Lord & Richards Wealth Management, LLC
13F Portfolio Filings
Most recent 13F
Q1 2025
Location
Highlands Ranch, CO
CIK
0002045252
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2025
177
88,215
ACIO, BKAG, SPLG, DRSK
13F-HR
5/2/2025
000204525225000003
Q4 2024
65
47,385
SPLG, BKAG, ACIO, DRSK
13F-HR
1/30/2025
000204525225000001