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E. Douglas Robinson

Lord & Richards Wealth Management, Llc

Assets Managed
$127.772M
Holdings
49
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
12.1%(2Q avg: 5%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Lord & Richards Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 49 positions.

Assets under management

The assets under management (AUM) of Lord & Richards Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 127.772M in assets, with a quarterly growth rate of 12.1% and a 2-quarter average growth rate of 5%. The portfolio is managed by E. Douglas Robinson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 4.08%
14.44%
$18.44M
209,830 shares@ $87.88 avg price
ACIO
Aptus Collared Investment Op
Recent Activity
Increased 3.27%
9.68%
$12.366M
268,008 shares@ $46.15 avg price
BKAG
Bny Mellon Core Bond Etf
Recent Activity
Increased 6.53%
8.39%
$10.712M
255,358 shares@ $41.96 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 4.11%
6.97%
$8.893M
124,817 shares@ $71.25 avg price
DRSK
Aptus Defined Risk Etf
Recent Activity
Increased 4.03%
6.72%
$8.582M
298,491 shares@ $28.75 avg price
DMBS
Doubleline Mortgage Etf
Recent Activity
Increased 5.93%
4.28%
$5.457M
111,171 shares@ $49.09 avg price
ADME
Aptus Drawdown Managed Equit
Recent Activity
Increased 3.29%
3.23%
$4.118M
74,000 shares@ $55.65 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Increased 5.03%
2.96%
$3.782M
17,775 shares@ $212.77 avg price
UPSD
Aptus Large Cap Upside Etf
Recent Activity
Increased 5.32%
2.53%
$3.225M
114,363 shares@ $28.21 avg price
SCHP
Schwab U.s. Tips Etf
Recent Activity
Increased 5.84%
2.37%
$3.027M
114,213 shares@ $26.5 avg price

1-10 of 49