Q3 2026 13F · SEC CIK 2045252

Lord & Richards Wealth Management, LLC

Wealth managerFiled 2026-10-14 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $130.9M
Reported positions: 80
Holdings vs S&P 500, 3 yrs: —
Assets under management: $128.8M

Lord & Richards Wealth Management, LLC is a wealth manager that reported 80 positions worth $130.9M in its Q3 2026 13F, filed 2026-10-14. Its largest holdings were Spdr Series Trust (SPLG, 12.0%), ETF Ser Solutions (ACIO, 8.1%), Bny Mellon ETF Trust (BKAG, 7.2%).

Lord & Richards Wealth Management, LLC holdings largest 50 of 80 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Lord & Richards Wealth Management, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
SPLGSpdr Series Trust	12.0%	14.4%	174,743	-16.7%	$15.7M
ACIOETF Ser Solutions	8.1%	9.7%	225,459	-15.9%	$10.6M
BKAGBny Mellon ETF Trust	7.2%	8.4%	236,042	-7.6%	$9.5M
VEAVanguard Ftse Developed Markets Index Fu	5.6%	7.0%	103,357	-17.2%	$7.3M
DRSKETF Ser Solutions	5.4%	6.7%	258,226	-13.5%	$7.0M
DMBSDoubleline ETF Trust	3.4%	4.3%	96,342	-13.3%	$4.5M
NVDANvidia Corporation	2.9%	2.1%	16,759	+25.9%	$3.8M
JAJLInnovator Etfs Trust	2.7%	New	118,532	—	$3.6M
BEMOETF Ser Solutions	2.7%	3.2%	63,177	-14.6%	$3.6M
ZNOVInnovator Etfs Trust	2.4%	New	110,842	—	$3.1M
RSPInvesco Exchange Traded Fd T	2.3%	3.0%	14,729	-17.1%	$3.1M
UPSDETF Ser Solutions	2.2%	2.5%	95,243	-16.7%	$2.8M
MSFTMicrosoft Corp	2.1%	1.6%	5,406	-3.7%	$2.8M
SCHPSchwab Strategic Tr	1.9%	2.4%	99,127	-13.2%	$2.5M
JUCYETF Ser Solutions	1.8%	2.2%	108,326	-15.3%	$2.3M
AAPLApple Inc	1.7%	0.6%	6,779	+151.8%	$2.3M
ZSEPInnovator Etfs Trust	1.7%	New	79,821	—	$2.2M
BFRZInnovator Etfs Trust	1.6%	New	77,808	—	$2.1M
FRDMEa Series Trust	1.5%	2.0%	28,743	-18.1%	$2.0M
GOOGLAlphabet Inc	1.5%	1.1%	5,724	+51.3%	$2.0M
VBVanguard Index Fds	1.5%	1.9%	6,691	-17.4%	$1.9M
OSCVETF Ser Solutions	1.4%	1.9%	47,095	-16.5%	$1.8M
DUBSETF Ser Solutions	1.3%	1.5%	39,113	-16.7%	$1.7M
IDUBETF Ser Solutions	1.3%	1.5%	59,975	-16.3%	$1.6M
VWOVanguard Intl Equity Index F	1.2%	1.5%	26,836	-16.3%	$1.6M
AMZNAmazon Com Inc	1.1%	1.0%	5,781	+3.8%	$1.4M
QQQMInvesco Exch Traded Fd Tr II	0.9%	1.2%	4,056	-17.7%	$1.2M
ZJULInnovator Etfs Trust	0.9%	New	40,803	—	$1.2M
AVGOBroadcom Inc	0.9%	1.0%	3,433	-0.1%	$1.2M
JPMJpmorgan Chase & Co	0.8%	0.7%	3,308	+21.8%	$1.1M
PGFInvesco Exchange Traded Fd T	0.8%	1.0%	84,705	-6.3%	$1.1M
VGLTVanguard Scottsdale Fds	0.8%	1.0%	21,141	-7.2%	$1.1M
VVisa Inc	0.8%	1.1%	2,806	-29.2%	$1.0M
PWRQuanta Svcs Inc	0.8%	1.3%	1,551	-31.1%	$997K
LLYEli Lilly & Co	0.7%	0.6%	822	+39.3%	$951K
XOMExxonmobil Holdings Corp	0.7%	New	5,499	—	$895K
METAMeta Platforms Inc	0.7%	0.3%	1,188	+60.8%	$861K
MUMicron Technology Inc	0.6%	New	765	—	$815K
AMDAdvanced Micro Devices Inc	0.6%	0.9%	1,192	-42.8%	$729K
BRK-BBerkshire Hathaway Inc Del	0.5%	0.5%	1,290	+10.5%	$642K
TSLATesla Inc	0.4%	0.4%	1,654	+25.4%	$587K
NOWServicenow Inc	0.4%	0.9%	4,306	-61.2%	$577K
APHAmphenol Corp	0.4%	1.2%	6,490	-23.3%	$547K
NTRSNorthern Trust Corp	0.4%	New	3,208	—	$543K
DUKDuke Energy Corp New	0.4%	New	4,575	—	$522K
HPEHewlett Packard Enterprise C	0.4%	New	7,513	—	$480K
RTXRtx Corporation	0.4%	New	2,553	—	$474K
URIUnited Rentals Inc	0.3%	New	456	—	$456K
LINLinde PLC	0.3%	New	931	—	$442K
ABBVAbbvie Inc	0.3%	New	1,613	—	$422K

What Lord & Richards Wealth Management, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Added to

AAPL Apple Inc+151.8% shares
META Meta Platforms Inc+60.8% shares
GOOGL Alphabet Inc+51.3% shares
LLY Eli Lilly & Co+39.3% shares
NVDA Nvidia Corporation+25.9% shares
TSLA Tesla Inc+25.4% shares
JPM Jpmorgan Chase & Co+21.8% shares
BRK-B Berkshire Hathaway Inc Del+10.5% shares

Reduced

NOW Servicenow Inc-61.2% shares
AMD Advanced Micro Devices Inc-42.8% shares
PWR Quanta Svcs Inc-31.1% shares
V Visa Inc-29.2% shares
APH Amphenol Corp-23.3% shares
FRDM Ea Series Trust-18.1% shares
QQQM Invesco Exch Traded Fd Tr II-17.7% shares
VB Vanguard Index Fds-17.4% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +5.5% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$130.9M	80
Q2 2026	$127.8M	49
Q1 2026	$114.0M	50
Q4 2025	$116.4M	51
Q3 2025	$109.2M	51
Q2 2025	$95.7M	53
Q1 2025	$88.2M	177
Q4 2024	$47.4M	65

Questions about Lord & Richards Wealth Management, LLC's portfolio

What stocks does Lord & Richards Wealth Management, LLC own?

Lord & Richards Wealth Management, LLC's latest 13F, for Q3 2026 and filed Oct 14, 2026, lists 80 positions worth $130.9M. The largest are Spdr Series Trust (SPLG) at 12.0%, ETF Ser Solutions (ACIO) at 8.1%, Bny Mellon ETF Trust (BKAG) at 7.2%, Vanguard Ftse Developed Markets Index Fu (VEA) at 5.6% and ETF Ser Solutions (DRSK) at 5.4%.

What did Lord & Richards Wealth Management, LLC buy last quarter?

In Q3 2026, Lord & Richards Wealth Management, LLC added a new position in Innovator Etfs Trust (JAJL), a new position in Innovator Etfs Trust (ZNOV), a new position in Innovator Etfs Trust (ZSEP), a new position in Innovator Etfs Trust (BFRZ), a new position in Innovator Etfs Trust (ZJUL), Apple Inc (AAPL) (+151.8% shares), Meta Platforms Inc (META) (+60.8% shares) and Alphabet Inc (GOOGL) (+51.3% shares), compared with its Q2 2026 filing.

What did Lord & Richards Wealth Management, LLC sell last quarter?

In Q3 2026, Lord & Richards Wealth Management, LLC cut from its top 50 Bondbloxx ETF Trust (PCMM), cut from its top 50 Walmart Inc (WMT), cut from its top 50 Progressive Corp (PGR), cut from its top 50 Crowdstrike Hldgs Inc (CRWD), cut from its top 50 Chemed Corp New (CHE), Servicenow Inc (NOW) (-61.2% shares), Advanced Micro Devices Inc (AMD) (-42.8% shares) and Quanta Svcs Inc (PWR) (-31.1% shares), compared with its Q2 2026 filing.

When is Lord & Richards Wealth Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Lord & Richards Wealth Management, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Lord & Richards Wealth Management, LLC manage?

Lord & Richards Wealth Management, LLC reported $128.8M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $130.9M.