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Manager record

Lord & Richards Wealth Management, LLC

Highlands Ranch, CO · CIK 2045252 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$130.94MReported 13F valueQ3 2026 · as filed
350Holdings listed
+2.5%vs prior quartervalue change includes market moves
6Quarters on record
Oct 14Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $95.7M$95.7MQ2 2025353 holdingsQ3 2025: $109.2M$109.2MQ3 2025338 holdingsQ4 2025: $116.4M$116.4MQ4 2025288 holdingsQ1 2026: $114.0M$114.0MQ1 2026282 holdingsQ2 2026: $127.8M$127.8MQ2 2026181 holdingsQ3 2026: $130.9M$130.9MQ3 2026350 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 14 2026 13F-HR · period Q3 2026

$130.94M · 350 holdings listed · View original SEC filing ↗
Jul 21 2026 13F-HR · period Q2 2026

$127.77M · 181 holdings listed · View original SEC filing ↗
Apr 20 2026 13F-HR · period Q1 2026

$113.99M · 282 holdings listed · View original SEC filing ↗
Jan 15 2026 13F-HR · period Q4 2025

$116.44M · 288 holdings listed · View original SEC filing ↗
Nov 04 2025 13F-HR · period Q3 2025

$109.20M · 338 holdings listed · View original SEC filing ↗
Aug 05 2025 13F-HR · period Q2 2025

$95.66M · 353 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 14, 2026 · Change methodology