§ 13F · FUND PROFILE
Lord & Richards Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $109M (13F)Positions · 338Turnover · — · Q1Filed · Apr 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$515K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 135K | $10M | 9.1% | +4% |
| 2 | BKAG | BNY MELLON ETF TRUST | 188K | $8M | 7.0% | ±0% |
| 3 | ACIO | ETF SER SOLUTIONS | 186K | $8M | 6.9% | +1% |
| 4 | DRSK | ETF SER SOLUTIONS | 220K | $6M | 5.3% | +1% |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | 80K | $5M | 4.5% | +2% |
| 6 | DMBS | DOUBLELINE ETF TRUST | 81K | $4M | 3.5% | ±0% |
| 7 | SPYM | SPDR SERIES TRUST | 36K | $3M | 2.4% | — |
| 8 | ADME | ETF SER SOLUTIONS | 52K | $3M | 2.2% | +1% |
| 9 | SCHP | SCHWAB STRATEGIC TR | 83K | $2M | 1.9% | ±0% |
| 10 | RSP | INVESCO EXCHANGE TRADED FD T | 11K | $2M | 1.9% | +4% |
§ 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 $109 million in assets. The fund runs a broad portfolio of 338 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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