Lord & Richards Wealth Management, LLC - Portfolio overview

Lord & Richards Wealth Management, LLC has 56 reported holdings in this dataset, with the latest filing dated 2026-04-20.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. DMBS - DOUBLELINE ETF TRUST, 20.68%
2. SCHP - SCHWAB STRATEGIC TR, 11.45%
3. SPLG - SPDR SERIES TRUST, 6.70%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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