Lord & Richards Wealth Management, LLC: 13F holdings
CIK 20452522026Q2
| Positions | 49 |
|---|
| Reported value | $127.8m |
|---|
| Filed | 2026-07-21 |
|---|
Change since last quarter
| Positions | 49 (-1 vs prior quarter) |
|---|
| Reported value | $127.8m (+12.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPYM SPDR SERIES TRUST | 209,830 | $18.4m | 14.4% |
| ACIO ETF SER SOLUTIONS | 268,008 | $12.4m | 9.7% |
| BKAG BNY MELLON ETF TRUST | 255,358 | $10.7m | 8.4% |
| VEA VANGUARD TAX-MANAGED FDS | 124,817 | $8.9m | 7.0% |
| DRSK ETF SER SOLUTIONS | 298,491 | $8.6m | 6.7% |
| DMBS DOUBLELINE ETF TRUST | 111,171 | $5.5m | 4.3% |
| ADME ETF SER SOLUTIONS | 74,000 | $4.1m | 3.2% |
| RSP INVESCO EXCHANGE TRADED FD T | 17,775 | $3.8m | 3.0% |
| ETF SER SOLUTIONS | 114,363 | $3.2m | 2.5% |
| SCHP SCHWAB STRATEGIC TR | 114,213 | $3.0m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2045252")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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