Lord & Richards Wealth Management, LLC

CIK

2045252

Location

HIGHLANDS RANCH, CO

Portfolio Value

Micro $24,603,000

Diversification

Diversified

Filing Date

Global Rank

#7,588 / 8,605 ▲ 27 · as of Mar 2026

Top Industry

Semiconductors 12.0%

3Y Alpha vs SPY

-12.5%

Period ended 3 months ago

Filed Apr 20, 2026 · 3mo

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+4.6%

SPY

+24.4%

Annualised alpha

-13.7%

Max drawdown

−14.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

29 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

10.2%

−0.1 pts

Top 5

35.3%

+1.3 pts

Top 10

57.3%

+1.3 pts

HHI

471

Diversified+11

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	40.3%	$9,922,199	11
Financial Services	13.9%	$3,423,964	4
Industrials	11.0%	$2,695,628	3
Communication Services	8.8%	$2,162,269	3
Healthcare	7.1%	$1,754,508	3
Consumer Cyclical	7.0%	$1,725,970	2
Consumer Defensive	4.4%	$1,088,317	1
Energy	4.3%	$1,048,878	1
Real Estate	3.2%	$781,267	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
APH	Amphenol Corp /De/	+3,458	9,482	$1,198,049
MSFT	Microsoft Corp	+1,573	5,479	$2,028,157
NOW	ServiceNow, Inc.	+655	8,491	$887,732
NFLX	Netflix Inc	+490	4,999	$480,651
UBER	Uber Technologies, Inc	+196	6,216	$447,116
BR	Broadridge Financial Solutions, Inc.	+45	3,798	$617,097
META	Meta Platforms, Inc.	+36	779	$445,687
CRWD	CrowdStrike Holdings, Inc.	+28	1,177	$114,876
MSI	Motorola Solutions, Inc.	+25	1,285	$557,650
AAPL	Apple Inc.	+4	2,683	$680,917
No positions match the current search.

Trimmed

Positions the filer reduced

16 positions

Ticker	Company	Δ Shares	Shares	Value
CPRT	Copart Inc	−12,570	20,420	$677,943
GOOGL	Alphabet Inc.	−712	4,298	$1,235,931
WMT	Walmart Inc.	−350	8,757	$1,088,317
FANG	Diamondback Energy, Inc.	−224	5,303	$1,048,878
NVDA	Nvidia Corp	−222	14,340	$2,500,893
PWR	Quanta Services, Inc.	−134	3,063	$1,681,645
AMT	American Tower Corp /Ma/	−94	4,527	$781,267
PGR	Progressive Corp/Oh/	−56	3,762	$745,775
JPM	Jpmorgan Chase & Co	−55	2,897	$852,179
LLY	ELI LILLY & Co	−49	650	$597,848
TSLA	Tesla, Inc.	−44	1,408	$523,422
AMZN	Amazon Com Inc	−43	5,774	$1,202,548
CHE	Chemed Corp	−41	1,777	$671,240
ACN	Accenture plc	−40	2,154	$427,115
V	Visa Inc.	−24	4,074	$1,231,324
LMT	Lockheed Martin Corp	−1	556	$336,040
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
BRK-B	Berkshire Hathaway Inc	1,241	$594,686
AMD	Advanced Micro Devices Inc	2,274	$462,597
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
LOW	Lowes Companies Inc	2,247	$541,883
LIN	Linde PLC	1,209	$515,504
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

29 positions · $24,603,000 total · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	14,340	-222	$2,500,893	−7.9%	10.16%
MSFT	Microsoft Corp Technology	Added	5,479	+1,573	$2,028,157	+7.4%	8.24%
PWR	Quanta Services, Inc. Industrials	Reduced	3,063	-134	$1,681,645	+24.6%	6.84%
GOOGL	Alphabet Inc. Communication Services	Reduced	4,298	-712	$1,235,931	−21.2%	5.02%
V	Visa Inc. Financial Services	Reduced	4,074	-24	$1,231,324	−14.3%	5.00%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	5,774	-43	$1,202,548	−10.4%	4.89%
APH	Amphenol Corp /De/ Technology	Added	9,482	+3,458	$1,198,049	+47.2%	4.87%
WMT	Walmart Inc. Consumer Defensive	Reduced	8,757	-350	$1,088,317	+7.3%	4.42%
FANG	Diamondback Energy, Inc. Energy	Reduced	5,303	-224	$1,048,878	+26.2%	4.26%
NOW	ServiceNow, Inc. Technology	Added	8,491	+655	$887,732	−26.0%	3.61%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,897	-55	$852,179	−10.4%	3.46%
AMT	American Tower Corp /Ma/ Real Estate	Reduced	4,527	-94	$781,267	−3.7%	3.18%
PGR	Progressive Corp/Oh/ Financial Services	Reduced	3,762	-56	$745,775	−14.2%	3.03%
AAPL	Apple Inc. Technology	Added	2,683	+4	$680,917	−6.5%	2.77%
CPRT	Copart Inc Industrials	Reduced	20,420	-12,570	$677,943	−47.5%	2.76%
CHE	Chemed Corp Healthcare	Reduced	1,777	-41	$671,240	−13.7%	2.73%
BR	Broadridge Financial Solutions, Inc. Technology	Added	3,798	+45	$617,097	−26.3%	2.51%
LLY	ELI LILLY & Co Healthcare	Reduced	650	-49	$597,848	−20.4%	2.43%
BRK-B	Berkshire Hathaway Inc Financial Services	NEW	1,241	NEW	$594,686	NEW	2.42%
MSI	Motorola Solutions, Inc. Technology	Added	1,285	+25	$557,650	+15.5%	2.27%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,408	-44	$523,422	−19.8%	2.13%
ISRG	Intuitive Surgical Inc Healthcare	Held	1,053	0	$485,420	−18.6%	1.97%
NFLX	Netflix Inc Communication Services	Added	4,999	+490	$480,651	+13.7%	1.95%
AMD	Advanced Micro Devices Inc Technology	NEW	2,274	NEW	$462,597	NEW	1.88%
UBER	Uber Technologies, Inc Technology	Added	6,216	+196	$447,116	−9.1%	1.82%
META	Meta Platforms, Inc. Communication Services	Added	779	+36	$445,687	−9.1%	1.81%
ACN	Accenture plc Technology	Reduced	2,154	-40	$427,115	−27.4%	1.74%
LMT	Lockheed Martin Corp Industrials	Reduced	556	-1	$336,040	+24.7%	1.37%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	1,177	+28	$114,876	−14.7%	0.47%