Lord & Richards Wealth Management, LLC
All 13F Filings
- Location
- Highlands Ranch, CO
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 127,772
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/21/2026 | 49 | 127,772 | 13F-HR | Lord & Richards Wealth Management, LLC |
| Q1 2026 | 4/20/2026 | 50 | 113,988 | 13F-HR | Lord & Richards Wealth Management, LLC |
| Q4 2025 | 1/15/2026 | 51 | 116,439 | 13F-HR | Lord & Richards Wealth Management, LLC |
| Q3 2025 | 11/4/2025 | 51 | 109,200 | 13F-HR | Lord & Richards Wealth Management, LLC |
| Q2 2025 | 8/5/2025 | 53 | 95,657 | 13F-HR | Lord & Richards Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 29.44 K | 23.0% | 2.586 K | 0 | 2.586 K |
| ETFs | 87.62 K | 68.6% | 12.88 K | 0 | 12.88 K |
| Debt | 10.71 K | 8.4% | 0 | 1.687 K | -1.687 K |
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Fund Snapshot
Q2 2026
Latest filed
7/21/2026
Total value ($000)
127,772
Holdings
49
QoQ value change ($000)
13,784
(12.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.