Lord & Richards Wealth Management, LLC

CIK 0002045252 · Q1 2026

13F Equity AUM

$114.0M

-2.1% QoQ

Positions

-1 QoQ

AUM Rank

#9,538

Top 77%

Skill Alpha (FF)

—

Building track record (4q)

Quarters Tracked

~1 years

Portfolio Concentration

Top 5: 45.6%Top 10: 61.0%Top 20: 79.1%

SPYM13.5%

ACIO9.6%

BKAG8.9%

DRSK6.9%

VEA6.7%

DMBS4.5%

ADME3.1%

RSP2.9%

SCHP2.5%

UPSD2.4%

Others (40)39.0%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services76.7%

Technology9.0%

Fund4.4%

Industrials2.4%

Other7.5%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 50Median: 1.05%Avg: 2.00%

0–0.5%

10(4.1%)

0.5–1%

13(9.1%)

1–3%

20(33.6%)

3–5%

2(7.7%)

5%+

5(45.6%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 41Unique: 9vs 20 funds

0.6%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

0.8%

BANK OF AMERICA CORP /DE/

0.8%

0.8%

1.2%

0.9%

VANGUARD CAPITAL MANAGEMENT LLC

0.9%

GEODE CAPITAL MANAGEMENT, LLC

0.9%

VANGUARD PORTFOLIO MANAGEMENT LLC

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New2Increased26Decreased21Exited3

New Positions

BRK/B0.5%

+1K

AMD0.4%

+2K

Increased

SPYM13.5%

+8K(+4%)

UPSD2.4%

+5K(+4%)

APH1.1%

+3K(+57%)

DRSK6.9%

+3K(+1%)

VEA6.7%

+3K(+2%)

ACIO9.6%

+2K(+1%)

IDUB1.5%

+2K(+3%)

DUBS1.4%

+2K(+4%)

OSCV1.9%

+2K(+3%)

MSFT1.8%

+2K(+40%)

Decreased

CPRT0.6%

-12,570(-38%)

PGF1.0%

-6,742(-7%)

GOOGL1.1%

-712(-14%)

PCMM2.0%

-514(-1%)

DMBS4.5%

-505(-0%)

WMT0.9%

-350(-4%)

FANG0.9%

-224(-4%)

NVDA2.2%

-222(-2%)

PWR1.5%

-134(-4%)

SCHP2.5%

-104(-0%)

Exited

XOM

-4,980

LOW

-2,247

LIN

-1,209

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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