Lord & Richards Wealth Management, LLC
50 holdingsFiling period: 2026-03-31Current AUM: $124.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 201.6K | $15.4M | $17.7M | 14.24% | +8.2K | 2026-03-31 |
| 2 | ACIO | ETF SER SOLUTIONS | 259.5K | $10.9M | $11.9M | 9.58% | +2.5K | 2026-03-31 |
| 3 | BKAG | BNY MELLON ETF TRUST | 239.7K | $10.1M | $9.9M | 7.95% | +750 | 2026-03-31 |
| 4 | DRSK | ETF SER SOLUTIONS | 286.9K | $7.8M | $8.2M | 6.55% | +3.0K | 2026-03-31 |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | 119.9K | $7.7M | $8.5M | 6.80% | +2.7K | 2026-03-31 |
| 6 | DMBS | DOUBLELINE ETF TRUST | 105.0K | $5.2M | $5.1M | 4.06% | -505 | 2026-03-31 |
| 7 | ADME | ETF SER SOLUTIONS | 71.6K | $3.5M | $3.9M | 3.17% | +433 | 2026-03-31 |
| 8 | RSP | INVESCO EXCHANGE TRADED FD T | 16.9K | $3.2M | $3.6M | 2.92% | +644 | 2026-03-31 |
| 9 | SCHP | SCHWAB STRATEGIC TR | 107.9K | $2.9M | $2.8M | 2.26% | -104 | 2026-03-31 |
| 10 | UPSD | ETF SER SOLUTIONS | 108.6K | $2.8M | $3.2M | 2.54% | +4.6K | 2026-03-31 |
| 11 | JUCY | ETF SER SOLUTIONS | 120.6K | $2.7M | $2.6M | 2.12% | +1.4K | 2026-03-31 |
| 12 | NVDA | NVIDIA CORPORATION | 14.3K | $2.5M | $2.9M | 2.31% | -222 | 2026-03-31 |
| 13 | PCMM | BONDBLOXX ETF TRUST | 46.4K | $2.3M | $2.3M | 1.86% | -514 | 2026-03-31 |
| 14 | OSCV | ETF SER SOLUTIONS | 53.7K | $2.1M | $2.3M | 1.83% | +1.8K | 2026-03-31 |
| 15 | VB | VANGUARD INDEX FDS | 7.8K | $2.0M | $2.3M | 1.84% | +245 | 2026-03-31 |
| 16 | MSFT | MICROSOFT CORP | 5.5K | $2.0M | $2.5M | 2.04% | +1.6K | 2026-03-31 |
| 17 | FRDM | EA SERIES TRUST | 34.8K | $1.9M | $2.3M | 1.82% | -25 | 2026-03-31 |
| 18 | IDUB | ETF SER SOLUTIONS | 68.5K | $1.7M | $1.9M | 1.50% | +2.3K | 2026-03-31 |
| 19 | PWR | QUANTA SVCS INC | 3.1K | $1.7M | $2.0M | 1.64% | -134 | 2026-03-31 |
| 20 | VWO | VANGUARD INTL EQUITY INDEX F | 30.8K | $1.7M | $1.8M | 1.45% | +744 | 2026-03-31 |
| 21 | DUBS | ETF SER SOLUTIONS | 45.1K | $1.6M | $1.9M | 1.51% | +1.9K | 2026-03-31 |
| 22 | GOOGL | ALPHABET INC | 4.3K | $1.2M | $1.5M | 1.23% | -712 | 2026-03-31 |
| 23 | V | VISA INC | 4.1K | $1.2M | $1.5M | 1.20% | -24 | 2026-03-31 |
| 24 | AMZN | AMAZON COM INC | 5.8K | $1.2M | $1.6M | 1.26% | -43 | 2026-03-31 |
| 25 | APH | AMPHENOL CORP | 9.5K | $1.2M | $1.5M | 1.22% | +3.5K | 2026-03-31 |
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