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CIK: 0002045252
Total reported value
$130.9M
$130.9M
49 檔
45.1%
At the close of Q2 2026, Lord & Richards Wealth Management, LLC disclosed equity holdings valued at approximately $130.9M, spread across 49 reported holdings.
Lord & Richards Wealth Management, LLC executed strategic sector rebalancing during Q2 2026, establishing 1 new positions while fully exiting 2 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 | 14.43% | -2.45% | +4.08% | |
| 2 | ACIO | Aptus Collared Invest Opp | ETF-Other | 9.68% | -1.60% | +3.26% | |
| 3 | BKAG | Bny Mellon Core Bond ETF | ETF-Other | 8.38% | -1.16% | +6.53% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.96% | -1.39% | +4.10% | |
| 5 | DRSK | Aptus Defined Risk ETF | ETF-Other | 6.72% | -1.36% | +4.03% | |
| 6 | DMBS | Doubleline Mortgage ETF | ETF-Other | 4.27% | -0.86% | +5.92% | |
| 7 | ADME | Aptus Drwdwn Mgd Eqty ETF | ETF-Other | 3.22% | -0.51% | +3.28% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.96% | -0.62% | +5.03% | |
| 9 | UPSD | Aptus Large Cap Upside ETF | ETF-Large Cap & Growth | 2.52% | -0.35% | +5.32% | |
| 10 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 2.37% | -0.47% | +5.83% | |
| 11 | JUCY | Aptus Enhanced Yield ETF | ETF-Other | 2.20% | -0.41% | +6.04% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 2.08% | +0.84% | -7.20% | |
| 13 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 2.00% | -0.46% | +0.89% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-Other | 1.92% | -0.47% | +4.09% | |
| 15 | OSCV | Opus Small Cap Value ETF | ETF-Small Cap | 1.86% | -0.45% | +5.07% | |
| 16 | PCMM | Bblx Private Credit Clo ETF | ETF-Other | 1.77% | -1.77% | EXIT | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.64% | +0.48% | +2.45% | |
| 18 | IDUB | Aptus Intl Enhan Yld ETF | ETF-Other | 1.54% | -0.29% | +4.62% | |
| 19 | DUBS | Aptus Lrg Cap Enh Yld ETF | ETF-Other | 1.53% | -0.25% | +4.18% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.50% | -0.28% | +4.20% | |
| 21 | PWR | Quanta Services Inc | Stock-Industrials | 1.27% | -0.51% | -26.54% | |
| 22 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.17% | -0.23% | +3.60% | |
| 23 | APH | Amphenol Corp-cl A | Stock-Tech | 1.17% | -0.75% | -10.79% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 1.06% | -0.29% | -2.72% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.06% | +0.44% | -12.01% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.04% | +0.06% | -3.57% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 1.02% | -0.10% | — | |
| 28 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.98% | -0.17% | +6.46% | |
| 29 | PGF | Invesco Financial Preferred | ETF-Other | 0.97% | -0.15% | +7.11% | |
| 30 | AMD | Advanced Micro Devices | Stock-Tech | 0.95% | -0.39% | -8.40% | |
| 31 | NOW | Servicenow Inc | Stock-Tech | 0.86% | -0.42% | +30.77% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.70% | +0.14% | -6.28% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.67% | -0.35% | -13.45% | |
| 34 | PGR | Progressive CORP | Stock-Financials | 0.67% | -0.40% | +3.43% | |
| 35 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.65% | -0.44% | -6.88% | |
| 36 | CHE | Chemed CORP | Stock-Healthcare | 0.65% | -0.38% | +0.90% | |
| 37 | AAPL | Apple Inc | Stock-Tech | 0.61% | +1.11% | +0.34% | |
| 38 | CPRT | Copart Inc | Stock-Industrials | 0.57% | -0.33% | +26.41% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.55% | +0.18% | -9.23% | |
| 40 | FANG | Diamondback Energy Inc | Stock-Energy | 0.54% | -0.31% | -25.68% | |
| 41 | AMT | American Tower CORP | Stock-Real Estate | 0.54% | -0.30% | -7.62% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.46% | +0.03% | -5.96% | |
| 43 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.43% | +0.02% | -6.32% | |
| 44 | MSI | Motorola Solutions Inc | Stock-Tech | 0.40% | -0.40% | EXIT | |
| 45 | UBER | Uber Technologies Inc | Stock-Industrials | 0.33% | -0.33% | EXIT | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.33% | +0.33% | -5.13% | |
| 47 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.31% | -0.31% | EXIT | |
| 48 | NFLX | Netflix Inc | Stock-Comm Services | 0.27% | +0.02% | -5.12% | |
| 49 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.22% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1% | NEW | New buy |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.9% | +4.08% | Add |
| 3 | AMD | Advanced Micro Devices | +0.5% | -8.40% | Trim |
| 4 | FRDM | Freedom 100 Emeging Mrkt ETF | +0.3% | +0.89% | Add |
| 5 | CRWD | Crowdstrike Holdings Inc - A | +0.3% | -6.88% | Trim |
| 6 | VEA | Vanguard Ftse Developed ETF | +0.2% | +4.10% | Add |
| 7 | QQQM | Invesco Nasdaq 100 ETF | +0.2% | +3.60% | Add |
| 8 | ACIO | Aptus Collared Invest Opp | +0.1% | +3.26% | Add |
| 9 | VB | Vanguard Small-cap ETF | +0.1% | +4.09% | Add |
| 10 | APH | Amphenol Corp-cl A | +0.1% | -10.79% | Trim |
| 11 | ADME | Aptus Drwdwn Mgd Eqty ETF | +0.1% | +3.28% | Add |
| 12 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +5.03% | Add |
| 13 | DUBS | Aptus Lrg Cap Enh Yld ETF | +0.1% | +4.18% | Add |
| 14 | UPSD | Aptus Large Cap Upside ETF | +0.1% | +5.32% | Add |
| 15 | NOW | Servicenow Inc | +0.1% | +30.77% | Add |
| 16 | IDUB | Aptus Intl Enhan Yld ETF | +0.1% | +4.62% | Add |
| 17 | CHE | Chemed CORP | +0.1% | +0.90% | Add |
| 18 | VWO | Vanguard Ftse Emerging Marke | 0% | +4.20% | Add |
| 19 | LLY | Eli Lilly & Co | 0% | -9.23% | Trim |
| 20 | PGR | Progressive CORP | 0% | +3.43% | Add |
| 21 | AAPL | Apple Inc | 0% | +0.34% | Add |
| 22 | OSCV | Opus Small Cap Value ETF | — | +5.07% | Add |
| 23 | V | Visa Inc-class A Shares | 0% | -2.72% | Trim |
| 24 | AMZN | Amazon.com Inc | 0% | -3.57% | Trim |
| 25 | GOOGL | Alphabet Inc-cl A | 0% | -12.01% | Trim |
| 26 | CPRT | Copart Inc | 0% | +26.41% | Add |
| 27 | TSLA | Tesla Inc | 0% | -6.32% | Trim |
| 28 | PGF | Invesco Financial Preferred | -0.1% | +7.11% | Add |
| 29 | JPM | Jpmorgan Chase & Co | -0.1% | -6.28% | Trim |
| 30 | VGLT | Vanguard Long-term Treasury | -0.1% | +6.46% | Add |
| 31 | META | Meta Platforms Inc-class A | -0.1% | -5.13% | Trim |
| 32 | UBER | Uber Technologies Inc | -0.1% | -5.42% | Trim |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -5.96% | Trim |
| 34 | LMT | Lockheed Martin CORP | -0.1% | — | Unchanged |
| 35 | MSI | Motorola Solutions Inc | -0.1% | -5.14% | Trim |
| 36 | NVDA | Nvidia CORP | -0.1% | -7.20% | Trim |
| 37 | ISRG | Intuitive Surgical Inc | -0.1% | -5.41% | Trim |
| 38 | JUCY | Aptus Enhanced Yield ETF | -0.1% | +6.04% | Add |
| 39 | MSFT | Microsoft CORP | -0.1% | +2.45% | Add |
| 40 | SCHP | Schwab U.s. Tips ETF | -0.2% | +5.83% | Add |
| 41 | AMT | American Tower CORP | -0.2% | -7.62% | Trim |
| 42 | DRSK | Aptus Defined Risk ETF | -0.2% | +4.03% | Add |
| 43 | NFLX | Netflix Inc | -0.2% | -5.12% | Trim |
| 44 | PWR | Quanta Services Inc | -0.2% | -26.54% | Trim |
| 45 | PCMM | Bblx Private Credit Clo ETF | -0.2% | -2.45% | Trim |
| 46 | DMBS | Doubleline Mortgage ETF | -0.3% | +5.92% | Add |
| 47 | WMT | Walmart Inc | -0.3% | -13.45% | Trim |
| 48 | ACN | Accenture plc | -0.4% | EXIT | Sold out |
| 49 | FANG | Diamondback Energy Inc | -0.4% | -25.68% | Trim |
| 50 | BKAG | Bny Mellon Core Bond ETF | -0.5% | +6.53% | Add |
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 49 disclosed positions in Q2 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 45.1% of total reported equity market value during Q2 2026.
Top New Position Initiated
AVGO
市值: $1.3M
Top Position Liquidated / Trimmed
BR
前期市值: $617.2K
During Q2 2026, Lord & Richards Wealth Management, LLC's top holdings by market value included SPYM (14.4%)、ACIO (9.7%)、BKAG (8.4%). The largest single position, SPYM, represented 14.4% of total portfolio value.
In Q2 2026, Lord & Richards Wealth Management, LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 26 positions, trimming 21 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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