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

Currently, Lord & Richards Wealth Management, LLC holds 50 types of securities in its portfolio with a total value $114.0M. In the most recent quarter, they have increased their positions in SPYM (+8.2K shares, valued at $624.0K), N/A (+1.2K shares, valued at $594.7K), MSFT (+1.6K shares, valued at $582.3K); decreased their positions in CPRT (-12.6K shares, valued at $417.3K), N/A (-712 shares, valued at $204.7K), PGF (-6.7K shares, valued at $92.8K); initiated new positions in N/A (+1.2K shares, valued at $594.7K), AMD (+2.3K shares, valued at $462.6K).

1M P&L

+3.8M+3.35%

3M P&L

+4.8M+4.19%

HY P&L

+7.3M+6.56%

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/A85.8M

79.1%

2Semiconductors3.0M

2.7%

3Software - Infrastructure2.5M

2.3%

Top Industries by Stock Count

1N/A20 stocks

43.5%

2Semiconductors2 stocks

4.3%

3Software - Infrastructure2 stocks

4.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYM SPDR SERIES TRUST201.6K shares4.21%2026-03-312026-04-20

ACIO ETF SER SOLUTIONS259.5K shares0.97%2026-03-312026-04-20

BKAG BNY MELLON ETF TRUST239.7K shares0.31%2026-03-312026-04-20

DRSK ETF SER SOLUTIONS286.9K shares1.07%2026-03-312026-04-20

VEA VANGUARD TAX-MANAGED FDS119.9K shares2.28%2026-03-312026-04-20

DMBS DOUBLELINE ETF TRUST105.0K shares-0.48%2026-03-312026-04-20

ADME ETF SER SOLUTIONS71.6K shares0.61%2026-03-312026-04-20

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T16.9K shares3.96%2026-03-312026-04-20

Sponsored

SCHP SCHWAB STRATEGIC TR107.9K shares-0.10%2026-03-312026-04-20

UPSD ETF SER SOLUTIONS108.6K shares4.47%2026-03-312026-04-20

JUCY ETF SER SOLUTIONS120.6K shares1.21%2026-03-312026-04-20

NVDA NVIDIA CORPORATION14.3K shares-1.52%2026-03-312026-04-20

PCMM BONDBLOXX ETF TRUST46.4K shares-1.09%2026-03-312026-04-20

OSCV ETF SER SOLUTIONS53.7K shares3.43%2026-03-312026-04-20

VB VANGUARD INDEX FDS7.8K shares3.25%2026-03-312026-04-20

MSFT MICROSOFT CORP5.5K shares40.27%2026-03-312026-04-20

Sponsored

FRDM EA SERIES TRUST34.8K shares-0.07%2026-03-312026-04-20

IDUB ETF SER SOLUTIONS68.5K shares3.45%2026-03-312026-04-20

PWR QUANTA SVCS INC3.1K shares-4.19%2026-03-312026-04-20

VWO VANGUARD INTL EQUITY INDEX F30.8K shares2.48%2026-03-312026-04-20

DUBS ETF SER SOLUTIONS45.1K shares4.36%2026-03-312026-04-20

ALPHABET INC ALPHABET INC4.3K shares-14.21%2026-03-312026-04-20

V VISA INC4.1K shares-0.59%2026-03-312026-04-20

AMZN AMAZON COM INC5.8K shares-0.74%2026-03-312026-04-20

Sponsored

APH AMPHENOL CORP9.5K shares57.40%2026-03-312026-04-20

VGLT VANGUARD SCOTTSDALE FDS21.4K shares0.16%2026-03-312026-04-20

PGF INVESCO EXCHANGE TRADED FD T84.4K shares-7.40%2026-03-312026-04-20

QQQM INVESCO EXCH TRADED FD TR II4.8K shares4.90%2026-03-312026-04-20

WMT WALMART INC8.8K shares-3.84%2026-03-312026-04-20

FANG DIAMONDBACK ENERGY INC5.3K shares-4.05%2026-03-312026-04-20

NOW SERVICENOW INC8.5K shares8.36%2026-03-312026-04-20

JPM JPMORGAN CHASE & CO2.9K shares-1.86%2026-03-312026-04-20

Sponsored

AMT AMERICAN TOWER CORP4.5K shares-2.03%2026-03-312026-04-20

PGR PROGRESSIVE CORP3.8K shares-1.47%2026-03-312026-04-20

AAPL APPLE INC2.7K shares0.15%2026-03-312026-04-20

CPRT COPART INC20.4K shares-38.10%2026-03-312026-04-20

CHE CHEMED CORP NEW1.8K shares-2.26%2026-03-312026-04-20

BR BROADRIDGE FINL SOLUTIONS IN3.8K shares1.20%2026-03-312026-04-20

LLY ELI LILLY & CO650 shares-7.01%2026-03-312026-04-20

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.2K sharesnew addition2026-03-312026-04-20

Sponsored

MSI MOTOROLA SOLUTIONS INC1.3K shares1.98%2026-03-312026-04-20

TSLA TESLA INC1.4K shares-3.03%2026-03-312026-04-20

ISRG INTUITIVE SURGICAL INC1.1K shares0.00%2026-03-312026-04-20

NFLX NETFLIX INC.5.0K shares10.87%2026-03-312026-04-20

AMD ADVANCED MICRO DEVICES INC2.3K sharesnew addition2026-03-312026-04-20

CRWD CROWDSTRIKE HLDGS INC1.2K shares2.44%2026-03-312026-04-20

UBER UBER TECHNOLOGIES INC6.2K shares3.26%2026-03-312026-04-20

META META PLATFORMS INC779 shares4.85%2026-03-312026-04-20

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.2K shares-1.82%2026-03-312026-04-20

LMT LOCKHEED MARTIN CORP556 shares-0.18%2026-03-312026-04-20

SPYM

SPDR SERIES TRUST

4.21%

Shares201.6K

Event2026-03-31

Filed2026-04-20

ACIO

ETF SER SOLUTIONS

0.97%

Shares259.5K

Event2026-03-31

Filed2026-04-20

BKAG

BNY MELLON ETF TRUST

0.31%

Shares239.7K

Event2026-03-31

Filed2026-04-20

DRSK

ETF SER SOLUTIONS

1.07%

Shares286.9K

Event2026-03-31

Filed2026-04-20

VEA

VANGUARD TAX-MANAGED FDS

2.28%

Shares119.9K

Event2026-03-31

Filed2026-04-20

DMBS

DOUBLELINE ETF TRUST

-0.48%

Shares105.0K

Event2026-03-31

Filed2026-04-20

ADME

ETF SER SOLUTIONS

0.61%

Shares71.6K

Event2026-03-31

Filed2026-04-20

INVESCO EXCHANGE TRADED FD T

3.96%

Shares16.9K

Event2026-03-31

Filed2026-04-20

SCHP

SCHWAB STRATEGIC TR

-0.10%

Shares107.9K

Event2026-03-31

Filed2026-04-20

UPSD

ETF SER SOLUTIONS

4.47%

Shares108.6K

Event2026-03-31

Filed2026-04-20

JUCY

ETF SER SOLUTIONS

1.21%

Shares120.6K

Event2026-03-31

Filed2026-04-20

NVDA

NVIDIA CORPORATION

-1.52%

Shares14.3K

Event2026-03-31

Filed2026-04-20

PCMM

BONDBLOXX ETF TRUST

-1.09%

Shares46.4K

Event2026-03-31

Filed2026-04-20

OSCV

ETF SER SOLUTIONS

3.43%

Shares53.7K

Event2026-03-31

Filed2026-04-20

VANGUARD INDEX FDS

3.25%

Shares7.8K

Event2026-03-31

Filed2026-04-20

MSFT

MICROSOFT CORP

40.27%

Shares5.5K

Event2026-03-31

Filed2026-04-20

FRDM

EA SERIES TRUST

-0.07%

Shares34.8K

Event2026-03-31

Filed2026-04-20

IDUB

ETF SER SOLUTIONS

3.45%

Shares68.5K

Event2026-03-31

Filed2026-04-20

PWR

QUANTA SVCS INC

-4.19%

Shares3.1K

Event2026-03-31

Filed2026-04-20

VWO

VANGUARD INTL EQUITY INDEX F

2.48%

Shares30.8K

Event2026-03-31

Filed2026-04-20

DUBS

ETF SER SOLUTIONS

4.36%

Shares45.1K

Event2026-03-31

Filed2026-04-20

ALPHABET INC

-14.21%

Shares4.3K

Event2026-03-31

Filed2026-04-20

VISA INC

-0.59%

Shares4.1K

Event2026-03-31

Filed2026-04-20

AMZN

AMAZON COM INC

-0.74%

Shares5.8K

Event2026-03-31

Filed2026-04-20

APH

AMPHENOL CORP

57.40%

Shares9.5K

Event2026-03-31

Filed2026-04-20

VGLT

VANGUARD SCOTTSDALE FDS

0.16%

Shares21.4K

Event2026-03-31

Filed2026-04-20

PGF

INVESCO EXCHANGE TRADED FD T

-7.40%

Shares84.4K

Event2026-03-31

Filed2026-04-20

QQQM

INVESCO EXCH TRADED FD TR II

4.90%

Shares4.8K

Event2026-03-31

Filed2026-04-20

WMT

WALMART INC

-3.84%

Shares8.8K

Event2026-03-31

Filed2026-04-20

FANG

DIAMONDBACK ENERGY INC

-4.05%

Shares5.3K

Event2026-03-31

Filed2026-04-20

NOW

SERVICENOW INC

8.36%

Shares8.5K

Event2026-03-31

Filed2026-04-20

JPM

JPMORGAN CHASE & CO

-1.86%

Shares2.9K

Event2026-03-31

Filed2026-04-20

AMT

AMERICAN TOWER CORP

-2.03%

Shares4.5K

Event2026-03-31

Filed2026-04-20

PGR

PROGRESSIVE CORP

-1.47%

Shares3.8K

Event2026-03-31

Filed2026-04-20

AAPL

APPLE INC

0.15%

Shares2.7K

Event2026-03-31

Filed2026-04-20

CPRT

COPART INC

-38.10%

Shares20.4K

Event2026-03-31

Filed2026-04-20

CHE

CHEMED CORP NEW

-2.26%

Shares1.8K

Event2026-03-31

Filed2026-04-20

BROADRIDGE FINL SOLUTIONS IN

1.20%

Shares3.8K

Event2026-03-31

Filed2026-04-20

LLY

ELI LILLY & CO

-7.01%

Shares650

Event2026-03-31

Filed2026-04-20

BERKSHIRE HATHAWAY INC DEL

New

Shares1.2K

Event2026-03-31

Filed2026-04-20

MSI

MOTOROLA SOLUTIONS INC

1.98%

Shares1.3K

Event2026-03-31

Filed2026-04-20

TSLA

TESLA INC

-3.03%

Shares1.4K

Event2026-03-31

Filed2026-04-20

ISRG

INTUITIVE SURGICAL INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-20

NFLX

NETFLIX INC.

10.87%

Shares5.0K

Event2026-03-31

Filed2026-04-20

AMD

ADVANCED MICRO DEVICES INC

New

Shares2.3K

Event2026-03-31

Filed2026-04-20

CRWD

CROWDSTRIKE HLDGS INC

2.44%

Shares1.2K

Event2026-03-31

Filed2026-04-20

UBER

UBER TECHNOLOGIES INC

3.26%

Shares6.2K

Event2026-03-31

Filed2026-04-20