Lord & Richards Wealth Management, LLC holds a focused book of 49 reported positions worth $127.8M as of Q2 2026 (disclosed Jul 21, 2026, a ~21-day 13F lag). This quarter they opened Broadcom Inc and trimmed Nvidia Corp. Their largest long position is Ste STR SPDR PT S&P 500 ETF at 14% of the reported non-option book. Cloning the disclosed picks since 2025 would be +16% (+9.8%/yr). That is a simulation of the disclosed long book, not audited returns.
Lord & Richards Wealth Management, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning Lord & Richards Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~21 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
21% mapped to company sectors
+1 sector below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Lord & Richards Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 6 / 49 | $4.4B |
| CIBC Capital Markets (Europe) S.A. | 9 / 49 | $713.1M |
| Prospect Hill Management, LLC | 8 / 49 | $235.5M |
| Draper Asset Management, LLC | 9 / 49 | $172.3M |
| Hoffman, Alan N Investment Management | 5 / 49 | $147.4M |
| 6th Street Advisors, LLC | 31 / 49 | $151.0M |
| Brogan Financial, Inc. | 26 / 49 | $203.9M |
| Strong Retirement Solutions LLC | 43 / 49 | $135.7M |
Ranked by the share of each fund's own book sitting in the names it shares with Lord & Richards Wealth Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SPDR Series Trust ST STR P500ETF | $18.4M | 209.8K | 14.4% | ▲+4.1% Added · +8K sh | |
| 2 | ETF Ser Solutions APTUS COLLRD INV | $12.4M | 268.0K | 9.7% | ▲+3.3% Added · +8K sh | |
| 3 | Bny Mellon ETF Trust CORE BOND ETF | $10.7M | 255.4K | 8.4% | ▲+6.5% Added · +16K sh | |
| 4 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $8.9M | 124.8K | 7.0% | ▲+4.1% Added · +5K sh | |
| 5 | ETF Ser Solutions APTUS DEFINED | $8.6M | 298.5K | 6.7% | ▲+4.0% Added · +12K sh | |
| 6 | Doubleline ETF Trust MORTGAGE ETF | $5.5M | 111.2K | 4.3% | ▲+5.9% Added · +6K sh | |
| 7 | ETF Ser Solutions APTUS DRAWDOWN | $4.1M | 74.0K | 3.2% | ▲+3.3% Added · +2K sh | |
| 8 | Invesco Exchange Traded FD T S&P500 EQL WGT | $3.8M | 17.8K | 3.0% | ▲+5.0% Added · +851 sh | |
| 9 | ETF Ser Solutions APTUS LRG CAP UP | $3.2M | 114.4K | 2.5% | ▲+5.3% Added · +6K sh | |
| 10 | Schwab Strategic TR US TIPS ETF | $3.0M | 114.2K | 2.4% | ▲+5.8% Added · +6K sh | |
| 11 | ETF Ser Solutions APTUS ENHANCED | $2.8M | 127.8K | 2.2% | ▲+6.0% Added · +7K sh | |
| 12 | Nvidia Corporation COM | $2.7M | 13.3K | 2.1% | ▼−7.2% Reduced · −1K sh | |
| 13 | Ea Series Trust FREEDOM 100 EM | $2.6M | 35.1K | 2.0% | ▲+0.9% Added · +311 sh | |
| 14 | Vanguard Index FDS SMALL CP ETF | $2.5M | 8.1K | 1.9% | ▲+4.1% Added · +318 sh | |
| 15 | ETF Ser Solutions OPUS SML CP VL | $2.4M | 56.4K | 1.9% | ▲+5.1% Added · +3K sh | |
| 16 | Bondbloxx ETF Trust PRIVA CR CLO ETF | $2.3M | 45.3K | 1.8% | ▼−2.5% Reduced · −1K sh | |
| 17 | Microsoft Corp COM | $2.1M | 5.6K | 1.6% | ▲+2.4% Added · +134 sh | |
| 18 | ETF Ser Solutions APTUS INT ENH YL | $2.0M | 71.7K | 1.5% | ▲+4.6% Added · +3K sh | |
| 19 | ETF Ser Solutions APTUS LARGE CAP | $2.0M | 47.0K | 1.5% | ▲+4.2% Added · +2K sh | |
| 20 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $1.9M | 32.1K | 1.5% | ▲+4.2% Added · +1K sh | |
| 21 | Quanta Svcs Inc COM | $1.6M | 2.3K | 1.3% | ▼−27% Reduced · −813 sh | |
| 22 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $1.5M | 4.9K | 1.2% | ▲+3.6% Added · +171 sh | |
| 23 | Amphenol Corp CL A | $1.5M | 8.5K | 1.2% | ▼−11% Reduced · −1K sh | |
| 24 | Visa Inc COM CL A | $1.4M | 4.0K | 1.1% | ▼−2.7% Reduced · −111 sh | |
| 25 | Alphabet Inc CAP STK CL A | $1.4M | 3.8K | 1.1% | ▼−12% Reduced · −516 sh | |
| 26 | Amazon Com Inc COM | $1.3M | 5.6K | 1.0% | ▼−3.6% Reduced · −206 sh | |
| 27 | Broadcom Inc COM | $1.3M | 3.4K | 1.0% | ▲New New position | |
| 28 | Vanguard Scottsdale FDS LONG TERM TREAS | $1.3M | 22.8K | 1.0% | ▲+6.5% Added · +1K sh | |
| 29 | Invesco Exchange Traded FD T FINL PFD ETF | $1.2M | 90.4K | 1.0% | ▲+7.1% Added · +6K sh | |
| 30 | Advanced Micro Devices Inc COM | $1.2M | 2.1K | 0.9% | ▼−8.4% Reduced · −191 sh | |
| 31 | Servicenow Inc COM | $1.1M | 11.1K | 0.9% | ▲+31% Added · +3K sh | |
| 32 | JPMorgan Chase & Co COM | $889K | 2.7K | 0.7% | ▼−6.3% Reduced · −182 sh | |
| 33 | Walmart Inc COM | $858K | 7.6K | 0.7% | ▼−13% Reduced · −1K sh | |
| 34 | Progressive Corp COM | $850K | 3.9K | 0.7% | ▲+3.4% Added · +129 sh | |
| 35 | Crowdstrike Hldgs Inc CL A | $836K | 1.1K | 0.7% | ▼−6.9% Reduced · −81 sh | |
| 36 | Chemed Corp New COM | $835K | 1.8K | 0.7% | ▲+0.9% Added · +16 sh | |
| 37 | Apple Inc COM | $779K | 2.7K | 0.6% | ▲+0.3% Added · +9 sh | |
| 38 | Copart Inc COM | $728K | 25.8K | 0.6% | ▲+26% Added · +5K sh | |
| 39 | Eli Lilly & Co COM | $708K | 590 | 0.6% | ▼−9.2% Reduced · −60 sh | |
| 40 | Diamondback Energy Inc COM | $693K | 3.9K | 0.5% | ▼−26% Reduced · −1K sh | |
| 41 | American Tower Corp COM | $684K | 4.2K | 0.5% | ▼−7.6% Reduced · −345 sh | |
| 42 | Berkshire Hathaway Inc Del CL B NEW | $584K | 1.2K | 0.5% | ▼−6.0% Reduced · −74 sh | |
| 43 | Tesla Inc COM | $555K | 1.3K | 0.4% | ▼−6.3% Reduced · −89 sh | |
| 44 | Motorola Solutions Inc COM NEW | $506K | 1.2K | 0.4% | ▼−5.1% Reduced · −66 sh | |
| 45 | Uber Technologies Inc COM | $424K | 5.9K | 0.3% | ▼−5.4% Reduced · −337 sh | |
| 46 | Meta Platforms Inc CL A | $416K | 739 | 0.3% | ▼−5.1% Reduced · −40 sh | |
| 47 | Intuitive Surgical Inc COM NEW | $396K | 996 | 0.3% | ▼−5.4% Reduced · −57 sh | |
| 48 | Netflix Inc. COM | $339K | 4.7K | 0.3% | ▼−5.1% Reduced · −256 sh | |
| 49 | Lockheed Martin Corp COM | $283K | 556 | 0.2% | —Held |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2045252/holdings"
Use Arkolith to show Lord & Richards Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 21, 2026 | 21d | 181 | $127.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 20, 2026 | 20d | 282 | $114.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 15, 2026 | 15d | 288 | $116.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 4, 2025 | 35d | 338 | $109.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 5, 2025 | 36d | 353 | $95.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 2, 2025 | 32d | 493 | $88.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 30, 2025 | 30d | 272 | $47.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.