1y return+9.8%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $115 against $127 in the S&P 500.2
Lord & Richards Wealth Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPYMSpdr Series Trust | $18.4M | 14.4% | +4.1% |
| ACIOEtf Ser Solutions | $12.4M | 9.7% | +3.3% |
| BKAGBny Mellon Etf Trust | $10.7M | 8.4% | +6.5% |
| VEAVanguard Tax-managed Fds | $8.9M | 7.0% | +4.1% |
| DRSKEtf Ser Solutions | $8.6M | 6.7% | +4.0% |
| DMBSDoubleline Etf Trust | $5.5M | 4.3% | +5.9% |
| ADMEEtf Ser Solutions | $4.1M | 3.2% | +3.3% |
| RSPInvesco Exchange Traded Fd T | $3.8M | 3.0% | +5.0% |
| UPSDEtf Ser Solutions | $3.2M | 2.5% | +5.3% |
| SCHPSchwab Strategic Tr | $3.0M | 2.4% | +5.8% |
| JUCYEtf Ser Solutions | $2.8M | 2.2% | +6.0% |
| NVDANvidia Corporation | $2.7M | 2.1% | −7.2% |
| FRDMEa Series Trust | $2.6M | 2.0% | |
| VBVanguard Index Fds | $2.5M | 1.9% | +4.1% |
| OSCVEtf Ser Solutions | $2.4M | 1.9% | +5.1% |
| PCMMBondbloxx Etf Trust | $2.3M | 1.8% | −2.5% |
| MSFTMicrosoft Corp | $2.1M | 1.6% | +2.4% |
| IDUBEtf Ser Solutions | $2.0M | 1.5% | +4.6% |
| DUBSEtf Ser Solutions | $2.0M | 1.5% | +4.2% |
| VWOVanguard Intl Equity Index F | $1.9M | 1.5% | +4.2% |
| PWRQuanta Svcs Inc | $1.6M | 1.3% | −26.5% |
| QQQMInvesco Exch Traded Fd Tr II | $1.5M | 1.2% | +3.6% |
| APHAmphenol Corp | $1.5M | 1.2% | −10.8% |
| VVisa Inc | $1.4M | 1.1% | −2.7% |
| GOOGLAlphabet Inc | $1.4M | 1.1% | −12.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMDAdvanced Micro Devices Inc | March 31, 2026 | +185.6% | $1.2M |
| GOOGLAlphabet Inc | March 31, 2025 | +131.1% | $1.4M |
| PWRQuanta Svcs Inc | December 31, 2024 | +127.8% | $1.6M |
| CRWDCrowdstrike Hldgs Inc | March 31, 2025 | +116.4% | $836K |
| FRDMEa Series Trust | March 31, 2025 | +108.0% | $2.6M |
| QQQMInvesco Exch Traded Fd Tr II | March 31, 2025 | +57.0% | $1.5M |
| LLYEli Lilly & Co | June 30, 2025 | +53.9% | $708K |
| NVDANvidia Corporation | December 31, 2024 | +49.0% | $2.7M |
| VEAVanguard Tax-managed Fds | December 31, 2024 | +49.0% | $8.9M |
| IDUBEtf Ser Solutions | December 31, 2024 | +36.8% | $2.0M |
Sold off last quarter
- BRBroadridge Finl Solutions In was $617K
- Accenture PLC IrelandCUSIP G1151C101 was $427K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.4% | +14.8% |
| March 31, 2026 | −2.8% | −4.6% |
| December 31, 2025 | −0.0% | +2.4% |
| September 30, 2025 | +3.3% | +7.8% |
| June 30, 2025 | +5.7% | +10.5% |
| March 31, 2025 | −1.2% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Lord & Richards Wealth Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2045252&type=13F-HR&dateb=&owner=include&count=40CIK 2045252
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2045252/000204525226000003/Filed July 21, 2026 · accession 0002045252-26-000003