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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 $113,987,922 across 50 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-20. Its ten largest share positions make up 61.04% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002045252-26-000002

Period
2026-03-31
Reported value
$114M
Holdings
50
Top 10 weight
61.04%
New
2
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SPYMadded+8,153$624K
BRK-Bnew+1,241$595K
MSFTadded+1,573$582K
AMDnew+2,274$463K
APHadded+3,458$437K

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
XOMexited-4,980-$599K
LOWexited-2,247-$542K
LINexited-1,209-$516K
CPRTreduced-12,570-$417K
GOOGLreduced-712-$205K

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, Q1 2026

Share positions as resolved from 13F-HR 0002045252-26-000002, largest first. % of portfolio is the value over $113,987,922, 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; 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; 2026Q1: 201,608 shares 201,608$15.4M13.54%+8,153Timeline
ACIOETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 259,536 shares 259,536$10.9M9.55%+2,497Timeline
BKAGBNY MELLON ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 239,716 shares 239,716$10.1M8.87%+750Timeline
DRSKETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 286,935 shares 286,935$7.84M6.88%+3,049Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 119,901 shares 119,901$7.68M6.74%+2,670Timeline
DMBSDOUBLELINE ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 104,954 shares 104,954$5.18M4.55%-505Timeline
ADMEETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 71,648 shares 71,648$3.54M3.11%+433Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 16,924 shares 16,924$3.25M2.85%+644Timeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 107,918$2.87M2.52%-104Timeline
UPSDETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 108,587$2.77M2.43%+4,645Timeline
JUCYETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 120,556 shares 120,556$2.67M2.34%+1,443Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 14,340 shares 14,340$2.5M2.19%-222Timeline
PCMMBONDBLOXX ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,673 shares; 2025Q4: 46,950 shares; 2026Q1: 46,436 shares 46,436$2.28M2%-514Timeline
OSCVETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 53,688 shares 53,688$2.12M1.86%+1,781Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 7,780 shares 7,780$2.04M1.79%+245Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,479 shares 5,479$2.03M1.78%+1,573Timeline
FRDMEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 34,767$1.9M1.67%-25Timeline
IDUBETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 68,491 shares 68,491$1.69M1.48%+2,284Timeline
PWRQUANTA SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,063 shares 3,063$1.68M1.48%-134Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 30,762 shares 30,762$1.66M1.46%+744Timeline
DUBSETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 45,083 shares 45,083$1.63M1.43%+1,884Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 4,298$1.24M1.08%-712Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,074 shares 4,074$1.23M1.08%-24Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,774 shares 5,774$1.2M1.05%-43Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,024 shares; 2026Q1: 9,482 shares 9,482$1.2M1.05%+3,458Timeline
VGLTVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 21,404 shares 21,404$1.18M1.04%+35Timeline
PGFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 84,373$1.16M1.02%-6,742Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 4,756$1.13M0.99%+222Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 8,757 shares 8,757$1.09M0.95%-350Timeline
FANGDIAMONDBACK ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,303 shares 5,303$1.05M0.92%-224Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 8,491$888K0.78%+655Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,897 shares 2,897$852K0.75%-55Timeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,527 shares 4,527$781K0.69%-94Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,762 shares 3,762$746K0.65%-56Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,683 shares 2,683$681K0.6%+4Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 20,420 shares 20,420$678K0.59%-12,570Timeline
CHECHEMED CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,777$672K0.59%-41Timeline
BRBROADRIDGE FINL SOLUTIONS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,798 shares 3,798$617K0.54%+45Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 533 shares; 2025Q3: 680 shares; 2025Q4: 699 shares; 2026Q1: 650 shares 650$598K0.52%-49Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,241 shares 1,241$595K0.52%newTimeline
MSIMOTOROLA SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 662 shares; 2025Q2: 966 shares; 2025Q3: 978 shares; 2025Q4: 1,260 shares; 2026Q1: 1,285 shares 1,285$558K0.49%+25Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,408$523K0.46%-44Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 527 shares; 2025Q2: 722 shares; 2025Q3: 951 shares; 2025Q4: 1,053 shares; 2026Q1: 1,053 shares 1,053$485K0.43%0Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 481 shares; 2025Q3: 349 shares; 2025Q4: 4,509 shares; 2026Q1: 4,999 shares 4,999$481K0.42%+490Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,274 shares 2,274$463K0.41%newTimeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 781 shares; 2025Q2: 859 shares; 2025Q3: 1,027 shares; 2025Q4: 1,149 shares; 2026Q1: 1,177 shares 1,177$460K0.4%+28Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 6,216$447K0.39%+196Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 514 shares; 2025Q2: 628 shares; 2025Q3: 668 shares; 2025Q4: 743 shares; 2026Q1: 779 shares 779$446K0.39%+36Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 833 shares; 2025Q2: 1,285 shares; 2025Q3: 1,874 shares; 2025Q4: 2,194 shares; 2026Q1: 2,154 shares 2,154$427K0.37%-40Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 557 shares; 2026Q1: 556 shares 556$336K0.29%-1Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
XOMEXXON MOBIL CORP4,980$599Kshares
LOWLOWES COS INC2,247$542Kshares
LINLINDE PLC1,209$516Kshares

How Q1 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 0002045252-26-000002 base2026-04-20acceptance time not in the bulk data set