Lord & Richards Wealth Management, LLC - Portfolio Stock Holdings
Lord & Richards Wealth Management, LLC disclosed 84 stock positions in a recent SEC 13F filing. $130,935,090 of stock holdings were filed, with the largest holdings including SPYM, ACIO, and BKAG. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $128,761,154 and has 18 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
84Est. Stock Holding Value:
$130,935,090Top Stock Holdings By Sector
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Portfolio Stock Holdings - Lord & Richards Wealth Management, LLC
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% of Portfolio
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