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The Analysis of Lord & Richards Wealth Management, LLC's Holdings & P&L

Currently, Lord & Richards Wealth Management, LLC holds 49 types of securities in its portfolio with a total value $127.8M. In the most recent quarter, they have increased their positions in N/A (+3.4K shares, valued at $1.3M), N/A (+8.2K shares, valued at $722.5K), BKAG (+15.6K shares, valued at $656.2K); decreased their positions in N/A (-813 shares, valued at $585.5K), FANG (-1.4K shares, valued at $239.4K), NVDA (-1.0K shares, valued at $206.7K); initiated new positions in N/A (+3.4K shares, valued at $1.3M).

1M P&L

-2.3M-2.20%

3M P&L

-1.5M-1.47%

HY P&L

+6.2M+6.53%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A82.5M

81.3%

2Semiconductors3.9M

3.8%

3Software - Infrastructure2.1M

2.1%

Top Industries by Stock Count

1N/A20 stocks

50.0%

2Semiconductors2 stocks

5.0%

3Internet Content & Information1 stocks

2.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPDR SERIES TRUST SPDR SERIES TRUST209.8K shares4.08%2026-06-302026-07-21

ACIO ETF SER SOLUTIONS268.0K shares3.26%2026-06-302026-07-21

BKAG BNY MELLON ETF TRUST255.4K shares6.53%2026-06-302026-07-21

VEA VANGUARD TAX-MANAGED FDS124.8K shares4.10%2026-06-302026-07-21

DRSK ETF SER SOLUTIONS298.5K shares4.03%2026-06-302026-07-21

DMBS DOUBLELINE ETF TRUST111.2K shares5.92%2026-06-302026-07-21

ADME ETF SER SOLUTIONS74.0K shares3.28%2026-06-302026-07-21

RSP INVESCO EXCHANGE TRADED FD T17.8K shares5.03%2026-06-302026-07-21

Sponsored

UPSD ETF SER SOLUTIONS114.4K shares5.32%2026-06-302026-07-21

SCHP SCHWAB STRATEGIC TR114.2K shares5.83%2026-06-302026-07-21

JUCY ETF SER SOLUTIONS127.8K shares6.04%2026-06-302026-07-21

NVDA NVIDIA CORPORATION13.3K shares-7.20%2026-06-302026-07-21

FRDM EA SERIES TRUST35.1K shares0.89%2026-06-302026-07-21

VB VANGUARD INDEX FDS8.1K shares4.09%2026-06-302026-07-21

OSCV ETF SER SOLUTIONS56.4K shares5.07%2026-06-302026-07-21

PCMM BONDBLOXX ETF TRUST45.3K shares-2.45%2026-06-302026-07-21

Sponsored

MSFT MICROSOFT CORP5.6K shares2.45%2026-06-302026-07-21

IDUB ETF SER SOLUTIONS71.7K shares4.62%2026-06-302026-07-21

DUBS ETF SER SOLUTIONS47.0K shares4.18%2026-06-302026-07-21

VWO VANGUARD INTL EQUITY INDEX F32.1K shares4.20%2026-06-302026-07-21

QUANTA SVCS INC QUANTA SVCS INC2.3K shares-26.54%2026-06-302026-07-21

QQQM INVESCO EXCH TRADED FD TR II4.9K shares3.60%2026-06-302026-07-21

APH AMPHENOL CORP8.5K shares-10.79%2026-06-302026-07-21

VISA INC VISA INC4.0K shares-2.72%2026-06-302026-07-21

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GOOGL ALPHABET INC3.8K shares-12.01%2026-06-302026-07-21

AMZN AMAZON COM INC5.6K shares-3.57%2026-06-302026-07-21

BROADCOM INC BROADCOM INC3.4K sharesnew addition2026-06-302026-07-21

VGLT VANGUARD SCOTTSDALE FDS22.8K shares6.46%2026-06-302026-07-21

PGF INVESCO EXCHANGE TRADED FD T90.4K shares7.11%2026-06-302026-07-21

AMD ADVANCED MICRO DEVICES INC2.1K shares-8.40%2026-06-302026-07-21

SERVICENOW INC SERVICENOW INC11.1K shares30.77%2026-06-302026-07-21

JPMORGAN CHASE & CO JPMORGAN CHASE & CO2.7K shares-6.28%2026-06-302026-07-21

Sponsored

WMT WALMART INC7.6K shares-13.45%2026-06-302026-07-21

PGR PROGRESSIVE CORP3.9K shares3.43%2026-06-302026-07-21

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC1.1K shares-6.88%2026-06-302026-07-21

CHE CHEMED CORP NEW1.8K shares0.90%2026-06-302026-07-21

AAPL APPLE INC2.7K shares0.34%2026-06-302026-07-21

CPRT COPART INC25.8K shares26.41%2026-06-302026-07-21

LLY ELI LILLY & CO590 shares-9.23%2026-06-302026-07-21

FANG DIAMONDBACK ENERGY INC3.9K shares-25.68%2026-06-302026-07-21

Sponsored

AMT AMERICAN TOWER CORP4.2K shares-7.62%2026-06-302026-07-21

BRK.B BERKSHIRE HATHAWAY INC DEL1.2K shares-5.96%2026-06-302026-07-21

TSLA TESLA INC1.3K shares-6.32%2026-06-302026-07-21

MSI MOTOROLA SOLUTIONS INC1.2K shares-5.14%2026-06-302026-07-21

UBER UBER TECHNOLOGIES INC5.9K shares-5.42%2026-06-302026-07-21

META PLATFORMS INC META PLATFORMS INC739 shares-5.13%2026-06-302026-07-21

ISRG INTUITIVE SURGICAL INC996 shares-5.41%2026-06-302026-07-21

NETFLIX INC. NETFLIX INC.4.7K shares-5.12%2026-06-302026-07-21

Sponsored

LMT LOCKHEED MARTIN CORP556 shares0.00%2026-06-302026-07-21

SPDR SERIES TRUST

4.08%

Shares209.8K

Event2026-06-30

Filed2026-07-21

ACIO

ETF SER SOLUTIONS

3.26%

Shares268.0K

Event2026-06-30

Filed2026-07-21

BKAG

BNY MELLON ETF TRUST

6.53%

Shares255.4K

Event2026-06-30

Filed2026-07-21

VEA

VANGUARD TAX-MANAGED FDS

4.10%

Shares124.8K

Event2026-06-30

Filed2026-07-21

DRSK

ETF SER SOLUTIONS

4.03%

Shares298.5K

Event2026-06-30

Filed2026-07-21

DMBS

DOUBLELINE ETF TRUST

5.92%

Shares111.2K

Event2026-06-30

Filed2026-07-21

ADME

ETF SER SOLUTIONS

3.28%

Shares74.0K

Event2026-06-30

Filed2026-07-21

RSP

INVESCO EXCHANGE TRADED FD T

5.03%

Shares17.8K

Event2026-06-30

Filed2026-07-21

UPSD

ETF SER SOLUTIONS

5.32%

Shares114.4K

Event2026-06-30

Filed2026-07-21

SCHP

SCHWAB STRATEGIC TR

5.83%

Shares114.2K

Event2026-06-30

Filed2026-07-21

JUCY

ETF SER SOLUTIONS

6.04%

Shares127.8K

Event2026-06-30

Filed2026-07-21

NVDA

NVIDIA CORPORATION

-7.20%

Shares13.3K

Event2026-06-30

Filed2026-07-21

FRDM

EA SERIES TRUST

0.89%

Shares35.1K

Event2026-06-30

Filed2026-07-21

VANGUARD INDEX FDS

4.09%

Shares8.1K

Event2026-06-30

Filed2026-07-21

OSCV

ETF SER SOLUTIONS

5.07%

Shares56.4K

Event2026-06-30

Filed2026-07-21

PCMM

BONDBLOXX ETF TRUST

-2.45%

Shares45.3K

Event2026-06-30

Filed2026-07-21

MSFT

MICROSOFT CORP

2.45%

Shares5.6K

Event2026-06-30

Filed2026-07-21

IDUB

ETF SER SOLUTIONS

4.62%

Shares71.7K

Event2026-06-30

Filed2026-07-21

DUBS

ETF SER SOLUTIONS

4.18%

Shares47.0K

Event2026-06-30

Filed2026-07-21

VWO

VANGUARD INTL EQUITY INDEX F

4.20%

Shares32.1K

Event2026-06-30

Filed2026-07-21

QUANTA SVCS INC

-26.54%

Shares2.3K

Event2026-06-30

Filed2026-07-21

QQQM

INVESCO EXCH TRADED FD TR II

3.60%

Shares4.9K

Event2026-06-30

Filed2026-07-21

APH

AMPHENOL CORP

-10.79%

Shares8.5K

Event2026-06-30

Filed2026-07-21

VISA INC

-2.72%

Shares4.0K

Event2026-06-30

Filed2026-07-21

GOOGL

ALPHABET INC

-12.01%

Shares3.8K

Event2026-06-30

Filed2026-07-21

AMZN

AMAZON COM INC

-3.57%

Shares5.6K

Event2026-06-30

Filed2026-07-21

BROADCOM INC

New

Shares3.4K

Event2026-06-30

Filed2026-07-21

VGLT

VANGUARD SCOTTSDALE FDS

6.46%

Shares22.8K

Event2026-06-30

Filed2026-07-21

PGF

INVESCO EXCHANGE TRADED FD T

7.11%

Shares90.4K

Event2026-06-30

Filed2026-07-21

AMD

ADVANCED MICRO DEVICES INC

-8.40%

Shares2.1K

Event2026-06-30

Filed2026-07-21

SERVICENOW INC

30.77%

Shares11.1K

Event2026-06-30

Filed2026-07-21

JPMORGAN CHASE & CO

-6.28%

Shares2.7K

Event2026-06-30

Filed2026-07-21

WMT

WALMART INC

-13.45%

Shares7.6K

Event2026-06-30

Filed2026-07-21

PGR

PROGRESSIVE CORP

3.43%

Shares3.9K

Event2026-06-30

Filed2026-07-21

CROWDSTRIKE HLDGS INC

-6.88%

Shares1.1K

Event2026-06-30

Filed2026-07-21

CHE

CHEMED CORP NEW

0.90%

Shares1.8K

Event2026-06-30

Filed2026-07-21

AAPL

APPLE INC

0.34%

Shares2.7K

Event2026-06-30

Filed2026-07-21

CPRT

COPART INC

26.41%

Shares25.8K

Event2026-06-30

Filed2026-07-21

LLY

ELI LILLY & CO

-9.23%

Shares590

Event2026-06-30

Filed2026-07-21

FANG

DIAMONDBACK ENERGY INC

-25.68%

Shares3.9K

Event2026-06-30

Filed2026-07-21

AMT

AMERICAN TOWER CORP

-7.62%

Shares4.2K

Event2026-06-30

Filed2026-07-21

BRK.B

BERKSHIRE HATHAWAY INC DEL

-5.96%

Shares1.2K

Event2026-06-30

Filed2026-07-21

TSLA

TESLA INC

-6.32%

Shares1.3K

Event2026-06-30

Filed2026-07-21

MSI

MOTOROLA SOLUTIONS INC

-5.14%

Shares1.2K

Event2026-06-30

Filed2026-07-21

UBER

UBER TECHNOLOGIES INC

-5.42%

Shares5.9K

Event2026-06-30

Filed2026-07-21

META PLATFORMS INC

-5.13%

Shares739

Event2026-06-30

Filed2026-07-21

ISRG

INTUITIVE SURGICAL INC

-5.41%

Shares996

Event2026-06-30

Filed2026-07-21

NETFLIX INC.

-5.12%

Shares4.7K

Event2026-06-30

Filed2026-07-21

LMT

LOCKHEED MARTIN CORP

0.00%

Shares556

Event2026-06-30

Filed2026-07-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available