Lord & Richards Wealth Management, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing details the firm's investment portfolio, managed by Chief Compliance Officer E. Douglas Robinson, who is listed as the authorized signatory.
The report lists a total of 350 equity securities held by the firm. The portfolio is diversified across various sectors, with notable positions including Apple Inc., Amazon.com Inc., and Microsoft Corp. The firm also holds significant stakes in exchange-traded funds (ETFs), such as the Invesco S&P 500 Equal Weight ETF and the Invesco Exchange Traded Fund Trust II Nasdaq 100 ETF.
Specific holdings include 1,613,475 shares of Apple Inc., 1,043,440 shares of Amazon.com Inc., and 593,991 shares of Meta Platforms Inc. Class A. The filing also includes positions in Berkshire Hathaway Inc. Class B New, Eli Lilly & Co., and Chevron Corporation.
Lord & Richards Wealth Management is headquartered at 8744 Kendrick Castillo Way, Suite 100, in Highlands Ranch, Colorado.
