Lord & Richards Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 15, 2026, for the 2025 Q4 period, Lord & Richards Wealth Management, LLC held in its portfolio 51 assets valued at $116,438,960 (i.e. $116.44M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($15.52M), ETF SER SOLUTIONS ($11.23M), and BNY MELLON ETF TRUST ($10.13M).
The chart below shows the top 10 valuable assets, and the table below shows the top 51 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Lord & Richards Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 193455 | 15518958 | STATE STREET SPD |
| ETF SER SOLUTIONS | 257039 | 11232624 | APTUS COLLRD INV |
| BNY MELLON ETF TRUST | 238966 | 10128083 | CORE BOND ETF |
| ETF SER SOLUTIONS | 283886 | 8082197 | APTUS DEFINED |
| VANGUARD TAX-MANAGED FDS | 117231 | 7323371 | VAN FTSE DEV MKT |
| DOUBLELINE ETF TRUST | 105459 | 5236576 | MORTGAGE ETF |
| ETF SER SOLUTIONS | 71215 | 3654062 | APTUS DRAWDOWN |
| INVESCO EXCHANGE TRADED FD T | 16280 | 3118337 | SP500 EQL WGT |
| SCHWAB STRATEGIC TR | 108022 | 2861509 | US TIPS ETF |
| ETF SER SOLUTIONS | 103942 | 2783582 | APTUS LRG CAP UP |
| NVIDIA CORPORATION | 14562 | 2715946 | COM |
| ETF SER SOLUTIONS | 119113 | 2644321 | APTUS ENHANCED |
| BONDBLOXX ETF TRUST | 46950 | 2353091 | BONDBLOXX PRIVAT |
| VANGUARD INDEX FDS | 7535 | 1943856 | SMALL CP ETF |
| ETF SER SOLUTIONS | 51907 | 1922140 | OPUS SML CP VL |
| MICROSOFT CORP | 3906 | 1889216 | COM |
| EA SERIES TRUST | 34792 | 1783799 | FREEDOM 100 EM |
| ETF SER SOLUTIONS | 43199 | 1627399 | APTUS LARGE CAP |
| VANGUARD INTL EQUITY INDEX F | 30018 | 1613774 | FTSE EMR MKT ETF |
| ETF SER SOLUTIONS | 66207 | 1610794 | APTUS INT ENH YL |
| ALPHABET INC | 5010 | 1568359 | CAP STK CL A |
| VISA INC | 4098 | 1437298 | COM CL A |
| QUANTA SVCS INC | 3197 | 1349393 | COM |
| AMAZON COM INC | 5817 | 1342680 | COM |
| COPART INC | 32990 | 1291558 | COM |
| INVESCO EXCHANGE TRADED FD T | 91115 | 1288383 | FINL PFD ETF |
| SERVICENOW INC | 7836 | 1200396 | COM |
| VANGUARD SCOTTSDALE FDS | 21369 | 1192404 | LONG TERM TREAS |
| INVESCO EXCH TRADED FD TR II | 4534 | 1146763 | NASDAQ 100 ETF |
| WALMART INC | 9107 | 1014611 | COM |
| JPMORGAN CHASE CO. | 2952 | 950956 | COM |
| PROGRESSIVE CORP | 3818 | 869360 | COM |
| BROADRIDGE FINL SOLUTIONS IN | 3753 | 837226 | COM |
| DIAMONDBACK ENERGY INC | 5527 | 830796 | COM |
| AMPHENOL CORP NEW | 6024 | 814083 | CL A |
| AMERICAN TOWER CORP NEW | 4621 | 811459 | COM |
| CHEMED CORP NEW | 1818 | 777967 | COM |
| ELI LILLY & CO | 699 | 752101 | COM |
| APPLE INC | 2679 | 728287 | COM |
| TESLA INC | 1452 | 652994 | COM |
| EXXON MOBIL CORP | 4980 | 599183 | COM |
| INTUITIVE SURGICAL INC | 1053 | 596378 | COM NEW |
| ACCENTURE PLC IRELAND | 2194 | 588651 | SHS CLASS A |
| LOWES COS INC | 2247 | 542023 | COM |
| CROWDSTRIKE HLDGS INC | 1149 | 538604 | CL A |
| LINDE PLC | 1209 | 515553 | SHS |
| UBER TECHNOLOGIES INC | 6020 | 491895 | COM |
| META PLATFORMS INC | 743 | 490793 | CL A |
| MOTOROLA SOLUTIONS INC | 1260 | 483002 | COM NEW |
| NETFLIX INC | 4509 | 422764 | COM |
| LOCKHEED MARTIN CORP | 557 | 269405 | COM |
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