Lord & Richards Wealth Management, LLC

Est. AUM

$114.0M

13F long equity, this entity only

Positions

282

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR SERIES TRUST	STATE STREET SPD	$524K	6846	0.46%	SOLE
2	LOCKHEED MARTIN CORP	COM	$336K	556	0.29%	SOLE
3	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$267K	4162	0.23%	SOLE
4	ETF SER SOLUTIONS	APTUS COLLRD INV	$267K	6373	0.23%	SOLE
5	BNY MELLON ETF TRUST	CORE BOND ETF	$200K	4745	0.18%	SOLE
6	ETF SER SOLUTIONS	APTUS DEFINED	$158K	5764	0.14%	SOLE
7	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$112K	585	0.10%	SOLE
8	DOUBLELINE ETF TRUST	MORTGAGE ETF	$105K	2123	0.09%	SOLE
9	ETF SER SOLUTIONS	APTUS LRG CAP UP	$95K	3738	0.08%	SOLE
10	ETF SER SOLUTIONS	APTUS DRAWDOWN	$87K	1754	0.08%	SOLE
11	ETF SER SOLUTIONS	OPUS SML CP VL	$73K	1850	0.06%	SOLE
12	VANGUARD INDEX FDS	SMALL CP ETF	$70K	268	0.06%	SOLE
13	EA SERIES TRUST	FREEDOM 100 EM	$66K	1209	0.06%	SOLE
14	BONDBLOXX ETF TRUST	BONDBLOXX PRIVAT	$61K	1246	0.05%	SOLE
15	ETF SER SOLUTIONS	APTUS INT ENH YL	$59K	2378	0.05%	SOLE
16	SCHWAB STRATEGIC TR	US TIPS ETF	$58K	2187	0.05%	SOLE
17	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$57K	1053	0.05%	SOLE
18	ETF SER SOLUTIONS	APTUS LARGE CAP	$56K	1549	0.05%	SOLE
19	ETF SER SOLUTIONS	APTUS ENHANCED	$54K	2446	0.05%	SOLE
20	NVIDIA CORPORATION	COM	$48K	278	0.04%	SOLE
21	MICROSOFT CORP	COM	$43K	117	0.04%	SOLE
22	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$40K	168	0.04%	SOLE
23	QUANTA SVCS INC	COM	$36K	65	0.03%	SOLE
24	VISA INC	COM CL A	$28K	92	0.02%	SOLE
25	AMPHENOL CORP	CL A	$27K	213	0.02%	SOLE
26	AMAZON COM INC	COM	$27K	129	0.02%	SOLE
27	DIAMONDBACK ENERGY INC	COM	$27K	136	0.02%	SOLE
28	WALMART INC	COM	$24K	189	0.02%	SOLE
29	INVESCO EXCHANGE TRADED FD T	FINL PFD ETF	$23K	1663	0.02%	SOLE
30	VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$23K	420	0.02%	SOLE
31	SERVICENOW INC	COM	$22K	211	0.02%	SOLE
32	ALPHABET INC	CAP STK CL A	$20K	71	0.02%	SOLE
33	PROGRESSIVE CORP	COM	$19K	95	0.02%	SOLE
34	AMERICAN TOWER CORP	COM	$19K	111	0.02%	SOLE
35	JPMORGAN CHASE & CO	COM	$19K	65	0.02%	SOLE
36	COPART INC	COM	$17K	501	0.01%	SOLE
37	CHEMED CORP NEW	COM	$17K	45	0.01%	SOLE
38	BROADRIDGE FINL SOLUTIONS IN	COM	$16K	96	0.01%	SOLE
39	MOTOROLA SOLUTIONS INC	COM NEW	$12K	27	0.01%	SOLE
40	NETFLIX INC.	COM	$11K	116	0.01%	SOLE
41	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$11K	23	0.01%	SOLE
42	TESLA INC	COM	$10K	26	0.01%	SOLE
43	META PLATFORMS INC	CL A	$10K	17	0.01%	SOLE
44	APPLE INC	COM	$10K	41	0.01%	SOLE
45	CROWDSTRIKE HLDGS INC	CL A	$9K	23	0.01%	SOLE
46	INTUITIVE SURGICAL INC	COM NEW	$9K	19	0.01%	SOLE
47	ACCENTURE PLC IRELAND	SHS CLASS A	$9K	44	0.01%	SOLE
48	ADVANCED MICRO DEVICES INC	COM	$9K	45	0.01%	SOLE
49	UBER TECHNOLOGIES INC	COM	$9K	127	0.01%	SOLE
50	ELI LILLY & CO	COM	$8K	9	0.01%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.