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Lord & Richards Wealth Management, LLC

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13F filer, CIK 2045252, HIGHLANDS RANCH, CO

Lord & Richards Wealth Management, LLC reported $127,771,697 across 49 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-21. Its ten largest share positions make up 61.52% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002045252-26-000003

Period
2026-06-30
Reported value
$128M
Holdings
49
Top 10 weight
61.52%
New
1
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AVGOnew+3,437$1.3M
SPYMadded+8,222$723K
BKAGadded+15,642$656K
ACIOadded+8,472$391K
VEAadded+4,916$350K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
BRexited-3,798-$617K
PWRreduced-813-$585K
ACNexited-2,154-$427K
FANGreduced-1,362-$239K
NVDAreduced-1,033-$207K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0002045252-26-000003, largest first. % of portfolio is the value over $127,771,697, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 50,109 shares; 2025Q1: 99,027 shares; 2025Q2: 115,334 shares; 2025Q3: 127,865 shares; 2025Q4: 193,455 shares; 2026Q1: 201,608 shares; 2026Q2: 209,830 shares 209,830$18.4M14.43%+8,222Timeline
ACIOETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 77,162 shares; 2025Q1: 201,084 shares; 2025Q2: 236,888 shares; 2025Q3: 248,236 shares; 2025Q4: 257,039 shares; 2026Q1: 259,536 shares; 2026Q2: 268,008 shares 268,008$12.4M9.68%+8,472Timeline
BKAGBNY MELLON ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 76,641 shares; 2025Q1: 180,892 shares; 2025Q2: 212,775 shares; 2025Q3: 227,305 shares; 2025Q4: 238,966 shares; 2026Q1: 239,716 shares; 2026Q2: 255,358 shares 255,358$10.7M8.38%+15,642Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,983 shares; 2025Q1: 59,398 shares; 2025Q2: 68,846 shares; 2025Q3: 75,540 shares; 2025Q4: 117,231 shares; 2026Q1: 119,901 shares; 2026Q2: 124,817 shares 124,817$8.89M6.96%+4,916Timeline
DRSKETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 86,932 shares; 2025Q1: 208,878 shares; 2025Q2: 261,886 shares; 2025Q3: 272,152 shares; 2025Q4: 283,886 shares; 2026Q1: 286,935 shares; 2026Q2: 298,491 shares 298,491$8.58M6.72%+11,556Timeline
DMBSDOUBLELINE ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,700 shares; 2025Q1: 45,957 shares; 2025Q2: 96,371 shares; 2025Q3: 100,827 shares; 2025Q4: 105,459 shares; 2026Q1: 104,954 shares; 2026Q2: 111,171 shares 111,171$5.46M4.27%+6,217Timeline
ADMEETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20,995 shares; 2025Q1: 54,617 shares; 2025Q2: 65,468 shares; 2025Q3: 68,779 shares; 2025Q4: 71,215 shares; 2026Q1: 71,648 shares; 2026Q2: 74,000 shares 74,000$4.12M3.22%+2,352Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,459 shares; 2025Q1: 7,705 shares; 2025Q2: 9,397 shares; 2025Q3: 10,361 shares; 2025Q4: 16,280 shares; 2026Q1: 16,924 shares; 2026Q2: 17,775 shares 17,775$3.78M2.96%+851Timeline
UPSDETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 23,154 shares; 2025Q2: 60,519 shares; 2025Q3: 68,098 shares; 2025Q4: 103,942 shares; 2026Q1: 108,587 shares; 2026Q2: 114,363 shares 114,363$3.23M2.52%+5,776Timeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 9,402 shares; 2025Q3: 102,656 shares; 2025Q4: 108,022 shares; 2026Q1: 107,918 shares; 2026Q2: 114,213 shares 114,213$3.03M2.37%+6,295Timeline
JUCYETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 41,287 shares; 2025Q1: 87,928 shares; 2025Q2: 104,615 shares; 2025Q3: 110,848 shares; 2025Q4: 119,113 shares; 2026Q1: 120,556 shares; 2026Q2: 127,839 shares 127,839$2.81M2.2%+7,283Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,896 shares; 2025Q1: 17,048 shares; 2025Q2: 19,871 shares; 2025Q3: 17,426 shares; 2025Q4: 14,562 shares; 2026Q1: 14,340 shares; 2026Q2: 13,307 shares 13,307$2.66M2.08%-1,033Timeline
FRDMEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,898 shares; 2025Q2: 21,950 shares; 2025Q3: 23,816 shares; 2025Q4: 34,792 shares; 2026Q1: 34,767 shares; 2026Q2: 35,078 shares 35,078$2.56M2%+311Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,778 shares; 2025Q1: 3,760 shares; 2025Q2: 4,432 shares; 2025Q3: 4,812 shares; 2025Q4: 7,535 shares; 2026Q1: 7,780 shares; 2026Q2: 8,098 shares 8,098$2.45M1.92%+318Timeline
OSCVETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,163 shares; 2025Q1: 21,094 shares; 2025Q2: 28,876 shares; 2025Q3: 32,787 shares; 2025Q4: 51,907 shares; 2026Q1: 53,688 shares; 2026Q2: 56,412 shares 56,412$2.38M1.86%+2,724Timeline
PCMMBONDBLOXX ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,673 shares; 2025Q4: 46,950 shares; 2026Q1: 46,436 shares; 2026Q2: 45,298 shares 45,298$2.26M1.77%-1,138Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,182 shares; 2025Q1: 4,738 shares; 2025Q2: 4,807 shares; 2025Q3: 4,917 shares; 2025Q4: 3,906 shares; 2026Q1: 5,479 shares; 2026Q2: 5,613 shares 5,613$2.09M1.64%+134Timeline
IDUBETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,834 shares; 2025Q1: 29,471 shares; 2025Q2: 37,233 shares; 2025Q3: 42,757 shares; 2025Q4: 66,207 shares; 2026Q1: 68,491 shares; 2026Q2: 71,657 shares 71,657$1.97M1.54%+3,166Timeline
DUBSETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,749 shares; 2025Q1: 19,154 shares; 2025Q2: 26,075 shares; 2025Q3: 28,470 shares; 2025Q4: 43,199 shares; 2026Q1: 45,083 shares; 2026Q2: 46,969 shares 46,969$1.96M1.53%+1,886Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,159 shares; 2025Q1: 21,779 shares; 2025Q2: 18,001 shares; 2025Q3: 19,458 shares; 2025Q4: 30,018 shares; 2026Q1: 30,762 shares; 2026Q2: 32,055 shares 32,055$1.91M1.5%+1,293Timeline
PWRQUANTA SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,739 shares; 2025Q1: 5,016 shares; 2025Q2: 5,027 shares; 2025Q3: 5,291 shares; 2025Q4: 3,197 shares; 2026Q1: 3,063 shares; 2026Q2: 2,250 shares 2,250$1.62M1.27%-813Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,098 shares; 2025Q2: 2,738 shares; 2025Q3: 2,969 shares; 2025Q4: 4,534 shares; 2026Q1: 4,756 shares; 2026Q2: 4,927 shares 4,927$1.49M1.17%+171Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,024 shares; 2026Q1: 9,482 shares; 2026Q2: 8,459 shares 8,459$1.49M1.17%-1,023Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,933 shares; 2025Q1: 4,342 shares; 2025Q2: 4,782 shares; 2025Q3: 6,114 shares; 2025Q4: 4,098 shares; 2026Q1: 4,074 shares; 2026Q2: 3,963 shares 3,963$1.36M1.06%-111Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,689 shares; 2025Q2: 5,099 shares; 2025Q3: 4,780 shares; 2025Q4: 5,010 shares; 2026Q1: 4,298 shares; 2026Q2: 3,782 shares 3,782$1.35M1.06%-516Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,351 shares; 2025Q1: 7,157 shares; 2025Q2: 8,803 shares; 2025Q3: 9,100 shares; 2025Q4: 5,817 shares; 2026Q1: 5,774 shares; 2026Q2: 5,568 shares 5,568$1.33M1.04%-206Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,437 shares 3,437$1.3M1.02%newTimeline
VGLTVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,617 shares; 2025Q1: 16,929 shares; 2025Q2: 19,340 shares; 2025Q3: 20,337 shares; 2025Q4: 21,369 shares; 2026Q1: 21,404 shares; 2026Q2: 22,787 shares 22,787$1.26M0.98%+1,383Timeline
PGFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 36,580 shares; 2025Q2: 83,216 shares; 2025Q3: 86,495 shares; 2025Q4: 91,115 shares; 2026Q1: 84,373 shares; 2026Q2: 90,368 shares 90,368$1.24M0.97%+5,995Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,274 shares; 2026Q2: 2,083 shares 2,083$1.21M0.95%-191Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 307 shares; 2025Q2: 1,674 shares; 2025Q3: 2,326 shares; 2025Q4: 7,836 shares; 2026Q1: 8,491 shares; 2026Q2: 11,104 shares 11,104$1.1M0.86%+2,613Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,858 shares; 2025Q1: 4,969 shares; 2025Q2: 5,315 shares; 2025Q3: 5,676 shares; 2025Q4: 2,952 shares; 2026Q1: 2,897 shares; 2026Q2: 2,715 shares 2,715$889K0.7%-182Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,923 shares; 2025Q1: 13,082 shares; 2025Q2: 14,847 shares; 2025Q3: 16,489 shares; 2025Q4: 9,107 shares; 2026Q1: 8,757 shares; 2026Q2: 7,579 shares 7,579$858K0.67%-1,178Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,135 shares; 2025Q1: 4,429 shares; 2025Q2: 4,759 shares; 2025Q3: 6,631 shares; 2025Q4: 3,818 shares; 2026Q1: 3,762 shares; 2026Q2: 3,891 shares 3,891$850K0.67%+129Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 781 shares; 2025Q2: 859 shares; 2025Q3: 1,027 shares; 2025Q4: 1,149 shares; 2026Q1: 1,177 shares; 2026Q2: 1,096 shares 1,096$836K0.65%-81Timeline
CHECHEMED CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 972 shares; 2025Q1: 2,032 shares; 2025Q2: 2,289 shares; 2025Q3: 3,477 shares; 2025Q4: 1,818 shares; 2026Q1: 1,777 shares; 2026Q2: 1,793 shares 1,793$835K0.65%+16Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,605 shares; 2025Q1: 1,884 shares; 2025Q2: 3,103 shares; 2025Q3: 2,643 shares; 2025Q4: 2,679 shares; 2026Q1: 2,683 shares; 2026Q2: 2,692 shares 2,692$779K0.61%+9Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,941 shares; 2025Q1: 25,832 shares; 2025Q2: 34,245 shares; 2025Q3: 44,016 shares; 2025Q4: 32,990 shares; 2026Q1: 20,420 shares; 2026Q2: 25,812 shares 25,812$728K0.57%+5,392Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 533 shares; 2025Q3: 680 shares; 2025Q4: 699 shares; 2026Q1: 650 shares; 2026Q2: 590 shares 590$708K0.55%-60Timeline
FANGDIAMONDBACK ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,082 shares; 2025Q1: 7,149 shares; 2025Q2: 9,857 shares; 2025Q3: 11,112 shares; 2025Q4: 5,527 shares; 2026Q1: 5,303 shares; 2026Q2: 3,941 shares 3,941$693K0.54%-1,362Timeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,602 shares; 2025Q1: 5,751 shares; 2025Q2: 6,200 shares; 2025Q3: 7,904 shares; 2025Q4: 4,621 shares; 2026Q1: 4,527 shares; 2026Q2: 4,182 shares 4,182$684K0.54%-345Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,241 shares; 2026Q2: 1,167 shares 1,167$584K0.46%-74Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,057 shares; 2025Q2: 1,262 shares; 2025Q3: 1,358 shares; 2025Q4: 1,452 shares; 2026Q1: 1,408 shares; 2026Q2: 1,319 shares 1,319$555K0.43%-89Timeline
MSIMOTOROLA SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 662 shares; 2025Q2: 966 shares; 2025Q3: 978 shares; 2025Q4: 1,260 shares; 2026Q1: 1,285 shares; 2026Q2: 1,219 shares 1,219$506K0.4%-66Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,194 shares; 2025Q2: 4,837 shares; 2025Q3: 5,030 shares; 2025Q4: 6,020 shares; 2026Q1: 6,216 shares; 2026Q2: 5,879 shares 5,879$424K0.33%-337Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 514 shares; 2025Q2: 628 shares; 2025Q3: 668 shares; 2025Q4: 743 shares; 2026Q1: 779 shares; 2026Q2: 739 shares 739$416K0.33%-40Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 527 shares; 2025Q2: 722 shares; 2025Q3: 951 shares; 2025Q4: 1,053 shares; 2026Q1: 1,053 shares; 2026Q2: 996 shares 996$396K0.31%-57Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 481 shares; 2025Q3: 349 shares; 2025Q4: 4,509 shares; 2026Q1: 4,999 shares; 2026Q2: 4,743 shares 4,743$339K0.27%-256Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 557 shares; 2026Q1: 556 shares; 2026Q2: 556 shares 556$283K0.22%0Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
BRBROADRIDGE FINL SOLUTIONS IN3,798$617Kshares
ACNACCENTURE PLC IRELAND2,154$427Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002045252-26-000003 base2026-07-21acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0002045252-26-000003 Quarter ended 2026-06-302026-07-21acceptance time not in the bulk data set
13F-HR 0002045252-26-000002 Quarter ended 2026-03-312026-04-20acceptance time not in the bulk data set
13F-HR 0002045252-26-000001 Quarter ended 2025-12-312026-01-15acceptance time not in the bulk data set
13F-HR 0002045252-25-000006 Quarter ended 2025-09-302025-11-04acceptance time not in the bulk data set
13F-HR 0002045252-25-000004 Quarter ended 2025-06-302025-08-05acceptance time not in the bulk data set
13F-HR 0002045252-25-000003 Quarter ended 2025-03-312025-05-02acceptance time not in the bulk data set
13F-HR 0002045252-25-000001 Quarter ended 2024-12-312025-01-30acceptance time not in the bulk data set