SEC Form 13F

Lord & Richards Wealth Management, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-22
Reported value$127,771,697
Positions49

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SPDR SERIES TRUSTSPYMST STR P500ETF$18,439,813209,830
ETF SER SOLUTIONSACIOAPTUS COLLRD INV$12,365,934268,008
BNY MELLON ETF TRUSTBKAGCORE BOND ETF$10,712,285255,358
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$8,893,153124,817
ETF SER SOLUTIONSDRSKAPTUS DEFINED$8,581,606298,491
DOUBLELINE ETF TRUSTDMBSMORTGAGE ETF$5,457,365111,171
ETF SER SOLUTIONSADMEAPTUS DRAWDOWN$4,117,80774,000
INVESCO EXCHANGE TRADED FD TRSPS&P500 EQL WGT$3,781,84617,775
ETF SER SOLUTIONSUPSDAPTUS LRG CAP UP$3,225,044114,363
SCHWAB STRATEGIC TRSCHPUS TIPS ETF$3,026,636114,213

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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