Lord & Richards Wealth Management, LLC

HIGHLANDS RANCH, CO · CIK 2045252 · 13F filing filed 2026-07-21

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyLittleton, CO

$127.8m reported value +12.1% vs Q1 2026

49positions

61.5%in top 10

1 new 26 added 21 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	209,830	$18.4m14.43%	14.43%	Added +8.2k	+8,222 4.1%
2	ETF SER SOLUTIONS APTUS COLLRD INV ACIO	ACIO	268,008	$12.4m9.68%	9.68%	Added +8.5k	+8,472 3.3%
3	BNY MELLON ETF TRUST CORE BOND ETF BKAG	BKAG	255,358	$10.7m8.38%	8.38%	Added +15.6k	+15,642 6.5%
4	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	124,817	$8.9m6.96%	6.96%	Added +4.9k	+4,916 4.1%
5	ETF SER SOLUTIONS APTUS DEFINED DRSK	DRSK	298,491	$8.6m6.72%	6.72%	Added +11.6k	+11,556 4.0%
6	DOUBLELINE ETF TRUST MORTGAGE ETF DMBS	DMBS	111,171	$5.5m4.27%	4.27%	Added +6.2k	+6,217 5.9%
7	ETF SER SOLUTIONS APTUS DRAWDOWN ADME	ADME	74,000	$4.1m3.22%	3.22%	Added +2.4k	+2,352 3.3%
8	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	17,775	$3.8m2.96%	2.96%	Added +851	+851 5.0%
9	ETF SER SOLUTIONS APTUS LRG CAP UP UPSD	UPSD	114,363	$3.2m2.52%	2.52%	Added +5.8k	+5,776 5.3%
10	SCHWAB STRATEGIC TR US TIPS ETF SCHP	SCHP	114,213	$3.0m2.37%	2.37%	Added +6.3k	+6,295 5.8%
11	ETF SER SOLUTIONS APTUS ENHANCED JUCY	JUCY	127,839	$2.8m2.20%	2.20%	Added +7.3k	+7,283 6.0%
12	NVIDIA CORPORATION COM NVDA	NVDA	13,307	$2.7m2.08%	2.08%	Reduced -1.0k	-1,033 -7.2%
13	EA SERIES TRUST FREEDOM 100 EM FRDM	FRDM	35,078	$2.6m2.00%	2.00%	Added +311	+311 0.9%
14	VANGUARD INDEX FDS SMALL CP ETF VB	VB	8,098	$2.5m1.92%	1.92%	Added +318	+318 4.1%
15	ETF SER SOLUTIONS OPUS SML CP VL OSCV	OSCV	56,412	$2.4m1.86%	1.86%	Added +2.7k	+2,724 5.1%
16	BONDBLOXX ETF TRUST BONDBLOXX PRIVAT PCMM	PCMM	45,298	$2.3m1.77%	1.77%	Reduced -1.1k	-1,138 -2.5%
17	MICROSOFT CORP COM MSFT	MSFT	5,613	$2.1m1.64%	1.64%	Added +134	+134 2.5%
18	ETF SER SOLUTIONS APTUS INT ENH YL IDUB	IDUB	71,657	$2.0m1.54%	1.54%	Added +3.2k	+3,166 4.6%
19	ETF SER SOLUTIONS APTUS LARGE CAP DUBS	DUBS	46,969	$2.0m1.53%	1.53%	Added +1.9k	+1,886 4.2%
20	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	32,055	$1.9m1.50%	1.50%	Added +1.3k	+1,293 4.2%
21	QUANTA SVCS INC COM PWR	PWR	2,250	$1.6m1.27%	1.27%	Reduced -813	-813 -26.5%
22	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	4,927	$1.5m1.17%	1.17%	Added +171	+171 3.6%
23	AMPHENOL CORP CL A APH	APH	8,459	$1.5m1.17%	1.17%	Reduced -1.0k	-1,023 -10.8%
24	VISA INC COM CL A V	V	3,963	$1.4m1.06%	1.06%	Reduced -111	-111 -2.7%
25	ALPHABET INC CAP STK CL A GOOGL	GOOGL	3,782	$1.4m1.06%	1.06%	Reduced -516	-516 -12.0%
26	AMAZON COM INC COM AMZN	AMZN	5,568	$1.3m1.04%	1.04%	Reduced -206	-206 -3.6%
27	BROADCOM INC COM AVGO	AVGO	3,437	$1.3m1.02%	1.02%	New
28	VANGUARD SCOTTSDALE FDS LONG TERM TREAS VGLT	VGLT	22,787	$1.3m0.98%	0.98%	Added +1.4k	+1,383 6.5%
29	INVESCO EXCHANGE TRADED FD T FINL PFD ETF PGF	PGF	90,368	$1.2m0.97%	0.97%	Added +6.0k	+5,995 7.1%
30	ADVANCED MICRO DEVICES INC COM AMD	AMD	2,083	$1.2m0.95%	0.95%	Reduced -191	-191 -8.4%
31	SERVICENOW INC COM NOW	NOW	11,104	$1.1m0.86%	0.86%	Added +2.6k	+2,613 30.8%
32	JPMORGAN CHASE & CO COM JPM	JPM	2,715	$889.2k0.70%	0.70%	Reduced -182	-182 -6.3%
33	WALMART INC COM WMT	WMT	7,579	$858.4k0.67%	0.67%	Reduced -1.2k	-1,178 -13.4%
34	PROGRESSIVE CORP COM PGR	PGR	3,891	$849.9k0.67%	0.67%	Added +129	+129 3.4%
35	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	1,096	$836.4k0.65%	0.65%	Reduced -81	-81 -6.9%
36	CHEMED CORP NEW COM CHE	CHE	1,793	$835.0k0.65%	0.65%	Added +16	+16 0.9%
37	APPLE INC COM AAPL	AAPL	2,692	$778.9k0.61%	0.61%	Added +9	+9 0.3%
38	COPART INC COM CPRT	CPRT	25,812	$727.6k0.57%	0.57%	Added +5.4k	+5,392 26.4%
39	ELI LILLY & CO COM LLY	LLY	590	$708.0k0.55%	0.55%	Reduced -60	-60 -9.2%
40	DIAMONDBACK ENERGY INC COM FANG	FANG	3,941	$692.7k0.54%	0.54%	Reduced -1.4k	-1,362 -25.7%
41	AMERICAN TOWER CORP NEW COM AMT	AMT	4,182	$683.9k0.54%	0.54%	Reduced -345	-345 -7.6%
42	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,167	$584.0k0.46%	0.46%	Reduced -74	-74 -6.0%
43	TESLA INC COM TSLA	TSLA	1,319	$554.8k0.43%	0.43%	Reduced -89	-89 -6.3%
44	MOTOROLA SOLUTIONS INC COM NEW MSI	MSI	1,219	$506.3k0.40%	0.40%	Reduced -66	-66 -5.1%
45	UBER TECHNOLOGIES INC COM UBER	UBER	5,879	$424.2k0.33%	0.33%	Reduced -337	-337 -5.4%
46	META PLATFORMS INC CL A META	META	739	$416.0k0.33%	0.33%	Reduced -40	-40 -5.1%
47	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	996	$396.1k0.31%	0.31%	Reduced -57	-57 -5.4%
48	NETFLIX INC COM NFLX	NFLX	4,743	$338.6k0.27%	0.27%	Reduced -256	-256 -5.1%
49	LOCKHEED MARTIN CORP COM LMT	LMT	556	$283.3k0.22%	0.22%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
BROADRIDGE FINL SOLUTIONS IN BR	BR	3,798	$617.2k3.8k shares
ACCENTURE PLC IRELAND ACN	ACN	2,154	$427.1k2.2k shares