Lord & Richards Wealth Management, LLC holds a focused book of 49 stocks worth $127.8M as of Q2 2026 (disclosed Jul 21, 2026, a ~45-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 equity book. Cloning the disclosed picks since 2025 would be +13% (+8.3%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Lord & Richards Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Lord & Richards Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, 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
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, no cost basis
Other tracked managers holding the same core names as Lord & Richards Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| OSAIC HOLDINGS, INC. | 78 / 49 | $13.1B |
| HARBOUR INVESTMENTS, INC. | 77 / 49 | $801.9M |
| ENVESTNET ASSET MANAGEMENT INC | 75 / 49 | $54.3B |
| Farther Finance Advisors, LLC | 75 / 49 | $1.9B |
| LPL Financial LLC | 74 / 49 | $57.2B |
| MORGAN STANLEY | 71 / 49 | $464.4B |
| Advisory Services Network, LLC | 71 / 49 | $1.8B |
| UBS Group AG | 70 / 49 | $118.3B |
Ranked by how many of Lord & Richards Wealth Management, LLC's top 49 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 21, 2026 | 181 | $127.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 20, 2026 | 282 | $114.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 15, 2026 | 288 | $116.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 4, 2025 | 338 | $109.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 5, 2025 | 353 | $95.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 2, 2025 | 493 | $88.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 30, 2025 | 272 | $47.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.