13F Insight
DOSSIER · 13F-HR · Q1 2026

Lord & Richards Wealth Management, LLC

Lord & Richards Wealth's family office based in Stamford, CT — $114M in tracked AUM across 282 positions as of Q1 2026.

L&
Lord & Richards Wealth·Stamford, CT·Family Office
CIK 0002045252 · last filed Mar 31, 2026
Total AUM
$114M
▲ 11.9%
vs prior
Holdings
282
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
Top sector
Tech
5% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Lord & Richards Wealth Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPYM
SPDR SERIES TRUST
$15M202K13.5%
02
ACIO
ETF SER SOLUTIONS
$11M260K9.6%
03
BKAG
BNY MELLON ETF TRUST
$10M240K8.9%
04
DRSK
ETF SER SOLUTIONS
$8M287K6.9%
05
VEA
VANGUARD TAX-MANAGED FDS
$8M120K6.7%
06
DMBS
DOUBLELINE ETF TRUST
$5M105K4.5%
07
ADME
ETF SER SOLUTIONS
$4M72K3.1%
08
RSP
INVESCO EXCHANGE TRADED FD T
$3M17K2.8%
09
SCHP
SCHWAB STRATEGIC TR
$3M108K2.5%
10
UPSD
ETF SER SOLUTIONS
$3M109K2.4%

Filing history

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