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

Latest 13F report
Q3 2025 - Nov 4, 2025
Value $
$109M
Signature - Title
Edmund Douglas Robinson - CCO
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 $109M as of Q3 2025. Top holdings included ACIO, SPLG, BKAG, DRSK, and DMBS.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 51 $109M +$14.1M -$3.74M +$10.4M ACIO, SPLG, BKAG, DRSK, DMBS 13F-HR 11/4/2025, 02:35 PM
Q2 2025 53 $95.7M +$20.5M -$17.9M +$2.6M ACIO, BKAG, SPLG, DRSK, DMBS 13F-HR 8/5/2025, 03:12 PM
Q1 2025 177 $88.2M +$46.6M -$5.19M +$41.4M ACIO, BKAG, SPLG, DRSK, VEA 13F-HR 5/2/2025, 09:36 AM
Q4 2024 65 $47.4M $0 $0 SPLG, BKAG, ACIO, DRSK, VGSH 13F-HR 1/30/2025, 03:15 PM