Lord & Richards Wealth Management

HIGHLANDS RANCH, COfiles as Lord & Richards Wealth Management, LLC

$128m in 49 US stocks at the end of 30 June 2026. The top 10 are 61.5% of the money. It changed about 4.5% of the portfolio this quarter.

Value

$128m

Stocks

Top 10 share

61.5%

Turnover

4.5%

What changed this quarter

New

Bought for the first time this quarter.

BroadcomAVGO
1.0% of the fund

Added

Bought more of a stock they already held.

Spdr Series TrustSPYM
14.4% of the fund
+4%
ETF SER SolutionsACIO
9.7% of the fund
+3%
BNY Mellon ETF TrustBKAG
8.4% of the fund
+7%
Vanguard Tax-Managed FDSVEA
7.0% of the fund
+4%
ETF SER SolutionsDRSK
6.7% of the fund
+4%
Doubleline ETF TrustDMBS
4.3% of the fund
+6%
ETF SER SolutionsADME
3.2% of the fund
+3%
Invesco Exchange Traded FD TRSP
3.0% of the fund
+5%
Aptus Large Cap Upside ETFUPSD
2.5% of the fund
+5%
Schwab Strategic TRSCHP
2.4% of the fund
+6%
ETF SER SolutionsJUCY
2.2% of the fund
+6%
Vanguard Index FDSVB
1.9% of the fund
+4%
ETF SER SolutionsOSCV
1.9% of the fund
+5%
MicrosoftMSFT
1.6% of the fund
+2%
ETF SER SolutionsIDUB
1.5% of the fund
+5%
ETF SER SolutionsDUBS
1.5% of the fund
+4%
Vanguard Intl Equity Index FVWO
1.5% of the fund
+4%
Invesco Exch Traded FD TR IIQQQM
1.2% of the fund
+4%
Vanguard Scottsdale FDSVGLT
1.0% of the fund
+6%
Invesco Exchange Traded FD TPGF
1.0% of the fund
+7%
ServiceNowNOW
0.9% of the fund
+31%
ProgressivePGR
0.7% of the fund
+3%
CopartCPRT
0.6% of the fund
+26%

Cut

Sold some of their stake.

NvidiaNVDA
2.1% of the fund
-7%
Bondbloxx ETF TrustPCMM
1.8% of the fund
-2%
Quanta ServicesPWR
1.3% of the fund
-27%
AmphenolAPH
1.2% of the fund
-11%
VisaV
1.1% of the fund
-3%
AlphabetGOOGL
1.1% of the fund
-12%
Amazon.comAMZN
1.0% of the fund
-4%
Advanced Micro DevicesAMD
0.9% of the fund
-8%
JPMorgan ChaseJPM
0.7% of the fund
-6%
WalmartWMT
0.7% of the fund
-13%
CrowdStrike HoldingsCRWD
0.7% of the fund
-7%
Eli LillyLLY
0.6% of the fund
-9%
Diamondback EnergyFANG
0.5% of the fund
-26%
American TowerAMT
0.5% of the fund
-8%
Berkshire HathawayBRK-B
0.5% of the fund
-6%
TeslaTSLA
0.4% of the fund
-6%
Motorola SolutionsMSI
0.4% of the fund
-5%
Uber TechnologiesUBER
0.3% of the fund
-5%
Meta PlatformsMETA
0.3% of the fund
-5%
Intuitive SurgicalISRG
0.3% of the fund
-5%
NetflixNFLX
0.3% of the fund
-5%

Sold out

Sold their entire stake.

Broadridge Financial SolutionsBR
-100%
AccentureACN
-100%

Holdings

Spdr Series TrustSPYM
Share
14.4%
Value
$18m
Shares
209,830
+4%
ETF SER SolutionsACIO
Share
9.7%
Value
$12m
Shares
268,008
+3%
BNY Mellon ETF TrustBKAG
Share
8.4%
Value
$11m
Shares
255,358
+7%
Vanguard Tax-Managed FDSVEA
Share
7.0%
Value
$9m
Shares
124,817
+4%
ETF SER SolutionsDRSK
Share
6.7%
Value
$9m
Shares
298,491
+4%
Doubleline ETF TrustDMBS
Share
4.3%
Value
$5m
Shares
111,171
+6%
ETF SER SolutionsADME
Share
3.2%
Value
$4m
Shares
74,000
+3%
Invesco Exchange Traded FD TRSP
Share
3.0%
Value
$4m
Shares
17,775
+5%
Aptus Large Cap Upside ETFUPSD
Share
2.5%
Value
$3m
Shares
114,363
+5%
Schwab Strategic TRSCHP
Share
2.4%
Value
$3m
Shares
114,213
+6%
ETF SER SolutionsJUCY
Share
2.2%
Value
$3m
Shares
127,839
+6%
NvidiaNVDA
Share
2.1%
Value
$3m
Shares
13,307
-7%
EA Series TrustFRDM
Share
2.0%
Value
$3m
Shares
35,078
Held
Vanguard Index FDSVB
Share
1.9%
Value
$2m
Shares
8,098
+4%
ETF SER SolutionsOSCV
Share
1.9%
Value
$2m
Shares
56,412
+5%
Bondbloxx ETF TrustPCMM
Share
1.8%
Value
$2m
Shares
45,298
-2%
MicrosoftMSFT
Share
1.6%
Value
$2m
Shares
5,613
+2%
ETF SER SolutionsIDUB
Share
1.5%
Value
$2m
Shares
71,657
+5%
ETF SER SolutionsDUBS
Share
1.5%
Value
$2m
Shares
46,969
+4%
Vanguard Intl Equity Index FVWO
Share
1.5%
Value
$2m
Shares
32,055
+4%
Quanta ServicesPWR
Share
1.3%
Value
$2m
Shares
2,250
-27%
Invesco Exch Traded FD TR IIQQQM
Share
1.2%
Value
$1m
Shares
4,927
+4%
AmphenolAPH
Share
1.2%
Value
$1m
Shares
8,459
-11%
VisaV
Share
1.1%
Value
$1m
Shares
3,963
-3%
AlphabetGOOGL
Share
1.1%
Value
$1m
Shares
3,782
-12%
Amazon.comAMZN
Share
1.0%
Value
$1m
Shares
5,568
-4%
BroadcomAVGO
Share
1.0%
Value
$1m
Shares
3,437
New
Vanguard Scottsdale FDSVGLT
Share
1.0%
Value
$1m
Shares
22,787
+6%
Invesco Exchange Traded FD TPGF
Share
1.0%
Value
$1m
Shares
90,368
+7%
Advanced Micro DevicesAMD
Share
0.9%
Value
$1m
Shares
2,083
-8%
ServiceNowNOW
Share
0.9%
Value
$1m
Shares
11,104
+31%
JPMorgan ChaseJPM
Share
0.7%
Value
$889,201
Shares
2,715
-6%
WalmartWMT
Share
0.7%
Value
$858,409
Shares
7,579
-13%
ProgressivePGR
Share
0.7%
Value
$849,925
Shares
3,891
+3%
CrowdStrike HoldingsCRWD
Share
0.7%
Value
$836,402
Shares
1,096
-7%
ChemedCHE
Share
0.7%
Value
$834,990
Shares
1,793
Held
AppleAAPL
Share
0.6%
Value
$778,917
Shares
2,692
Held
CopartCPRT
Share
0.6%
Value
$727,640
Shares
25,812
+26%
Eli LillyLLY
Share
0.6%
Value
$708,034
Shares
590
-9%
Diamondback EnergyFANG
Share
0.5%
Value
$692,696
Shares
3,941
-26%
American TowerAMT
Share
0.5%
Value
$683,943
Shares
4,182
-8%
Berkshire HathawayBRK-B
Share
0.5%
Value
$583,955
Shares
1,167
-6%
TeslaTSLA
Share
0.4%
Value
$554,771
Shares
1,319
-6%
Motorola SolutionsMSI
Share
0.4%
Value
$506,316
Shares
1,219
-5%
Uber TechnologiesUBER
Share
0.3%
Value
$424,229
Shares
5,879
-5%
Meta PlatformsMETA
Share
0.3%
Value
$416,043
Shares
739
-5%
Intuitive SurgicalISRG
Share
0.3%
Value
$396,090
Shares
996
-5%
NetflixNFLX
Share
0.3%
Value
$338,650
Shares
4,743
-5%
Lockheed MartinLMT
Share
0.2%
Value
$283,260
Shares
556
Held

Company	Share of fund	Value	Shares	Change
Spdr Series TrustSPYM	14.4%	$18m	209,830	+4%
ETF SER SolutionsACIO	9.7%	$12m	268,008	+3%
BNY Mellon ETF TrustBKAG	8.4%	$11m	255,358	+7%
Vanguard Tax-Managed FDSVEA	7.0%	$9m	124,817	+4%
ETF SER SolutionsDRSK	6.7%	$9m	298,491	+4%
Doubleline ETF TrustDMBS	4.3%	$5m	111,171	+6%
ETF SER SolutionsADME	3.2%	$4m	74,000	+3%
Invesco Exchange Traded FD TRSP	3.0%	$4m	17,775	+5%
Aptus Large Cap Upside ETFUPSD	2.5%	$3m	114,363	+5%
Schwab Strategic TRSCHP	2.4%	$3m	114,213	+6%
ETF SER SolutionsJUCY	2.2%	$3m	127,839	+6%
NvidiaNVDA	2.1%	$3m	13,307	-7%
EA Series TrustFRDM	2.0%	$3m	35,078	Held
Vanguard Index FDSVB	1.9%	$2m	8,098	+4%
ETF SER SolutionsOSCV	1.9%	$2m	56,412	+5%
Bondbloxx ETF TrustPCMM	1.8%	$2m	45,298	-2%
MicrosoftMSFT	1.6%	$2m	5,613	+2%
ETF SER SolutionsIDUB	1.5%	$2m	71,657	+5%
ETF SER SolutionsDUBS	1.5%	$2m	46,969	+4%
Vanguard Intl Equity Index FVWO	1.5%	$2m	32,055	+4%
Quanta ServicesPWR	1.3%	$2m	2,250	-27%
Invesco Exch Traded FD TR IIQQQM	1.2%	$1m	4,927	+4%
AmphenolAPH	1.2%	$1m	8,459	-11%
VisaV	1.1%	$1m	3,963	-3%
AlphabetGOOGL	1.1%	$1m	3,782	-12%
Amazon.comAMZN	1.0%	$1m	5,568	-4%
BroadcomAVGO	1.0%	$1m	3,437	New
Vanguard Scottsdale FDSVGLT	1.0%	$1m	22,787	+6%
Invesco Exchange Traded FD TPGF	1.0%	$1m	90,368	+7%
Advanced Micro DevicesAMD	0.9%	$1m	2,083	-8%
ServiceNowNOW	0.9%	$1m	11,104	+31%
JPMorgan ChaseJPM	0.7%	$889,201	2,715	-6%
WalmartWMT	0.7%	$858,409	7,579	-13%
ProgressivePGR	0.7%	$849,925	3,891	+3%
CrowdStrike HoldingsCRWD	0.7%	$836,402	1,096	-7%
ChemedCHE	0.7%	$834,990	1,793	Held
AppleAAPL	0.6%	$778,917	2,692	Held
CopartCPRT	0.6%	$727,640	25,812	+26%
Eli LillyLLY	0.6%	$708,034	590	-9%
Diamondback EnergyFANG	0.5%	$692,696	3,941	-26%
American TowerAMT	0.5%	$683,943	4,182	-8%
Berkshire HathawayBRK-B	0.5%	$583,955	1,167	-6%
TeslaTSLA	0.4%	$554,771	1,319	-6%
Motorola SolutionsMSI	0.4%	$506,316	1,219	-5%
Uber TechnologiesUBER	0.3%	$424,229	5,879	-5%
Meta PlatformsMETA	0.3%	$416,043	739	-5%
Intuitive SurgicalISRG	0.3%	$396,090	996	-5%
NetflixNFLX	0.3%	$338,650	4,743	-5%
Lockheed MartinLMT	0.2%	$283,260	556	Held

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 33.6% since 30 June 2025.

Where the money is

Technology9.4%

Financial services2.9%

Industrials2.4%

Media & telecom1.6%

Health care1.5%

Retail & consumer1.5%

Everyday goods0.7%

Energy0.5%

Real estate0.5%

Other79.0%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.