Lord & Richards Wealth Management, LLC Top Holdings and 13F Report (2026) About Lord & Richards Wealth Management, LLCInvestment ActivityLord & Richards Wealth Management, LLC has $130.94 million in total holdings as of September 30, 2026.Lord & Richards Wealth Management, LLC owns shares of 80 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 21.05% of the portfolio was purchased this quarter.About 17.72% of the portfolio was sold this quarter.This quarter, Lord & Richards Wealth Management, LLC has purchased 49 new stocks and bought additional shares in 10 stocks.Lord & Richards Wealth Management, LLC sold shares of 34 stocks and completely divested from 4 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $15,685,040Aptus Collared Investment Opportunity ETF $10,578,525BNY Mellon Core Bond ETF $9,457,724Vanguard FTSE Developed Markets ETF $7,298,008Aptus Defined Risk ETF $7,016,008 Largest New Holdings this Quarter 45783Y244 - INNOVATOR ETFS TRUST $3,586,779 Holding45784N809 - INNOVATOR ETFS TRUST $3,094,709 Holding45784N106 - INNOVATOR ETFS TRUST $2,222,216 Holding45784N619 - INNOVATOR ETFS TRUST $2,106,262 Holding45783Y251 - INNOVATOR ETFS TRUST $1,234,451 Holding Largest Purchases this Quarter INNOVATOR ETFS TRUST 118,532 shares (about $3.59M)INNOVATOR ETFS TRUST 110,842 shares (about $3.09M)INNOVATOR ETFS TRUST 79,821 shares (about $2.22M)INNOVATOR ETFS TRUST 77,808 shares (about $2.11M)Apple 4,087 shares (about $1.36M) Largest Sales this Quarter SPDR Portfolio S&P 500 ETF 35,087 shares (about $3.15M)Aptus Collared Investment Opportunity ETF 42,549 shares (about $2.00M)Vanguard FTSE Developed Markets ETF 21,460 shares (about $1.52M)Aptus Defined Risk ETF 40,265 shares (about $1.09M)ServiceNow 6,798 shares (about $911.00K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLord & Richards Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$15,685,040$3,149,431 ▼-16.7%174,74312.0%ETFACIOAptus Collared Investment Opportunity ETF$10,578,525$1,996,397 ▼-15.9%225,4598.1%ETFBKAGBNY Mellon Core Bond ETF$9,457,724$773,953 ▼-7.6%236,0427.2%ETFVEAVanguard FTSE Developed Markets ETF$7,298,008$1,515,284 ▼-17.2%103,3575.6%ETFDRSKAptus Defined Risk ETF$7,016,008$1,094,001 ▼-13.5%258,2265.4%ETFDMBSDoubleLine Mortgage ETF$4,461,574$686,727 ▼-13.3%96,3423.4%ETFNVDANVIDIA$3,827,657$788,416 ▲25.9%16,7592.9%TechnologyINNOVATOR ETFS TRUST$3,586,779$3,586,779 ▲New Holding118,5322.7%EQUIT DEFIN JULADMEAptus Drawdown Managed Equity ETF$3,554,298$608,895 ▼-14.6%63,1772.7%ETFINNOVATOR ETFS TRUST$3,094,709$3,094,709 ▲New Holding110,8422.4%EQUI DEFI 1 NOVERSPInvesco S&P 500 Equal Weight ETF$3,064,185$633,682 ▼-17.1%14,7292.3%ETFETF SER SOLUTIONS$2,844,068$570,946 ▼-16.7%95,2432.2%APTUS LRG CAP UPMSFTMicrosoft$2,772,194$106,149 ▼-3.7%5,4062.1%TechnologySCHPSchwab U.S. TIPS ETF$2,491,045$379,109 ▼-13.2%99,1271.9%ETFJUCYAptus Enhanced Yield ETF$2,337,671$421,090 ▼-15.3%108,3261.8%ETFAAPLApple$2,257,305$1,360,910 ▲151.8%6,7791.7%TechnologyINNOVATOR ETFS TRUST$2,222,216$2,222,216 ▲New Holding79,8211.7%EQUI DEFI SEPTINNOVATOR ETFS TRUST$2,106,262$2,106,262 ▲New Holding77,8081.6%EQUITY MNGD 100FRDMFreedom 100 Emerging Markets ETF$2,010,818$443,187 ▼-18.1%28,7431.5%ETFGOOGLAlphabet$1,969,676$668,258 ▲51.3%5,7241.5%Communication ServicesVBVanguard Small-Cap ETF$1,903,716$400,318 ▼-17.4%6,6911.5%ETFOSCVOpus Small Cap Value Plus ETF$1,845,161$365,036 ▼-16.5%47,0951.4%ETFETF SER SOLUTIONS$1,676,375$336,707 ▼-16.7%39,1131.3%APTUS LARGE CAPIDUBAptus International Enhanced Yield ETF$1,639,744$319,391 ▼-16.3%59,9751.3%ETFVWOVanguard FTSE Emerging Markets ETF$1,591,638$309,538 ▼-16.3%26,8361.2%ETFAMZNAmazon.com$1,440,337$53,069 ▲3.8%5,7811.1%Consumer DiscretionaryQQQMInvesco NASDAQ 100 ETF$1,235,518$265,320 ▼-17.7%4,0560.9%ETFINNOVATOR ETFS TRUST$1,234,451$1,234,451 ▲New Holding40,8030.9%EQUI DEFI 1 JULYAVGOBroadcom$1,205,770$1,405 ▼-0.1%3,4330.9%TechnologyJPMJPMorgan Chase & Co.$1,094,338$196,174 ▲21.8%3,3080.8%FinancePGFInvesco Financial Preferred ETF$1,079,142$72,147 ▼-6.3%84,7050.8%ETFVGLTVanguard Long-Term Treasury ETF$1,060,047$82,533 ▼-7.2%21,1410.8%ETFVVisa$1,008,347$415,772 ▼-29.2%2,8060.8%FinancePWRQuanta Services$996,910$449,284 ▼-31.1%1,5510.8%IndustrialsLLYEli Lilly and Company$950,973$268,401 ▲39.3%8220.7%HealthcareEXXONMOBIL HOLDINGS CORP$895,038$895,038 ▲New Holding5,4990.7%COM SHSMETAMeta Platforms$861,487$325,596 ▲60.8%1,1880.7%Communication ServicesMUMicron Technology$814,817$814,817 ▲New Holding7650.6%TechnologyAMDAdvanced Micro Devices$729,218$545,078 ▼-42.8%1,1920.6%TechnologyBRK.BBerkshire Hathaway$642,356$61,248 ▲10.5%1,2900.5%FinanceTSLATesla$586,855$118,861 ▲25.4%1,6540.4%Consumer DiscretionaryNOWServiceNow$577,047$911,000 ▼-61.2%4,3060.4%TechnologyAPHAmphenol$547,143$165,998 ▼-23.3%6,4900.4%TechnologyNTRSNorthern Trust$543,307$543,307 ▲New Holding3,2080.4%FinanceDUKDuke Energy$521,596$521,596 ▲New Holding4,5750.4%UtilitiesHPEHewlett Packard Enterprise$480,005$480,005 ▲New Holding7,5130.4%TechnologyRTXRTX$473,953$473,953 ▲New Holding2,5530.4%IndustrialsURIUnited Rentals$456,355$456,355 ▲New Holding4560.3%IndustrialsLINDE PLC$441,913$441,913 ▲New Holding9310.3%SHSABBVAbbVie$421,944$421,944 ▲New Holding1,6130.3%HealthcareUNPUnion Pacific$420,748$420,748 ▲New Holding1,5460.3%IndustrialsWALMART INC$413,591$374,196 ▼-47.5%3,9790.3%COMWFCWells Fargo & Company$388,003$388,003 ▲New Holding4,8470.3%FinanceJNJJohnson & Johnson$376,219$376,219 ▲New Holding1,4210.3%HealthcareHCAHCA Healthcare$370,843$370,843 ▲New Holding8690.3%HealthcareNFLXNetflix$365,643$35,625 ▲10.8%5,2550.3%Communication ServicesTGTTarget$364,931$364,931 ▲New Holding2,3290.3%Consumer StaplesCHEChemed$350,336$554,783 ▼-61.3%6940.3%HealthcarePGRProgressive$349,360$457,382 ▼-56.7%1,6850.3%FinancePGProcter & Gamble$320,074$320,074 ▲New Holding2,2030.2%Consumer StaplesLHXL3Harris Technologies$318,718$318,718 ▲New Holding1,3460.2%IndustrialsRLRalph Lauren$317,432$317,432 ▲New Holding8940.2%Consumer DiscretionarySYFSynchrony Financial$314,894$314,894 ▲New Holding4,4370.2%FinanceORCLOracle$311,121$311,121 ▲New Holding2,2660.2%TechnologyCPRTCopart$309,956$394,197 ▼-56.0%11,3620.2%IndustrialsAMTAmerican Tower$309,464$375,287 ▼-54.8%1,8900.2%Real EstatePALANTIR TECHNOLOGIES INC$305,828$305,828 ▲New Holding1,6350.2%CL AFANGDiamondback Energy$298,553$425,507 ▼-58.8%1,6250.2%EnergyLMTLockheed Martin$283,1430.0%5560.2%IndustrialsCRWDCrowdStrike$275,341$14,826 ▼-5.1%1,0400.2%TechnologyQCOMQualcomm$275,335$275,335 ▲New Holding1,4960.2%TechnologyDLTRDollar Tree$274,674$274,674 ▲New Holding2,4090.2%Consumer StaplesICEIntercontinental Exchange$273,076$273,076 ▲New Holding1,7960.2%FinanceEQIXEquinix$264,022$264,022 ▲New Holding2610.2%Real EstateHDHome Depot$262,316$262,316 ▲New Holding9220.2%Consumer DiscretionaryMRKMerck & Co., Inc.$262,148$262,148 ▲New Holding1,8040.2%HealthcareMNSTMonster Beverage$259,584$259,584 ▲New Holding6,2370.2%Consumer StaplesDELLDell Technologies$254,924$254,924 ▲New Holding4740.2%TechnologyTJXTJX Companies$240,806$240,806 ▲New Holding1,8200.2%Consumer DiscretionaryCBRECBRE Group$213,132$213,132 ▲New Holding1,6590.2%Real EstateBONDBLOXX ETF TRUST$0$2,259,243 ▼-100.0%00.0%PRIVA CR CLO ETFMSIMotorola Solutions$0$506,316 ▼-100.0%00.0%TechnologyUBERUber Technologies$0$424,229 ▼-100.0%00.0%IndustrialsISRGIntuitive Surgical$0$396,090 ▼-100.0%00.0%HealthcareShowing largest 100 holdings. 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