Long-term investor
Lord & Richards Wealth Management, LLC @lordrichardswealthmanage
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002045252).
Record
- Tracked since 2025-06-30 (445 days), 49 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +5.3% · all +5.3%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPYM · 14.4% · long · since 2025-12-31
- ACIO · 9.7% · long · since 2025-12-31
- BKAG · 8.4% · long · since 2025-12-31
- VEA · 7.0% · long · since 2025-12-31
- DRSK · 6.7% · long · since 2025-12-31
- DMBS · 4.3% · long · since 2025-12-31
- ADME · 3.2% · long · since 2025-12-31
- RSP · 3.0% · long · since 2025-12-31
- UPSD · 2.5% · long · since 2025-12-31
- SCHP · 2.4% · long · since 2025-12-31
- JUCY · 2.2% · long · since 2025-12-31
- NVDA · 2.1% · long · since 2025-12-31