Lord & Richards Wealth Management, LLC

CIK 0002045252 • 7 13F filings • May 2, 2025 – Oct 14, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $88.2M2 positionsView on SEC.gov

			% of Portfolio
ACCENTURE PLC IRELAND	SHS CLASS A	$260K	0.3%	833 SH
AIM ETF PRODUCTS TRUST	ALLIANZIM EQ BUF	$22K	0.0%	854 SH
AIM ETF PRODUCTS TRUST	ALLIANZIM U S EQ	$37K	0.0%	1,320 SH
AIM ETF PRODUCTS TRUST	ALLIANZIM U S LA	$81K	0.1%	3,035 SH
AIM ETF PRODUCTS TRUST	ALLIANZIM US EQT	$3K	0.0%	118 SH
AIM ETF PRODUCTS TRUST	ALLIANZIM US LRG	$1K	0.0%	46 SH
AIM ETF PRODUCTS TRUST	U S LRGCP 6M APR	$437K	0.5%	13,850 SH
AIM ETF PRODUCTS TRUST	U S LRGCP 6M JAN	$28K	0.0%	935 SH
AIM ETF PRODUCTS TRUST	US LARCP B20 MAR	$3K	0.0%	91 SH
AIM ETF PRODUCTS TRUST	US LRGCP B10 DEC	$52K	0.1%	1,664 SH
AIM ETF PRODUCTS TRUST	US LRGCP B10 JAN	$81K	0.1%	2,302 SH
AIM ETF PRODUCTS TRUST	US LRGCP B10 OCT	$67K	0.1%	1,805 SH
AIM ETF PRODUCTS TRUST	US LRGCP B20 APR	$27K	0.0%	842 SH
AIM ETF PRODUCTS TRUST	US LRGCP B20 DEC	$845K	1.0%	28,218 SH
AIM ETF PRODUCTS TRUST	US LRGCP B20 FEB	$3K	0.0%	101 SH
AIM ETF PRODUCTS TRUST	US LRGCP B20 JAN	$984K	1.1%	29,629 SH
AIM ETF PRODUCTS TRUST	US LRGCP B20 JUL	$724	0.0%	21 SH
AIM ETF PRODUCTS TRUST	US LRGCP B20 JUN	$2K	0.0%	52 SH
AIM ETF PRODUCTS TRUST	US LRGCP B20 OCT	$539K	0.6%	15,353 SH
ALPHABET INC	CAP STK CL A	$570K	0.6%	3,689 SH
AMAZON COM INC	COM	$1.4M	1.5%	7,157 SH
AMC ENTMT HLDGS INC	CL A NEW	$55	0.0%	19 SH
AMERICAN ELEC PWR CO INC	COM	$99K	0.1%	909 SH
AMERICAN TOWER CORP NEW	COM	$1.3M	1.4%	5,751 SH
APPLE INC	COM	$419K	0.5%	1,884 SH
AT&T INC	COM	$14K	0.0%	509 SH
BAIDU INC	SPON ADR REP A	$1K	0.0%	12 SH
BNY MELLON ETF TRUST	CORE BOND ETF	$7.6M	8.6%	180,892 SH
BOEING CO	COM	$3K	0.0%	16 SH
BROADRIDGE FINL SOLUTIONS IN	COM	$1.2M	1.4%	4,998 SH
CANOPY GROWTH CORP	COM NEW	$28	0.0%	31 SH
CHEMED CORP NEW	COM	$1.3M	1.4%	2,032 SH
CONCENTRIX CORP	COM	$2K	0.0%	40 SH
COPART INC	COM	$1.5M	1.7%	25,832 SH
CRONOS GROUP INC	COM	$3K	0.0%	1,394 SH
CROWDSTRIKE HLDGS INC	CL A	$275K	0.3%	781 SH
DIAMONDBACK ENERGY INC	COM	$1.1M	1.3%	7,149 SH
DIREXION SHS ETF TR	DAILY SM CP BEAR	$2K	0.0%	113 SH
DOUBLELINE ETF TRUST	MORTGAGE ETF	$2.3M	2.6%	45,957 SH
DYNEX CAP INC	COM	$2K	0.0%	147 SH
EA SERIES TRUST	FREEDOM 100 EM	$312K	0.4%	8,898 SH
ELEVATION SERIES TRUST	TRUESHARES QUART	$127K	0.1%	5,141 SH
ELEVATION SERIES TRUST	TRUESHARES SEASO	$20K	0.0%	836 SH
ELEVATION SERIES TRUST	TRUSHARES BULL	$71K	0.1%	2,873 SH
ETF SER SOLUTIONS	APTUS COLLRD INV	$7.8M	8.8%	201,084 SH
ETF SER SOLUTIONS	APTUS DEFINED	$5.7M	6.5%	208,878 SH
ETF SER SOLUTIONS	APTUS DRAWDOWN	$2.4M	2.7%	54,617 SH
ETF SER SOLUTIONS	APTUS ENHANCED	$2.0M	2.3%	87,928 SH
ETF SER SOLUTIONS	APTUS INT ENH YL	$615K	0.7%	29,471 SH
ETF SER SOLUTIONS	APTUS LARGE CAP	$592K	0.7%	19,154 SH
ETF SER SOLUTIONS	APTUS LRG CAP UP	$536K	0.6%	23,154 SH
ETF SER SOLUTIONS	OPUS SML CP VL	$735K	0.8%	21,094 SH
EVERGY INC	COM	$2K	0.0%	31 SH
EXXON MOBIL CORP	COM	$343K	0.4%	2,887 SH
FEDEX CORP	COM	$4K	0.0%	16 SH
FIRST TR EXCH TRADED FD III	LNG/SHT EQUITY	$31K	0.0%	484 SH
FIRST TR EXCH TRADED FD III	MERGER ARBITRA	$9K	0.0%	445 SH
FIRST TR EXCHANGE TRAD FD VI	ALT ABSLT STRG	$33K	0.0%	1,135 SH
FIRST TR EXCHANGE TRAD FD VI	FST TR GLB FD	$3K	0.0%	134 SH
FIRST TR EXCHANGE TRADED FD	BUYWRIT INCM ETF	$4K	0.0%	197 SH
FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$4K	0.0%	72 SH
FIRST TR EXCHANGE-TRADED FD	MNGD FUTRS STRGY	$31K	0.0%	670 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S EQT	$2K	0.0%	52 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$585K	0.7%	17,671 SH
FIRST TR EXCHNG TRADED FD VI	TCW UNCONSTRAI	$11K	0.0%	461 SH
FIRST TR MORNINGSTAR DIVID L	SHS	$3K	0.0%	60 SH
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$81K	0.1%	2,265 SH
INTUITIVE SURGICAL INC	COM NEW	$261K	0.3%	527 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$212K	0.2%	1,098 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$22K	0.0%	300 SH
INVESCO EXCHANGE TRADED FD T	DORSEY WRIGHT MO	$336K	0.4%	3,361 SH
INVESCO EXCHANGE TRADED FD T	FINL PFD ETF	$522K	0.6%	36,580 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1.3M	1.5%	7,705 SH
INVESCO QQQ TR	UNIT SER 1	$1K	0.0%	3 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$2K	0.0%	42 SH
ISHARES GOLD TR	ISHARES NEW	$72K	0.1%	1,216 SH
ISHARES INC	CORE MSCI EMKT	$130K	0.1%	2,412 SH
ISHARES SILVER TR	ISHARES	$2K	0.0%	58 SH
ISHARES TR	0-5 YR TIPS ETF	$1.1M	1.3%	10,834 SH
ISHARES TR	3 7 YR TREAS BD	$4K	0.0%	33 SH
ISHARES TR	7-10 YR TRSY BD	$9K	0.0%	91 SH
ISHARES TR	A RATE CP BD ETF	$219K	0.2%	4,613 SH
ISHARES TR	CORE MSCI INTL	$3K	0.0%	37 SH
ISHARES TR	CORE S&P500 ETF	$31K	0.0%	56 SH
ISHARES TR	EAFE GRWTH ETF	$175K	0.2%	1,752 SH
ISHARES TR	EAFE VALUE ETF	$457K	0.5%	7,749 SH
ISHARES TR	FUTURE AI & TECH	$3K	0.0%	99 SH
ISHARES TR	LARGE CAP MAX BU	$33K	0.0%	1,309 SH
ISHARES TR	MBS ETF	$1.2M	1.3%	12,533 SH
ISHARES TR	MRGSTR MD CP GRW	$2K	0.0%	30 SH
ISHARES TR	MSCI EAFE MIN VL	$2K	0.0%	30 SH
ISHARES TR	MSCI USA MMENTM	$2K	0.0%	11 SH
ISHARES TR	MSCI USA QLT FCT	$908K	1.0%	5,314 SH
ISHARES TR	RUS 1000 GRW ETF	$354K	0.4%	981 SH
ISHARES TR	RUS MD CP GR ETF	$88K	0.1%	747 SH
ISHARES TR	RUS MDCP VAL ETF	$152K	0.2%	1,205 SH
ISHARES TR	RUS TP200 GR ETF	$1.1M	1.2%	5,087 SH
ISHARES TR	RUS TP200 VL ETF	$732K	0.8%	8,908 SH
ISHARES TR	USD INV GRDE ETF	$193K	0.2%	3,786 SH
ISHARES U S ETF TR	GSCI CMDTY STGY	$1K	0.0%	49 SH
ISHARES U S ETF TR	U.S. TECH INDEPD	$3K	0.0%	43 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$693K	0.8%	13,691 SH
JPMORGAN CHASE & CO.	COM	$1.2M	1.4%	4,969 SH
KNIGHT-SWIFT TRANSN HLDGS IN	CL A	$10K	0.0%	235 SH
LEGG MASON ETF INVT	FRANKLIN INTL LW	$2K	0.0%	55 SH
LINDE PLC	SHS	$296K	0.3%	636 SH
LISTED FD TR	TRUESHARES DEC	$47K	0.1%	1,319 SH
LISTED FD TR	TRUESHARES NOV	$16K	0.0%	410 SH
LISTED FD TR	TRUESHARES OCT	$34K	0.0%	885 SH
LISTED FD TR	TRUESHARES STRCD	$34K	0.0%	1,030 SH
LISTED FD TR	TRUESHARES STRCT	$19K	0.0%	480 SH
LISTED FD TR	TRUESHARES STRUC	$108K	0.1%	3,172 SH
LITHIUM AMERS CORP NEW	COM SHS	$4K	0.0%	1,627 SH
LOWES COS INC	COM	$277K	0.3%	1,187 SH
META PLATFORMS INC	CL A	$296K	0.3%	514 SH
MICROSOFT CORP	COM	$1.8M	2.0%	4,738 SH
MOTOROLA SOLUTIONS INC	COM NEW	$290K	0.3%	662 SH
NORTHERN LTS FD TR IV	INSPIRE 100 ETF	$10K	0.0%	251 SH
NVIDIA CORPORATION	COM	$1.8M	2.1%	17,048 SH
PIMCO ETF TR	15+ YR US TIPS	$2K	0.0%	42 SH
PIMCO ETF TR	25YR+ ZERO U S	$15K	0.0%	210 SH
PIMCO ETF TR	COMMODITY STRAT	$910	0.0%	34 SH
PIMCO ETF TR	ULTRA SHORT GOVT	$81K	0.1%	799 SH
POOL CORP	COM	$273K	0.3%	858 SH
PROGRESSIVE CORP	COM	$1.3M	1.4%	4,429 SH
PROSHARES TR	SHRT HGH YIELD	$693	0.0%	43 SH
QUANTA SVCS INC	COM	$1.3M	1.4%	5,016 SH
QUANTUMSCAPE CORP	COM CL A	$208	0.0%	50 SH
ROBINHOOD MKTS INC	COM CL A	$1K	0.0%	35 SH
ROPER TECHNOLOGIES INC	COM	$1.2M	1.4%	2,023 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$12K	0.0%	524 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$365K	0.4%	14,567 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$15K	0.0%	669 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$323	0.0%	12 SH
SERVICENOW INC	COM	$244K	0.3%	307 SH
SIMPLIFY EXCHANGE TRADED FUN	INTMD TERM TRSRY	$63K	0.1%	4,742 SH
SIMPLIFY EXCHANGE TRADED FUN	SHORT TERM TREA	$372K	0.4%	16,920 SH
SIMPLIFY EXCHANGE TRADED FUN	SIMPLIFY OPPORT	$15K	0.0%	573 SH
SIMPLIFY EXCHANGE TRADED FUN	TREASURY OPT INC	$913	0.0%	37 SH
SIMPLIFY EXCHANGE TRADED FUN	US EQT PLS DWNSD	$897	0.0%	29 SH
SNOWFLAKE INC	CL A	$2K	0.0%	16 SH
SOLID POWER INC	CLASS A COM	$3K	0.0%	2,797 SH
SPDR S&P 500 ETF TR	TR UNIT	$559	0.0%	1 SH
SPDR SER TR	BLOOMBERG 1-3 MO	$1.3M	1.5%	14,278 SH
SPDR SER TR	BLOOMBERG INTL T	$6K	0.0%	289 SH
SPDR SER TR	PORTFOLIO S&P500	$6.5M	7.4%	99,027 SH
SPDR SER TR	PRTFLO S&P500 GW	$13K	0.0%	162 SH
TESLA INC	COM	$274K	0.3%	1,057 SH
TRANE TECHNOLOGIES PLC	SHS	$12K	0.0%	35 SH
UBER TECHNOLOGIES INC	COM	$306K	0.3%	4,194 SH
UNITED PARCEL SERVICE INC	CL B	$3K	0.0%	29 SH
UNITEDHEALTH GROUP INC	COM	$1.5M	1.6%	2,772 SH
UNITY SOFTWARE INC	COM	$1K	0.0%	68 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$654K	0.7%	8,360 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$4K	0.0%	61 SH
VANGUARD INDEX FDS	MID CAP ETF	$2K	0.0%	7 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$40K	0.0%	78 SH
VANGUARD INDEX FDS	SMALL CP ETF	$834K	0.9%	3,760 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$2K	0.0%	7 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$986K	1.1%	21,779 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$133K	0.2%	2,246 SH
VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$975K	1.1%	16,929 SH
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$204K	0.2%	4,404 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$2.3M	2.6%	38,419 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$55K	0.1%	688 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$3.0M	3.4%	59,398 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$387	0.0%	3 SH
VANGUARD WORLD FD	EXTENDED DUR	$3K	0.0%	38 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$197K	0.2%	637 SH
VISA INC	COM CL A	$1.5M	1.7%	4,342 SH
WALMART INC	COM	$1.1M	1.3%	13,082 SH
WARNER BROS DISCOVERY INC	COM SER A	$3K	0.0%	272 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 14, 2026	Q3 2026	13F-HR	0002045252-26-000005	—	View
Jan 15, 2026	Q4 2025	13F-HR	0002045252-26-000001	$116.4M	View
Nov 4, 2025	Q3 2025