Lord & Richards Wealth Management, LLC

CIK

2045252

Location

HIGHLANDS RANCH, CO

Portfolio Value

Micro $94,064,313

Diversification

Diversified

Filing Date

Global Rank

#7,794 / 8,814 ▼ 434 · as of Jun 2026

Top Industry

Semiconductors 19.1%

Period ended 22 days ago

Filed Oct 14, 2026 · 8d

8 quarters · since Dec 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 76.5% of the book (60%+)

Turnover

Low turnover

17.7% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 6.6 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 82.2%; sector active share 67.1% against the combined 13F book's sector weights.

Over time 7 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

80 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

16.7%

−12.8 pts

Top 5

52.2%

−11.5 pts

Top 10

66.5%

−10.1 pts

HHI

705

Diversified−571

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	61.9%	$58,203,778	24
Technology	15.6%	$14,634,098	14
Financial Services	4.9%	$4,613,569	9
Industrials	3.5%	$3,259,358	7
Communication Services	3.4%	$3,196,663	3
Consumer Cyclical	3.0%	$2,847,718	5
Healthcare	2.9%	$2,732,742	6
Consumer Defensive	1.7%	$1,632,726	5
Energy	1.3%	$1,193,650	2
Real Estate	0.8%	$786,521	3
Utilities	0.6%	$521,593	1
Basic Materials	0.5%	$441,897	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	+4,087	6,779	$2,257,541
NVDA	Nvidia Corp	+3,452	16,759	$3,827,418
GOOGL	Alphabet Inc.	+1,942	5,724	$1,969,511
JPM	Jpmorgan Chase & Co	+593	3,308	$1,094,382
NFLX	Netflix Inc	+512	5,255	$365,640
META	Meta Platforms, Inc.	+449	1,188	$861,512
TSLA	Tesla, Inc.	+335	1,654	$586,854
LLY	ELI LILLY & Co	+232	822	$951,118
AMZN	Amazon Com Inc	+213	5,781	$1,440,334
BRK-B	Berkshire Hathaway Inc	+123	1,290	$642,353
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
—		−42,549	225,459	$0
—		−40,265	258,226	$0
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	−35,087	174,743	$15,684,929
VEA	Vanguard FTSE Developed Markets ETF	−21,460	103,357	$7,298,035
—		−19,513	108,326	$0
BKAG	BNY Mellon ETF Trust	−19,316	236,042	$9,457,729
—		−19,120	95,243	$0
SCHP	Schwab U.S. TIPS ETF	−15,086	99,127	$2,491,059
DMBS	DoubleLine Mortgage ETF	−14,829	96,342	$4,461,596
CPRT	Copart Inc	−14,450	11,362	$309,953
—		−11,682	59,975	$0
—		−10,823	63,177	$0
—		−9,317	47,095	$0
—		−7,856	39,113	$0
NOW	ServiceNow, Inc.	−6,798	4,306	$577,045
FRDM	Freedom 100 Emerging Markets ETF	−6,335	28,743	$2,010,857
PGF	Victory Portfolios II	−5,663	84,705	$0
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	−5,219	26,836	$1,591,641
WMT	Walmart Inc.	−3,600	3,979	$413,495
RSP	Victory Portfolios II	−3,046	14,729	$0
FANG	Diamondback Energy, Inc.	−2,316	1,625	$298,689
AMT	American Tower Corp	−2,292	1,890	$309,371
PGR	Progressive Corp	−2,206	1,685	$349,316
APH	Amphenol Corp	−1,969	6,490	$547,106
VGLT	VANGUARD LONG-TERM TREASURY INDEX FUND	−1,646	21,141	$1,060,007
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
JAJL		118,532	$3,586,775
ZNOV		110,842	$3,094,706
ZSEP		79,821	$2,222,215
BFRZ		77,808	$2,106,260
ZJUL		40,803	$1,234,448
XOM	ExxonMobil Holdings Corp	5,499	$894,961
MU	Micron Technology Inc	765	$814,808
NTRS	Northern Trust Corp	3,208	$543,304
DUK	Duke Energy CORP	4,575	$521,593
HPE	Hewlett Packard Enterprise Co	7,513	$480,004
RTX	RTX Corp	2,553	$473,962
URI	United Rentals, Inc.	456	$456,354
LIN	Linde PLC	931	$441,897
ABBV	AbbVie Inc.	1,613	$421,943
UNP	Union Pacific Corp	1,546	$420,711
WFC	Wells Fargo & Company	4,847	$388,000
JNJ	Johnson & Johnson	1,421	$376,193
HCA	HCA Healthcare, Inc.	869	$370,835
TGT	Target Corp	2,329	$364,929
PG	PROCTER & GAMBLE Co	2,203	$320,049
LHX	L3harris Technologies, Inc.	1,346	$318,704
RL	Ralph Lauren Corp	894	$317,431
SYF	Synchrony Financial	4,437	$314,892
ORCL	Oracle Corp	2,266	$311,121
PLTR	Palantir Technologies Inc.	1,635	$305,824
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
MSI	Motorola Solutions, Inc.	1,219	$506,237
UBER	Uber Technologies, Inc	5,879	$424,227
ISRG	Intuitive Surgical Inc	996	$396,088
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

80 tracked positions · $94,064,313 total · filing declares 350 positions · $130,935,478 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 80 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Reduced	174,743	-35,087	$15,684,929	−14.9%	16.67%
BKAG	BNY Mellon ETF Trust	Reduced	236,042	-19,316	$9,457,729	−11.7%	10.05%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	103,357	-21,460	$7,298,035	−17.9%	7.76%
DMBS	DoubleLine Mortgage ETF	Reduced	96,342	-14,829	$4,461,596	−18.2%	4.74%
NVDA	Nvidia Corp Technology	Added	16,759	+3,452	$3,827,418	+43.7%	4.07%
JAJL		NEW	118,532	NEW	$3,586,775	NEW	3.81%
ZNOV		NEW	110,842	NEW	$3,094,706	NEW	3.29%
MSFT	Microsoft Corp Technology	Reduced	5,406	-207	$2,772,735	+32.4%	2.95%
SCHP	Schwab U.S. TIPS ETF	Reduced	99,127	-15,086	$2,491,059	−17.7%	2.65%
AAPL	Apple Inc. Technology	Added	6,779	+4,087	$2,257,541	+189.8%	2.40%
ZSEP		NEW	79,821	NEW	$2,222,215	NEW	2.36%
BFRZ		NEW	77,808	NEW	$2,106,260	NEW	2.24%
FRDM	Freedom 100 Emerging Markets ETF	Reduced	28,743	-6,335	$2,010,857	−21.4%	2.14%
GOOGL	Alphabet Inc. Communication Services	Added	5,724	+1,942	$1,969,511	+45.7%	2.09%
VB	Vanguard Index Funds	Reduced	6,691	-1,407	$1,903,521	−22.5%	2.02%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Reduced	26,836	-5,219	$1,591,641	−16.8%	1.69%
AMZN	Amazon Com Inc Consumer Cyclical	Added	5,781	+213	$1,440,334	+8.5%	1.53%
ZJUL		NEW	40,803	NEW	$1,234,448	NEW	1.31%
AVGO	Broadcom Inc. Technology	Reduced	3,433	-4	$1,205,633	−7.1%	1.28%
JPM	Jpmorgan Chase & Co Financial Services	Added	3,308	+593	$1,094,382	+23.1%	1.16%
VGLT	VANGUARD LONG-TERM TREASURY INDEX FUND	Reduced	21,141	-1,646	$1,060,007	−15.7%	1.13%
V	Visa Inc. Financial Services	Reduced	2,806	-1,157	$1,008,278	−25.8%	1.07%
PWR	Quanta Services, Inc. Industrials	Reduced	1,551	-699	$996,531	−38.5%	1.06%
LLY	ELI LILLY & Co Healthcare	Added	822	+232	$951,118	+34.4%	1.01%
XOM	ExxonMobil Holdings Corp Energy	NEW	5,499	NEW	$894,961	NEW	0.95%
META	Meta Platforms, Inc. Communication Services	Added	1,188	+449	$861,512	+107.0%	0.92%
MU	Micron Technology Inc Technology	NEW	765	NEW	$814,808	NEW	0.87%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,192	-891	$729,216	−39.7%	0.78%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,290	+123	$642,353	+10.0%	0.68%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,654	+335	$586,854	+5.8%	0.62%
NOW	ServiceNow, Inc. Technology	Reduced	4,306	-6,798	$577,045	−47.7%	0.61%
APH	Amphenol Corp Technology	Reduced	6,490	-1,969	$547,106	−81.7%	0.58%
NTRS	Northern Trust Corp Financial Services	NEW	3,208	NEW	$543,304	NEW	0.58%
DUK	Duke Energy CORP Utilities	NEW	4,575	NEW	$521,593	NEW	0.55%
HPE	Hewlett Packard Enterprise Co Technology	NEW	7,513	NEW	$480,004	NEW	0.51%
RTX	RTX Corp Industrials	NEW	2,553	NEW	$473,962	NEW	0.50%
URI	United Rentals, Inc. Industrials	NEW	456	NEW	$456,354	NEW	0.49%
LIN	Linde PLC Basic Materials	NEW	931	NEW	$441,897	NEW	0.47%
ABBV	AbbVie Inc. Healthcare	NEW	1,613	NEW	$421,943	NEW	0.45%
UNP	Union Pacific Corp Industrials	NEW	1,546	NEW	$420,711	NEW	0.45%
WMT	Walmart Inc. Consumer Defensive	Reduced	3,979	-3,600	$413,495	−51.8%	0.44%
WFC	Wells Fargo & Company Financial Services	NEW	4,847	NEW	$388,000	NEW	0.41%
JNJ	Johnson & Johnson Healthcare	NEW	1,421	NEW	$376,193	NEW	0.40%
HCA	HCA Healthcare, Inc. Healthcare	NEW	869	NEW	$370,835	NEW	0.39%
NFLX	Netflix Inc Communication Services	Added	5,255	+512	$365,640	+8.0%	0.39%
TGT	Target Corp Consumer Defensive	NEW	2,329	NEW	$364,929	NEW	0.39%
CHE	Chemed Corp Healthcare	Reduced	694	-1,099	$350,516	−58.0%	0.37%
PGR	Progressive Corp Financial Services	Reduced	1,685	-2,206	$349,316	−58.9%	0.37%
PG	PROCTER & GAMBLE Co Consumer Defensive	NEW	2,203	NEW	$320,049	NEW	0.34%
LHX	L3harris Technologies, Inc. Industrials	NEW	1,346	NEW	$318,704	NEW	0.34%

Showing the top 50 of 80 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.