Lord & Richards Wealth Management, LLC
•CIK: 2045252•Filing: Q4 2025
**Lord & Richards Wealth Management, LLC** manages $116M across a portfolio of 51 positions. The firm exhibits notable concentration in the technology and sector-specific areas, with SPYM anchoring the top holdings at $15.5M. Significant allocations are also directed toward ACIO ($11.2M) and BKAG ($10.1M), suggesting a tactical focus on growth and specific market segments. This positioning reflects a concentrated, actively managed approach within its current asset base.
Total AUM
$116.4M
QoQ Performance
+6.6%
Positions
43
Top 10 Concentration
60.1%
Latest Filing
Q4 2025
Top Holdings Allocation
SPYM
ACIO
BKAG
DRSK
VEA
SPYM13.3%
ACIO9.6%
BKAG8.7%
DRSK6.9%
VEA6.3%
DMBS4.5%
ADME3.1%
RSP2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other84.7%
Technology6.9%
Consumer3.5%
Financial2.1%
Real Estate0.7%
Healthcare0.6%
Energy0.5%
Materials0.4%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW2 new positions
↑36 increased
↓13 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024