Lord & Richards Wealth Management, LLC Top Holdings and 13F Report (2026) About Lord & Richards Wealth Management, LLCInvestment ActivityLord & Richards Wealth Management, LLC has $113.99 million in total holdings as of March 31, 2026.Lord & Richards Wealth Management, LLC owns shares of 50 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 3.44% of the portfolio was purchased this quarter.About 2.43% of the portfolio was sold this quarter.This quarter, Lord & Richards Wealth Management, LLC has purchased 51 new stocks and bought additional shares in 26 stocks.Lord & Richards Wealth Management, LLC sold shares of 21 stocks and completely divested from 3 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $15,431,090Aptus Collared Investment Opportunity ETF $10,890,122BNY Mellon Core Bond ETF $10,116,028Aptus Defined Risk ETF $7,841,917Vanguard FTSE Developed Markets ETF $7,683,340 Largest New Holdings this Quarter 084670702 - Berkshire Hathaway $594,688 Holding007903107 - Advanced Micro Devices $462,600 Holding Largest Purchases this Quarter SPDR Portfolio S&P 500 ETF 8,153 shares (about $624.03K)Berkshire Hathaway 1,241 shares (about $594.69K)Microsoft 1,573 shares (about $582.35K)Advanced Micro Devices 2,274 shares (about $462.60K)Amphenol 3,458 shares (about $436.92K) Largest Sales this Quarter Copart 12,570 shares (about $417.32K)Alphabet 712 shares (about $204.71K)Invesco Financial Preferred ETF 6,742 shares (about $92.77K)Quanta Services 134 shares (about $73.59K)Eli Lilly and Company 49 shares (about $45.05K) 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$15,431,090$624,031 ▲4.2%201,60813.5%ETFACIOAptus Collared Investment Opportunity ETF$10,890,122$104,774 ▲1.0%259,5369.6%ETFBKAGBNY Mellon Core Bond ETF$10,116,028$31,650 ▲0.3%239,7168.9%ETFDRSKAptus Defined Risk ETF$7,841,917$83,329 ▲1.1%286,9356.9%ETFVEAVanguard FTSE Developed Markets ETF$7,683,340$171,095 ▲2.3%119,9016.7%ETFDMBSDoubleLine Mortgage ETF$5,182,573$24,937 ▼-0.5%104,9544.5%ETFADMEAptus Drawdown Managed Equity ETF$3,541,545$21,403 ▲0.6%71,6483.1%ETFRSPInvesco S&P 500 Equal Weight ETF$3,248,123$123,599 ▲4.0%16,9242.8%ETFSCHPSchwab U.S. TIPS ETF$2,871,718$2,767 ▼-0.1%107,9182.5%ETFETF SER SOLUTIONS$2,768,959$118,447 ▲4.5%108,5872.4%APTUS LRG CAP UPJUCYAptus Enhanced Yield ETF$2,670,338$31,963 ▲1.2%120,5562.3%ETFNVDANVIDIA$2,501,016$38,719 ▼-1.5%14,3402.2%Computer and TechnologyBONDBLOXX ETF TRUST$2,283,364$25,275 ▼-1.1%46,4362.0%BONDBLOXX PRIVATOSCVOpus Small Cap Value Plus ETF$2,117,497$70,244 ▲3.4%53,6881.9%ETFVBVanguard Small-Cap ETF$2,037,647$64,168 ▲3.3%7,7801.8%ETFMSFTMicrosoft$2,028,402$582,346 ▲40.3%5,4791.8%Computer and TechnologyFRDMFreedom 100 Emerging Markets ETF$1,899,984$1,366 ▼-0.1%34,7671.7%ETFIDUBAptus International Enhanced Yield ETF$1,689,655$56,346 ▲3.4%68,4911.5%ETFPWRQuanta Services$1,682,112$73,589 ▼-4.2%3,0631.5%ConstructionVWOVanguard FTSE Emerging Markets ETF$1,662,663$40,213 ▲2.5%30,7621.5%ETFETF SER SOLUTIONS$1,625,702$67,937 ▲4.4%45,0831.4%APTUS LARGE CAPGOOGLAlphabet$1,235,716$204,707 ▼-14.2%4,2981.1%Computer and TechnologyVVisa$1,231,491$7,255 ▼-0.6%4,0741.1%Business ServicesAMZNAmazon.com$1,202,550$8,956 ▼-0.7%5,7741.1%Retail/WholesaleAPHAmphenol$1,198,051$436,918 ▲57.4%9,4821.1%Computer and TechnologyVGLTVanguard Long-Term Treasury ETF$1,184,767$1,937 ▲0.2%21,4041.0%ETFPGFInvesco Financial Preferred ETF$1,160,982$92,771 ▼-7.4%84,3731.0%ManufacturingQQQMInvesco NASDAQ 100 ETF$1,130,344$52,762 ▲4.9%4,7561.0%ETFWALMART INC$1,088,428$43,502 ▼-3.8%8,7571.0%COMFANGDiamondback Energy$1,048,632$44,294 ▼-4.1%5,3030.9%EnergyNOWServiceNow$887,734$68,480 ▲8.4%8,4910.8%Computer and TechnologyJPMJPMorgan Chase & Co.$852,076$16,177 ▼-1.9%2,8970.7%FinanceAMTAmerican Tower$781,490$16,227 ▼-2.0%4,5270.7%FinancePGRProgressive$745,793$11,102 ▼-1.5%3,7620.7%FinanceAAPLApple$680,924$1,015 ▲0.1%2,6830.6%Computer and TechnologyCPRTCopart$677,943$417,323 ▼-38.1%20,4200.6%Business ServicesCHEChemed$671,513$15,494 ▼-2.3%1,7770.6%MedicalBRBroadridge Financial Solutions$617,174$7,312 ▲1.2%3,7980.5%Computer and TechnologyLLYEli Lilly and Company$597,598$45,050 ▼-7.0%6500.5%MedicalBRK.BBerkshire Hathaway$594,688$594,688 ▲New Holding1,2410.5%FinanceMSIMotorola Solutions$558,026$10,857 ▲2.0%1,2850.5%Computer and TechnologyTSLATesla$523,425$16,357 ▼-3.0%1,4080.5%Auto/Tires/TrucksISRGIntuitive Surgical$485,4220.0%1,0530.4%MedicalNFLXNetflix$480,654$47,114 ▲10.9%4,9990.4%Consumer DiscretionaryAMDAdvanced Micro Devices$462,600$462,600 ▲New Holding2,2740.4%Computer and TechnologyCRWDCrowdStrike$459,512$10,931 ▲2.4%1,1770.4%Computer and TechnologyUBERUber Technologies$447,116$14,098 ▲3.3%6,2160.4%Computer and TechnologyMETAMeta Platforms$446,320$20,626 ▲4.8%7790.4%Computer and TechnologyACNAccenture$427,117$7,932 ▼-1.8%2,1540.4%Computer and TechnologyLMTLockheed Martin$336,041$604 ▼-0.2%5560.3%AerospaceXOMExxonMobil$0$599,183 ▼-100.0%00.0%EnergyLOWLowe's Companies$0$542,023 ▼-100.0%00.0%Retail/WholesaleLINDE PLC$0$515,553 ▼-100.0%00.0%SHSShowing 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 Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial 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. 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