Portfolio (Quarterly) Guide ↗

Lord & Richards Wealth Management, LLC

· CIK 0002045252

13F Portfolio $114M AUM 282 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 2 New 23 Added 17 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	XOM	EXXON MOBIL CORP	Energy	4,980	$599K	0.52%	SOLD
2	LOW	LOWES COS INC	Consumer Cyclical	2,247	$542K	0.47%	SOLD
3	LIN	LINDE PLC	Basic Materials	1,209	$516K	0.44%	SOLD

Sector Allocation

Technology 42.2%

Financial Services 11.6%

Industrials 11.1%

Communication Services 8.9%

Healthcare 7.2%

Consumer Cyclical 7.1%

Consumer Defensive 4.5%

Energy 4.3%

Real Estate 3.2%