§ 13F · FUND PROFILE
Lord & Richards Wealth Management, LLC.
AUM · $128M (13F)Positions · 181Turnover · n/a · Q2Filed · Jul 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$962K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 181K | $16M | 12.4% | +4% |
| 2 | ACIO | ETF SER SOLUTIONS | 230K | $11M | 8.3% | +3% |
| 3 | BKAG | BNY MELLON ETF TRUST | 226K | $10M | 7.4% | +7% |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 108K | $8M | 6.0% | +4% |
| 5 | DRSK | ETF SER SOLUTIONS | 264K | $8M | 5.9% | +4% |
| 6 | DMBS | DOUBLELINE ETF TRUST | 99K | $5M | 3.8% | +6% |
| 7 | ADME | ETF SER SOLUTIONS | 64K | $4M | 2.8% | +3% |
| 8 | RSP | INVESCO EXCHANGE TRADED FD T | 15K | $3M | 2.5% | +5% |
| 9 | UPSD | ETF SER SOLUTIONS | 98K | $3M | 2.2% | +5% |
| 10 | SCHP | SCHWAB STRATEGIC TR | 101K | $3M | 2.1% | +6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LORD SIGNAL
AC read
Lord & Richards Wealth Management, LLC is a Other fund managing $128 million in assets. The fund runs a portfolio of 181 positions.
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