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Lord & Richards Wealth Management, LLC Portfolio
$130.9M across 80 positions as of 2026-09-30, with 52% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| SPYMState Street SPDR Portfolio S&P 500 ETF | $15.7M | 12.0% | 174,743 |
| ETF SER SOLUTIONS | $10.6M | 8.1% | 225,459 |
| BNY MELLON ETF TRUST | $9.5M | 7.2% | 236,042 |
| VEAVanguard FTSE Developed Markets ETF | $7.3M | 5.6% | 103,357 |
| ETF SER SOLUTIONS | $7M | 5.4% | 258,226 |
| DOUBLELINE ETF TRUST | $4.5M | 3.4% | 96,342 |
| NVDANVIDIA Corp | $3.8M | 2.9% | 16,759 |
| INNOVATOR ETFS TRUST | $3.6M | 2.7% | 118,532 |
| ETF SER SOLUTIONS | $3.6M | 2.7% | 63,177 |
| INNOVATOR ETFS TRUST | $3.1M | 2.4% | 110,842 |
| RSPInvesco S&P 500 Equal Weight ETF | $3.1M | 2.3% | 14,729 |
| ETF SER SOLUTIONS | $2.8M | 2.2% | 95,243 |
| MSFTMicrosoft Corp | $2.8M | 2.1% | 5,406 |
| SCHPSCHWAB STRATEGIC TR | $2.5M | 1.9% | 99,127 |
| ETF SER SOLUTIONS | $2.3M | 1.8% | 108,326 |
| AAPLApple Inc | $2.3M | 1.7% | 6,779 |
| INNOVATOR ETFS TRUST | $2.2M | 1.7% | 79,821 |
| INNOVATOR ETFS TRUST | $2.1M | 1.6% | 77,808 |
| EA SERIES TRUST | $2M | 1.5% | 28,743 |
| GOOGLAlphabet Inc | $2M | 1.5% | 5,724 |
| VBVanguard Small-Cap ETF | $1.9M | 1.5% | 6,691 |
| ETF SER SOLUTIONS | $1.8M | 1.4% | 47,095 |
| ETF SER SOLUTIONS | $1.7M | 1.3% | 39,113 |
| ETF SER SOLUTIONS | $1.6M | 1.3% | 59,975 |
| VWOVanguard FTSE Emerging Markets ETF | $1.6M | 1.2% | 26,836 |
| AMZNAmazon.com Inc | $1.4M | 1.1% | 5,781 |
| QQQMInvesco NASDAQ 100 ETF | $1.2M | 0.9% | 4,056 |
| INNOVATOR ETFS TRUST | $1.2M | 0.9% | 40,803 |
| AVGOBroadcom Inc | $1.2M | 0.9% | 3,433 |
| JPMJPMorgan Chase & Co | $1.1M | 0.8% | 3,308 |
| INVESCO EXCHANGE TRADED FD T | $1.1M | 0.8% | 84,705 |
| VGLTVanguard Long-Term Treasury ETF | $1.1M | 0.8% | 21,141 |
| VVisa Inc | $1M | 0.8% | 2,806 |
| PWRQuanta Services Inc | $996.9K | 0.8% | 1,551 |
| LLYEli Lilly and Co | $951K | 0.7% | 822 |
| XOMExxonmobil Holdings Corp | $895K | 0.7% | 5,499 |
| METAMeta Platforms Inc | $861.5K | 0.7% | 1,188 |
| MUMicron Technology Inc | $814.8K | 0.6% | 765 |
| AMDAdvanced Micro Devices Inc | $729.2K | 0.6% | 1,192 |
| BRK.BBerkshire Hathaway Inc | $642.4K | 0.5% | 1,290 |
| TSLATesla Inc | $586.9K | 0.4% | 1,654 |
| NOWServiceNow Inc | $577K | 0.4% | 4,306 |
| APHAmphenol Corp | $547.1K | 0.4% | 6,490 |
| NTRSNorthern Trust Corp | $543.3K | 0.4% | 3,208 |
| DUKDuke Energy Corp | $521.6K | 0.4% | 4,575 |
| HPEHewlett Packard Enterprise Co | $480K | 0.4% | 7,513 |
| RTXRTX Corp | $474K | 0.4% | 2,553 |
| URIUnited Rentals Inc | $456.4K | 0.3% | 456 |
| LINDE PLC | $441.9K | 0.3% | 931 |
| ABBVAbbVie Inc | $421.9K | 0.3% | 1,613 |
| UNPUnion Pacific Corp | $420.7K | 0.3% | 1,546 |
| WMTWalmart Inc | $413.6K | 0.3% | 3,979 |
| WFCWells Fargo & Co | $388K | 0.3% | 4,847 |
| JNJJohnson & Johnson | $376.2K | 0.3% | 1,421 |
| HCAHCA Healthcare Inc | $370.8K | 0.3% | 869 |
| NFLXNetflix Inc | $365.6K | 0.3% | 5,255 |
| TGTTarget Corp | $364.9K | 0.3% | 2,329 |
| CHEChemed Corp | $350.3K | 0.3% | 694 |
| PGRProgressive Corp | $349.4K | 0.3% | 1,685 |
| PGProcter & Gamble Co | $320.1K | 0.2% | 2,203 |
| LHXL3Harris Technologies Inc | $318.7K | 0.2% | 1,346 |
| RLRalph Lauren Corp | $317.4K | 0.2% | 894 |
| SYFSynchrony Financial | $314.9K | 0.2% | 4,437 |
| ORCLOracle Corp | $311.1K | 0.2% | 2,266 |
| CPRTCopart Inc | $310K | 0.2% | 11,362 |
| AMTAmerican Tower Corp | $309.5K | 0.2% | 1,890 |
| PLTRPalantir Technologies Inc | $305.8K | 0.2% | 1,635 |
| FANGDiamondback Energy Inc | $298.6K | 0.2% | 1,625 |
| LMTLockheed Martin Corp | $283.1K | 0.2% | 556 |
| CRWDCrowdStrike Holdings Inc | $275.3K | 0.2% | 1,040 |
| QCOMQualcomm Inc | $275.3K | 0.2% | 1,496 |
| DLTRDollar Tree Inc | $274.7K | 0.2% | 2,409 |
| ICEIntercontinental Exchange Inc | $273.1K | 0.2% | 1,796 |
| EQIXEquinix Inc | $264K | 0.2% | 261 |
| HDHome Depot Inc | $262.3K | 0.2% | 922 |
| MRKMerck & Co Inc | $262.1K | 0.2% | 1,804 |
| MNSTMonster Beverage Corp | $259.6K | 0.2% | 6,237 |
| DELLDell Technologies Inc | $254.9K | 0.2% | 474 |
| TJXTJX Companies Inc | $240.8K | 0.2% | 1,820 |
| CBRECBRE Group Inc | $213.1K | 0.2% | 1,659 |
Quarter ending 2026-09-30.
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