Lord & Richards Wealth Management, LLC

Q2 2025 13F Detailed Holdings

Location
Highlands Ranch, CO
Holdings as of
6/30/2025
Value ($000)
$95,657
Num holdings
353
Date filed
8/5/2025
Form type
13F-HR
Prev filing
5/2/2025
Next filing
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None