Lord & Richards Wealth Management, LLC
Lord & Richards Wealth Management, LLC reported 181 holdings worth US$128M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 21, 2026
Lord & Richards Wealth Management, LLC reported 181 holdings worth US$128M as of Jun 30, 2026. Largest: Nvidia Corporation, Microsoft Corp. and Quanta Services, Inc. Filed Jul 21, 2026 (Form 13F).
- Holdings
- 181
- Value as reported
- US$128M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 13,307 | US$2.66M | 2.1% |
| Microsoft Corp. | 5,613 | US$2.09M | 1.6% |
| Quanta Services, Inc. | 2,250 | US$1.62M | 1.3% |
| Amphenol Corporation | 8,459 | US$1.49M | 1.2% |
| Visa Inc. | 3,963 | US$1.36M | 1.1% |
| Alphabet Inc (google) Class C | 3,782 | US$1.35M | 1.1% |
| Amazon.com, Inc. | 5,568 | US$1.33M | 1.0% |
| Broadcom Inc. | 3,437 | US$1.3M | 1.0% |
| Advanced Micro Devices Inc | 2,083 | US$1.21M | 0.95% |
| Servicenow, Inc. | 11,104 | US$1.1M | 0.86% |
| Jp Morgan Chase & Co. | 2,715 | US$889K | 0.70% |
| Walmart Inc. | 7,579 | US$858K | 0.67% |
| Progressive Corporation (the) | 3,891 | US$850K | 0.67% |
| Crowdstrike Holdings, Inc. | 1,096 | US$836K | 0.65% |
| Chemed Corp | 1,793 | US$835K | 0.65% |
| Apple Inc | 2,692 | US$779K | 0.61% |
| Copart, Inc. | 25,812 | US$728K | 0.57% |
| Eli Lilly And Company | 590 | US$708K | 0.55% |
| Diamondback Energy, Inc. | 3,941 | US$693K | 0.54% |
| American Tower Corporation (reit) | 4,182 | US$684K | 0.54% |
| Berkshire Hathaway Inc. | 1,167 | US$584K | 0.46% |
| Tesla, Inc. | 1,319 | US$555K | 0.43% |
| Motorola Solutions, Inc. | 1,219 | US$506K | 0.40% |
| Uber Technologies, Inc. | 5,879 | US$424K | 0.33% |
| Meta Platforms, Inc. | 739 | US$416K | 0.33% |
| Intuitive Surgical, Inc. | 996 | US$396K | 0.31% |
| Netflix, Inc. | 4,743 | US$339K | 0.27% |
| Lockheed Martin Corporation | 556 | US$283K | 0.22% |
| Broadridge Financial Solutions, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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