DOSSIER · 13F-HR · Q2 2026

Lord & Richards Wealth Management, LLC

$128M in tracked AUM across 181 positions as of Q2 2026.

L&
CIK 0002045252 · last filed Jun 30, 2026
Total AUM
$128M
as of Q2 2026
Holdings
181
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Lord & Richards Wealth Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPYM
SPDR SERIES TRUST
$18M210K14.4%
02
ACIO
ETF SER SOLUTIONS
$12M268K9.7%
03
BKAG
BNY MELLON ETF TRUST
$11M255K8.4%
04
VEA
VANGUARD TAX-MANAGED FDS
$9M125K7.0%
05
DRSK
ETF SER SOLUTIONS
$9M298K6.7%
06
DMBS
DOUBLELINE ETF TRUST
$5M111K4.3%
07
ADME
ETF SER SOLUTIONS
$4M74K3.2%
08
RSP
INVESCO EXCHANGE TRADED FD T
$4M18K3.0%
09
UPSD
ETF SER SOLUTIONS
$3M114K2.5%
10
SCHP
SCHWAB STRATEGIC TR
$3M114K2.4%

Filing history

2026Q2Jun 30
$128M 12.1%
181 positionsView →
2026Q1Mar 31
$114M 2.1%
282 positionsView →
2025Q4Dec 31
$116M 39.4%
288 positionsView →
2025Q3Sep 30
$84M 12.7%
231 positionsView →
2025Q2Jun 30
$96M 43.9%
353 positionsLocked
2025Q1Mar 31
$66M 40.3%
346 positionsLocked
2024Q4Dec 31
$47M
272 positionsLocked