Lord & Richards Wealth Management, LLC
Lord & Richards Wealth Management, LLC reported 49 positions worth $127.8M as of June 30, 2026 (13F filed July 21, 2026). Largest holding: SPYM (14.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPYM | SH | $18.4M | 14.43% | 209,830 | — | — | |
| ▸ 2 | ACIO | SH | $12.4M | 9.68% | 268,008 | — | — | |
| ▸ 3 | BKAG | SH | $10.7M | 8.38% | 255,358 | — | — | |
| ▸ 4 | VEA | SH | $8.9M | 6.96% | 124,817 | — | — | |
| ▸ 5 | DRSK | SH | $8.6M | 6.72% | 298,491 | — | — | |
| ▸ 6 | DMBS | SH | $5.5M | 4.27% | 111,171 | — | — | |
| ▸ 7 | ADME | SH | $4.1M | 3.22% | 74,000 | — | — | |
| ▸ 8 | RSP | SH | $3.8M | 2.96% | 17,775 | — | — | |
| ▸ 9 | UPSD | SH | $3.2M | 2.52% | 114,363 | — | — | |
| ▸ 10 | SCHP | SH | $3.0M | 2.37% | 114,213 | — | — |
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Frequently Asked Questions
What stocks does Lord & Richards Wealth Management, LLC hold as of Q2 2026?
Lord & Richards Wealth Management, LLC reported 49 positions worth $127.8M in its Q2 2026 13F filing. Largest positions: SPYM (14.4%), ACIO (9.7%), BKAG (8.4%), VEA (7.0%) and DRSK (6.7%).
What did Lord & Richards Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Lord & Richards Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.