Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Lord & Richards Wealth Management, LLC (CIK 2045252) reported $114.0M across 50 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPLG ($15.4M, 13.54%), ACIO ($10.9M, 9.55%), BKAG ($10.1M, 8.87%), DRSK ($7.8M, 6.88%), VEA ($7.7M, 6.74%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR SERIES TRUST | $15.4M | 13.54% | 201,608 | Added |
| 2 | ACIO | ETF SER SOLUTIONS | $10.9M | 9.55% | 259,536 | Added |
| 3 | BKAG | BNY MELLON ETF TRUST | $10.1M | 8.87% | 239,716 | Added |
| 4 | DRSK | ETF SER SOLUTIONS | $7.8M | 6.88% | 286,935 | Added |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | $7.7M | 6.74% | 119,901 | Added |
| 6 | DMBS | DOUBLELINE ETF TRUST | $5.2M | 4.55% | 104,954 | Trimmed |
| 7 | ADME | ETF SER SOLUTIONS | $3.5M | 3.11% | 71,648 | Added |
| 8 | RSP | INVESCO EXCHANGE TRADED FD T | $3.2M | 2.85% | 16,924 | Added |
| 9 | SCHP | SCHWAB STRATEGIC TR | $2.9M | 2.52% | 107,918 | Trimmed |
| 10 | UPSD | ETF SER SOLUTIONS | $2.8M | 2.43% | 108,587 | Added |
| 11 | JUCY | ETF SER SOLUTIONS | $2.7M | 2.34% | 120,556 | Added |
| 12 | NVDA | NVIDIA CORPORATION | $2.5M | 2.19% | 14,340 | Trimmed |
| 13 | PCMM | BONDBLOXX ETF TRUST | $2.3M | 2.00% | 46,436 | Trimmed |
| 14 | OSCV | ETF SER SOLUTIONS | $2.1M | 1.86% | 53,688 | Added |
| 15 | VB | VANGUARD INDEX FDS | $2.0M | 1.79% | 7,780 | Added |
| 16 | MSFT | MICROSOFT CORP | $2.0M | 1.78% | 5,479 | Added |
| 17 | FRDM | EA SERIES TRUST | $1.9M | 1.67% | 34,767 | Trimmed |
| 18 | PWR | QUANTA SVCS INC | $1.7M | 1.48% | 3,063 | Trimmed |
| 19 | IDME | ETF SER SOLUTIONS | $1.7M | 1.48% | 68,491 | Added |
| 20 | VWO | VANGUARD INTL EQUITY INDEX F | $1.7M | 1.46% | 30,762 | Added |
| 21 | DUBS | ETF SER SOLUTIONS | $1.6M | 1.43% | 45,083 | Added |
| 22 | V | VISA INC | $1.2M | 1.08% | 4,074 | Trimmed |
| 23 | GOOGL | ALPHABET INC | $1.2M | 1.08% | 4,298 | Trimmed |
| 24 | APH | AMPHENOL CORP | $1.2M | 1.05% | 9,482 | Added |
| 25 | AMZN | AMAZON COM INC | $1.2M | 1.05% | 5,774 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31