§ 13F · FUND PROFILE
Lord & Richards Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $95.7T (13F)Positions · 353Turnover · — · Q4Filed · Jan 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 134K | $10.7T | 9.2% | +54% |
| 2 | ACIO | ETF SER SOLUTIONS | 187K | $8.2T | 7.0% | — |
| 3 | BKAG | BNY MELLON ETF TRUST | 188K | $8.0T | 6.9% | — |
| 4 | DRSK | ETF SER SOLUTIONS | 219K | $6.2T | 5.4% | — |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | 81K | $5.0T | 4.3% | — |
| 6 | DMBS | DOUBLELINE ETF TRUST | 81K | $4.0T | 3.5% | — |
| 7 | ADME | ETF SER SOLUTIONS | 52K | $2.7T | 2.3% | — |
| 8 | SPYM | SPDR SERIES TRUST | 32K | $2.6T | 2.2% | −63% |
| 9 | SCHP | SCHWAB STRATEGIC TR | 83K | $2.2T | 1.9% | — |
| 10 | RSP | INVESCO EXCHANGE TRADED FD T | 11K | $2.1T | 1.8% | — |
§ 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 $95657.1 trillion in assets. The fund runs a broad portfolio of 353 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed