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Lord & Richards Wealth Management - Q1 2026 13F Filings

LO

Lord & Richards Wealth Management, LLC

CIK: 0002045252
Address: Colorado Highlands Ranch 8744 Kendrick Castillo Way Ste 100
$113.99 M
Portfolio Value
50
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 07/21/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. SPLG Spdr Portfolio S&P 500 Etf
+$624,031.17
2. BRK.B Berkshire Hathaway
+$594,688
3. MSFT Microsoft Corporation
+$582,346.48
4. AMD Advanced Micro Devices
+$462,600
5. APH Amphenol Corporation
+$436,918.41

Top Sells

Q1 2026
1. XOM Exxon Mobil Corporation
−$599,183
2. LOW Lowe's Companies
−$542,023
3. LIN Linde PLC
−$515,553
4. CPRT Copart
−$417,323.38
5. GOOGL Alphabet
−$204,706.79

Asset Allocation

Stocks/ETFs
-2.10%
$113.99 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Lord & Richards Wealth Management Q1 2026 Filing Summary

Lord & Richards Wealth Management, LLC filed its 13F report for Q1 2026 on April 20, 2026. The portfolio totaled 113.99 M reflecting a -2.10% change from the prior quarter, spanning 50 assets. The top 10 holdings comprised 61.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 2 new positions and 3 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Lord & Richards Wealth Management’s Q1 2026 Filing

Lord & Richards Wealth Management submitted their Form 13F-HR for the Q1 2026 period on 04/20/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Lord & Richards Wealth Management reported a managed portfolio value of 113.99 M, consisting of 282 individual positions.

This page displays the raw filing documents. To see which stocks Lord & Richards Wealth Management bought or sold during Q1 2026, please visit Lord & Richards Wealth Management's Portfolio Analysis page.