Lord & Richards Wealth Management’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Lord & Richards Wealth Management’s Portfolio FRDM Stock Details FRDM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.01M	Sell	28,743 -6,335	-18%	-$433K	1.54%	19
2026 Q2	$2.56M	Buy	35,078 +311	+0.9%	+$20.8K	2%	13
2026 Q1	$1.9M	Sell	34,767 -25	-0.1%	-$1.43K	1.67%	17
2025 Q4	$1.78M	Buy	34,792 +10,976	+46%	+$524K	1.53%	17
2025 Q3	$1.06M	Buy	23,816 +1,866	+9%	+$78.3K	0.97%	33
2025 Q2	$887K	Buy	21,950 +13,052	+147%	+$485K	0.93%	34
2025 Q1	$312K	Buy	+8,898	New	+$310K	0.35%	55

Other funds holding FRDM

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

IPA

Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Yardley Wealth Management Yardley, Pennsylvania $229M AUM 12.49% 1-Year Est. Return

Adamsbrown Wealth Consultants Wichita, Kansas $548M AUM 16.52% 1-Year Est. Return

Lord & Richards Wealth Management's FRDM Position: Q3 2026 in Review

Lord & Richards Wealth Management reduced its Freedom 100 Emerging Markets ETF (FRDM) stake by 18% in Q3 2026, selling an estimated $433K and leaving 28,743 shares worth $2.01M. The position accounts for 1.54% of the portfolio, ranked #19.

Lord & Richards Wealth Management first reported a position in FRDM in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.56M in Q2 2026. 102 funds tracked by Wall St. Rank hold FRDM as of Q3 2026.

Lord & Richards Wealth Management held 28,743 shares of Freedom 100 Emerging Markets ETF worth $2.01M as of Q3 2026.
Lord & Richards Wealth Management sold 6,335 Freedom 100 Emerging Markets ETF shares in Q3 2026, an estimated $433K.
Freedom 100 Emerging Markets ETF made up 1.54% of Lord & Richards Wealth Management's portfolio in Q3 2026, its #19 holding.
Lord & Richards Wealth Management first reported a position in Freedom 100 Emerging Markets ETF in Q1 2025 and has held it in 7 quarters since.
Lord & Richards Wealth Management's Freedom 100 Emerging Markets ETF position peaked at $2.56M in Q2 2026.
102 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q3 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.