Lord & Richards Wealth Management, LLC 13F Holdings
CIK 0002045252 · HIGHLANDS RANCH, CO
As of Sep 30, 2025, Lord & Richards Wealth Management, LLC reported 338 positions worth
CIK 0002045252 · HIGHLANDS RANCH, CO
As of Sep 30, 2025, Lord & Richards Wealth Management, LLC reported 338 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| APTUS COLLARED INVESTMENT OPPORTUNITY ETF | ACIO | — | 248,236 | 0.8M | 10.33% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 127,421 | 0.0M | 9.57% |
| BNY MELLON CORE BOND ETF | BKAG | — | 226,455 | $9.6M | 9.25% |
| APTUS DEFINED RISK ETF | DRSK | — | 270,369 | $7.8M | 7.47% |
| DOUBLELINE MORTGAGE ETF | DMBS | — | 100,135 | $5.0M | 4.77% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 75,266 | $4.5M | 4.32% |
| ETF SER SOLUTIONS | ADME | — | 66,176 | $3.4M | 3.24% |
| NVIDIA CORP | NVDA | Technology | 17,029 | $3.2M | 3.05% |
| SCHWAB US TIPS ETF | SCHP | — | 97,537 | $2.6M | 2.52% |
| MICROSOFT CORP | MSFT | Technology | 4,795 | $2.5M | 2.38% |
| APTUS ENHANCED YIELD ETF | JUCY | — | 105,257 | $2.3M | 2.25% |
| BONDBLOXX PRIVATE CREDIT CLO ETF | PCMM | — | 42,247 | $2.1M | 2.05% |
| QUANTA SERVICES INC | PWR | Industrials | 5,144 | $2.1M | 2.04% |
| SERVICENOW INC | NOW | Technology | 2,264 | $2.1M | 2.00% |
| VISA INC-CLASS A SHARES | V | Financial Services | 5,949 | $2.0M | 1.95% |
| AMAZON.COM INC | AMZN | Equity | 8,850 | .9M | 1.86% |
| COPART INC | CPRT | Industrials | 42,848 | .9M | 1.85% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | — | 9,599 | .8M | 1.75% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 5,359 | .7M | 1.62% |
| ETF SER SOLUTIONS | UPSD | — | 60,625 | .6M | 1.55% |
| WALMART INC | WMT | Consumer Defensive | 15,561 | .6M | 1.54% |
| PROGRESSIVE CORP | PGR | Financial Services | 6,241 | .5M | 1.48% |
| DIAMONDBACK ENERGY INC | FANG | Energy | 10,435 | .5M | 1.43% |
| CHEMED CORP | CHE | Healthcare | 3,266 | .5M | 1.40% |
| ROPER TECHNOLOGIES INC | ROP | Technology | 2,893 | .4M | 1.38% |