account_balance
Investment manager · 13F filer · SEC CIK 2045252
Lord & Richards Wealth Management, LLC
Reported value$131Mas of Sep 30, 2026
Positions80 35 new, 4 sold out
Top 10 weight52.4%SPYM alone is 12%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYMSPDR Series Trust
12.0%Trimmed −17%
ACIOETF Ser Solutions
8.1%Trimmed −16%
BKAGBny Mellon ETF Trust
7.2%Trimmed −8%
VEAVanguard Tax-Managed FDS
5.6%Trimmed −17%
DRSKETF Ser Solutions
5.4%Trimmed −13%
DMBSDoubleline ETF Trust
3.4%Trimmed −13%
NVDANVIDIA Corp
2.9%Added +26%
JAJLInnovator Etfs Trust
2.7%New
ADMEETF Ser Solutions
2.7%−15%
ZNOVInnovator Etfs Trust
2.4%New
RSPInvesco Exchange Traded Fd T
2.3%−17%
UPSDETF Ser Solutions
2.2%−17%
SPYMSPDR Series Trust
12.0%Trimmed −17%
ACIOETF Ser Solutions
8.1%−16%
BKAGBny Mellon ETF Trust
7.2%−8%
VEAVanguard Tax-Managed FDS
5.6%−17%
DRSKETF Ser Solutions
5.4%−13%
DMBSDoubleline ETF Trust
3.4%
JAJL2.7%
ADME2.7%
ZNOV
RSP2.3%
UPSD
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPYM SPDR Series Trust 12.0% Trimmed −17%
ACIO ETF Ser Solutions 8.1% Trimmed −16%
BKAG Bny Mellon ETF Trust 7.2% Trimmed −8%
VEA Vanguard Tax-Managed FDS 5.6% Trimmed −17%
DRSK ETF Ser Solutions 5.4% Trimmed −13%
DMBS Doubleline ETF Trust 3.4% Trimmed −13%
NVDA NVIDIA Corp 2.9% Added +26%JAJL Innovator Etfs Trust 2.7% New
ADME ETF Ser Solutions 2.7% Trimmed −15%
ZNOV Innovator Etfs Trust 2.4% New
RSP Invesco Exchange Traded Fd T 2.3% Trimmed −17%
UPSD ETF Ser Solutions 2.2% Trimmed −17%
What changed
Biggest moves since Jun 30, 2026
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