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Lord & Richards Wealth Management, LLC
Lord & Richards Wealth Management, LLC is an SEC-registered investment advisory firm headquartered in Highlands Ranch, Colorado. Founded in 2020, the firm provides comprehensive financial planning and investment management services primarily to individual investors, including both standard and high-net-worth clients. With a team of 16 employees, Lord & Richards serves over 800 accounts, focusing on helping clients achieve their financial goals through tailored wealth management solutions.
Investment Strategy
Lord & Richards Wealth Management employs a disciplined approach focusing on diversified portfolios of ETFs and mutual funds across equities and fixed income. The firm prioritizes long-term growth and risk management, using a mix of index and actively managed funds. Their strategies incorporate asset allocation tailored to individual client needs, with particular emphasis on retirement planning and wealth preservation for private clients. They do not manage pooled vehicles or institutional accounts, maintaining a client-centric focus on discretionary management for US individuals.
Latest 13F Filing Activity
Lord & Richards Wealth Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 50 equity positions with a total 13F market value of $96M. The fund increased holdings in Doubleline Etf Trust, Etf Ser Solutions, SPDR Series Trust among other positions. Lord & Richards Wealth Management, LLC reduced exposure to Unitedhealth Group Inc., Ishares TR, Vanguard Scottsdale FDS among others.
Top Holdings
Equity Positions (50)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A ACIO | ETF SER SOLUTIONS | 10.25% | $9.8M | 236,888 | $39.60 | $41.40 | +$2.0M |
B BKAG | BNY MELLON ETF TRUST | 9.38% | $9.0M | 212,775 | $41.81 | $42.18 | +$1.4M |
S SPLG | SPDR SERIES TRUST | 8.76% | $8.4M | 115,334 | $68.12 | $72.69 | +$1.9M |
D DRSK | ETF SER SOLUTIONS | 7.87% | $7.5M | 261,886 | $27.62 | $28.74 | +$1.8M |
D DMBS | DOUBLELINE ETF TRUST | 4.94% | $4.7M | 96,371 | $49.00 | $49.07 | +$2.5M |
Industry Allocation
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