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Lord & Richards Wealth Management, LLC

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$114.0M

Reporting period: 2026-03-31 · Number of holdings: 282

Lord & Richards Wealth Management, LLC disclosed 282 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $114.0M and a quarterly turnover rate of 8.1%.

Personality snowflake

Concentration
21.89
Portfolio Stability
8.14
Momentum/Contrarian
100
Sector conviction
71.91
Diversification
100
Sizing Uniformity
86.69

Recent moves

  • Trim CPRT

    -38.1%　-$613.6K

  • Add VEA

    +2.3%　$360.0K

  • Add APH

    +57.4%　$384.0K

  • Add PWR

    -4.2%　$332.7K

  • Trim GOOGL

    -14.2%　-$332.6K

  • Trim NOW

    +8.4%　-$312.7K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 50 holdings (of 282 total)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1SPYMSte Str Spdr Pt S&p 500 ETFETF-Large Cap & Growth13.54%+0.21%+4.21%
2ACIOAptus Collared Invest OppETF-Other9.55%-0.10%+0.97%
3BKAGBny Mellon Core Bond ETFETF-Other8.87%+0.17%+0.31%
4DRSKAptus Defined Risk ETFETF-Other6.88%-0.06%+1.07%
5VEAVanguard Ftse Developed ETFETF-Other6.74%+0.45%+2.28%
6DMBSDoubleline Mortgage ETFETF-Other4.55%+0.05%-0.48%
7ADMEAptus Drwdwn Mgd Eqty ETFETF-Other3.11%-0.03%+0.61%
8RSPInvesco S&p 500 Equal WeightETF-Large Cap & Growth2.85%+0.17%+3.96%
9SCHPSchwab U.s. Tips ETFETF-Other2.52%—-0.10%
10UPSDAptus Large Cap Upside ETFETF-Large Cap & Growth2.43%+0.04%+4.47%
11JUCYAptus Enhanced Yield ETFETF-Other2.34%+0.07%+1.21%
12NVDANvidia CORPStock-Tech2.19%-0.14%-1.52%
13PCMMBblx Private Credit Clo ETFETF-Other2.00%-0.02%-1.09%
14OSCVOpus Small Cap Value ETFETF-Small Cap1.86%+0.21%+3.43%
15VBVanguard Small-cap ETFETF-Other1.79%+0.12%+3.25%
16MSFTMicrosoft CORPStock-Tech1.78%+0.16%+40.27%
17FRDMFreedom 100 Emeging Mrkt ETFETF-Other1.67%+0.14%-0.07%
18IDUBAptus Intl Enhan Yld ETFETF-Other1.48%+0.10%+3.45%
19PWRQuanta Services INCStock-Industrials1.48%+0.32%-4.19%
20VWOVanguard Ftse Emerging MarkeETF-Emerging Markets1.46%+0.07%+2.48%
21DUBSAptus Lrg Cap Enh Yld ETFETF-Other1.43%—+4.36%
22GOOGLAlphabet Inc-cl AStock-Comm Services1.08%-0.27%-14.21%
23VVisa Inc-class A SharesStock-Financials1.08%-0.15%-0.59%
24AMZNAmazon.com INCStock-Consumer Disc1.05%-0.09%-0.74%
25APHAmphenol Corp-cl AStock-Tech1.05%+0.35%+57.40%
26VGLTVanguard Long-term TreasuryETF-Gov Bonds1.04%—+0.16%
27PGFInvesco Financial PreferredETF-Other1.02%-0.09%-7.40%
28QQQMInvesco Nasdaq 100 ETFETF-Tech0.99%+0.01%+4.90%
29WMTWalmart INCStock-Consumer Staples0.95%+0.08%-3.84%
30FANGDiamondback Energy INCStock-Energy0.92%+0.21%-4.05%
31NOWServicenow INCStock-Tech0.78%-0.25%+8.36%
32JPMJpmorgan Chase & CoStock-Financials0.75%-0.07%-1.86%
33AMTAmerican Tower CORPStock-Real Estate0.69%-0.01%-2.03%
34PGRProgressive CORPStock-Financials0.65%-0.10%-1.47%
35AAPLApple INCStock-Tech0.60%-0.03%+0.15%
36CPRTCopart INCStock-Industrials0.59%-0.52%-38.10%
37CHEChemed CORPStock-Healthcare0.59%-0.08%-2.26%
38BRBroadridge Financial SolutioStock-Tech0.54%-0.18%+1.20%
39LLYEli Lilly & CoStock-Healthcare0.52%-0.13%-7.01%
40BRK-BBerkshire Hathaway Inc-cl BStock-Other0.52%+0.52%NEW
41MSIMotorola Solutions INCStock-Tech0.49%+0.08%+1.98%
42TSLATesla INCStock-Consumer Disc0.46%-0.10%-3.03%
43ISRGIntuitive Surgical INCStock-Healthcare0.43%-0.08%—
44NFLXNetflix INCStock-Comm Services0.42%+0.06%+10.87%
45AMDAdvanced Micro DevicesStock-Tech0.41%+0.41%NEW
46CRWDCrowdstrike Holdings INC - AStock-Tech0.40%-0.06%+2.44%
47UBERUber Technologies INCStock-Industrials0.39%-0.03%+3.26%
48METAMeta Platforms Inc-class AStock-Comm Services0.39%-0.03%+4.85%
49ACNAccenture plcStock-Tech0.37%-0.14%-1.82%
50LMTLockheed Martin CORPStock-Industrials0.29%+0.06%-0.18%

Holding changes this quarter

Lord & Richards Wealth Management, LLC's most significant position changes for 2026-03-31: Sold out: Exxon Mobil CORP (XOM); New buy: Berkshire Hathaway Inc-cl B (BRK-B); Sold out: Lowe's Cos INC (LOW); Sold out: Linde plc (LIN); New buy: Advanced Micro Devices (AMD).

Position changes disclosed by Lord & Richards Wealth Management, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1VEAVanguard Ftse Developed ETF+0.5%+2.28%Add
2APHAmphenol Corp-cl A+0.4%+57.40%Add
3PWRQuanta Services INC+0.3%-4.19%Trim
4FANGDiamondback Energy INC+0.2%-4.05%Trim
5OSCVOpus Small Cap Value ETF+0.2%+3.43%Add
6SPYMSte Str Spdr Pt S&p 500 ETF+0.2%+4.21%Add
7RSPInvesco S&p 500 Equal Weight+0.2%+3.96%Add
8BKAGBny Mellon Core Bond ETF+0.2%+0.31%Add
9MSFTMicrosoft CORP+0.2%+40.27%Add
10FRDMFreedom 100 Emeging Mrkt ETF+0.1%-0.07%Trim
11VBVanguard Small-cap ETF+0.1%+3.25%Add
12IDUBAptus Intl Enhan Yld ETF+0.1%+3.45%Add
13MSIMotorola Solutions INC+0.1%+1.98%Add
14WMTWalmart INC+0.1%-3.84%Trim
15VWOVanguard Ftse Emerging Marke+0.1%+2.48%Add
16JUCYAptus Enhanced Yield ETF+0.1%+1.21%Add
17LMTLockheed Martin CORP+0.1%-0.18%Trim
18NFLXNetflix INC+0.1%+10.87%Add
19DMBSDoubleline Mortgage ETF+0.1%-0.48%Trim
20UPSDAptus Large Cap Upside ETF0%+4.47%Add
21QQQMInvesco Nasdaq 100 ETF0%+4.90%Add
22AMTAmerican Tower CORP0%-2.03%Trim
23PCMMBblx Private Credit Clo ETF0%-1.09%Trim
24ADMEAptus Drwdwn Mgd Eqty ETF0%+0.61%Add
25AAPLApple INC0%+0.15%Add
26UBERUber Technologies INC0%+3.26%Add
27METAMeta Platforms Inc-class A0%+4.85%Add
28DRSKAptus Defined Risk ETF-0.1%+1.07%Add
29CRWDCrowdstrike Holdings INC - A-0.1%+2.44%Add
30JPMJpmorgan Chase & Co-0.1%-1.86%Trim
31ISRGIntuitive Surgical INC-0.1%—Unchanged
32CHEChemed CORP-0.1%-2.26%Trim
33AMZNAmazon.com INC-0.1%-0.74%Trim
34PGFInvesco Financial Preferred-0.1%-7.40%Trim
35ACIOAptus Collared Invest Opp-0.1%+0.97%Add
36TSLATesla INC-0.1%-3.03%Trim
37PGRProgressive CORP-0.1%-1.47%Trim
38LLYEli Lilly & Co-0.1%-7.01%Trim
39NVDANvidia CORP-0.1%-1.52%Trim
40ACNAccenture plc-0.1%-1.82%Trim
41VVisa Inc-class A Shares-0.2%-0.59%Trim
42BRBroadridge Financial Solutio-0.2%+1.20%Add
43NOWServicenow INC-0.3%+8.36%Add
44GOOGLAlphabet Inc-cl A-0.3%-14.21%Trim
45CPRTCopart INC-0.5%-38.10%Trim
46XOMExxon Mobil CORP—EXITSold out
47BRK-BBerkshire Hathaway Inc-cl B—NEWNew buy
48LOWLowe's Cos INC—EXITSold out
49LINLinde plc—EXITSold out
50AMDAdvanced Micro Devices—NEWNew buy

FAQ

What is Lord & Richards Wealth Management, LLC and what type of investor is it?
Lord & Richards Wealth Management, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $114.0M, spread across 282 disclosed positions.
What are Lord & Richards Wealth Management, LLC's largest equity positions?
Based on the latest 13F filing, Lord & Richards Wealth Management, LLC's top holdings by market value are: 1. Ste Str Spdr Pt S&p 500 ETF (SPYM) — $15.4M (13.5%) 2. Aptus Collared Invest Opp (ACIO) — $10.9M (9.6%) 3. Bny Mellon Core Bond ETF (BKAG) — $10.1M (8.9%) 4. Aptus Defined Risk ETF (DRSK) — $7.8M (6.9%) 5. Vanguard Ftse Developed ETF (VEA) — $7.7M (6.7%)
What changes did Lord & Richards Wealth Management, LLC make in its most recent portfolio filing?
In the latest reported quarter, Lord & Richards Wealth Management, LLC made 49 notable position adjustments: 2 new positions were initiated, 24 existing holdings were added to, 20 positions were partially reduced, and 3 were completely exited. The largest of these moves: Sold out: Exxon Mobil CORP (XOM); New buy: Berkshire Hathaway Inc-cl B (BRK-B); Sold out: Lowe's Cos INC (LOW); Sold out: Linde plc (LIN); New buy: Advanced Micro Devices (AMD)
What sectors does Lord & Richards Wealth Management, LLC focus on?
Lord & Richards Wealth Management, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 40.6% • Financials: 19.8% • Communication Services: 12.5% • Consumer Discretionary: 10.0% • Consumer Staples: 6.3% • Health Care: 6.3%