Lord & Richards Wealth Management, LLC
Q3 2026 13F filing
Updated 22 days ago350 disclosed positions worth $130.9M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SPDR SERIES TRUST | $13M | 144.8K | 9.93% | Added(+3986.6%) |
| 2 | A ETF SER SOLUTIONS | $9.1M | 193.6K | 6.94% | Added(+2375.2%) |
| 3 | ? N/A BNY MELLON ETF TRUST | $8.4M | 209.5K | 6.41% | Added(+3367.1%) |
| 4 | D ETF SER SOLUTIONS | $6.2M | 229.3K | 4.76% | Added(+3111.8%) |
| 5 | V VANGUARD TAX-MANAGED FDS | $6M | 85.6K | 4.61% | Added(+3962.7%) |
| 6 | ? N/A DOUBLELINE ETF TRUST | $4M | 85.6K | 3.03% | Added(+3180.7%) |
| 7 | ? N/A ETF SER SOLUTIONS | $3.1M | 54.4K | 2.34% | Added(+2411.7%) |
| 8 | ? N/A INNOVATOR ETFS TRUST | $2.8M | 92.4K | 2.14% | — |
| 9 | N NVIDIA CORPORATION | $2.7M | 11.9K | 2.08% | Added(+741.1%) |
| 10 | I INVESCO EXCHANGE TRADED FD T | $2.5M | 12.2K | 1.93% | Added(+3834.3%) |
| 11 | ? N/A INNOVATOR ETFS TRUST | $2.4M | 86.5K | 1.84% | — |
| 12 | ? N/A ETF SER SOLUTIONS | $2.4M | 78.7K | 1.80% | Added(+3901.6%) |
| 13 | S SCHWAB STRATEGIC TR | $2.2M | 87.9K | 1.69% | Added(+3158.0%) |
| 14 | M MICROSOFT CORP | $2.1M | 4.1K | 1.60% | Added(+585.9%) |
| 15 | ? N/A ETF SER SOLUTIONS | $2.1M | 96.2K | 1.59% | Added(+3142.1%) |
| 16 | S SPDR SERIES TRUST | $1.9M | 20.7K | 1.42% | Added(+485.3%) |
| 17 | ? N/A INNOVATOR ETFS TRUST | $1.7M | 62.3K | 1.32% | — |
| 18 | F EA SERIES TRUST | $1.7M | 24.0K | 1.28% | Added(+4129.1%) |
| 19 | ? N/A INNOVATOR ETFS TRUST | $1.6M | 60.7K | 1.25% | — |
| 20 | A APPLE INC | $1.6M | 4.8K | 1.23% | Added(+1404.7%) |
| 21 | V VANGUARD INDEX FDS | $1.6M | 5.5K | 1.20% | Added(+3991.1%) |
| 22 | A ETF SER SOLUTIONS | $1.5M | 38.8K | 1.16% | Added(+3919.3%) |
| 23 | C ETF SER SOLUTIONS | $1.4M | 32.3K | 1.06% | Added(+3962.2%) |
| 24 | G ALPHABET INC | $1.4M | 4.0K | 1.04% | Added(+701.0%) |
| 25 | ? N/A ETF SER SOLUTIONS | $1.4M | 49.6K | 1.04% | Added(+3987.7%) |
| 26 | V VANGUARD INTL EQUITY INDEX F | $1.3M | 22.2K | 1.00% | Added(+3999.4%) |
| 27 | A AMAZON COM INC | $1M | 4.2K | 0.80% | Added(+865.0%) |
| 28 | E INVESCO EXCH TRADED FD TR II | $1M | 3.3K | 0.78% | Added(+3884.5%) |
| 29 | ? N/A INNOVATOR ETFS TRUST | $963K | 31.8K | 0.74% | — |
| 30 | ? N/A INVESCO EXCHANGE TRADED FD T | $959K | 75.3K | 0.73% | Added(+3411.5%) |
| 31 | V VANGUARD SCOTTSDALE FDS | $941K | 18.8K | 0.72% | Added(+3382.4%) |
| 32 | V VANGUARD TAX-MANAGED FDS | $869K | 12.3K | 0.66% | Added(+484.3%) |
| 33 | A BROADCOM INC | $868K | 2.5K | 0.66% | Added(+854.4%) |
| 34 | J JPMORGAN CHASE & CO | $834K | 2.5K | 0.64% | Added(+3964.5%) |
| 35 | N NVIDIA CORPORATION | $777K | 3.4K | 0.59% | Added(+140.1%) |
| 36 | A ETF SER SOLUTIONS | $764K | 16.3K | 0.58% | Added(+108.2%) |
| 37 | V VISA INC | $740K | 2.1K | 0.56% | Added(+559.6%) |
| 38 | P QUANTA SVCS INC | $697K | 1.1K | 0.53% | Added(+439.8%) |
| 39 | L ELI LILLY & CO | $660K | 571 | 0.50% | Added(+651.3%) |
| 40 | ? N/A INNOVATOR ETFS TRUST | $644K | 21.3K | 0.49% | — |
| 41 | X EXXONMOBIL HOLDINGS CORP | $641K | 3.9K | 0.49% | — |
| 42 | M META PLATFORMS INC | $594K | 819 | 0.45% | Added(+525.2%) |
| 43 | M MICRON TECHNOLOGY INC | $584K | 548 | 0.45% | — |
| 44 | S SPDR SERIES TRUST | $581K | 6.5K | 0.44% | Added(+82.6%) |
| 45 | ? N/A BNY MELLON ETF TRUST | $559K | 13.9K | 0.43% | Added(+130.8%) |
| 46 | ? N/A INNOVATOR ETFS TRUST | $555K | 19.9K | 0.42% | — |
| 47 | A ETF SER SOLUTIONS | $525K | 11.2K | 0.40% | Added(+43.2%) |
| 48 | A ADVANCED MICRO DEVICES INC | $470K | 768 | 0.36% | Added(+136.3%) |
| 49 | B BERKSHIRE HATHAWAY INC DEL | $449K | 902 | 0.34% | Added(+446.7%) |
| 50 | N SERVICENOW INC | $443K | 3.3K | 0.34% | Added(+290.9%) |