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Lord & Richards Wealth Management - Q2 2026 13F Filings

LO

Lord & Richards Wealth Management, LLC

CIK: 0002045252
Address: Colorado Highlands Ranch 8744 Kendrick Castillo Way Ste 100
$127.77 M
Portfolio Value
49
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 10/14/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. AVGO Broadcom
+$1.3 M
2. SPLG Spdr Portfolio S&P 500 Etf
+$722,547.5
3. BKAG Bny Mellon Core Bond Etf
+$656,182.94
4. ACIO Aptus Collared Investment Opportunity Etf
+$390,899.5
5. VEA Vanguard Ftse Developed Markets Etf
+$350,262.71

Top Sells

Q2 2026
1. BR Broadridge Financial Solutions
−$617,174
2. PWR Quanta Services
−$585,464.79
3. ACN Accenture PLC
−$427,117
4. FANG Diamondback Energy
−$239,394.05
5. NVDA Nvidia Corporation
−$206,701.23

Asset Allocation

Stocks/ETFs
+12.09%
$127.77 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Lord & Richards Wealth Management Q2 2026 Filing Summary

Lord & Richards Wealth Management, LLC filed its 13F report for Q2 2026 on July 21, 2026. The portfolio totaled 127.77 M reflecting a +12.09% change from the prior quarter, spanning 49 assets. The top 10 holdings comprised 61.5% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 1 new positions and 2 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 Q2 2026 Filing

Lord & Richards Wealth Management submitted their Form 13F-HR for the Q2 2026 period on 07/21/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Lord & Richards Wealth Management reported a managed portfolio value of 127.77 M, consisting of 181 individual positions.

This page displays the raw filing documents. To see which stocks Lord & Richards Wealth Management bought or sold during Q2 2026, please visit Lord & Richards Wealth Management's Portfolio Analysis page.