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Lord & Richards Wealth Management, LLC
Lord & Richards Wealth Management, LLC is an institution, managing $105.2M across 49 long positions as of Q3 2025 with 65% ETF concentration and 57% concentrated in top 10 holdings.
- Portfolio Value
- $105.2M
- Positions
- 49
- Top Holding
- ACIO at 10.25%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Lord & Richards Wealth Management, LLC's portfolio (57% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $10.8M | 10.25% | +$492.8K Bought | — 248.2K shares | |
ETF ETF | $10.0M | 9.52% | +$981.7K Bought | — 127.9K shares | |
ETF ETF | $9.7M | 9.21% | +$619.0K Bought | — 227.3K shares | |
ETF ETF | $7.8M | 7.46% | +$296.0K Bought | — 272.2K shares | |
ETF ETF | $5.0M | 4.76% | +$221.4K Bought | — 100.8K shares | |
ETF ETF | $4.5M | 4.30% | +$401.1K Bought | — 75.5K shares | |
ETF ETF | $3.5M | 3.34% | +$169.1K Bought | — 68.8K shares | |
Semiconductors Technology | $3.3M | 3.09% | -$456.2K Sold | 0.00% 17.4K shares | |
ETF ETF | $2.8M | 2.63% | +$2.5M Bought | — 102.7K shares | |
Software - Infrastructure Technology | $2.5M | 2.42% | +$57.0K Bought | 0.00% 4.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Lord & Richards Wealth Management, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+991.85% | |
+51.9% | |
+45.84% | |
+39.34% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
-27.44% |
Analytics
Portfolio insights and performance metrics for Lord & Richards Wealth Management, LLC
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