Lord & Richards Wealth Management, LLC Portfolio Holdings

Lord & Richards Wealth Management, LLC

  • $95.7 Billion
  • Q2 2025

Lord & Richards Wealth Management, LLC has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $95.7 Billion distributed in 353 stocks.

Among their holdings, we can observe that their the top five positions include companies like: ETF Ser Solutions Aptus Collar with a value of $9.81B, Bny Mellon ETF Tr Core Bond Et with a value of $8.97B, Spdr Portfolio S&P 500 ETF (Ma with a value of $8.38B, ETF Ser Solutions Aptus Define with a value of $7.53B, and Doubleline ETF Trust with a value of $4.73B.

Examining the 13F form we can see an increase of $7.44B in the current position value, from $88.2B to 95.7B.

Lord & Richards Wealth Management, LLC is based out at Highlands Ranch, CO

Below you can find more details about Lord & Richards Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $95.7 Billion
ETFs: $54 Billion
Technology: $10.9 Billion
Financial Services: $4.51 Billion
Consumer Cyclical: $4.41 Billion
Industrials: $3.22 Billion
Communication Services: $2.01 Billion
Healthcare: $1.92 Billion
Energy: $1.8 Billion
Other: $3.1 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$9.81 Billion 10.25% of portfolio
236,888
Q2 2025 Added 17.81%
$0
$8.97 Billion 9.38% of portfolio
212,775
Q2 2025 Added 17.63%
$0
$8.38 Billion 8.76% of portfolio
115,334
Q2 2025 Added 16.47%
$0
$7.53 Billion 7.87% of portfolio
261,886
Q2 2025 Added 25.38%
Doubleline ETF Trust
-
$4.73 Billion 4.94% of portfolio
-
Q2 2025 Added 109.7%
$0
$3.92 Billion 4.1% of portfolio
68,846
Q2 2025 Added 15.91%
$0
$3.16 Billion 3.3% of portfolio
65,468
Q2 2025 Added 19.87%
$456B
$3.14 Billion 3.28% of portfolio
19,871
Q2 2025 Added 16.56%
$3.95T
$2.39 Billion 2.5% of portfolio
4,807
Q2 2025 Added 1.46%
-
$2.33 Billion 2.43% of portfolio
-
Q2 2025 Added 18.98%
$2.26T
$1.93 Billion 2.02% of portfolio
8,803
Q2 2025 Added 23.0%
$56B
$1.9 Billion 1.99% of portfolio
5,027
Q2 2025 Added 0.22%
$172B
$1.72 Billion 1.8% of portfolio
1,674
Q2 2025 Added 445.28%
$0
$1.71 Billion 1.79% of portfolio
9,397
Q2 2025 Added 21.96%
$551B
$1.7 Billion 1.77% of portfolio
4,782
Q2 2025 Added 10.13%
$11.2B
$1.68 Billion 1.76% of portfolio
34,245
Q2 2025 Added 32.57%
ETF Ser Solutions
-
$1.5 Billion 1.56% of portfolio
-
Q2 2025 Added 161.38%
$281B
$1.45 Billion 1.52% of portfolio
14,847
Q2 2025 Added 13.49%
$95.3B
$1.37 Billion 1.43% of portfolio
6,200
Q2 2025 Added 7.81%
$24.6B
$1.35 Billion 1.42% of portfolio
9,857
Q2 2025 Added 37.88%
$40.5B
$1.34 Billion 1.4% of portfolio
5,504
Q2 2025 Added 10.12%
$55.1B
$1.32 Billion 1.38% of portfolio
2,323
Q2 2025 Added 14.83%
$0
$1.3 Billion 1.36% of portfolio
12,668
Q2 2025 Added 16.93%
$142B
$1.27 Billion 1.33% of portfolio
4,759
Q2 2025 Added 7.45%
$0
$1.17 Billion 1.23% of portfolio
83,216
Q2 2025 Added 127.49%
$6.6B
$1.11 Billion 1.17% of portfolio
2,289
Q2 2025 Added 12.65%
$0
$1.11 Billion 1.16% of portfolio
18,866
Q2 2025 Reduced 50.89%
$0
$1.09 Billion 1.13% of portfolio
19,340
Q2 2025 Added 14.24%
$0
$1.05 Billion 1.1% of portfolio
4,432
Q2 2025 Added 17.87%
$0
$1.04 Billion 1.09% of portfolio
28,876
Q2 2025 Added 36.89%
$1.21T
$899 Million 0.94% of portfolio
5,099
Q2 2025 Added 38.22%
$0
$887 Million 0.93% of portfolio
21,950
Q2 2025 Added 146.68%
$0
$890 Million 0.93% of portfolio
18,001
Q2 2025 Reduced 17.35%
ETF Ser Solutions
-
$881 Million 0.92% of portfolio
-
Q2 2025 Added 36.13%
$0
$829 Million 0.87% of portfolio
37,233
Q2 2025 Added 26.34%
$545B
$644 Million 0.67% of portfolio
481
Q2 2025 New
$3.69T
$637 Million 0.67% of portfolio
3,103
Q2 2025 Added 64.7%
$0
$622 Million 0.65% of portfolio
2,738
Q2 2025 Added 149.36%
$1.78T
$464 Million 0.48% of portfolio
628
Q2 2025 Added 22.18%
$182B
$451 Million 0.47% of portfolio
4,837
Q2 2025 Added 15.33%
$442B
$442 Million 0.46% of portfolio
4,096
Q2 2025 Added 41.88%
$93.6B
$437 Million 0.46% of portfolio
859
Q2 2025 Added 9.99%
$608B
$415 Million 0.43% of portfolio
533
Q2 2025 New
$1.08T
$401 Million 0.42% of portfolio
1,262
Q2 2025 Added 19.39%
Linde PLC
-
$397 Million 0.42% of portfolio
-
Q2 2025 Added 33.18%
$78.6B
$406 Million 0.42% of portfolio
966
Q2 2025 Added 45.92%
$152B
$399 Million 0.42% of portfolio
1,797
Q2 2025 Added 51.39%
$169B
$392 Million 0.41% of portfolio
722
Q2 2025 Added 37.0%
$150B
$384 Million 0.4% of portfolio
1,285
Q2 2025 Added 54.26%

Summary

  • Portfolio
  • No. of Stocks 353
  • Current Value $95.7 Billion
  • Prior Value $88.2 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
Track This Portfolio

Track Lord & Richards Wealth Management, LLC Portfolio

Follow Lord & Richards Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lord & Richards Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lord & Richards Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email