Lord & Richards Wealth Management, LLC

Q1 2026 13F-HR Holdings

Location
Highlands Ranch, CO
Holdings as of
3/31/2026
Date filed
4/20/2026
Form type
13F-HR
Num holdings
50
Total value ($000)
$113,988
Net value change ($000)
-2,451 (-2.1%)
New positions
2
Sold out positions
3
Turnover %
2.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
BRK-B 595 NEW
AMD 463 NEW
APH 384 47.2%
VEA 360 4.9%
PWR 333 24.7%
FANG 218 26.2%
OSCV 195 10.1%
MSFT 139 7.4%
RSP 130 4.2%
FRDM 116 6.5%
Top Reduces (Value $000, Stocks/ETFs)
CPRT -614 -47.5%
XOM -599 -100.0%
LOW -542 -100.0%
LIN -516 -100.0%
ACIO -343 -3.1%
GOOGL -332 -21.2%
NOW -312 -26.0%
DRSK -240 -3.0%
BR -220 -26.3%
NVDA -215 -7.9%
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