ETF | ETF-Large Cap & Growth | 2.43% | -0.35% | +4.47% | |
| 11 | JUCY | Aptus Enhanced Yield ETF | ETF-Other | 2.34% | -0.41% | +1.21% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 2.19% | +0.84% | -1.52% | |
| 13 | PCMM | Bblx Private Credit Clo ETF | ETF-Other | 2.00% | -1.77% | EXIT | |
| 14 | OSCV | Opus Small Cap Value ETF | ETF-Small Cap | 1.86% | -0.45% | +3.43% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-Other | 1.79% | -0.47% | +3.25% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.78% | +0.48% | +40.27% | |
| 17 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 1.67% | -0.46% | -0.07% | |
| 18 | IDUB | Aptus Intl Enhan Yld ETF | ETF-Other | 1.48% | -0.29% | +3.45% | |
| 19 | PWR | Quanta Services Inc | Stock-Industrials | 1.48% | -0.51% | -4.19% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.46% | -0.28% | +2.48% | |
| 21 | DUBS | Aptus Lrg Cap Enh Yld ETF | ETF-Other | 1.43% | -0.25% | +4.36% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.08% | +0.44% | -14.21% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 1.08% | -0.29% | -0.59% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.05% | +0.06% | -0.74% | |
| 25 | APH | Amphenol Corp-cl A | Stock-Tech | 1.05% | -0.75% | +57.40% | |
| 26 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 1.04% | -0.17% | +0.16% | |
| 27 | PGF | Invesco Financial Preferred | ETF-Other | 1.02% | -0.15% | -7.40% | |
| 28 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.99% | -0.23% | +4.90% | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.95% | -0.35% | -3.84% | |
| 30 | FANG | Diamondback Energy Inc | Stock-Energy | 0.92% | -0.31% | -4.05% | |
| 31 | NOW | Servicenow Inc | Stock-Tech | 0.78% | -0.42% | +8.36% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.75% | +0.14% | -1.86% | |
| 33 | AMT | American Tower CORP | Stock-Real Estate | 0.69% | -0.30% | -2.03% | |
| 34 | PGR | Progressive CORP | Stock-Financials | 0.65% | -0.40% | -1.47% | |
| 35 | AAPL | Apple Inc | Stock-Tech | 0.60% | +1.11% | +0.15% | |
| 36 | CPRT | Copart Inc | Stock-Industrials | 0.59% | -0.33% | -38.10% | |
| 37 | CHE | Chemed CORP | Stock-Healthcare | 0.59% | -0.38% | -2.26% | |
| 38 | BR | Broadridge Financial Solutio | Stock-Tech | 0.54% | — | +1.20% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.52% | +0.18% | -7.01% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.52% | +0.03% | — | |
| 41 | MSI | Motorola Solutions Inc | Stock-Tech | 0.49% | -0.40% | EXIT | |
| 42 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.46% | +0.02% | -3.03% | |
| 43 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.43% | -0.31% | EXIT | |
| 44 | NFLX | Netflix Inc | Stock-Comm Services | 0.42% | +0.02% | +10.87% | |
| 45 | AMD | Advanced Micro Devices | Stock-Tech | 0.41% | -0.39% | — | |
| 46 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.40% | -0.44% | +2.44% | |
| 47 | UBER | Uber Technologies Inc | Stock-Industrials | 0.39% | -0.33% | EXIT | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.39% | +0.33% | +4.85% | |
| 49 | ACN | Accenture plc | Stock-Tech | 0.37% | — | -1.82% | |
| 50 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.29% | — | -0.18% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +0.5% | +2.28% | Add |
| 2 | APH | Amphenol Corp-cl A | +0.4% | +57.40% | Add |
| 3 | PWR | Quanta Services Inc | +0.3% | -4.19% | Trim |
| 4 | FANG | Diamondback Energy Inc | +0.2% | -4.05% | Trim |
| 5 | OSCV | Opus Small Cap Value ETF | +0.2% | +3.43% | Add |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.2% | +4.21% | Add |
| 7 | RSP | Invesco S&p 500 Equal Weight | +0.2% | +3.96% | Add |
| 8 | BKAG | Bny Mellon Core Bond ETF | +0.2% | +0.31% | Add |
| 9 | MSFT | Microsoft CORP | +0.2% | +40.27% | Add |
| 10 | FRDM | Freedom 100 Emeging Mrkt ETF | +0.1% | -0.07% | Trim |
| 11 | VB | Vanguard Small-cap ETF | +0.1% | +3.25% | Add |
| 12 | IDUB | Aptus Intl Enhan Yld ETF | +0.1% | +3.45% | Add |
| 13 | MSI | Motorola Solutions Inc | +0.1% | +1.98% | Add |
| 14 | WMT | Walmart Inc | +0.1% | -3.84% | Trim |
| 15 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +2.48% | Add |
| 16 | JUCY | Aptus Enhanced Yield ETF | +0.1% | +1.21% | Add |
| 17 | LMT | Lockheed Martin CORP | +0.1% | -0.18% | Trim |
| 18 | NFLX | Netflix Inc | +0.1% | +10.87% | Add |
| 19 | SCHP | Schwab U.s. Tips ETF | +0.1% | -0.10% | Trim |
| 20 | DMBS | Doubleline Mortgage ETF | +0.1% | -0.48% | Trim |
| 21 | UPSD | Aptus Large Cap Upside ETF | 0% | +4.47% | Add |
| 22 | DUBS | Aptus Lrg Cap Enh Yld ETF | 0% | +4.36% | Add |
| 23 | VGLT | Vanguard Long-term Treasury | 0% | +0.16% | Add |
| 24 | QQQM | Invesco Nasdaq 100 ETF | 0% | +4.90% | Add |
| 25 | AMT | American Tower CORP | 0% | -2.03% | Trim |
| 26 | PCMM | Bblx Private Credit Clo ETF | 0% | -1.09% | Trim |
| 27 | ADME | Aptus Drwdwn Mgd Eqty ETF | 0% | +0.61% | Add |
| 28 | AAPL | Apple Inc | 0% | +0.15% | Add |
| 29 | UBER | Uber Technologies Inc | 0% | +3.26% | Add |
| 30 | META | Meta Platforms Inc-class A | 0% | +4.85% | Add |
| 31 | DRSK | Aptus Defined Risk ETF | -0.1% | +1.07% | Add |
| 32 | CRWD | Crowdstrike Holdings Inc - A | -0.1% | +2.44% | Add |
| 33 | JPM | Jpmorgan Chase & Co | -0.1% | -1.86% | Trim |
| 34 | ISRG | Intuitive Surgical Inc | -0.1% | — | Unchanged |
| 35 | CHE | Chemed CORP | -0.1% | -2.26% | Trim |
| 36 | AMZN | Amazon.com Inc | -0.1% | -0.74% | Trim |
| 37 | PGF | Invesco Financial Preferred | -0.1% | -7.40% | Trim |
| 38 | ACIO | Aptus Collared Invest Opp | -0.1% | +0.97% | Add |
| 39 | TSLA | Tesla Inc | -0.1% | -3.03% | Trim |
| 40 | PGR | Progressive CORP | -0.1% | -1.47% | Trim |
| 41 | LLY | Eli Lilly & Co | -0.1% | -7.01% | Trim |
| 42 | NVDA | Nvidia CORP | -0.1% | -1.52% | Trim |
| 43 | ACN | Accenture plc | -0.1% | -1.82% | Trim |
| 44 | V | Visa Inc-class A Shares | -0.2% | -0.59% | Trim |
| 45 | BR | Broadridge Financial Solutio | -0.2% | +1.20% | Add |
| 46 | NOW | Servicenow Inc | -0.3% | +8.36% | Add |
| 47 | GOOGL | Alphabet Inc-cl A | -0.3% | -14.21% | Trim |
| 48 | CPRT | Copart Inc | -0.5% | -38.10% | Trim |
| 49 | XOM | Exxon Mobil CORP | — | EXIT | Sold out |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
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 50 disclosed positions in Q1 2026.
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 39.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
BRK-B
市值: $594.7K
Top Position Liquidated / Trimmed
XOM
前期市值: $599.2K
During Q1 2026, Lord & Richards Wealth Management, LLC's top holdings by market value included SPYM (13.5%)、ACIO (9.6%)、BKAG (8.9%). The largest single position, SPYM, represented 13.5% of total portfolio value.
In Q1 2026, Lord & Richards Wealth Management, LLC made 52 total portfolio adjustments, initiating 2 new buys, adding to 26 positions, trimming 21 holdings, and fully liquidating 3 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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