Lord & Richards Wealth Management, LLC

Q3 2025 13F-HR Holdings

Location
Highlands Ranch, CO
Holdings as of
9/30/2025
Date filed
11/4/2025
Form type
13F-HR
Num holdings
51
Total value ($000)
$109,200
Net value change ($000)
+13,543 (14.2%)
New positions
2
Sold out positions
4
Turnover %
5.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/5/2025 Next filing: 1/15/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SCHP 2,516 1002.4%
PCMM 2,209 NEW
SPYM 1,633 19.5%
ACIO 974 9.9%
VEA 601 15.3%
CHE 442 39.6%
NOW 420 24.4%
V 389 22.9%
PGR 368 29.0%
ADME 356 11.3%
Top Reduces (Value $000, Stocks/ETFs)
STIP -1,304 -100.0%
VGSH -1,109 -100.0%
PG -280 -100.0%
BIL -235 -100.0%
NFLX -226 -35.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type