Holders — by stockHoldings — by fund
Lord & Richards Wealth Management, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 2045252
$127.8M
disclosed book value
49
positions
14.4%
largest position share
Positions, as of 2026-06-30
top 49 of 49 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SPYMSPDR SERIES TRUST | 209,830 | $18.4M | 14.4% |
| 2 | ACIOETF SER SOLUTIONS | 268,008 | $12.4M | 9.7% |
| 3 | BKAGBNY MELLON ETF TRUST | 255,358 | $10.7M | 8.4% |
| 4 | VEAVANGUARD TAX-MANAGED FDS | 124,817 | $8.9M | 7% |
| 5 | DRSKETF SER SOLUTIONS | 298,491 | $8.6M | 6.7% |
| 6 | DMBSDOUBLELINE ETF TRUST | 111,171 | $5.5M | 4.3% |
| 7 | ADMEETF SER SOLUTIONS | 74,000 | $4.1M | 3.2% |
| 8 | RSPINVESCO EXCHANGE TRADED FD T | 17,775 | $3.8M | 3% |
| 9 | UPSDETF SER SOLUTIONS | 114,363 | $3.2M | 2.5% |
| 10 | SCHPSCHWAB STRATEGIC TR | 114,213 | $3.0M | 2.4% |
| 11 | JUCYETF SER SOLUTIONS | 127,839 | $2.8M | 2.2% |
| 12 | NVDANVIDIA CORPORATION | 13,307 | $2.7M | 2.1% |
| 13 | FRDMEA SERIES TRUST | 35,078 | $2.6M | 2% |
| 14 | VBVANGUARD INDEX FDS | 8,098 | $2.5M | 1.9% |
| 15 | OSCVETF SER SOLUTIONS | 56,412 | $2.4M | 1.9% |
| 16 | PCMMBONDBLOXX ETF TRUST | 45,298 | $2.3M | 1.8% |
| 17 | MSFTMICROSOFT CORP | 5,613 | $2.1M | 1.6% |
| 18 | IDUBETF SER SOLUTIONS | 71,657 | $2.0M | 1.5% |
| 19 | DUBSETF SER SOLUTIONS | 46,969 | $2.0M | 1.5% |
| 20 | VWOVANGUARD INTL EQUITY INDEX F | 32,055 | $1.9M | 1.5% |
| 21 | PWRQUANTA SVCS INC | 2,250 | $1.6M | 1.3% |
| 22 | QQQMINVESCO EXCH TRADED FD TR II | 4,927 | $1.5M | 1.2% |
| 23 | APHAMPHENOL CORP | 8,459 | $1.5M | 1.2% |
| 24 | VVISA INC | 3,963 | $1.4M | 1.1% |
| 25 | GOOGLALPHABET INC | 3,782 | $1.4M | 1.1% |
| 26 | AMZNAMAZON COM INC | 5,568 | $1.3M | 1% |
| 27 | AVGOBROADCOM INC | 3,437 | $1.3M | 1% |
| 28 | VGLTVANGUARD SCOTTSDALE FDS | 22,787 | $1.3M | 1% |
| 29 | PGFINVESCO EXCHANGE TRADED FD T | 90,368 | $1.2M | 1% |
| 30 | AMDADVANCED MICRO DEVICES INC | 2,083 | $1.2M | 0.9% |
| 31 | NOWSERVICENOW INC | 11,104 | $1.1M | 0.9% |
| 32 | JPMJPMORGAN CHASE & CO | 2,715 | $889,201 | 0.7% |
| 33 | WMTWALMART INC | 7,579 | $858,409 | 0.7% |
| 34 | PGRPROGRESSIVE CORP | 3,891 | $849,925 | 0.7% |
| 35 | CRWDCROWDSTRIKE HLDGS INC | 1,096 | $836,402 | 0.7% |
| 36 | CHECHEMED CORP NEW | 1,793 | $834,990 | 0.7% |
| 37 | AAPLAPPLE INC | 2,692 | $778,917 | 0.6% |
| 38 | CPRTCOPART INC | 25,812 | $727,640 | 0.6% |
| 39 | LLYELI LILLY & CO | 590 | $708,034 | 0.6% |
| 40 | FANGDIAMONDBACK ENERGY INC | 3,941 | $692,696 | 0.5% |
| 41 | AMTAMERICAN TOWER CORP | 4,182 | $683,943 | 0.5% |
| 42 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,167 | $583,955 | 0.5% |
| 43 | TSLATESLA INC | 1,319 | $554,771 | 0.4% |
| 44 | MSIMOTOROLA SOLUTIONS INC | 1,219 | $506,316 | 0.4% |
| 45 | UBERUBER TECHNOLOGIES INC | 5,879 | $424,229 | 0.3% |
| 46 | METAMETA PLATFORMS INC | 739 | $416,043 | 0.3% |
| 47 | ISRGINTUITIVE SURGICAL INC | 996 | $396,090 | 0.3% |
| 48 | NFLXNETFLIX INC. | 4,743 | $338,650 | 0.3% |
| 49 | LMTLOCKHEED MARTIN CORP | 556 | $283,260 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.