• 13F History

Lord & Richards Wealth Management, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 30, 2025
Value $
$47.4M
Signature - Title
E Douglas Robinson - Compliance Officer
Location
Highlands Ranch, CO
Summary
This page shows a list of all the recent 13F filings made by Lord & Richards Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Lord & Richards Wealth Management, LLC reported 65 stock holdings with total value $47.4M as of Q4 2024. Top holdings included SPLG, BKAG, ACIO, DRSK, and VGSH.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 65 $47.4M $0 $0 SPLG, BKAG, ACIO, DRSK, VGSH 13F-HR 1/30/2025, 03:15 PM