Lord & Richards Wealth Management, LLC

Q3 2026 13F-HR Holdings

Location
Highlands Ranch, CO
Holdings as of
9/30/2026
Date filed
10/14/2026
Form type
13F-HR
Num holdings
80
Total value ($000)
$130,935
Net value change ($000)
+3,163 (2.5%)
New positions
35
Sold out positions
4
Turnover %
22.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
JAJL 3,587 NEW
ZNOV 3,095 NEW
ZSEP 2,222 NEW
BFRZ 2,106 NEW
AAPL 1,478 189.7%
ZJUL 1,234 NEW
NVDA 1,165 43.7%
EXXONMOBIL HOLDINGS CORP 895 NEW
MU 815 NEW
MSFT 678 32.4%
Top Reduces (Value $000, Stocks/ETFs)
SPYM -2,755 -14.9%
PCMM -2,259 -100.0%
ACIO -1,787 -14.5%
VEA -1,595 -17.9%
DRSK -1,566 -18.2%
DMBS -995 -18.2%
APH -944 -63.3%
RSP -718 -19.0%
PWR -623 -38.5%
ADME -564 -13.7%
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