Lord & Richards Wealth Management, LLC Top Holdings and 13F Report (2026) About Lord & Richards Wealth Management, LLCInvestment ActivityLord & Richards Wealth Management, LLC has $127.77 million in total holdings as of June 30, 2026.Lord & Richards Wealth Management, LLC owns shares of 49 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 4.73% of the portfolio was purchased this quarter.About 2.56% of the portfolio was sold this quarter.This quarter, Lord & Richards Wealth Management, LLC has purchased 50 new stocks and bought additional shares in 26 stocks.Lord & Richards Wealth Management, LLC sold shares of 21 stocks and completely divested from 2 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $18,439,813Aptus Collared Investment Opportunity ETF $12,365,934BNY Mellon Core Bond ETF $10,712,285Vanguard FTSE Developed Markets ETF $8,893,153Aptus Defined Risk ETF $8,581,606 Largest New Holdings this Quarter 11135F101 - Broadcom $1,298,395 Holding Largest Purchases this Quarter Broadcom 3,437 shares (about $1.30M)SPDR Portfolio S&P 500 ETF 8,222 shares (about $722.55K)BNY Mellon Core Bond ETF 15,642 shares (about $656.18K)Aptus Collared Investment Opportunity ETF 8,472 shares (about $390.90K)Vanguard FTSE Developed Markets ETF 4,916 shares (about $350.26K) Largest Sales this Quarter Quanta Services 813 shares (about $585.46K)Diamondback Energy 1,362 shares (about $239.39K)NVIDIA 1,033 shares (about $206.70K)Alphabet 516 shares (about $184.39K)Amphenol 1,023 shares (about $180.37K) 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$18,439,813$722,548 â–²4.1%209,83014.4%ETFACIOAptus Collared Investment Opportunity ETF$12,365,934$390,899 â–²3.3%268,0089.7%ETFBKAGBNY Mellon Core Bond ETF$10,712,285$656,183 â–²6.5%255,3588.4%ETFVEAVanguard FTSE Developed Markets ETF$8,893,153$350,263 â–²4.1%124,8177.0%ETFDRSKAptus Defined Risk ETF$8,581,606$332,235 â–²4.0%298,4916.7%ETFDMBSDoubleLine Mortgage ETF$5,457,365$305,191 â–²5.9%111,1714.3%ETFADMEAptus Drawdown Managed Equity ETF$4,117,807$130,879 â–²3.3%74,0003.2%ETFRSPInvesco S&P 500 Equal Weight ETF$3,781,846$181,061 â–²5.0%17,7753.0%ETFETF SER SOLUTIONS$3,225,044$162,884 â–²5.3%114,3632.5%APTUS LRG CAP UPSCHPSchwab U.S. TIPS ETF$3,026,636$166,817 â–²5.8%114,2132.4%ETFJUCYAptus Enhanced Yield ETF$2,809,921$160,081 â–²6.0%127,8392.2%ETFNVDANVIDIA$2,662,704$206,701 â–¼-7.2%13,3072.1%Computer and TechnologyFRDMFreedom 100 Emerging Markets ETF$2,557,216$22,672 â–²0.9%35,0782.0%ETFVBVanguard Small-Cap ETF$2,454,603$96,390 â–²4.1%8,0981.9%ETFOSCVOpus Small Cap Value Plus ETF$2,379,998$114,924 â–²5.1%56,4121.9%ETFBONDBLOXX ETF TRUST$2,259,243$56,758 â–¼-2.5%45,2981.8%PRIVA CR CLO ETFMSFTMicrosoft$2,094,074$49,992 â–²2.4%5,6131.6%Computer and TechnologyIDUBAptus International Enhanced Yield ETF$1,969,512$87,018 â–²4.6%71,6571.5%ETFETF SER SOLUTIONS$1,956,019$78,542 â–²4.2%46,9691.5%APTUS LARGE CAPVWOVanguard FTSE Emerging Markets ETF$1,913,355$77,179 â–²4.2%32,0551.5%ETFPWRQuanta Services$1,620,290$585,465 â–¼-26.5%2,2501.3%ConstructionQQQMInvesco NASDAQ 100 ETF$1,492,804$51,810 â–²3.6%4,9271.2%ETFAPHAmphenol$1,491,468$180,373 â–¼-10.8%8,4591.2%Computer and TechnologyVVisa$1,359,796$38,087 â–¼-2.7%3,9631.1%Business ServicesGOOGLAlphabet$1,351,494$184,392 â–¼-12.0%3,7821.1%Computer and TechnologyAMZNAmazon.com$1,327,078$49,098 â–¼-3.6%5,5681.0%Retail/WholesaleAVGOBroadcom$1,298,395$1,298,395 â–²New Holding3,4371.0%Computer and TechnologyVGLTVanguard Long-Term Treasury ETF$1,257,379$76,313 â–²6.5%22,7871.0%ETFPGFInvesco Financial Preferred ETF$1,238,947$82,192 â–²7.1%90,3681.0%ManufacturingAMDAdvanced Micro Devices$1,210,035$110,954 â–¼-8.4%2,0830.9%Computer and TechnologyNOWServiceNow$1,102,406$259,419 â–²30.8%11,1040.9%Computer and TechnologyJPMJPMorgan Chase & Co.$889,201$59,608 â–¼-6.3%2,7150.7%FinanceWALMART INC$858,409$133,422 â–¼-13.5%7,5790.7%COMPGRProgressive$849,925$28,178 â–²3.4%3,8910.7%FinanceCRWDCrowdStrike$836,402$61,814 â–¼-6.9%1,0960.7%Computer and TechnologyCHEChemed$834,990$7,451 â–²0.9%1,7930.7%MedicalAAPLApple$778,917$2,604 â–²0.3%2,6920.6%Computer and TechnologyCPRTCopart$727,640$152,000 â–²26.4%25,8120.6%Business ServicesLLYEli Lilly and Company$708,034$72,003 â–¼-9.2%5900.6%MedicalFANGDiamondback Energy$692,696$239,394 â–¼-25.7%3,9410.5%EnergyAMTAmerican Tower$683,943$56,423 â–¼-7.6%4,1820.5%FinanceBRK.BBerkshire Hathaway$583,955$37,029 â–¼-6.0%1,1670.5%FinanceTSLATesla$554,771$37,433 â–¼-6.3%1,3190.4%Auto/Tires/TrucksMSIMotorola Solutions$506,316$27,413 â–¼-5.1%1,2190.4%Computer and TechnologyUBERUber Technologies$424,229$24,318 â–¼-5.4%5,8790.3%Computer and TechnologyMETAMeta Platforms$416,043$22,519 â–¼-5.1%7390.3%Computer and TechnologyISRGIntuitive Surgical$396,090$22,668 â–¼-5.4%9960.3%MedicalNFLXNetflix$338,650$18,278 â–¼-5.1%4,7430.3%Consumer DiscretionaryLMTLockheed Martin$283,2600.0%5560.2%AerospaceBRBroadridge Financial Solutions$0$617,174 â–¼-100.0%00.0%Computer and TechnologyACNAccenture$0$427,117 â–¼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
