Lord & Richards Wealth Management, LLC

CIK

2045252

Location

HIGHLANDS RANCH, CO

Portfolio Value

Micro $1,048,878

Diversification

Diversified

Filing Date

Global Rank

#7,209 / 8,232 ▲ 150

Top Industry

Semiconductors 11.9%

3Y Alpha vs SPY

-13.3%

Period ended 2 months ago

Filed Apr 20, 2026 · 55d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

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

Cloned portfolio

+5.2%

SPY

+23.4%

Annualised alpha

-13.3%

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

10.0%

+0.1 pts

Top 5

34.8%

+2.1 pts

Top 10

56.5%

+2.6 pts

HHI

461

Diversified+26

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	41.2%	$10,266,833	11
Financial Services	13.7%	$3,423,964	4
Industrials	10.8%	$2,695,628	3
Communication Services	8.7%	$2,162,269	3
Healthcare	7.0%	$1,754,508	3
Consumer Cyclical	6.9%	$1,725,970	2
Consumer Defensive	4.4%	$1,088,317	1
Energy	4.2%	$1,048,878	1
Real Estate	3.1%	$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	$459,510
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

3 positions

Ticker	Company	Shares	Value
XOM	Exxon Mobil Corp	4,980	$599,290
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

1 positions · $1,048,878 total · Energy only · 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	History
FANG	Diamondback Energy, Inc. Energy	Reduced	5,303	-224	$1,048,878	+26.2%	100.00%