Lord & Richards Wealth Management, LLC
CIK 0002045252 · HIGHLANDS RANCH, CO · Quarter end: 2026-06-30 · Filed on: 2026-07-21 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$127.8M
2026 Q2
Positions
49
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
61.5%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
SPYM
SPDR SERIES TRUST
14.4%
ACIO
ETF SER SOLUTIONS
9.7%
BKAG
BNY MELLON ETF TRUST
8.4%
VEA
VANGUARD TAX-MANAGED FDS
7.0%
DRSK
ETF SER SOLUTIONS
6.7%
DMBS
DOUBLELINE ETF TRUST
4.3%
ADME
ETF SER SOLUTIONS
3.2%
RSP
INVESCO EXCHANGE TRADED FD T
3.0%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.