Lord & Richards Wealth Management, LLC
CIK 2045252 · View on SEC EDGAR ↗
- Portfolio value
- $106.7M
- Positions
- 49
- As of
- June 30, 2026
#8,250 of 9,443 by 13F value · top 87.4%
Portfolio value QoQ: +38.6% 13F does not disclose cash
- Top 10 holdings weight
- 64.07%
- Top 25 holdings weight
- 87.27%
- Positions above 1%
- 25
- Effective number of positions
- 16.6
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.74% Est. buys $23,506,409 · sells $682,277
Median holding: 1.0 quarters Tracked Q4 2024–Q2 2026 · 25.9% still held
- New positions
- 1
- Increased
- 45
- Decreased
- 2
- Closed
- 2
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
6.4%
Industrials
3.2%
Retail
1.6%
Financials
1.4%
Health Care
1.3%
Communication Services
1.1%
Financial Services
1.0%
Energy
0.6%
Real Estate
0.5%
Consumer Discretionary
0.3%
Communications
0.3%
Other/Unmapped
82.4%
Full portfolio 49 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| SPYM | $15,878,041 | 14.89% | 180,679 | $5,530,880 | Up ×5 | ||
| ACIO | $10,619,552 | 9.96% | 230,159 | $2,796,628 | Up ×1 | ||
| BKAG | $9,500,908 | 8.91% | 226,482 | $1,562,265 | Up ×1 | ||
| VEA | $7,659,497 | 7.18% | 107,502 | $2,525,400 | Up ×1 | ||
| DRSK | $7,599,614 | 7.12% | 264,334 | $1,587,377 | Up ×5 | ||
| DMBS | $4,837,709 | 4.54% | 98,549 | $859,938 | Up ×1 | ||
| ADME | $3,535,991 | 3.31% | 63,544 | $971,664 | Up ×1 | ||
| RSP | $3,254,763 | 3.05% | 15,297 | $1,093,092 | Up ×5 | ||
| UPSD | $2,774,244 | 2.60% | 98,377 | $930,286 | Up ×5 | ||
| SCHP | $2,681,125 | 2.51% | 101,175 | $477,598 | Up ×1 | ||
| JUCY | $2,490,913 | 2.34% | 113,326 | $451,838 | Up ×5 | ||
| FRDM | $2,212,107 | 2.07% | 30,344 | $930,950 | Up ×1 | ||
| VB | $2,113,164 | 1.98% | 6,971 | $756,508 | Up ×5 | ||
| OSCV | $2,047,659 | 1.92% | 48,534 | $638,585 | Up ×5 | ||
| PCMM BondBloxx Private Credit CLO ETF | $1,797,486 | 1.69% | 36,040 | $414,212 | Up ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $1,784,801 | 1.67% | 8,920 | $579,376 | Up ×1 | ||
| IDUB | $1,695,834 | 1.59% | 61,700 | $567,218 | Up ×5 | ||
| DUBS | $1,684,084 | 1.58% | 40,439 | $597,837 | Up ×5 | ||
| VWO | $1,648,561 | 1.55% | 27,619 | $533,585 | Up ×5 | ||
| MSFT Microsoft Corporation - Common Stock | $1,524,631 | 1.43% | 4,087 | $443,011 | Up ×4 | ||
| QQQM Invesco NASDAQ 100 ETF | $1,276,029 | 1.20% | 4,212 | $525,493 | Up ×5 | ||
| PWR Quanta Services, Inc. Common Stock | $1,146,889 | 1.08% | 1,593 | $215,666 | Down ×2 | ||
| VGLT Vanguard Long-Term Treasury ETF | $1,115,684 | 1.05% | 20,219 | $183,727 | Up ×1 | ||
| APH Amphenol Corporation Common Stock | $1,108,091 | 1.04% | 6,285 | $438,057 | Up ×2 | ||
| PGF | $1,098,466 | 1.03% | 80,122 | $188,237 | Up ×1 | ||
| V Visa Inc. | $1,022,726 | 0.96% | 2,981 | $329,673 | Up ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $981,961 | 0.92% | 4,120 | $285,714 | Up ×4 | ||
| AVGO Broadcom Inc. - Common Stock | $962,136 | 0.90% | 2,547 | Up ×1 | |||
| NOW ServiceNow, Inc. Common Stock | $846,958 | 0.79% | 8,531 | $353,900 | Up ×5 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $791,274 | 0.74% | 2,214 | $182,323 | Up ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $764,117 | 0.72% | 2,334 | $280,665 | Up ×1 | ||
| WMT Walmart Inc. - Common Stock | $749,293 | 0.70% | 6,616 | $149,759 | Up ×1 | ||
| PGR Progressive Corporation (The) Common Stock | $726,119 | 0.68% | 3,324 | $262,691 | Up ×1 | ||
| CHE Chemed Corp | $707,382 | 0.66% | 1,519 | $275,583 | Up ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $701,158 | 0.66% | 1,207 | $485,929 | Up ×1 | ||
| CPRT Copart, Inc. - Common Stock | $621,082 | 0.58% | 22,032 | $196,720 | Up ×1 | ||
| FANG Diamondback Energy, Inc. - Common Stock | $587,689 | 0.55% | 3,343 | $-87,400 | Down ×2 | ||
| AMT American Tower Corporation (REIT) Common Stock | $583,749 | 0.55% | 3,569 | $98,776 | Up ×1 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $483,831 | 0.45% | 634 | $267,934 | Up ×5 | ||
| AAPL Apple Inc. - Common Stock | $470,222 | 0.44% | 1,625 | $194,919 | Up ×3 | ||
| LLY Eli Lilly and Company Common Stock | $422,715 | 0.40% | 352 | $127,577 | Up ×1 | ||
| BRKB | $356,778 | 0.33% | 713 | $57,278 | Up ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $328,068 | 0.31% | 780 | $78,252 | Up ×1 | ||
| MSI Motorola Solutions, Inc. Common Stock | $291,710 | 0.27% | 702 | $33,300 | Up ×1 | ||
| LMT Lockheed Martin Corporation Common Stock | $283,260 | 0.27% | 556 | $-52,781 | |||
| UBER Uber Technologies, Inc. Common Stock | $244,767 | 0.23% | 3,392 | $36,674 | Up ×5 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $237,645 | 0.22% | 422 | $31,978 | Up ×1 | ||
| ISRG Intuitive Surgical, Inc. - Common Stock | $229,064 | 0.21% | 576 | $-1,892 | Up ×5 | ||
| NFLX Netflix, Inc. - Common Stock | $189,424 | 0.18% | 2,653 | $-31,529 | Up ×3 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| SPYM | $15,878,041 | 14.89% | up ×5 |
| DRSK | $7,599,614 | 7.12% | up ×5 |
| RSP | $3,254,763 | 3.05% | up ×5 |
| UPSD | $2,774,244 | 2.60% | up ×5 |
| JUCY | $2,490,913 | 2.34% | up ×5 |
| VB | $2,113,164 | 1.98% | up ×5 |
| OSCV | $2,047,659 | 1.92% | up ×5 |
| IDUB | $1,695,834 | 1.59% | up ×5 |
| DUBS | $1,684,084 | 1.58% | up ×5 |
| VWO | $1,648,561 | 1.55% | up ×5 |
| MSFT | $1,524,631 | 1.43% | up ×4 |
| QQQM | $1,276,029 | 1.20% | up ×5 |
| AMZN | $981,961 | 0.92% | up ×4 |
| NOW | $846,958 | 0.79% | up ×5 |
| CRWD | $483,831 | 0.45% | up ×5 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| AVGO | $962,136 | 2,547 | 0.90% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| SPYM | Bought more | +45K | +$5.5M |
| ACIO | Bought more | +44K | +$2.8M |
| VEA | Bought more | +27K | +$2.5M |
| DRSK | Bought more | +44K | +$1.6M |
| BKAG | Bought more | +38K | +$1.6M |
| RSP | Bought more | +4K | +$1.1M |
| ADME | Bought more | +12K | +$972K |
| FRDM | Bought more | +7K | +$931K |
| UPSD | Bought more | +26K | +$930K |
| DMBS | Bought more | +18K | +$860K |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| JANW | June 30, 2025 | 18,724 | $621,824 | No longer tracked |
| IWY | June 30, 2025 | 2,476 | $522,287 | No longer tracked |
| DECW | June 30, 2025 | 16,861 | $504,987 | No longer tracked |
| PSEP | March 31, 2025 | 11,756 | $459,487 | No longer tracked |
| QUAL | June 30, 2025 | 2,345 | $400,737 | No longer tracked |
| BR | June 30, 2026 | 2,383 | $387,215 | 29.0% |
| JPST | June 30, 2025 | 7,398 | $374,561 | No longer tracked |
| BSV | June 30, 2025 | 4,696 | $367,603 | No longer tracked |
| GDEC | June 30, 2025 | 11,007 | $364,442 | No longer tracked |
| IWX | June 30, 2025 | 4,304 | $353,703 | No longer tracked |
| MGC | March 31, 2025 | 1,575 | $334,940 | No longer tracked |
| OCTW | June 30, 2025 | 8,435 | $296,237 | No longer tracked |
| XOM | March 31, 2026 | 2,373 | $285,524 | -1.3% |
| LOW | March 31, 2026 | 1,081 | $260,789 | -7.4% |
| LIN | March 31, 2026 | 590 | $251,394 | -1.7% |
| EFV | June 30, 2025 | 3,719 | $219,198 | No longer tracked |
| UNH | June 30, 2025 | 407 | $213,166 | 25.8% |
| ACN | June 30, 2026 | 1,052 | $208,601 | 48.7% |
| VMBS | June 30, 2025 | 4,404 | $203,949 | |
| MGK | June 30, 2025 | 637 | $196,757 | No longer tracked |
| USIG | June 30, 2025 | 3,786 | $193,389 | |
| EFG | June 30, 2025 | 1,752 | $175,200 | No longer tracked |
| TUA | June 30, 2025 | 7,458 | $163,852 | No longer tracked |
| ROP | Dec. 31, 2025 | 326 | $162,573 | -8.1% |
| IWS | June 30, 2025 | 1,205 | $151,794 | No longer tracked |
| SCHG | June 30, 2025 | 5,519 | $138,196 | No longer tracked |
| VGIT | June 30, 2025 | 2,246 | $133,412 | |
| SIXO | June 30, 2025 | 4,203 | $132,731 | No longer tracked |
| IEMG | June 30, 2025 | 2,412 | $130,176 | No longer tracked |
| QBER | June 30, 2025 | 5,141 | $127,445 | No longer tracked |
| IWF | June 30, 2025 | 313 | $113,021 | No longer tracked |
| PDP | June 30, 2025 | 1,065 | $106,479 | |
| AEP | June 30, 2025 | 909 | $99,326 | 22.5% |
| IWP | June 30, 2025 | 747 | $87,765 | No longer tracked |
| PFEB | June 30, 2025 | 2,265 | $81,132 | No longer tracked |
| JANT | June 30, 2025 | 2,302 | $80,908 | No longer tracked |
| BILZ | June 30, 2025 | 799 | $80,859 | No longer tracked |
| VGSH | Sept. 30, 2025 | 1,274 | $74,900 | |
| IAU | June 30, 2025 | 1,216 | $71,695 | No longer tracked |
| QBUL | June 30, 2025 | 2,873 | $71,423 | No longer tracked |
| OCTT | June 30, 2025 | 1,805 | $67,182 | No longer tracked |
| STIP | Sept. 30, 2025 | 646 | $66,461 | No longer tracked |
| SIXD | June 30, 2025 | 2,466 | $64,671 | No longer tracked |
| TYA | June 30, 2025 | 4,742 | $62,737 | No longer tracked |
| AUGZ | June 30, 2025 | 1,585 | $59,192 | No longer tracked |
| VTWO | June 30, 2025 | 688 | $55,487 | |
| DECT | June 30, 2025 | 1,664 | $51,592 | No longer tracked |
| POOL | June 30, 2025 | 160 | $50,936 | -34.0% |
| BIL | Sept. 30, 2025 | 549 | $50,360 | No longer tracked |
| DECZXXXX | June 30, 2025 | 1,319 | $47,272 | No longer tracked |
| QLTA | June 30, 2025 | 844 | $40,115 | No longer tracked |
| VOO | June 30, 2025 | 78 | $40,085 | No longer tracked |
| FLJJ | June 30, 2025 | 1,320 | $37,127 | No longer tracked |
| JANZXXXX | June 30, 2025 | 1,030 | $34,276 | No longer tracked |
| OCTZXXXX | June 30, 2025 | 885 | $33,613 | No longer tracked |
| FAAR | June 30, 2025 | 1,135 | $32,824 | |
| SMAX | June 30, 2025 | 1,309 | $32,777 | No longer tracked |
| IVV | June 30, 2025 | 56 | $31,466 | No longer tracked |
| FTLS | June 30, 2025 | 484 | $31,015 | No longer tracked |
| FMF | June 30, 2025 | 670 | $30,900 | No longer tracked |
| SIXJ | June 30, 2025 | 935 | $27,996 | No longer tracked |
| APRW | June 30, 2025 | 842 | $27,020 | No longer tracked |
| SPLV | June 30, 2025 | 300 | $22,416 | No longer tracked |
| JULU | June 30, 2025 | 854 | $21,786 | No longer tracked |
| ONEZ | June 30, 2025 | 836 | $19,806 | No longer tracked |
| JULZ | June 30, 2025 | 480 | $19,252 | No longer tracked |
| PLTR | Dec. 31, 2025 | 100 | $18,242 | -1.8% |
| APRZXXXX | June 30, 2025 | 550 | $18,106 | No longer tracked |
| NOVZ | June 30, 2025 | 410 | $15,923 | No longer tracked |
| SIXF | June 30, 2025 | 569 | $15,864 | No longer tracked |
| MAYZXXXX | June 30, 2025 | 533 | $15,478 | No longer tracked |
| MARZ | June 30, 2025 | 504 | $15,282 | No longer tracked |
| ZROZ | June 30, 2025 | 210 | $15,042 | No longer tracked |
| SCHX | June 30, 2025 | 669 | $14,772 | No longer tracked |
| CRDT | June 30, 2025 | 573 | $14,629 | No longer tracked |
| T | June 30, 2025 | 509 | $14,395 | -12.8% |
| SPYG | June 30, 2025 | 162 | $13,020 | No longer tracked |
| SCHZ | June 30, 2025 | 524 | $12,136 | No longer tracked |
| TT | June 30, 2025 | 35 | $11,792 | 3.8% |
| UCON | June 30, 2025 | 461 | $11,410 | No longer tracked |
| KNX | June 30, 2025 | 235 | $10,220 | 55.6% |
| BIBL | June 30, 2025 | 251 | $9,641 | No longer tracked |
| MARB | June 30, 2025 | 445 | $8,887 | No longer tracked |
| IEF | June 30, 2025 | 91 | $8,679 | |
| MBB | June 30, 2025 | 89 | $8,346 | |
| BWX | June 30, 2025 | 289 | $6,318 | No longer tracked |
| PG | Sept. 30, 2025 | 33 | $5,258 | -6.1% |
| BND | June 30, 2025 | 61 | $4,480 | |
| LAC | June 30, 2025 | 1,627 | $4,409 | 9.9% |
| FTHI | June 30, 2025 | 197 | $4,306 | |
| FDX | June 30, 2025 | 16 | $3,900 | 43.2% |
| IEI | June 30, 2025 | 33 | $3,898 | |
| LMBS | June 30, 2025 | 72 | $3,540 | |
| FTGC | June 30, 2025 | 134 | $3,420 | |
| IETC | June 30, 2025 | 43 | $3,222 | No longer tracked |
| UPS | June 30, 2025 | 29 | $3,190 | 1.2% |
| ARTY | June 30, 2025 | 99 | $3,114 | No longer tracked |
| FLAO | June 30, 2025 | 118 | $3,105 | No longer tracked |
| FEBW | June 30, 2025 | 101 | $3,069 | No longer tracked |
| SLDP | June 30, 2025 | 2,797 | $2,937 | 4.1% |
| WBD | June 30, 2025 | 272 | $2,919 | 147.6% |
| MARW | June 30, 2025 | 91 | $2,820 | No longer tracked |
| BA | June 30, 2025 | 16 | $2,729 | 4.6% |
| EDV | June 30, 2025 | 38 | $2,702 | No longer tracked |
| FDL | June 30, 2025 | 60 | $2,606 | No longer tracked |
| IDEV | June 30, 2025 | 37 | $2,549 | No longer tracked |
| CRON | June 30, 2025 | 1,394 | $2,523 | 70.7% |
| SNOW | June 30, 2025 | 16 | $2,339 | 43.4% |
| EFAV | June 30, 2025 | 30 | $2,338 | No longer tracked |
| LTPZ | June 30, 2025 | 42 | $2,303 | No longer tracked |
| CNXC | June 30, 2025 | 40 | $2,226 | -51.5% |
| MTUM | June 30, 2025 | 11 | $2,223 | No longer tracked |
| IMCG | June 30, 2025 | 30 | $2,143 | No longer tracked |
| EVRG | June 30, 2025 | 31 | $2,137 | 22.3% |
| IBIT | June 30, 2025 | 42 | $1,966 | |
| TZA | June 30, 2025 | 113 | $1,924 | No longer tracked |
| VTI | June 30, 2025 | 7 | $1,924 | No longer tracked |
| DX | June 30, 2025 | 147 | $1,914 | 8.9% |
| VO | June 30, 2025 | 7 | $1,810 | No longer tracked |
| SLV | June 30, 2025 | 58 | $1,797 | No longer tracked |
| LVHI | June 30, 2025 | 55 | $1,780 | No longer tracked |
| JUNW | June 30, 2025 | 52 | $1,546 | No longer tracked |
| HOOD | June 30, 2025 | 35 | $1,457 | 4.8% |
| QQQ | June 30, 2025 | 3 | $1,407 | |
| U | June 30, 2025 | 68 | $1,332 | 93.2% |
| COMT | June 30, 2025 | 49 | $1,297 | |
| SIXP | June 30, 2025 | 46 | $1,265 | No longer tracked |
| GMAY | June 30, 2025 | 34 | $1,233 | No longer tracked |
| BIDU | June 30, 2025 | 12 | $1,104 | 9.5% |
| BUCK | June 30, 2025 | 37 | $913 | No longer tracked |
| CMDT | June 30, 2025 | 34 | $910 | No longer tracked |
| SPD | June 30, 2025 | 29 | $897 | No longer tracked |
| JULW | June 30, 2025 | 21 | $724 | No longer tracked |
| SJB | June 30, 2025 | 43 | $693 | No longer tracked |
| GJUN | June 30, 2025 | 18 | $633 | No longer tracked |
| SPY | June 30, 2025 | 1 | $559 | No longer tracked |
| VYM | June 30, 2025 | 3 | $387 | No longer tracked |
| QS | June 30, 2025 | 50 | $208 | -14.1% |
| AMC | June 30, 2025 | 19 | $55 | -16.3% |
| CGC | June 30, 2025 | 31 | $28 | -15.2% |