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Portfolio (Quarterly) Guide ↗

Lord & Richards Wealth Management, LLC

· CIK 0002045252
13F Portfolio $114M AUM 282 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 23 Added 17 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NVDA NVIDIA CORPORATION Technology 14,340.0 $2.5M 2.19% -222.0 -1.5% $174.41 +25.9%
2 BONDBLOXX ETF TRUST 46,436.0 $2.3M 2.00% -514.0 -1.1% $49.17
3 PWR QUANTA SVCS INC Industrials 3,063.0 $1.7M 1.48% -134.0 -4.2% $549.17 +29.3%
4 GOOGL ALPHABET INC Communication Services 4,298.0 $1.2M 1.08% -712.0 -14.2% $287.51 +34.8%
5 V VISA INC Financial Services 4,074.0 $1.2M 1.08% -24.0 -0.6% $302.28 +9.4%
6 AMZN AMAZON COM INC Consumer Cyclical 5,774.0 $1.2M 1.05% -43.0 -0.7% $208.27 +28.9%
7 PGF INVESCO EXCHANGE TRADED FD T 84,373.0 $1.2M 1.02% -7K -7.4% $13.76 +0.1%
8 WMT WALMART INC Consumer Defensive 8,757.0 $1.1M 0.95% -350.0 -3.8% $124.29 +5.3%
9 FANG DIAMONDBACK ENERGY INC Energy 5,303.0 $1.0M 0.92% -224.0 -4.0% $197.74 +1.6%
10 JPM JPMORGAN CHASE & CO Financial Services 2,897.0 $852K 0.75% -55.0 -1.9% $294.12 +3.0%
11 AMT AMERICAN TOWER CORP Real Estate 4,527.0 $781K 0.69% -94.0 -2.0% $172.63 +6.5%
12 PGR PROGRESSIVE CORP Financial Services 3,762.0 $746K 0.65% -56.0 -1.5% $198.24 +2.2%
13 CPRT COPART INC Industrials 20,420.0 $678K 0.59% -13K -38.1% $33.20 +3.6%
14 CHE CHEMED CORP NEW Healthcare 1,777.0 $672K 0.59% -41.0 -2.3% $377.89 +16.8%
15 LLY ELI LILLY & CO Healthcare 650.0 $598K 0.52% -49.0 -7.0% $919.38 +13.3%
16 TSLA TESLA INC Consumer Cyclical 1,408.0 $523K 0.46% -44.0 -3.0% $371.75 +12.2%
17 ACN ACCENTURE PLC IRELAND Technology 2,154.0 $427K 0.38% -40.0 -1.8% $198.29 -10.3%

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 42.2%
Financial Services 11.6%
Industrials 11.1%
Communication Services 8.9%
Healthcare 7.2%
Consumer Cyclical 7.1%
Consumer Defensive 4.5%
Energy 4.3%
Real Estate 3.2%