Lord & Richards Wealth Management, LLC
Lord & Richards Wealth Management, LLC reported 350 holdings worth US$131M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 14, 2026
Lord & Richards Wealth Management, LLC reported 350 holdings worth US$131M as of Sep 30, 2026. Largest: Nvidia Corporation, Microsoft Corp. and Apple Inc. Filed Oct 14, 2026 (Form 13F).
- Holdings
- 350
- Value as reported
- US$131M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 16,759 | US$3.83M | 2.9% |
| Microsoft Corp. | 5,406 | US$2.77M | 2.1% |
| Apple Inc | 6,779 | US$2.26M | 1.7% |
| Alphabet Inc (google) Class C | 5,724 | US$1.97M | 1.5% |
| Amazon.com, Inc. | 5,781 | US$1.44M | 1.1% |
| Broadcom Inc. | 3,433 | US$1.21M | 0.92% |
| Jp Morgan Chase & Co. | 3,308 | US$1.09M | 0.84% |
| Visa Inc. | 2,806 | US$1.01M | 0.77% |
| Quanta Services, Inc. | 1,551 | US$997K | 0.76% |
| Eli Lilly And Company | 822 | US$951K | 0.73% |
| Meta Platforms, Inc. | 1,188 | US$861K | 0.66% |
| Micron Technology, Inc. | 765 | US$815K | 0.62% |
| Advanced Micro Devices Inc | 1,192 | US$729K | 0.56% |
| Berkshire Hathaway Inc. | 1,290 | US$642K | 0.49% |
| Tesla, Inc. | 1,654 | US$587K | 0.45% |
| Servicenow, Inc. | 4,306 | US$577K | 0.44% |
| Amphenol Corporation | 6,490 | US$547K | 0.42% |
| Northern Trust Corporation | 3,208 | US$543K | 0.41% |
| Duke Energy Corporation (holding Company) | 4,575 | US$522K | 0.40% |
| Hewlett Packard Enterprise Company | 7,513 | US$480K | 0.37% |
| Rtx Corporation | 2,553 | US$474K | 0.36% |
| United Rentals, Inc. | 456 | US$456K | 0.35% |
| Abbvie Inc. | 1,613 | US$422K | 0.32% |
| Union Pacific Corporation | 1,546 | US$421K | 0.32% |
| Walmart Inc. | 3,979 | US$414K | 0.32% |
| Wells Fargo & Company | 4,847 | US$388K | 0.30% |
| Johnson & Johnson | 1,421 | US$376K | 0.29% |
| Hca Healthcare, Inc. | 869 | US$371K | 0.28% |
| Netflix, Inc. | 5,255 | US$366K | 0.28% |
| Target Corporation | 2,329 | US$365K | 0.28% |
| Chemed Corp | 694 | US$350K | 0.27% |
| Progressive Corporation (the) | 1,685 | US$349K | 0.27% |
| Procter & Gamble Company (the) | 2,203 | US$320K | 0.24% |
| L3harris Technologies, Inc. | 1,346 | US$319K | 0.24% |
| Ralph Lauren Corporation | 894 | US$317K | 0.24% |
| Synchrony Financial | 4,437 | US$315K | 0.24% |
| Oracle Corporation | 2,266 | US$311K | 0.24% |
| Copart, Inc. | 11,362 | US$310K | 0.24% |
| American Tower Corporation (reit) | 1,890 | US$309K | 0.24% |
| Palantir Technologies Inc. | 1,635 | US$306K | 0.23% |
| Diamondback Energy, Inc. | 1,625 | US$299K | 0.23% |
| Lockheed Martin Corporation | 556 | US$283K | 0.22% |
| Crowdstrike Holdings, Inc. | 1,040 | US$275K | 0.21% |
| Qualcomm Incorporated | 1,496 | US$275K | 0.21% |
| Dollar Tree, Inc. | 2,409 | US$275K | 0.21% |
| Intercontinental Exchange Inc. | 1,796 | US$273K | 0.21% |
| Equinix, Inc. | 261 | US$264K | 0.20% |
| Home Depot, Inc. (the) | 922 | US$262K | 0.20% |
| Merck & Company, Inc. | 1,804 | US$262K | 0.20% |
| Monster Beverage Corporation | 6,237 | US$260K | 0.20% |
| Dell Technologies Inc. | 474 | US$255K | 0.19% |
| Tjx Companies, Inc. (the) | 1,820 | US$241K | 0.18% |
| Cbre Group Inc | 1,659 | US$213K | 0.16% |
| Intuitive Surgical, Inc. | 0 | US$0 | 0.00% |
| Motorola Solutions, Inc. | 0 | US$0 | 0.00% |
| Uber Technologies, Inc. | 0 | US$0 | 0.00% |
Source
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