Skip to content
Disclosery

Lord & Richards Wealth Management, LLC

Follow

13F filer, CIK 2045252, HIGHLANDS RANCH, CO

Lord & Richards Wealth Management, LLC reported $109,199,961 across 51 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-04. Its ten largest share positions make up 54.89% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002045252-25-000006

Period
2025-09-30
Reported value
$109M
Holdings
51
Top 10 weight
54.89%
New
2
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SCHPadded+93,254$2.51M
PCMMnew+43,673$2.21M
SPYMadded+12,531$982K
BKAGadded+14,530$619K
NOWadded+652$600K

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
STIPexited-12,668-$1.3M
VGSHexited-18,866-$1.11M
NVDAreduced-2,445-$456K
PGexited-1,758-$280K
BILexited-2,557-$235K

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, Q3 2025

Share positions as resolved from 13F-HR 0002045252-25-000006, largest first. % of portfolio is the value over $109,199,961, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
ACIOETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 77,162 shares; 2025Q1: 201,084 shares; 2025Q2: 236,888 shares; 2025Q3: 248,236 shares 248,236$10.8M9.87%+11,348Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 50,109 shares; 2025Q1: 99,027 shares; 2025Q2: 115,334 shares; 2025Q3: 127,865 shares 127,865$10M9.17%+12,531Timeline
BKAGBNY MELLON ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 76,641 shares; 2025Q1: 180,892 shares; 2025Q2: 212,775 shares; 2025Q3: 227,305 shares 227,305$9.68M8.87%+14,530Timeline
DRSKETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 86,932 shares; 2025Q1: 208,878 shares; 2025Q2: 261,886 shares; 2025Q3: 272,152 shares 272,152$7.85M7.19%+10,266Timeline
DMBSDOUBLELINE ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,700 shares; 2025Q1: 45,957 shares; 2025Q2: 96,371 shares; 2025Q3: 100,827 shares 100,827$5.01M4.59%+4,456Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,983 shares; 2025Q1: 59,398 shares; 2025Q2: 68,846 shares; 2025Q3: 75,540 shares 75,540$4.53M4.15%+6,694Timeline
ADMEETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,995 shares; 2025Q1: 54,617 shares; 2025Q2: 65,468 shares; 2025Q3: 68,779 shares 68,779$3.51M3.22%+3,311Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,896 shares; 2025Q1: 17,048 shares; 2025Q2: 19,871 shares; 2025Q3: 17,426 shares 17,426$3.25M2.98%-2,445Timeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 9,402 shares; 2025Q3: 102,656 shares 102,656$2.77M2.53%+93,254Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,182 shares; 2025Q1: 4,738 shares; 2025Q2: 4,807 shares; 2025Q3: 4,917 shares 4,917$2.55M2.33%+110Timeline
JUCYETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 41,287 shares; 2025Q1: 87,928 shares; 2025Q2: 104,615 shares; 2025Q3: 110,848 shares 110,848$2.47M2.26%+6,233Timeline
PCMMBONDBLOXX ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,673 shares 43,673$2.21M2.02%newTimeline
PWRQUANTA SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,739 shares; 2025Q1: 5,016 shares; 2025Q2: 5,027 shares; 2025Q3: 5,291 shares 5,291$2.19M2.01%+264Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 307 shares; 2025Q2: 1,674 shares; 2025Q3: 2,326 shares 2,326$2.14M1.96%+652Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,933 shares; 2025Q1: 4,342 shares; 2025Q2: 4,782 shares; 2025Q3: 6,114 shares 6,114$2.09M1.91%+1,332Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,351 shares; 2025Q1: 7,157 shares; 2025Q2: 8,803 shares; 2025Q3: 9,100 shares 9,100$2M1.83%+297Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,941 shares; 2025Q1: 25,832 shares; 2025Q2: 34,245 shares; 2025Q3: 44,016 shares 44,016$1.98M1.81%+9,771Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,459 shares; 2025Q1: 7,705 shares; 2025Q2: 9,397 shares; 2025Q3: 10,361 shares 10,361$1.97M1.8%+964Timeline
UPSDETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 23,154 shares; 2025Q2: 60,519 shares; 2025Q3: 68,098 shares 68,098$1.82M1.66%+7,579Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,858 shares; 2025Q1: 4,969 shares; 2025Q2: 5,315 shares; 2025Q3: 5,676 shares 5,676$1.79M1.64%+361Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,923 shares; 2025Q1: 13,082 shares; 2025Q2: 14,847 shares; 2025Q3: 16,489 shares 16,489$1.7M1.56%+1,642Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,135 shares; 2025Q1: 4,429 shares; 2025Q2: 4,759 shares; 2025Q3: 6,631 shares 6,631$1.64M1.5%+1,872Timeline
FANGDIAMONDBACK ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,082 shares; 2025Q1: 7,149 shares; 2025Q2: 9,857 shares; 2025Q3: 11,112 shares 11,112$1.59M1.46%+1,255Timeline
CHECHEMED CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 972 shares; 2025Q1: 2,032 shares; 2025Q2: 2,289 shares; 2025Q3: 3,477 shares 3,477$1.56M1.43%+1,188Timeline
ROPROPER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 947 shares; 2025Q1: 2,023 shares; 2025Q2: 2,323 shares; 2025Q3: 3,073 shares 3,073$1.53M1.4%+750Timeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,602 shares; 2025Q1: 5,751 shares; 2025Q2: 6,200 shares; 2025Q3: 7,904 shares 7,904$1.52M1.39%+1,704Timeline
BRBROADRIDGE FINL SOLUTIONS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,383 shares; 2025Q1: 4,998 shares; 2025Q2: 5,504 shares; 2025Q3: 6,187 shares 6,187$1.47M1.35%+683Timeline
PGFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 36,580 shares; 2025Q2: 83,216 shares; 2025Q3: 86,495 shares 86,495$1.26M1.16%+3,279Timeline
OSCVETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,163 shares; 2025Q1: 21,094 shares; 2025Q2: 28,876 shares; 2025Q3: 32,787 shares 32,787$1.25M1.15%+3,911Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,778 shares; 2025Q1: 3,760 shares; 2025Q2: 4,432 shares; 2025Q3: 4,812 shares 4,812$1.22M1.12%+380Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,689 shares; 2025Q2: 5,099 shares; 2025Q3: 4,780 shares 4,780$1.16M1.06%-319Timeline
VGLTVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,617 shares; 2025Q1: 16,929 shares; 2025Q2: 19,340 shares; 2025Q3: 20,337 shares 20,337$1.16M1.06%+997Timeline
FRDMEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,898 shares; 2025Q2: 21,950 shares; 2025Q3: 23,816 shares 23,816$1.06M0.97%+1,866Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,159 shares; 2025Q1: 21,779 shares; 2025Q2: 18,001 shares; 2025Q3: 19,458 shares 19,458$1.05M0.97%+1,457Timeline
DUBSETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,749 shares; 2025Q1: 19,154 shares; 2025Q2: 26,075 shares; 2025Q3: 28,470 shares 28,470$1.04M0.95%+2,395Timeline
IDUBETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,834 shares; 2025Q1: 29,471 shares; 2025Q2: 37,233 shares; 2025Q3: 42,757 shares 42,757$1.01M0.92%+5,524Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,098 shares; 2025Q2: 2,738 shares; 2025Q3: 2,969 shares 2,969$734K0.67%+231Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,605 shares; 2025Q1: 1,884 shares; 2025Q2: 3,103 shares; 2025Q3: 2,643 shares 2,643$673K0.62%-460Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,057 shares; 2025Q2: 1,262 shares; 2025Q3: 1,358 shares 1,358$604K0.55%+96Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 533 shares; 2025Q3: 680 shares 680$519K0.48%+147Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 781 shares; 2025Q2: 859 shares; 2025Q3: 1,027 shares 1,027$504K0.46%+168Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,194 shares; 2025Q2: 4,837 shares; 2025Q3: 5,030 shares 5,030$493K0.45%+193Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 514 shares; 2025Q2: 628 shares; 2025Q3: 668 shares 668$491K0.45%+40Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,887 shares; 2025Q2: 4,096 shares; 2025Q3: 4,336 shares 4,336$489K0.45%+240Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,187 shares; 2025Q2: 1,797 shares; 2025Q3: 1,866 shares 1,866$469K0.43%+69Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 833 shares; 2025Q2: 1,285 shares; 2025Q3: 1,874 shares 1,874$462K0.42%+589Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 636 shares; 2025Q2: 847 shares; 2025Q3: 962 shares 962$457K0.42%+115Timeline
MSIMOTOROLA SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 662 shares; 2025Q2: 966 shares; 2025Q3: 978 shares 978$447K0.41%+12Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 527 shares; 2025Q2: 722 shares; 2025Q3: 951 shares 951$425K0.39%+229Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 481 shares; 2025Q3: 349 shares 349$418K0.38%-132Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,100 shares 1,100$201K0.18%newTimeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
STIPISHARES TR12,668$1.3Mshares
VGSHVANGUARD SCOTTSDALE FDS18,866$1.11Mshares
PGPROCTER & GAMBLE CO1,758$280Kshares
BILSPDR SERIES TRUST2,557$235Kshares

How Q3 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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002045252-25-000006 base2025-11-04acceptance time not in the bulk data set