Lord & Richards Wealth Management, LLC Portfolio Holdings

Lord & Richards Wealth Management, LLC

  • $109 Billion
  • Q3 2025

Lord & Richards Wealth Management, LLC has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $109 Billion distributed in 338 stocks.

Among their holdings, we can observe that their the top five positions include companies like: ETF Ser Solutions Aptus Collar with a value of $10.8B, Spdr Portfolio S&P 500 ETF (Ma with a value of $10B, Bny Mellon ETF Tr Core Bond Et with a value of $9.68B, ETF Ser Solutions Aptus Define with a value of $7.85B, and Doubleline ETF Trust with a value of $5.01B.

Examining the 13F form we can see an increase of $13.5B in the current position value, from $95.7B to 109B.

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 $109 Billion
ETFs: $59.8 Billion
Technology: $12.2 Billion
Financial Services: $5.52 Billion
Consumer Cyclical: $5.05 Billion
Industrials: $3.73 Billion
Healthcare: $2.5 Billion
Energy: $2.08 Billion
Communication Services: $2.07 Billion
Other: $3.22 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$10.8 Billion 9.87% of portfolio
248,236
Q3 2025 Added 4.79%
$0
$10 Billion 9.17% of portfolio
127,865
Q3 2025 Added 10.86%
$0
$9.68 Billion 8.87% of portfolio
227,305
Q3 2025 Added 6.83%
$0
$7.85 Billion 7.19% of portfolio
272,152
Q3 2025 Added 3.92%
Doubleline ETF Trust
-
$5.01 Billion 4.59% of portfolio
-
Q3 2025 Added 4.62%
$0
$4.53 Billion 4.15% of portfolio
75,540
Q3 2025 Added 9.72%
$0
$3.51 Billion 3.22% of portfolio
68,779
Q3 2025 Added 5.06%
$465B
$3.25 Billion 2.98% of portfolio
17,426
Q3 2025 Reduced 12.3%
$0
$2.77 Billion 2.53% of portfolio
102,656
Q3 2025 Added 991.85%
$3.78T
$2.55 Billion 2.33% of portfolio
4,917
Q3 2025 Added 2.29%
-
$2.47 Billion 2.26% of portfolio
-
Q3 2025 Added 5.96%
Bondbloxx ETF Trust
-
$2.21 Billion 2.02% of portfolio
-
Q3 2025 New
$61.4B
$2.19 Billion 2.01% of portfolio
5,291
Q3 2025 Added 5.25%
$169B
$2.14 Billion 1.96% of portfolio
2,326
Q3 2025 Added 38.95%
$533B
$2.09 Billion 1.91% of portfolio
6,114
Q3 2025 Added 27.85%
$2.39T
$2 Billion 1.83% of portfolio
9,100
Q3 2025 Added 3.37%
$0
$1.97 Billion 1.8% of portfolio
10,361
Q3 2025 Added 10.26%
ETF Ser Solutions
-
$1.82 Billion 1.66% of portfolio
-
Q3 2025 Added 12.52%
$881B
$1.79 Billion 1.64% of portfolio
5,676
Q3 2025 Added 6.79%
$279B
$1.7 Billion 1.56% of portfolio
16,489
Q3 2025 Added 11.06%
$132B
$1.64 Billion 1.5% of portfolio
6,631
Q3 2025 Added 39.34%
$26.5B
$1.59 Billion 1.46% of portfolio
11,112
Q3 2025 Added 12.73%
$6.49B
$1.56 Billion 1.43% of portfolio
3,477
Q3 2025 Added 51.9%
$47.7B
$1.53 Billion 1.4% of portfolio
3,073
Q3 2025 Added 32.29%
$84B
$1.52 Billion 1.39% of portfolio
7,904
Q3 2025 Added 27.48%
$34.9B
$1.47 Billion 1.35% of portfolio
6,187
Q3 2025 Added 12.41%
$0
$1.26 Billion 1.16% of portfolio
86,495
Q3 2025 Added 3.94%
$0
$1.25 Billion 1.15% of portfolio
32,787
Q3 2025 Added 13.54%
$0
$1.22 Billion 1.12% of portfolio
4,812
Q3 2025 Added 8.57%
$0
$1.16 Billion 1.06% of portfolio
20,337
Q3 2025 Added 5.16%
$1.65T
$1.16 Billion 1.06% of portfolio
4,780
Q3 2025 Reduced 6.26%
$0
$1.05 Billion 0.97% of portfolio
19,458
Q3 2025 Added 8.09%
$0
$1.06 Billion 0.97% of portfolio
23,816
Q3 2025 Added 8.5%
ETF Ser Solutions
-
$1.04 Billion 0.95% of portfolio
-
Q3 2025 Added 9.19%
$0
$1.01 Billion 0.92% of portfolio
42,757
Q3 2025 Added 14.84%
$0
$734 Million 0.67% of portfolio
2,969
Q3 2025 Added 8.44%
$4.3T
$673 Million 0.62% of portfolio
2,643
Q3 2025 Reduced 14.82%
$1.29T
$604 Million 0.55% of portfolio
1,358
Q3 2025 Added 7.61%
$971B
$519 Million 0.48% of portfolio
680
Q3 2025 Added 27.58%
$115B
$504 Million 0.46% of portfolio
1,027
Q3 2025 Added 19.56%
$181B
$493 Million 0.45% of portfolio
5,030
Q3 2025 Added 3.99%
$490B
$489 Million 0.45% of portfolio
4,336
Q3 2025 Added 5.86%
$1.37T
$491 Million 0.45% of portfolio
668
Q3 2025 Added 6.37%
$140B
$469 Million 0.43% of portfolio
1,866
Q3 2025 Added 3.84%
$152B
$462 Million 0.42% of portfolio
1,874
Q3 2025 Added 45.84%
Linde PLC
-
$457 Million 0.42% of portfolio
-
Q3 2025 Added 13.58%
$63.4B
$447 Million 0.41% of portfolio
978
Q3 2025 Added 1.24%
$193B
$425 Million 0.39% of portfolio
951
Q3 2025 Added 31.72%
$49.1B
$418 Million 0.38% of portfolio
349
Q3 2025 Reduced 27.44%

Summary

  • Portfolio
  • No. of Stocks 338
  • Current Value $109 Billion
  • Prior Value $95.7 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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