Lord & Richards Wealth Management, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 30, 2025), Lord & Richards Wealth Management, LLC reported 65 stock positions worth $47.4 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 7.3% of the portfolio, followed by BNY Mellon Core Bond ETF (BKAG, 6.7%) and Aptus Collared Invest Opp (ACIO, 6.6%).
- Most Recent 13F
- Q2 2026
- Location
- HIGHLANDS RANCH, CO
- CIK
- 0002045252
- Portfolio Value
- $47.4M (Q4 2024)
- SEC Filing
- 0002045252-25-000001 ↗ filed Jan 30, 2025
Holdings Value
Holdings 65 stocks · $47.4M
| SPYM Ste STR SPDR PT S&P 500 ETF | 7.29% | 50,109 | $3.5M | — |
| BKAG BNY Mellon Core Bond ETF | 6.67% | 76,641 | $3.2M | — |
| ACIO Aptus Collared Invest Opp | 6.55% | 77,162 | $3.1M | — |
| DRSK Aptus Defined Risk ETF | 5.03% | 86,932 | $2.4M | — |
| VGSH Vanguard Short-Term Treasury | 2.99% | 24,351 | $1.4M | — |
| IWY iShares Russell Top 200 Grow | 2.81% | 5,667 | $1.3M | — |
| VEA Vanguard Ftse Developed ETF | 2.62% | 25,983 | $1.2M | — |
| BIL SS SPDR BB 1-3M T-Bill ETF | 2.43% | 12,600 | $1.2M | — |
| GDEC FT Vest US Equity Moderate B | 2.32% | 32,611 | $1.1M | — |
| MBB iShares MBS ETF | 2.14% | 11,060 | $1.0M | — |
| ADME Aptus Drwdwn MGD Eqty ETF | 2.07% | 20,995 | $981K | — |
| JUCY Aptus Enhanced Yield ETF | 1.98% | 41,287 | $940K | — |
| MSFT Microsoft Corp. | 1.94% | 2,182 | $920K | — |
| AAPL Apple Inc. | 1.91% | 3,605 | $903K | — |
| QUAL iShares MSCI USA Quality Fac | 1.83% | 4,878 | $869K | — |
| JANW Alianzim US Eq BFR20 Jan-Usd | 1.80% | 25,392 | $854K | — |
| DECW Alianzim US Eq BFR20 Dec-Usd | 1.76% | 27,343 | $832K | — |
| NVDA Nvidia Corp. | 1.67% | 5,896 | $792K | — |
| IWX iShares Russell Top 200 Valu | 1.64% | 9,862 | $779K | — |
| AMZN Amazon.com Inc. | 1.55% | 3,351 | $735K | — |
| WMT Walmart Inc. | 1.51% | 7,923 | $716K | — |
| JPM JPMorgan Chase & Co. | 1.45% | 2,858 | $685K | — |
| OCTW Alianzim US Eq BFR20 Oct-Usd | 1.41% | 18,847 | $670K | — |
| V Visa Inc. Class A | 1.29% | 1,933 | $611K | — |
| RSP Invesco S&P 500 Equal Weight | 1.28% | 3,459 | $606K | — |
| CPRT Copart Inc. | 1.20% | 9,941 | $571K | — |
| QBER Trueshares Quartly B HDG ETF | 1.20% | 23,102 | $571K | — |
| PWR Quanta Services Inc. | 1.16% | 1,739 | $550K | — |
| SMAX iShares L Cap MB Sep ETF | 1.14% | 21,497 | $542K | — |
| BR Broadridge Financial Solutio | 1.14% | 2,383 | $539K | — |
| VWO Vanguard Ftse Emerging Marke | 1.13% | 12,159 | $535K | — |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 1.13% | 2,517 | $535K | — |
| CHE Chemed Corp. | 1.09% | 972 | $515K | — |
| UNH Unitedhealth Group Inc. | 1.09% | 1,018 | $515K | — |
| PGR Progressive Corp. | 1.08% | 2,135 | $512K | — |
| FANG Diamondback Energy Inc. | 1.07% | 3,082 | $505K | — |
| ROP Roper Technologies Inc. | 1.04% | 947 | $492K | — |
| JPST JPMorgan Ultra-Short Income | 1.01% | 9,521 | $480K | — |
| SIXO Allian US Equ 6 Mon BU10-Usd | 1.01% | 14,771 | $479K | — |
| AMT American Tower Corp. | 1.01% | 2,602 | $477K | — |
| SIXD Allian US Equ 6 Mon BU10-Usd | 1.00% | 17,833 | $474K | — |
| PDP Invesco Dorsey Wright Moment | 0.98% | 4,315 | $464K | — |
| PSEP Innovator U.S. Equity Power | 0.98% | 11,879 | $464K | — |
| STIP iShares 0-5 Year Tips Bond E | 0.98% | 4,615 | $464K | — |
| IWF iShares Russell 1000 Growth | 0.96% | 1,135 | $456K | — |
| BSV Vanguard Short-Term Bond ETF | 0.92% | 5,650 | $437K | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.90% | 1,778 | $427K | — |
| EFV iShares MSCI Eafe Value ETF | 0.84% | 7,571 | $397K | — |
| EFG iShares MSCI Eafe Growth ETF | 0.83% | 4,041 | $391K | — |
| VGLT Vanguard Long-Term Treasury | 0.77% | 6,617 | $366K | — |
| IWS iShares Russell Mid-Cap Valu | 0.74% | 2,693 | $348K | — |
| QBUL Trueshare QRT Bull Hdge ETF | 0.70% | 13,419 | $332K | — |
| OSCV Opus Small Cap Value ETF | 0.64% | 8,163 | $302K | — |
| IEMG iShares Core MSCI Emerging | 0.60% | 5,426 | $283K | — |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.59% | 817 | $281K | — |
| DMBS Doubleline Mortgage ETF | 0.58% | 5,700 | $274K | — |
| TUA Sim St Treas Fut Strat ETF filed as SIMPLIFY EXCHANGE TRADED FUN | 0.55% | 12,328 | $262K | — |
| VMBS Vanguard Mortgage-Backed Sec | 0.53% | 5,534 | $251K | — |
| DUBS Aptus LRG Cap Enh YLD ETF | 0.53% | 7,749 | $250K | — |
| BILZ PIMCO Ultra SHRT Govt Active | 0.51% | 2,415 | $244K | — |
| OCTT All US Equ BUF10 Oct ETF-Usd | 0.50% | 6,251 | $239K | — |
| USIG iShares Broad Usd Investment | 0.50% | 4,746 | $239K | — |
| IDUB Aptus Intl Enhan YLD ETF | 0.50% | 11,834 | $238K | — |
| IWP iShares Russell Mid-Cap Grow | 0.48% | 1,807 | $229K | — |
| QLTA iShares Aaa - A Rated Corpor | 0.43% | 4,369 | $204K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 49 | $127.8M | SPYM, ACIO, BKAG, VEA, DRSK |
| Q1 2026 | 50 | $114.0M | SPYM, ACIO, BKAG, DRSK, VEA |
| Q4 2025 | 51 | $116.4M | SPYM, ACIO, BKAG, DRSK, VEA |
| Q3 2025 | 51 | $109.2M | ACIO, SPYM, BKAG, DRSK, DMBS |
| Q2 2025 | 53 | $95.7M | ACIO, BKAG, SPYM, DRSK, DMBS |
| Q1 2025 | 177 | $88.2M | ACIO, BKAG, SPYM, DRSK, VEA |
| Q4 2024 | 65 | $47.4M | SPYM, BKAG, ACIO, DRSK, VGSH |