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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	BR	BROADRIDGE FINL SOLUTIONS IN	Technology	3,798	$617K	0.54%	SOLD
2	ACN	ACCENTURE PLC IRELAND	Technology	2,154	$427K	0.38%	SOLD

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%