13F Filings History of Lord & Richards Wealth Management, LLC

Latest 13F report
Q4 2025 - 15 Jan 2026
Value $
$116,438,960
Signature - Title
Edmund Douglas Robinson - Chief Compliance Officer
Location
Highlands Ranch, CO
Summary
This page shows a list of all the recent 13F filings made by Lord & Richards Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Lord & Richards Wealth Management, LLC reported 51 stock holdings with total value $116,438,960 as of Q4 2025. Top holdings included SPYM, ACIO, BKAG, DRSK, and VEA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 51 $116,438,960 +$19,378,823 -$10,546,035 +$8,832,788 SPYM, ACIO, BKAG, DRSK, VEA 13F-HR 15 Jan 2026, 14:12
Q3 2025 51 $109,199,961 +$14,099,133 -$3,736,369 +$10,362,764 ACIO, SPLG, BKAG, DRSK, DMBS 13F-HR 04 Nov 2025, 14:35
Q2 2025 53 $95,657,087 +$20,544,207 -$17,944,201 +$2,600,006 ACIO, BKAG, SPLG, DRSK, DMBS 13F-HR 05 Aug 2025, 15:12
Q1 2025 177 $88,215,536 +$46,556,223 -$5,185,517 +$41,370,706 ACIO, BKAG, SPLG, DRSK, VEA 13F-HR 02 May 2025, 09:36
Q4 2024 65 $47,385,688 $0 $0 $0 SPLG, BKAG, ACIO, DRSK, VGSH 13F-HR 30 Jan 2025, 15:15