Lord & Richards Wealth Management, LLC 13F Holdings · Q2 2026
Lord & Richards Wealth Management, LLC reported 49 securities worth $127.77M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SPYM (14.43%), ACIO (9.68%), BKAG (8.38%). Among its top 25 positions this quarter: 19 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $18.4M | 14.43% | 209,830 | Added |
| 2 | ACIO | ETF SER SOLUTIONS | $12.4M | 9.68% | 268,008 | Added |
| 3 | BKAG | BNY MELLON ETF TRUST | $10.7M | 8.38% | 255,358 | Added |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $8.9M | 6.96% | 124,817 | Added |
| 5 | DRSK | ETF SER SOLUTIONS | $8.6M | 6.72% | 298,491 | Added |
| 6 | DMBS | DOUBLELINE ETF TRUST | $5.5M | 4.27% | 111,171 | Added |
| 7 | ADME | ETF SER SOLUTIONS | $4.1M | 3.22% | 74,000 | Added |
| 8 | RSP | INVESCO EXCHANGE TRADED FD T | $3.8M | 2.96% | 17,775 | Added |
| 9 | UPSD | ETF SER SOLUTIONS | $3.2M | 2.52% | 114,363 | Added |
| 10 | SCHP | SCHWAB STRATEGIC TR | $3.0M | 2.37% | 114,213 | Added |
| 11 | JUCY | ETF SER SOLUTIONS | $2.8M | 2.20% | 127,839 | Added |
| 12 | NVDA | NVIDIA CORPORATION | $2.7M | 2.08% | 13,307 | Trimmed |
| 13 | FRDM | EA SERIES TRUST | $2.6M | 2.00% | 35,078 | Added |
| 14 | VB | VANGUARD INDEX FDS | $2.5M | 1.92% | 8,098 | Added |
| 15 | OSCV | ETF SER SOLUTIONS | $2.4M | 1.86% | 56,412 | Added |
| 16 | PCMM | BONDBLOXX ETF TRUST | $2.3M | 1.77% | 45,298 | Trimmed |
| 17 | MSFT | MICROSOFT CORP | $2.1M | 1.64% | 5,613 | Added |
| 18 | IDUB | ETF SER SOLUTIONS | $2.0M | 1.54% | 71,657 | Added |
| 19 | DUBS | ETF SER SOLUTIONS | $2.0M | 1.53% | 46,969 | Added |
| 20 | VWO | VANGUARD INTL EQUITY INDEX F | $1.9M | 1.50% | 32,055 | Added |
| 21 | PWR | QUANTA SVCS INC | $1.6M | 1.27% | 2,250 | Trimmed |
| 22 | APH | AMPHENOL CORP | $1.5M | 1.17% | 8,459 | Trimmed |
| 23 | QQQM | INVESCO EXCH TRADED FD TR II | $1.5M | 1.17% | 4,927 | Added |
| 24 | GOOGL | ALPHABET INC | $1.4M | 1.06% | 3,782 | Trimmed |
| 25 | V | VISA INC | $1.4M | 1.06% | 3,963 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR