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Portfolio (Quarterly) Guide ↗

Lord & Richards Wealth Management, LLC

· CIK 0002045252
13F Portfolio $128M AUM 181 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1 New 25 Added 21 Reduced 2 Exited
Page 2 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PGF INVESCO EXCHANGE TRADED FD T 90,368.0 $1.2M 0.97% +6K +7.1% $13.71 -1.8%
22 NOW SERVICENOW INC Technology 11,104.0 $1.1M 0.86% +3K +30.8% $99.28 +39.4%
23 PGR PROGRESSIVE CORP Financial Services 3,891.0 $850K 0.67% +129.0 +3.4% $218.43 -0.4%
24 CHE CHEMED CORP NEW Healthcare 1,793.0 $835K 0.65% +16.0 +0.9% $465.69 +11.7%
25 CPRT COPART INC Industrials 25,812.0 $728K 0.57% +5K +26.4% $28.19 +16.2%
Page 2 of 2  ·  25 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 47.2%
Financial Services 11.8%
Industrials 10.0%
Communication Services 8.0%
Healthcare 7.4%
Consumer Cyclical 7.2%
Consumer Defensive 3.3%
Real Estate 2.6%
Energy 2.6%