StockDriftsStockDriftsTop 49 Lord & Richards Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 14.43% | 209.8K | $18.4M | +4.08%(+8.22K) | $72.87(+24.93%) | 2026-06-30 | |
| ACIO | ETF SER SOLUTIONS | 9.68% | 268.0K | $12.4M | +3.26%(+8.47K) | $40.11(+18.33%) | 2026-06-30 | |
| BKAG | BNY MELLON ETF TRUST | 8.38% | 255.4K | $10.7M | +6.53%(+15.64K) | $41.98(-1.63%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 6.96% | 124.8K | $8.9M | +4.10%(+4.92K) | $55.33(+31.91%) | 2026-06-30 | |
| DRSK | ETF SER SOLUTIONS | 6.72% | 298.5K | $8.6M | +4.03%(+11.56K) | $27.75(+4.24%) | 2026-06-30 | |
| DMBS | DOUBLELINE ETF TRUST | 4.27% | 111.2K | $5.5M | +5.92%(+6.22K) | $48.92(-1.48%) | 2026-06-30 | |
| ADME | ETF SER SOLUTIONS | 3.22% | 74.0K | $4.1M | +3.28%(+2.35K) | $46.51(+22.18%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 2.96% | 17.8K | $3.8M | +5.03%(+851) | $183.02(+20.65%) | 2026-06-30 | |
| UPSD | ETF SER SOLUTIONS | 2.52% | 114.4K | $3.2M | +5.32%(+5.78K) | $25.01(+20.87%) | 2026-06-30 | |
| SCHP | SCHWAB STRATEGIC TR | 2.37% | 114.2K | $3.0M | +5.83%(+6.29K) | $26.76(-3.17%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +14.13% |
| Top 20 Holdings Unweighted | — | — | — | — | +13.70% |
Lord & Richards Wealth Management, LLC reports $127.77M in US-listed equity holdings across 49 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (14.4%), ACIO (9.7%) and BKAG (8.4%). The top 20 holdings account for 79.55% of reported assets. Its disclosed equity book has returned +14.13% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Lord & Richards Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2045252). View Lord & Richards Wealth Management, LLC’s 13F filings on SEC