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Edmund Douglas Robinson

Lord & Richards Wealth Management, Llc

Assets Managed
$113.988M
Holdings
50
Last Quarter
2026 - Q1
Filed Date
1mo 6d ago
Growth Rate
-2.1%(2Q avg: 2.27%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Lord & Richards Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 50 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 113.988M in assets, with a quarterly growth rate of -2.1% and a 2-quarter average growth rate of 2.27%. The portfolio is managed by Edmund Douglas Robinson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 4.22%
13.54%
$15.431M
201,608 shares@ $76.55 avg price
ACIO
Aptus Collared Investment Op
Recent Activity
Increased 0.98%
9.56%
$10.89M
259,536 shares@ $41.96 avg price
BKAG
Bny Mellon Core Bond Etf
Recent Activity
Increased 0.32%
8.88%
$10.116M
239,716 shares@ $42.21 avg price
DRSK
Aptus Defined Risk Etf
Recent Activity
Increased 1.08%
6.88%
$7.842M
286,935 shares@ $27.33 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 2.28%
6.75%
$7.683M
119,901 shares@ $64.09 avg price
DMBS
Doubleline Mortgage Etf
Recent Activity
Decreased -0.47%
4.55%
$5.183M
104,954 shares@ $49.38 avg price
ADME
Aptus Drawdown Managed Equit
Recent Activity
Increased 0.61%
3.11%
$3.542M
71,648 shares@ $49.43 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Increased 3.96%
2.85%
$3.248M
16,924 shares@ $191.93 avg price
SCHP
Schwab U.s. Tips Etf
Recent Activity
Decreased -0.09%
2.52%
$2.872M
107,918 shares@ $26.62 avg price
UPSD
Aptus Large Cap Upside Etf
Recent Activity
Increased 4.47%
2.43%
$2.769M
108,587 shares@ $25.5 avg price

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