Lord & Richards Wealth Management, LLC reported 55 positions worth $35.86M for the quarter ended Sep 30, 2026, up 33.4% on the prior quarter. It opened 30 new positions, added to 10, trimmed 14 and exited 3. Its largest holding is Nvidia Corp at 10.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAPL Apple Inc. | +4,087 | +151.8% | $1.36M | 6.29% |
| XOM ExxonMobil Holdings Corp | +5,499 | – | $895.04K | 2.5% |
| MU Micron Technology Inc | +765 | – | $814.82K | 2.27% |
| NVDA Nvidia Corp | +3,452 | +25.9% | $788.42K | 10.67% |
| GOOGL Alphabet Inc. | +1,942 | +51.3% | $668.26K | 5.49% |
| NTRS Northern Trust Corp | +3,208 | – | $543.31K | 1.52% |
| DUK Duke Energy CORP | +4,575 | – | $521.60K | 1.45% |
| HPE Hewlett Packard Enterprise Co | +7,513 | – | $480.01K | 1.34% |
| RTX RTX Corp | +2,553 | – | $473.95K | 1.32% |
| URI United Rentals, Inc. | +456 | – | $456.36K | 1.27% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NOW ServiceNow, Inc. | -6,798 | -61.2% | $911.00K | 1.61% |
| CRWD CrowdStrike Holdings, Inc. | -3,344 | -76.3% | $885.33K | 0.768% |
| APH Amphenol Corp | -10.4K | -61.6% | $879.14K | 1.53% |
| CHE Chemed Corp | -1,099 | -61.3% | $554.78K | 0.977% |
| AMD Advanced Micro Devices Inc | -891 | -42.8% | $545.08K | 2.03% |
| MSI Motorola Solutions, Inc. | -1,219 | -100.0% | $506.32K | Exited |
| PGR Progressive Corp | -2,206 | -56.7% | $457.38K | 0.974% |
| PWR Quanta Services, Inc. | -699 | -31.1% | $449.28K | 2.78% |
| FANG Diamondback Energy, Inc. | -2,316 | -58.8% | $425.51K | 0.833% |
| UBER Uber Technologies, Inc | -5,879 | -100.0% | $424.23K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| XOM ExxonMobil Holdings Corp | +5,499 | $895.04K | 2.5% |
| MU Micron Technology Inc | +765 | $814.82K | 2.27% |
| NTRS Northern Trust Corp | +3,208 | $543.31K | 1.52% |
| DUK Duke Energy CORP | +4,575 | $521.60K | 1.45% |
| HPE Hewlett Packard Enterprise Co | +7,513 | $480.01K | 1.34% |
| RTX RTX Corp | +2,553 | $473.95K | 1.32% |
| URI United Rentals, Inc. | +456 | $456.36K | 1.27% |
| LIN Linde Plc | +931 | $441.91K | 1.23% |
| ABBV AbbVie Inc. | +1,613 | $421.94K | 1.18% |
| UNP Union Pacific Corp | +1,546 | $420.75K | 1.17% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 16.8K | $3.83M | 10.67% | +3,452 | +25.9% | Added | 0% |
| 2 | MSFT Microsoft Corp | Technology | 5,406 | $2.77M | 7.73% | -207 | -3.7% | Reduced | 0% |
| 3 | AAPL Apple Inc. | Technology | 6,779 | $2.26M | 6.29% | +4,087 | +151.8% | Added | 0% |
| 4 | GOOGL Alphabet Inc. | Technology | 5,724 | $1.97M | 5.49% | +1,942 | +51.3% | Added | 0% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 5,781 | $1.44M | 4.02% | +213 | +3.8% | Added | 0% |
| 6 | AVGO Broadcom Inc. | Technology | 3,433 | $1.21M | 3.36% | -4 | -0.1% | Reduced | 0% |
| 7 | JPM Jpmorgan Chase & Co | Financial Services | 3,308 | $1.09M | 3.05% | +593 | +21.8% | Added | 0% |
| 8 | V Visa Inc. | Financial Services | 2,806 | $1.01M | 2.81% | -1,157 | -29.2% | Reduced | 0% |
| 9 | PWR Quanta Services, Inc. | Industrials | 1,551 | $996.91K | 2.78% | -699 | -31.1% | Reduced | 0% |
| 10 | LLY ELI LILLY & Co | Healthcare | 822 | $950.97K | 2.65% | +232 | +39.3% | Added | 0% |
| 11 | XOM ExxonMobil Holdings Corp | Energy | 5,499 | $895.04K | 2.5% | +5,499 | – | New | 0% |
| 12 | META Meta Platforms, Inc. | Technology | 1,188 | $861.49K | 2.4% | +449 | +60.8% | Added | 0% |
| 13 | MU Micron Technology Inc | Technology | 765 | $814.82K | 2.27% | +765 | – | New | 0% |
| 14 | AMD Advanced Micro Devices Inc | Technology | 1,192 | $729.22K | 2.03% | -891 | -42.8% | Reduced | 0% |
| 15 | BRK-B Berkshire Hathaway Inc | Financial Services | 1,290 | $642.36K | 1.79% | +123 | +10.5% | Added | 0% |
Tip. Select a row to see that position’s full history at Lord & Richards Wealth Management.
As of its Q3 2026 13F filing, Lord & Richards Wealth Management, LLC’s five largest positions were Nvidia Corp (NVDA) at 10.7%, Microsoft Corp (MSFT) at 7.7%, Apple Inc. (AAPL) at 6.3%, Alphabet Inc. (GOOGL) at 5.5%, Amazon Com Inc (AMZN) at 4.0% of the reported portfolio.
Lord & Richards Wealth Management, LLC reported a 13F portfolio worth $35.86M across 55 positions for Q3 2026. That is up 33.4% from the previous quarter.
Its largest purchases by value were Apple Inc. ($1.36M), ExxonMobil Holdings Corp ($895.04K), Micron Technology Inc ($814.82K). It opened 30 new positions.
Its largest sales by value were ServiceNow, Inc. ($911.00K), CrowdStrike Holdings, Inc. ($885.33K), Amphenol Corp ($879.14K). It exited 3 positions entirely.
From the Form 13F-HR reports Lord & Richards Wealth Management, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.