Lord & Richards Wealth Management, LLC
CIK
2045252
Location
HIGHLANDS RANCH, CO
Portfolio Value
Micro
$26,252,763
Diversification
Diversified
Filing Date
Global Rank
#7,587
/ 8,517
▼ 420
Top Industry
Semiconductors
19.7%
3Y Alpha vs SPY
+1.2%
Period ended 46 days ago
Filed Jul 21, 2026 · 25d
7 quarters · since Dec 2024
Clone Performance
Feb 2025–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+28.8%
SPY
+27.3%
Annualised alpha
+0.9%
Max drawdown
−11.3%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.
Portfolio Concentration
28 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
10.1%
−9.8 pts
Top 5
35.1%
−25.8 pts
Top 10
59.1%
−15.4 pts
HHI
483
Diversified−566
Portfolio Trend
7 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 44.9% | $11,777,124 |
| Financial Services | 14.0% | $3,682,305 |
| Industrials | 10.0% | $2,630,986 |
| Communication Services | 8.0% | $2,106,491 |
| Healthcare | 7.4% | $1,938,820 |
| Consumer Cyclical | 7.2% | $1,881,846 |
| Consumer Defensive | 3.3% | $858,396 |
| Energy | 2.6% | $692,747 |
| Real Estate | 2.6% | $684,048 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CPRT | Copart Inc | +5,392 | 25,812 | $727,639 | |
| NOW | ServiceNow, Inc. | +2,613 | 11,104 | $1,102,403 | |
| MSFT | Microsoft Corp | +134 | 5,613 | $2,093,759 | |
| PGR | Progressive Corp/Oh/ | +129 | 3,891 | $849,987 | |
| CHE | Chemed Corp | +16 | 1,793 | $835,070 | |
| AAPL | Apple Inc. | +9 | 2,692 | $778,956 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
20 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| FANG | Diamondback Energy, Inc. | −1,362 | 3,941 | $692,747 | |
| WMT | Walmart Inc. | −1,178 | 7,579 | $858,396 | |
| NVDA | Nvidia Corp | −1,033 | 13,307 | $2,662,595 | |
| APH | Amphenol Corp /De/ | −1,023 | 8,459 | $1,491,489 | |
| PWR | Quanta Services, Inc. | −813 | 2,250 | $1,620,088 | |
| GOOGL | Alphabet Inc. | −516 | 3,782 | $1,351,572 | |
| AMT | American Tower Corp /Ma/ | −345 | 4,182 | $684,048 | |
| UBER | Uber Technologies, Inc | −337 | 5,879 | $424,227 | |
| NFLX | Netflix Inc | −256 | 4,743 | $338,650 | |
| AMZN | Amazon Com Inc | −206 | 5,568 | $1,327,075 | |
| AMD | Advanced Micro Devices Inc | −191 | 2,083 | $1,210,034 | |
| JPM | Jpmorgan Chase & Co | −182 | 2,715 | $888,700 | |
| V | Visa Inc. | −111 | 3,963 | $1,359,664 | |
| TSLA | Tesla, Inc. | −89 | 1,319 | $554,771 | |
| CRWD | CrowdStrike Holdings, Inc. | −81 | 1,096 | $209,099 | |
| BRK-B | Berkshire Hathaway Inc | −74 | 1,167 | $583,954 | |
| MSI | Motorola Solutions, Inc. | −66 | 1,219 | $506,237 | |
| LLY | ELI LILLY & Co | −60 | 590 | $707,662 | |
| ISRG | Intuitive Surgical Inc | −57 | 996 | $396,088 | |
| META | Meta Platforms, Inc. | −40 | 739 | $416,269 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AVGO | Broadcom Inc. | 3,437 | $1,298,325 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
6 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ACIO | Aptus Collared Investment Opportunity ETF | 259,536 | $10,890,128 | |
| BKAG | BNY Mellon Core Bond ETF | 239,716 | $10,116,014 | |
| VEA | Vanguard FTSE Developed Markets ETF | 119,901 | $7,683,252 | |
| VB | Vanguard Morningstar Small-Cap ETF | 7,780 | $2,037,735 | |
| BR | Broadridge Financial Solutions, Inc. | 3,798 | $617,097 | |
| ACN | Accenture plc | 2,154 | $427,115 | |
| No positions match the current search. | ||||
28 tracked positions ·
$26,252,763 total
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Reduced | 13,307 | $2,662,595 | 10.14% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 5,613 | $2,093,759 | 7.98% | |
| PWR |
Quanta Services, Inc.
Industrials
|
Reduced | 2,250 | $1,620,088 | 6.17% | |
| APH |
Amphenol Corp /De/
Technology
|
Reduced | 8,459 | $1,491,489 | 5.68% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 3,963 | $1,359,664 | 5.18% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 3,782 | $1,351,572 | 5.15% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 5,568 | $1,327,075 | 5.05% | |
| AVGO |
Broadcom Inc.
Technology
|
NEW | 3,437 | $1,298,325 | 4.95% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 2,083 | $1,210,034 | 4.61% | |
| NOW |
ServiceNow, Inc.
Technology
|
Added | 11,104 | $1,102,403 | 4.20% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 2,715 | $888,700 | 3.39% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 7,579 | $858,396 | 3.27% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
Added | 3,891 | $849,987 | 3.24% | |
| CHE |
Chemed Corp
Healthcare
|
Added | 1,793 | $835,070 | 3.18% | |
| AAPL |
Apple Inc.
Technology
|
Added | 2,692 | $778,956 | 2.97% | |
| CPRT |
Copart Inc
Industrials
|
Added | 25,812 | $727,639 | 2.77% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 590 | $707,662 | 2.70% | |
| FANG |
Diamondback Energy, Inc.
Energy
|
Reduced | 3,941 | $692,747 | 2.64% | |
| AMT |
American Tower Corp /Ma/
Real Estate
|
Reduced | 4,182 | $684,048 | 2.61% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 1,167 | $583,954 | 2.22% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 1,319 | $554,771 | 2.11% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
Reduced | 1,219 | $506,237 | 1.93% | |
| UBER |
Uber Technologies, Inc
Technology
|
Reduced | 5,879 | $424,227 | 1.62% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 739 | $416,269 | 1.59% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Reduced | 996 | $396,088 | 1.51% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 4,743 | $338,650 | 1.29% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Held | 556 | $283,259 | 1.08% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Reduced | 1,096 | $209,099 | 0.80% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.