Lord & Richards Wealth Management, LLC
49 holdingsFiling period: 2026-06-30Current AUM: $125.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPYM | Spdr Series Trust | 209.8K | $18.4M | $18.2M | 14.52% | +8.2K | 2026-06-30 |
| 2 | ACIO | ETF Ser Solutions | 268.0K | $12.4M | $12.2M | 9.77% | +8.5K | 2026-06-30 |
| 3 | BKAG | BNY Mellon ETF Trust | 255.4K | $10.7M | $10.4M | 8.32% | +15.6K | 2026-06-30 |
| 4 | VEA | Vanguard Tax-Managed Fds | 124.8K | $8.9M | $8.5M | 6.77% | +4.9K | 2026-06-30 |
| 5 | DRSK | ETF Ser Solutions | 298.5K | $8.6M | $8.1M | 6.51% | +11.6K | 2026-06-30 |
| 6 | DMBS | Doubleline ETF Trust | 111.2K | $5.5M | $5.3M | 4.20% | +6.2K | 2026-06-30 |
| 7 | ADME | ETF Ser Solutions | 74.0K | $4.1M | $4.0M | 3.22% | +2.4K | 2026-06-30 |
| 8 | RSP | Invesco Exchange Traded FD T | 17.8K | $3.8M | $3.8M | 3.07% | +851 | 2026-06-30 |
| 9 | UPSD | ETF Ser Solutions | 114.4K | $3.2M | $3.3M | 2.63% | +5.8K | 2026-06-30 |
| 10 | SCHP | Schwab Strategic TR | 114.2K | $3.0M | $2.9M | 2.34% | +6.3K | 2026-06-30 |
| 11 | JUCY | ETF Ser Solutions | 127.8K | $2.8M | $2.8M | 2.21% | +7.3K | 2026-06-30 |
| 12 | NVDA | NVIDIA Corporation | 13.3K | $2.7M | $2.5M | 1.98% | -1,033 | 2026-06-30 |
| 13 | FRDM | EA Series Trust | 35.1K | $2.6M | $2.1M | 1.65% | +311 | 2026-06-30 |
| 14 | VB | Vanguard Index Fds | 8.1K | $2.5M | $2.3M | 1.85% | +318 | 2026-06-30 |
| 15 | OSCV | ETF Ser Solutions | 56.4K | $2.4M | $2.3M | 1.82% | +2.7K | 2026-06-30 |
| 16 | PCMM | Bondbloxx ETF Trust | 45.3K | $2.3M | $2.3M | 1.81% | -1,138 | 2026-06-30 |
| 17 | MSFT | Microsoft Corp | 5.6K | $2.1M | $3.0M | 2.38% | +134 | 2026-06-30 |
| 18 | IDUB | ETF Ser Solutions | 71.7K | $2.0M | $1.8M | 1.48% | +3.2K | 2026-06-30 |
| 19 | DUBS | ETF Ser Solutions | 47.0K | $2.0M | $1.9M | 1.54% | +1.9K | 2026-06-30 |
| 20 | VWO | Vanguard Intl Equity Index F | 32.1K | $1.9M | $1.8M | 1.42% | +1.3K | 2026-06-30 |
| 21 | PWR | Quanta Svcs Inc | 2.3K | $1.6M | $1.2M | 0.97% | -813 | 2026-06-30 |
| 22 | QQQM | Invesco Exch Traded FD TR II | 4.9K | $1.5M | $1.3M | 1.06% | +171 | 2026-06-30 |
| 23 | APH | Amphenol Corp | 8.5K | $1.5M | $1.3M | 1.01% | -1,023 | 2026-06-30 |
| 24 | V | Visa Inc | 4.0K | $1.4M | $1.7M | 1.34% | -111 | 2026-06-30 |
| 25 | GOOGL | Alphabet Inc | 3.8K | $1.4M | $1.1M | 0.86% | -516 | 2026-06-30 |
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