Lord & Richards Wealth Management, LLC

Q2 2026 13F-HR Holdings

Location
Highlands Ranch, CO
Holdings as of
6/30/2026
Date filed
7/21/2026
Form type
13F-HR
Num holdings
49
Total value ($000)
$127,772
Net value change ($000)
+13,784 (12.1%)
New positions
1
Sold out positions
2
Turnover %
2.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SPYM 3,009 19.5%
ACIO 1,476 13.6%
AVGO 1,298 NEW
VEA 1,210 15.7%
AMD 747 161.3%
DRSK 740 9.4%
FRDM 657 34.6%
ADME 576 16.3%
RSP 534 16.4%
UPSD 456 16.5%
Top Reduces (Value $000, Stocks/ETFs)
BR -617 -100.0%
ACN -427 -100.0%
FANG -356 -33.9%
WMT -230 -21.1%
NFLX -142 -29.5%
AMT -97 -12.4%
ISRG -89 -18.4%
PWR -62 -3.7%
LMT -53 -15.8%
MSI -52 -9.3%
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