StockDriftsStockDriftsTop 50 Lord & Richards Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 11.98% | 174.7K | $15.7M | -16.72%(-35.09K) | $72.87(+23.82%) | 2026-09-30 | |
| ACIO | ETF SER SOLUTIONS | 8.08% | 225.5K | $10.6M | -15.88%(-42.55K) | $40.11(+17.30%) | 2026-09-30 | |
| BKAG | BNY MELLON ETF TRUST | 7.22% | 236.0K | $9.5M | -7.56%(-19.32K) | $41.98(-4.22%) | 2026-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 5.57% | 103.4K | $7.3M | -17.19%(-21.46K) | $55.33(+25.36%) | 2026-09-30 | |
| DRSK | ETF SER SOLUTIONS | 5.36% | 258.2K | $7.0M | -13.49%(-40.27K) | $27.75(-2.27%) | 2026-09-30 | |
| DMBS | DOUBLELINE ETF TRUST | 3.41% | 96.3K | $4.5M | -13.34%(-14.83K) | $48.92(-4.81%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 2.92% | 16.8K | $3.8M | +25.94%(+3.45K) | $143.42(+51.37%) | 2026-09-30 | |
| JAJL | INNOVATOR ETFS TRUST | 2.74% | 118.5K | $3.6M | new | $30.09(+1.01%) | 2026-09-30 | |
| ADME | ETF SER SOLUTIONS | 2.71% | 63.2K | $3.6M | -14.63%(-10.82K) | $46.51(+21.19%) | 2026-09-30 | |
| ZNOV | INNOVATOR ETFS TRUST | 2.36% | 110.8K | $3.1M | new | $27.69(+1.35%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +14.12% |
| Top 20 Holdings Unweighted | — | — | — | — | +14.92% |
Lord & Richards Wealth Management LLC reports $130.94M in US-listed equity holdings across 80 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (12.0%), ACIO (8.1%) and BKAG (7.2%). The top 20 holdings account for 70.74% of reported assets. Its disclosed equity book has returned +14.12% cumulatively over 7 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Lord & Richards Wealth Management LLC, compare funds side by side, and get alerts the moment positions change.
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