Lord & Richards Wealth Management, LLC
Follow13F filer, CIK 2045252, HIGHLANDS RANCH, CO
Lord & Richards Wealth Management, LLC reported $95,657,087 across 53 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-05. Its ten largest share positions make up 56.83% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002045252-25-000004
- Period
- 2025-06-30
- Reported value
- $95.7M
- Holdings
- 53
- Top 10 weight
- 56.83%
- New
- 3
- Sold out
- 127
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| DMBSadded | +50,414 | $2.47M |
| DRSKadded | +53,008 | $1.52M |
| ACIOadded | +35,804 | $1.48M |
| NOWadded | +1,367 | $1.41M |
| BKAGadded | +31,883 | $1.34M |
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
| Security | Shares change | Approx. value |
|---|---|---|
| UNHexited | -2,772 | -$1.45M |
| MBBexited | -12,533 | -$1.18M |
| VGSHreduced | -19,553 | -$1.15M |
| BILreduced | -11,721 | -$1.08M |
| IWYexited | -5,087 | -$1.07M |
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.
Back to all 53 share positions
Sold out in Q2 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| UNHUNITEDHEALTH GROUP INC | 2,772 | $1.45M | shares |
| MBBISHARES TR | 12,533 | $1.18M | shares |
| IWYISHARES TR | 5,087 | $1.07M | shares |
| JANWAIM ETF PRODUCTS TRUST | 29,629 | $984K | shares |
| QUALISHARES TR | 5,314 | $908K | shares |
| DECWAIM ETF PRODUCTS TRUST | 28,218 | $845K | shares |
| IWXISHARES TR | 8,908 | $732K | shares |
| JPSTJ P MORGAN EXCHANGE TRADED F | 13,691 | $693K | shares |
| BSVVANGUARD BD INDEX FDS | 8,360 | $654K | shares |
| GDECFIRST TR EXCHNG TRADED FD VI | 17,671 | $585K | shares |
| OCTWAIM ETF PRODUCTS TRUST | 15,353 | $539K | shares |
| EFVISHARES TR | 7,749 | $457K | shares |
| SIXOAIM ETF PRODUCTS TRUST | 13,850 | $437K | shares |
| TUASIMPLIFY EXCHANGE TRADED FUN | 16,920 | $372K | shares |
| SCHGSCHWAB STRATEGIC TR | 14,567 | $365K | shares |
| IWFISHARES TR | 981 | $354K | shares |
| PDPINVESCO EXCHANGE TRADED FD T | 3,361 | $336K | shares |
| POOLPOOL CORP | 858 | $273K | shares |
| QLTAISHARES TR | 4,613 | $219K | shares |
| VMBSVANGUARD SCOTTSDALE FDS | 4,404 | $204K | shares |
| MGKVANGUARD WORLD FD | 637 | $197K | shares |
| USIGISHARES TR | 3,786 | $193K | shares |
| EFGISHARES TR | 1,752 | $175K | shares |
| IWSISHARES TR | 1,205 | $152K | shares |
| VGITVANGUARD SCOTTSDALE FDS | 2,246 | $133K | shares |
| IEMGISHARES INC | 2,412 | $130K | shares |
| QBERELEVATION SERIES TRUST | 5,141 | $127K | shares |
| AEPAMERICAN ELEC PWR CO INC | 909 | $99.3K | shares |
| IWPISHARES TR | 747 | $87.8K | shares |
| PFEBINNOVATOR ETFS TRUST | 2,265 | $81.1K | shares |
| JANTAIM ETF PRODUCTS TRUST | 2,302 | $80.9K | shares |
| BILZPIMCO ETF TR | 799 | $80.9K | shares |
| IAUISHARES GOLD TR | 1,216 | $71.7K | shares |
| QBULELEVATION SERIES TRUST | 2,873 | $71.4K | shares |
| OCTTAIM ETF PRODUCTS TRUST | 1,805 | $67.2K | shares |
| SIXDAIM ETF PRODUCTS TRUST | 2,466 | $64.7K | shares |
| TYASIMPLIFY EXCHANGE TRADED FUN | 4,742 | $62.7K | shares |
| LISTED FD TRLISTED FD TR | 1,585 | $59.2K | shares |
| VTWOVANGUARD SCOTTSDALE FDS | 688 | $55.5K | shares |
| DECTAIM ETF PRODUCTS TRUST | 1,664 | $51.6K | shares |
| LISTED FD TRLISTED FD TR | 1,319 | $47.3K | shares |
| VOOVANGUARD INDEX FDS | 78 | $40.1K | shares |
| FLJJAIM ETF PRODUCTS TRUST | 1,320 | $37.1K | shares |
| LISTED FD TRLISTED FD TR | 1,030 | $34.3K | shares |
| LISTED FDS TRLISTED FDS TR | 885 | $33.6K | shares |
| FAARFIRST TR EXCHANGE TRAD FD VI | 1,135 | $32.8K | shares |
| SMAXISHARES TR | 1,309 | $32.8K | shares |
| IVVISHARES TR | 56 | $31.5K | shares |
| FTLSFIRST TR EXCH TRADED FD III | 484 | $31K | shares |
| FMFFIRST TR EXCHANGE-TRADED FD | 670 | $30.9K | shares |
| SIXJAIM ETF PRODUCTS TRUST | 935 | $28K | shares |
| APRWAIM ETF PRODUCTS TRUST | 842 | $27K | shares |
| SPLVINVESCO EXCH TRADED FD TR II | 300 | $22.4K | shares |
| JULUAIM ETF PRODUCTS TRUST | 854 | $21.8K | shares |
| ONEZELEVATION SERIES TRUST | 836 | $19.8K | shares |
| LISTED FD TRLISTED FD TR | 480 | $19.3K | shares |
| LISTED FD TRLISTED FD TR | 550 | $18.1K | shares |
| LISTED FDS TRLISTED FDS TR | 410 | $15.9K | shares |
| SIXFAIM ETF PRODUCTS TRUST | 569 | $15.9K | shares |
| LISTED FD TRLISTED FD TR | 533 | $15.5K | shares |
| LISTED FD TRLISTED FD TR | 504 | $15.3K | shares |
| ZROZPIMCO ETF TR | 210 | $15K | shares |
| SCHXSCHWAB STRATEGIC TR | 669 | $14.8K | shares |
| CRDTSIMPLIFY EXCHANGE TRADED FUN | 573 | $14.6K | shares |
| TAT&T INC | 509 | $14.4K | shares |
| SPYGSPDR SERIES TRUST | 162 | $13K | shares |
| SCHZSCHWAB STRATEGIC TR | 524 | $12.1K | shares |
| TTTRANE TECHNOLOGIES PLC | 35 | $11.8K | shares |
| UCONFIRST TR EXCHNG TRADED FD VI | 461 | $11.4K | shares |
| KNXKNIGHT-SWIFT TRANSN HLDGS IN | 235 | $10.2K | shares |
| BIBLNORTHERN LTS FD TR IV | 251 | $9.64K | shares |
| NTRLFIRST TR EXCH TRADED FD III | 445 | $8.89K | shares |
| IEFISHARES TR | 91 | $8.68K | shares |
| BWXSPDR SERIES TRUST | 289 | $6.32K | shares |
| BNDVANGUARD BD INDEX FDS | 61 | $4.48K | shares |
| LACLITHIUM AMERS CORP NEW | 1,627 | $4.41K | shares |
| FTHIFIRST TR EXCHANGE TRADED FD | 197 | $4.31K | shares |
| FDXFEDEX CORP | 16 | $3.9K | shares |
| IEIISHARES TR | 33 | $3.9K | shares |
| LMBSFIRST TR EXCHANGE-TRADED FD | 72 | $3.54K | shares |
| FTGCFIRST TR EXCHANGE TRAD FD VI | 134 | $3.42K | shares |
| IETCISHARES U S ETF TR | 43 | $3.22K | shares |
| UPSUNITED PARCEL SVCS INC | 29 | $3.19K | shares |
| ARTYISHARES TR | 99 | $3.11K | shares |
| FLAOAIM ETF PRODUCTS TRUST | 118 | $3.1K | shares |
| FEBWAIM ETF PRODUCTS TRUST | 101 | $3.07K | shares |
| SLDPSOLID POWER INC | 2,797 | $2.94K | shares |
| WBDWARNER BROS DISCOVERY INC | 272 | $2.92K | shares |
| MARWAIM ETF PRODUCTS TRUST | 91 | $2.82K | shares |
| BABOEING CO | 16 | $2.73K | shares |
| EDVVANGUARD WORLD FD | 38 | $2.7K | shares |
| FDLFIRST TR EXCHANGE-TRADED FD | 60 | $2.61K | shares |
| IDEVISHARES TR | 37 | $2.55K | shares |
| CRONCRONOS GROUP INC | 1,394 | $2.52K | shares |
| SNOWSNOWFLAKE INC | 16 | $2.34K | shares |
| EFAVISHARES TR | 30 | $2.34K | shares |
| LTPZPIMCO ETF TR | 42 | $2.3K | shares |
| CNXCCONCENTRIX CORP | 40 | $2.23K | shares |
| MTUMISHARES TR | 11 | $2.22K | shares |
| IMCGISHARES TR | 30 | $2.14K | shares |
| EVRGEVERGY INC | 31 | $2.14K | shares |
| IBITISHARES BITCOIN TRUST ETF | 42 | $1.97K | shares |
| VTIVANGUARD INDEX FDS | 7 | $1.92K | shares |
| TZADIREXION SHARES ETF TRUST | 113 | $1.92K | shares |
| DXDYNEX CAP INC | 147 | $1.91K | shares |
| VOVANGUARD INDEX FDS | 7 | $1.81K | shares |
| SLVISHARES SILVER TR | 58 | $1.8K | shares |
| LVHILEGG MASON ETF INVT | 55 | $1.78K | shares |
| JUNWAIM ETF PRODUCTS TRUST | 52 | $1.55K | shares |
| HOODROBINHOOD MKTS INC | 35 | $1.46K | shares |
| QQQINVESCO QQQ TR | 3 | $1.41K | shares |
| UUNITY SOFTWARE INC | 68 | $1.33K | shares |
| COMTISHARES U S ETF TR | 49 | $1.3K | shares |
| SIXPAIM ETF PRODUCTS TRUST | 46 | $1.26K | shares |
| GMAYFIRST TR EXCHNG TRADED FD VI | 34 | $1.23K | shares |
| BIDUBAIDU INC | 12 | $1.1K | shares |
| BUCKSIMPLIFY EXCHANGE TRADED FUN | 37 | $913 | shares |
| CMDTPIMCO ETF TR | 34 | $910 | shares |
| SPDSIMPLIFY EXCHANGE TRADED FUN | 29 | $897 | shares |
| JULWAIM ETF PRODUCTS TRUST | 21 | $724 | shares |
| SJBPROSHARES TR | 43 | $693 | shares |
| GJUNFIRST TR EXCHNG TRADED FD VI | 18 | $633 | shares |
| SPYSTATE STR SPDR S&P 500 ETF T | 1 | $559 | shares |
| VYMVANGUARD WHITEHALL FDS | 3 | $387 | shares |
| QSQUANTUMSCAPE CORP | 50 | $208 | shares |
| AMCAMC ENTMT HLDGS INC | 19 | $55 | shares |
| CGCCANOPY GROWTH CORPORATION | 31 | $28 | shares |
How Q2 2025 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).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0002045252-25-000004 | base | 2025-08-05 | acceptance time not in the bulk data set |