Lord & Richards Wealth Management, LLC Portfolio Holdings

Lord & Richards Wealth Management, LLC

  • $116 Billion
  • Q4 2025

Lord & Richards Wealth Management, LLC has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $116 Billion distributed in 288 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $15.5B, ETF Ser Solutions Aptus Collar with a value of $11.2B, Bny Mellon ETF Tr Core Bond Et with a value of $10.1B, ETF Ser Solutions Aptus Define with a value of $8.08B, and Vanguard Ftse Developed Market with a value of $7.32B.

Examining the 13F form we can see an increase of $7.24B in the current position value, from $109B to 116B.

Lord & Richards Wealth Management, LLC is based out at Highlands Ranch, CO

Below you can find more details about Lord & Richards Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $116 Billion
ETFs: $74.4 Billion
Technology: $10.3 Billion
Consumer Cyclical: $3.83 Billion
Financial Services: $3.26 Billion
Communication Services: $2.48 Billion
Healthcare: $2.13 Billion
Industrials: $1.62 Billion
Energy: $1.43 Billion
Other: $1.83 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 288
  • Current Value $116 Billion
  • Prior Value $109 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 15, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 2 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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