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%
$455B
$3.14 Billion 3.28% of portfolio
19,871
Q2 2025 Added 16.56%
$3.89T
$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%
$2.27T
$1.93 Billion 2.02% of portfolio
8,803
Q2 2025 Added 23.0%
$55.2B
$1.9 Billion 1.99% of portfolio
5,027
Q2 2025 Added 0.22%
$176B
$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%
$11B
$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%
$282B
$1.45 Billion 1.52% of portfolio
14,847
Q2 2025 Added 13.49%
$96.1B
$1.37 Billion 1.43% of portfolio
6,200
Q2 2025 Added 7.81%
$25.3B
$1.35 Billion 1.42% of portfolio
9,857
Q2 2025 Added 37.88%
$41.1B
$1.34 Billion 1.4% of portfolio
5,504
Q2 2025 Added 10.12%
$56.6B
$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%
$144B
$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%
$6.49B
$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%
$1.2T
$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%
$539B
$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%
$1.73T
$464 Million 0.48% of portfolio
628
Q2 2025 Added 22.18%
$177B
$451 Million 0.47% of portfolio
4,837
Q2 2025 Added 15.33%
$445B
$442 Million 0.46% of portfolio
4,096
Q2 2025 Added 41.88%
$91.2B
$437 Million 0.46% of portfolio
859
Q2 2025 Added 9.99%
$594B
$415 Million 0.43% of portfolio
533
Q2 2025 New
$1.04T
$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%
$75.7B
$406 Million 0.42% of portfolio
966
Q2 2025 Added 45.92%
$150B
$399 Million 0.42% of portfolio
1,797
Q2 2025 Added 51.39%
$166B
$392 Million 0.41% of portfolio
722
Q2 2025 Added 37.0%
$151B
$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
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