Loading…
CIK 0002045252 • 7 13F filings • May 2, 2025 – Oct 14, 2026
Import this data to Google Sheets with:
=jivedata("lord-richards-wealth-management-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $1.2M | 0.9% | 2,083 SH | New |
| ALPHABET INC | CAP STK CL A | $1.4M | 1.1%Prev: 0.9% | 3,782 SH | Increased-1,317 SH |
| AMAZON COM INC | COM | $1.3M | 1.0%Prev: 2.0% | 5,568 SH | Decreased-3,235 SH |
| AMERICAN TOWER CORP | COM | $684K | 0.5% | 4,182 SH | New |
| AMPHENOL CORP | CL A | $1.5M | 1.2% | 8,459 SH | New |
| APPLE INC | COM | $779K | 0.6%Prev: 0.7% | 2,692 SH | Increased-411 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $584K | 0.5% | 1,167 SH | New |
| BNY MELLON ETF TRUST | CORE BOND ETF | $10.7M | 8.4%Prev: 9.4% | 255,358 SH | Increased+42,583 SH |
| BONDBLOXX ETF TRUST | PRIVA CR CLO ETF | $2.3M | 1.8% | 45,298 SH | New |
| BROADCOM INC | COM | $1.3M | 1.0% | 3,437 SH | New |
| CHEMED CORP NEW | COM | $835K | 0.7%Prev: 1.2% | 1,793 SH | Decreased-496 SH |
| COPART INC | COM | $728K | 0.6%Prev: 1.8% | 25,812 SH | Decreased-8,433 SH |
| CROWDSTRIKE HLDGS INC | CL A | $836K | 0.7%Prev: 0.5% | 1,096 SH | Increased+237 SH |
| DIAMONDBACK ENERGY INC | COM | $693K | 0.5%Prev: 1.4% | 3,941 SH | Decreased-5,916 SH |
| DOUBLELINE ETF TRUST | MORTGAGE ETF | $5.5M | 4.3%Prev: 4.9% | 111,171 SH | Increased+14,800 SH |
| EA SERIES TRUST | FREEDOM 100 EM | $2.6M | 2.0%Prev: 0.9% | 35,078 SH | Increased+13,128 SH |
| ELI LILLY & CO | COM | $708K | 0.6%Prev: 0.4% | 590 SH | Increased+57 SH |
| ETF SER SOLUTIONS | APTUS COLLRD INV | $12.4M | 9.7%Prev: 10.3% | 268,008 SH | Increased+31,120 SH |
| ETF SER SOLUTIONS | APTUS DEFINED | $8.6M | 6.7%Prev: 7.9% | 298,491 SH | Increased+36,605 SH |
| ETF SER SOLUTIONS | APTUS DRAWDOWN | $4.1M | 3.2%Prev: 3.3% | 74,000 SH | Increased+8,532 SH |
| ETF SER SOLUTIONS | APTUS ENHANCED | $2.8M | 2.2%Prev: 2.4% | 127,839 SH | Increased+23,224 SH |
| ETF SER SOLUTIONS | APTUS INT ENH YL | $2.0M | 1.5%Prev: 0.9% | 71,657 SH | Increased+34,424 SH |
| ETF SER SOLUTIONS | APTUS LARGE CAP | $2.0M | 1.5%Prev: 0.9% | 46,969 SH | Increased+20,894 SH |
| ETF SER SOLUTIONS | APTUS LRG CAP UP | $3.2M | 2.5%Prev: 1.6% | 114,363 SH | Increased+53,844 SH |
| ETF SER SOLUTIONS | OPUS SML CP VL | $2.4M | 1.9%Prev: 1.1% | 56,412 SH | Increased+27,536 SH |
| INTUITIVE SURGICAL INC | COM NEW | $396K | 0.3%Prev: 0.4% | 996 SH | Increased+274 SH |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $1.5M | 1.2%Prev: 0.7% | 4,927 SH | Increased+2,189 SH |
| INVESCO EXCHANGE TRADED FD T | FINL PFD ETF | $1.2M | 1.0%Prev: 1.2% | 90,368 SH | Increased+7,152 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $3.8M | 3.0%Prev: 1.8% | 17,775 SH | Increased+8,378 SH |
| JPMORGAN CHASE & CO | COM | $889K | 0.7% | 2,715 SH | New |
| LOCKHEED MARTIN CORP | COM | $283K | 0.2% | 556 SH | New |
| META PLATFORMS INC | CL A | $416K | 0.3%Prev: 0.5% | 739 SH | Decreased+111 SH |
| MICROSOFT CORP | COM | $2.1M | 1.6%Prev: 2.5% | 5,613 SH | Decreased+806 SH |
| MOTOROLA SOLUTIONS INC | COM NEW | $506K | 0.4%Prev: 0.4% | 1,219 SH | Increased+253 SH |
| NETFLIX INC. | COM | $339K | 0.3% | 4,743 SH | New |
| NVIDIA CORPORATION | COM | $2.7M | 2.1%Prev: 3.3% | 13,307 SH | Decreased-6,564 SH |
| PROGRESSIVE CORP | COM | $850K | 0.7%Prev: 1.3% | 3,891 SH | Decreased-868 SH |
| QUANTA SVCS INC | COM | $1.6M | 1.3%Prev: 2.0% | 2,250 SH | Decreased-2,777 SH |
| SCHWAB STRATEGIC TR | US TIPS ETF | $3.0M | 2.4%Prev: 0.3% | 114,213 SH | Increased+104,811 SH |
| SERVICENOW INC | COM | $1.1M | 0.9%Prev: 1.8% | 11,104 SH | Decreased+9,430 SH |
| SPDR SERIES TRUST | ST STR P500ETF | $18.4M | 14.4% | 209,830 SH | New |
| TESLA INC | COM | $555K | 0.4%Prev: 0.4% | 1,319 SH | Increased+57 SH |
| UBER TECHNOLOGIES INC | COM | $424K | 0.3%Prev: 0.5% | 5,879 SH | Decreased+1,042 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $2.5M | 1.9%Prev: 1.1% | 8,098 SH | Increased+3,666 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.9M | 1.5%Prev: 0.9% | 32,055 SH | Increased+14,054 SH |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | $1.3M | 1.0%Prev: 1.1% | 22,787 SH | Increased+3,447 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $8.9M | 7.0%Prev: 4.1% | 124,817 SH | Increased+55,971 SH |
| VISA INC | COM CL A | $1.4M | 1.1%Prev: 1.8% | 3,963 SH | Decreased-819 SH |
| WALMART INC | COM | $858K | 0.7%Prev: 1.5% | 7,579 SH | Decreased-7,268 SH |
| 13F-HR |
| 0002045252-25-000006 |
| $109.2M |
| View |
| Jul 21, 2026 | Q2 2026 | 13F-HR | 0002045252-26-000003 | $127.8M | View |
| Aug 5, 2025 | Q2 2025 | 13F-HR | 0002045252-25-000004 | $95.7M | View |
| Apr 20, 2026 | Q1 2026 | 13F-HR | 0002045252-26-000002 | $114.0M | View |
| May 2, 2025 | Q1 2025 | 13F-HR | 0002045252-25-000003 | $88.2M | View |