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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 $116,438,960 across 51 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-15. Its ten largest share positions make up 60.07% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002045252-26-000001

Period
2025-12-31
Reported value
$116M
Holdings
51
Top 10 weight
60.07%
New
2
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SPYMadded+65,590$5.26M
VEAadded+41,691$2.6M
RSPadded+5,919$1.13M
UPSDadded+35,844$960K
NOWadded+5,510$844K

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
ROPexited-3,073-$1.53M
PWRreduced-2,094-$884K
JPMreduced-2,724-$878K
FANGreduced-5,585-$840K
WMTreduced-7,382-$822K

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, Q4 2025

Share positions as resolved from 13F-HR 0002045252-26-000001, largest first. % of portfolio is the value over $116,438,960, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 50,109 shares; 2025Q1: 99,027 shares; 2025Q2: 115,334 shares; 2025Q3: 127,865 shares; 2025Q4: 193,455 shares 193,455$15.5M13.33%+65,590Timeline
ACIOETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 77,162 shares; 2025Q1: 201,084 shares; 2025Q2: 236,888 shares; 2025Q3: 248,236 shares; 2025Q4: 257,039 shares 257,039$11.2M9.65%+8,803Timeline
BKAGBNY MELLON ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 76,641 shares; 2025Q1: 180,892 shares; 2025Q2: 212,775 shares; 2025Q3: 227,305 shares; 2025Q4: 238,966 shares 238,966$10.1M8.7%+11,661Timeline
DRSKETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 86,932 shares; 2025Q1: 208,878 shares; 2025Q2: 261,886 shares; 2025Q3: 272,152 shares; 2025Q4: 283,886 shares 283,886$8.08M6.94%+11,734Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,983 shares; 2025Q1: 59,398 shares; 2025Q2: 68,846 shares; 2025Q3: 75,540 shares; 2025Q4: 117,231 shares 117,231$7.32M6.29%+41,691Timeline
DMBSDOUBLELINE ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,700 shares; 2025Q1: 45,957 shares; 2025Q2: 96,371 shares; 2025Q3: 100,827 shares; 2025Q4: 105,459 shares 105,459$5.24M4.5%+4,632Timeline
ADMEETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,995 shares; 2025Q1: 54,617 shares; 2025Q2: 65,468 shares; 2025Q3: 68,779 shares; 2025Q4: 71,215 shares 71,215$3.65M3.14%+2,436Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,459 shares; 2025Q1: 7,705 shares; 2025Q2: 9,397 shares; 2025Q3: 10,361 shares; 2025Q4: 16,280 shares 16,280$3.12M2.68%+5,919Timeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 9,402 shares; 2025Q3: 102,656 shares; 2025Q4: 108,022 shares 108,022$2.86M2.46%+5,366Timeline
UPSDETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 23,154 shares; 2025Q2: 60,519 shares; 2025Q3: 68,098 shares; 2025Q4: 103,942 shares 103,942$2.78M2.39%+35,844Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,896 shares; 2025Q1: 17,048 shares; 2025Q2: 19,871 shares; 2025Q3: 17,426 shares; 2025Q4: 14,562 shares 14,562$2.72M2.33%-2,864Timeline
JUCYETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 41,287 shares; 2025Q1: 87,928 shares; 2025Q2: 104,615 shares; 2025Q3: 110,848 shares; 2025Q4: 119,113 shares 119,113$2.64M2.27%+8,265Timeline
PCMMBONDBLOXX ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,673 shares; 2025Q4: 46,950 shares 46,950$2.35M2.02%+3,277Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,778 shares; 2025Q1: 3,760 shares; 2025Q2: 4,432 shares; 2025Q3: 4,812 shares; 2025Q4: 7,535 shares 7,535$1.94M1.67%+2,723Timeline
OSCVETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,163 shares; 2025Q1: 21,094 shares; 2025Q2: 28,876 shares; 2025Q3: 32,787 shares; 2025Q4: 51,907 shares 51,907$1.92M1.65%+19,120Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,182 shares; 2025Q1: 4,738 shares; 2025Q2: 4,807 shares; 2025Q3: 4,917 shares; 2025Q4: 3,906 shares 3,906$1.89M1.62%-1,011Timeline
FRDMEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,898 shares; 2025Q2: 21,950 shares; 2025Q3: 23,816 shares; 2025Q4: 34,792 shares 34,792$1.78M1.53%+10,976Timeline
DUBSETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,749 shares; 2025Q1: 19,154 shares; 2025Q2: 26,075 shares; 2025Q3: 28,470 shares; 2025Q4: 43,199 shares 43,199$1.63M1.4%+14,729Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,159 shares; 2025Q1: 21,779 shares; 2025Q2: 18,001 shares; 2025Q3: 19,458 shares; 2025Q4: 30,018 shares 30,018$1.61M1.39%+10,560Timeline
IDUBETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,834 shares; 2025Q1: 29,471 shares; 2025Q2: 37,233 shares; 2025Q3: 42,757 shares; 2025Q4: 66,207 shares 66,207$1.61M1.38%+23,450Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,689 shares; 2025Q2: 5,099 shares; 2025Q3: 4,780 shares; 2025Q4: 5,010 shares 5,010$1.57M1.35%+230Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,933 shares; 2025Q1: 4,342 shares; 2025Q2: 4,782 shares; 2025Q3: 6,114 shares; 2025Q4: 4,098 shares 4,098$1.44M1.23%-2,016Timeline
PWRQUANTA SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,739 shares; 2025Q1: 5,016 shares; 2025Q2: 5,027 shares; 2025Q3: 5,291 shares; 2025Q4: 3,197 shares 3,197$1.35M1.16%-2,094Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,351 shares; 2025Q1: 7,157 shares; 2025Q2: 8,803 shares; 2025Q3: 9,100 shares; 2025Q4: 5,817 shares 5,817$1.34M1.15%-3,283Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,941 shares; 2025Q1: 25,832 shares; 2025Q2: 34,245 shares; 2025Q3: 44,016 shares; 2025Q4: 32,990 shares 32,990$1.29M1.11%-11,026Timeline
PGFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 36,580 shares; 2025Q2: 83,216 shares; 2025Q3: 86,495 shares; 2025Q4: 91,115 shares 91,115$1.29M1.11%+4,620Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 307 shares; 2025Q2: 1,674 shares; 2025Q3: 2,326 shares; 2025Q4: 7,836 shares 7,836$1.2M1.03%+5,510Timeline
VGLTVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,617 shares; 2025Q1: 16,929 shares; 2025Q2: 19,340 shares; 2025Q3: 20,337 shares; 2025Q4: 21,369 shares 21,369$1.19M1.02%+1,032Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,098 shares; 2025Q2: 2,738 shares; 2025Q3: 2,969 shares; 2025Q4: 4,534 shares 4,534$1.15M0.98%+1,565Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,923 shares; 2025Q1: 13,082 shares; 2025Q2: 14,847 shares; 2025Q3: 16,489 shares; 2025Q4: 9,107 shares 9,107$1.01M0.87%-7,382Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,858 shares; 2025Q1: 4,969 shares; 2025Q2: 5,315 shares; 2025Q3: 5,676 shares; 2025Q4: 2,952 shares 2,952$951K0.82%-2,724Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,135 shares; 2025Q1: 4,429 shares; 2025Q2: 4,759 shares; 2025Q3: 6,631 shares; 2025Q4: 3,818 shares 3,818$869K0.75%-2,813Timeline
BRBROADRIDGE FINL SOLUTIONS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,383 shares; 2025Q1: 4,998 shares; 2025Q2: 5,504 shares; 2025Q3: 6,187 shares; 2025Q4: 3,753 shares 3,753$837K0.72%-2,434Timeline
FANGDIAMONDBACK ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,082 shares; 2025Q1: 7,149 shares; 2025Q2: 9,857 shares; 2025Q3: 11,112 shares; 2025Q4: 5,527 shares 5,527$831K0.71%-5,585Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,024 shares 6,024$814K0.7%newTimeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,602 shares; 2025Q1: 5,751 shares; 2025Q2: 6,200 shares; 2025Q3: 7,904 shares; 2025Q4: 4,621 shares 4,621$811K0.7%-3,283Timeline
CHECHEMED CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 972 shares; 2025Q1: 2,032 shares; 2025Q2: 2,289 shares; 2025Q3: 3,477 shares; 2025Q4: 1,818 shares 1,818$778K0.67%-1,659Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 533 shares; 2025Q3: 680 shares; 2025Q4: 699 shares 699$752K0.65%+19Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,605 shares; 2025Q1: 1,884 shares; 2025Q2: 3,103 shares; 2025Q3: 2,643 shares; 2025Q4: 2,679 shares 2,679$728K0.63%+36Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,057 shares; 2025Q2: 1,262 shares; 2025Q3: 1,358 shares; 2025Q4: 1,452 shares 1,452$653K0.56%+94Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,887 shares; 2025Q2: 4,096 shares; 2025Q3: 4,336 shares; 2025Q4: 4,980 shares 4,980$599K0.51%+644Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 527 shares; 2025Q2: 722 shares; 2025Q3: 951 shares; 2025Q4: 1,053 shares 1,053$596K0.51%+102Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 833 shares; 2025Q2: 1,285 shares; 2025Q3: 1,874 shares; 2025Q4: 2,194 shares 2,194$589K0.51%+320Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,187 shares; 2025Q2: 1,797 shares; 2025Q3: 1,866 shares; 2025Q4: 2,247 shares 2,247$542K0.47%+381Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 781 shares; 2025Q2: 859 shares; 2025Q3: 1,027 shares; 2025Q4: 1,149 shares 1,149$539K0.46%+122Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 636 shares; 2025Q2: 847 shares; 2025Q3: 962 shares; 2025Q4: 1,209 shares 1,209$516K0.44%+247Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,194 shares; 2025Q2: 4,837 shares; 2025Q3: 5,030 shares; 2025Q4: 6,020 shares 6,020$492K0.42%+990Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 514 shares; 2025Q2: 628 shares; 2025Q3: 668 shares; 2025Q4: 743 shares 743$491K0.42%+75Timeline
MSIMOTOROLA SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 662 shares; 2025Q2: 966 shares; 2025Q3: 978 shares; 2025Q4: 1,260 shares 1,260$483K0.41%+282Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 481 shares; 2025Q3: 349 shares; 2025Q4: 4,509 shares 4,509$423K0.36%+4,160Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 557 shares 557$269K0.23%newTimeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
ROPROPER TECHNOLOGIES INC3,073$1.53Mshares
PLTRPALANTIR TECHNOLOGIES INC1,100$201Kshares

How Q4 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 0002045252-26-000001 base2026-01-15acceptance time not in the bulk data set