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LRWM
Lord & Richards Wealth Management Portfolio holdings
AUM
$128M
1-Year Est. Return
13.67%
This Fund
S&P 500
This Quarter
Est. Return
-2.57%
1 Year Est. Return
+13.67%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$114M
AUM Growth
-$2.45M
(-2.1%)
Cap. Flow
+$1.31M
Cap. Flow
% of AUM
1.15%
Top 10 Holdings %
Top 10 Hldgs %
61.04%
Holding
53
New
2
Increased
26
Reduced
21
Closed
3
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$658K |
| 2 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$652K |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$609K |
| 4 |
Amphenol
APH
|
+$487K |
| 5 |
Advanced Micro Devices
AMD
|
+$486K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
ExxonMobil
XOM
|
+$599K |
| 2 |
Lowe's Companies
LOW
|
+$542K |
| 3 |
Linde
LIN
|
+$516K |
| 4 |
Copart
CPRT
|
+$472K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$224K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 9.01% |
| 2 | Financials | 3% |
| 3 | Industrials | 2.37% |
| 4 | Communication Services | 1.9% |
| 5 | Healthcare | 1.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
Linde
LIN
$226B
| – | – |
-1,209
| Closed | -$516K |
|
|
52
Lowe's Companies
LOW
$125B
| – | – |
-2,247
| Closed | -$542K |
|
|
53
ExxonMobil
XOM
$634B
| – | – |
-4,980
| Closed | -$599K |
|
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Lord & Richards Wealth Management's Q1 2026 Portfolio in Review
As of Q1 2026, Lord & Richards Wealth Management held 53 positions worth $114M, down 2.1% from $116M the previous quarter. Its ten largest holdings account for 61% of the portfolio.
Lord & Richards Wealth Management's Q1 2026 filing shows 2 new, 26 increased, 21 reduced and 3 closed positions. Its largest new stake was Berkshire Hathaway Class B: 1,241 shares worth $595K. The largest sale was ExxonMobil, an estimated $599K.
By sector, the portfolio is most concentrated in Technology at 9% of assets, up from 8.8% a quarter earlier, followed by Financials and Industrials.
- Lord & Richards Wealth Management's largest Q1 2026 buy was Berkshire Hathaway Class B: 1,241 shares worth $595K.
- Lord & Richards Wealth Management added most to Microsoft in Q1 2026, an estimated $658K increase.
- Lord & Richards Wealth Management's biggest Q1 2026 reduction was Copart, cutting an estimated $472K.
- Lord & Richards Wealth Management fully exited ExxonMobil in Q1 2026, selling an estimated $599K.
- Lord & Richards Wealth Management's ten largest holdings make up 61% of its $114M portfolio in Q1 2026.
- Lord & Richards Wealth Management opened 2 new positions and closed 3 in Q1 2026.
- Lord & Richards Wealth Management's portfolio value fell 2.1% quarter-over-quarter to $114M.
Based on Lord & Richards Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.