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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Lord & Richards Wealth Management, LLC

Quarter ended Q2 2025 · Filed August 5, 2025 · Accession 0002045252-25-000004

Total Value
$95.7M
Positions
353
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (353)

#IssuerTicker / CUSIPSharesValue% of Filing
1ETF SER SOLUTIONS26922A222172,424$7.1M7.46%
2BNY MELLON ETF TRUST09661T602169,176$7.1M7.46%
3SPDR SERIES TRUST78464A85487,977$6.4M6.69%
4ETF SER SOLUTIONS26922A388200,268$5.8M6.02%
5DOUBLELINE ETF TRUST25861R40274,683$3.7M3.83%
6VANGUARD TAX-MANAGED FDS92194385850,638$2.9M3.02%
7ETF SER SOLUTIONS26922A78448,096$2.3M2.42%
8ETF SER SOLUTIONS26922B64280,796$1.8M1.88%
9NVIDIA CORPORATIONNVDA9,578$1.5M1.58%
10MICROSOFT CORPMSFT2,584$1.3M1.34%
11INVESCO EXCHANGE TRADED FD TIVZ6,932$1.3M1.32%
12ETF SER SOLUTIONS26922B44446,379$1.1M1.20%
13AMAZON COM INCAMZN4,976$1.1M1.14%
14QUANTA SVCS INC74762E1022,885$1.1M1.14%
15ISHARES TR46429B7479,898$1.0M1.06%
16SERVICENOW INCNOW970$997,2381.04%
17VISA INCV2,717$964,6711.01%
18COPART INCCPRT19,627$963,0971.01%
19JPMORGAN CHASE & CO.VYLD3,260$945,1070.99%
20INVESCO EXCHANGE TRADED FD TIVZ64,586$911,3110.95%
21ETF SER SOLUTIONS26922A22221,360$884,3040.92%
22AMERICAN TOWER CORP NEW03027X1003,990$881,8700.92%
23DIAMONDBACK ENERGY INCFANG6,362$874,1390.91%
24BROADRIDGE FINL SOLUTIONS IN11133T1033,542$860,8120.90%
25WALMART INCWMT8,788$859,2910.90%
26ROPER TECHNOLOGIES INCROP1,498$849,1260.89%
27VANGUARD SCOTTSDALE FDS92206C84715,117$848,3680.89%
28VANGUARD SCOTTSDALE FDS92206C10214,295$840,2610.88%
29BNY MELLON ETF TRUST09661T60219,735$832,4220.87%
30PROGRESSIVE CORP7433151033,051$814,1900.85%
31ETF SER SOLUTIONS26922A44622,005$794,6010.83%
32SPDR SERIES TRUST78464A85410,862$789,5590.83%
33ETF SER SOLUTIONS26922A38827,429$788,3090.82%
34VANGUARD INDEX FDS9229087513,263$773,2660.81%
35CHEMED CORP NEWCHE1,473$717,2480.75%
36ETF SER SOLUTIONS26922A22216,374$677,8840.71%
37EA SERIES TRUST02072L60716,323$659,4490.69%
38VANGUARD INTL EQUITY INDEX F92204285813,173$651,5370.68%
39ETF SER SOLUTIONS26922B53519,250$650,6500.68%
40ETF SER SOLUTIONS26922B70928,330$630,6260.66%
41SPDR SERIES TRUST78464A8546,750$490,6580.51%
42VANGUARD TAX-MANAGED FDS9219438588,593$489,8870.51%
43NVIDIA CORPORATIONNVDA3,002$474,2860.50%
44INVESCO EXCH TRADED FD TR IIIVZ2,027$460,3320.48%
45ETF SER SOLUTIONS26922A22211,052$457,5530.48%
46DOUBLELINE ETF TRUST25861R4029,160$449,4810.47%
47NVIDIA CORPORATIONNVDA2,703$427,0470.45%
48BNY MELLON ETF TRUST09661T6029,978$420,8720.44%
49ETF SER SOLUTIONS26922A38814,402$413,9130.43%
50NVIDIA CORPORATIONNVDA2,302$363,6930.38%
51BNY MELLON ETF TRUST09661T6027,947$335,2040.35%
52ALPHABET INCGOOG1,889$332,8980.35%
53NVIDIA CORPORATIONNVDA1,967$310,7660.32%
54MICROSOFT CORPMSFT602$299,4410.31%
55MICROSOFT CORPMSFT582$289,4930.30%
56SPDR SERIES TRUST78464A8543,958$287,7070.30%
57ETF SER SOLUTIONS26922A7845,852$282,0660.29%
58PROCTER AND GAMBLE CO7427181091,722$274,3490.29%
59ETF SER SOLUTIONS26922A2226,597$273,1160.29%
60DOUBLELINE ETF TRUST25861R4025,446$267,2350.28%
61MICROSOFT CORPMSFT525$261,1400.27%
62NETFLIX INCNFLX191$255,7740.27%
63WALMART INCWMT2,505$244,9390.26%
64AMAZON COM INCAMZN1,116$244,8390.26%
65ETF SER SOLUTIONS26922A3888,500$244,2900.26%
66ETF SER SOLUTIONS26922A2225,765$238,6710.25%
67QUANTA SVCS INC74762E102631$238,5680.25%
68AMAZON COM INCAMZN1,069$234,5280.25%
69QUANTA SVCS INC74762E102610$230,6290.24%
70VANGUARD TAX-MANAGED FDS9219438583,915$223,1940.23%
71ETF SER SOLUTIONS26922B6429,889$219,8320.23%
72APPLE INCAAPL1,062$217,8910.23%
73VISA INCV604$214,4500.22%
74SERVICENOW INCNOW208$213,8410.22%
75JPMORGAN CHASE & CO.VYLD737$213,6640.22%
76INVESCO EXCHANGE TRADED FD TIVZ1,170$212,6360.22%
77VISA INCV597$211,9650.22%
78SPDR SERIES TRUST78464A8542,912$211,6730.22%
79COPART INCCPRT4,301$211,0500.22%
80ETF SER SOLUTIONS26922A7844,336$208,9950.22%
81MICROSOFT CORPMSFT418$207,9170.22%
82COPART INCCPRT4,100$201,1870.21%
83SERVICENOW INCNOW194$199,4480.21%
84ALPHABET INCGOOG1,125$198,2590.21%
85AMAZON COM INCAMZN855$187,5780.20%
86SPDR SERIES TRUST78468R6632,008$184,1940.19%
87ETF SER SOLUTIONS26922A3886,260$179,9120.19%
88SPDR SERIES TRUST78464A8542,447$177,8510.19%
89QUANTA SVCS INC74762E102447$169,0020.18%
90APPLE INCAAPL815$167,2140.17%
91META PLATFORMS INCMETA219$161,6420.17%
92UBER TECHNOLOGIES INCUBER1,658$154,6910.16%
93JPMORGAN CHASE & CO.VYLD526$152,4930.16%
94SERVICENOW INCNOW148$152,1560.16%
95EXXON MOBIL CORPXOM1,402$151,1660.16%
96ALPHABET INCGOOG854$150,5000.16%
97CROWDSTRIKE HLDGS INCCRWD294$149,7370.16%
98COPART INCCPRT3,049$149,6140.16%
99VISA INCV420$149,1210.16%
100ALPHABET INCGOOG832$146,6230.15%
101ETF SER SOLUTIONS26922B4445,888$145,5660.15%
102SCHWAB STRATEGIC TR8085248705,440$145,1390.15%
103AMERICAN TOWER CORP NEW03027X100649$143,4420.15%
104DIAMONDBACK ENERGY INCFANG1,037$142,4840.15%
105ELI LILLY & COLLY182$141,8740.15%
106NETFLIX INCNFLX104$139,2700.15%
107BROADRIDGE FINL SOLUTIONS IN11133T103571$138,7700.15%
108WALMART INCWMT1,417$138,5540.14%
109ETF SER SOLUTIONS26922A2223,316$137,2820.14%
110MOTOROLA SOLUTIONS INCMSI326$137,0700.14%
111ETF SER SOLUTIONS26922A7842,836$136,6950.14%
112LOWES COS INC548661107612$135,7840.14%
113ROPER TECHNOLOGIES INCROP239$135,4750.14%
114JPMORGAN CHASE & CO.VYLD467$135,3880.14%
115ISHARES TR46429B7471,315$135,3270.14%
116DOUBLELINE ETF TRUST25861R4022,737$134,3050.14%
117LINDE PLCLIN286$134,1850.14%
118INTUITIVE SURGICAL INCISRG244$132,5920.14%
119QUANTA SVCS INC74762E102349$131,9500.14%
120AMERICAN TOWER CORP NEW03027X100595$131,5070.14%
121VANGUARD INDEX FDS922908751554$131,2870.14%
122PROGRESSIVE CORP743315103490$130,7610.14%
123AMAZON COM INCAMZN594$130,3180.14%
124DIAMONDBACK ENERGY INCFANG948$130,2550.14%
125ACCENTURE PLC IRELANDACN435$130,0170.14%
126ETF SER SOLUTIONS26922B6425,844$129,9120.14%
127VANGUARD TAX-MANAGED FDS9219438582,269$129,3560.14%
128BROADRIDGE FINL SOLUTIONS IN11133T103527$128,0770.13%
129AMERICAN TOWER CORP NEW03027X100574$126,8650.13%
130ROPER TECHNOLOGIES INCROP223$126,4050.13%
131PROGRESSIVE CORP743315103472$125,9580.13%
132DIAMONDBACK ENERGY INCFANG916$125,8580.13%
133TESLA INCTSLA394$125,1580.13%
134BROADRIDGE FINL SOLUTIONS IN11133T103508$123,4590.13%
135WALMART INCWMT1,258$123,0070.13%
136ROPER TECHNOLOGIES INCROP214$121,3040.13%
137SERVICENOW INCNOW117$120,2850.13%
138VISA INCV337$119,6520.13%
139DOUBLELINE ETF TRUST25861R4022,424$118,9460.12%
140COPART INCCPRT2,397$117,6210.12%
141PROGRESSIVE CORP743315103437$116,6180.12%
142BNY MELLON ETF TRUST09661T6022,722$114,8140.12%
143CHEMED CORP NEWCHE234$113,9420.12%
144VANGUARD SCOTTSDALE FDS92206C8471,996$112,0160.12%
145INVESCO EXCHANGE TRADED FD TIVZ7,895$111,3980.12%
146VANGUARD INTL EQUITY INDEX F9220428582,228$110,1970.12%
147EA SERIES TRUST02072L6072,727$110,1710.12%
148VANGUARD SCOTTSDALE FDS92206C1021,870$109,9190.11%
149ETF SER SOLUTIONS26922B5353,232$109,2420.11%
150CHEMED CORP NEWCHE221$107,6120.11%
151META PLATFORMS INCMETA145$107,0230.11%
152BNY MELLON ETF TRUST09661T6022,488$104,9440.11%
153UBER TECHNOLOGIES INCUBER1,121$104,5890.11%
154CHEMED CORP NEWCHE212$103,2290.11%
155CROWDSTRIKE HLDGS INCCRWD200$101,8620.11%
156ETF SER SOLUTIONS26922A4462,790$100,7470.11%
157EXXON MOBIL CORPXOM928$100,0380.10%
158APPLE INCAAPL480$98,4820.10%
159VANGUARD TAX-MANAGED FDS9219438581,724$98,2850.10%
160ELI LILLY & COLLY125$97,4410.10%
161MOTOROLA SOLUTIONS INCMSI227$95,4440.10%
162INVESCO EXCHANGE TRADED FD TIVZ524$95,2320.10%
163LINDE PLCLIN201$94,3050.10%
164NETFLIX INCNFLX70$93,7390.10%
165LOWES COS INC548661107422$93,6290.10%
166INTUITIVE SURGICAL INCISRG171$92,9230.10%
167TESLA INCTSLA291$92,4390.10%
168ETF SER SOLUTIONS26922A7841,900$91,5800.10%
169ACCENTURE PLC IRELANDACN302$90,2650.09%
170TESLA INCTSLA277$87,9920.09%
171ETF SER SOLUTIONS26922B4443,542$87,5670.09%
172VANGUARD TAX-MANAGED FDS9219438581,456$83,0070.09%
173ETF SER SOLUTIONS26922A3882,872$82,5410.09%
174META PLATFORMS INCMETA111$81,9280.09%
175UBER TECHNOLOGIES INCUBER862$80,4250.08%
176ETF SER SOLUTIONS26922B7093,613$80,4250.08%
177CROWDSTRIKE HLDGS INCCRWD156$79,4520.08%
178INVESCO EXCH TRADED FD TR IIIVZ348$79,0310.08%
179META PLATFORMS INCMETA106$78,2380.08%
180UBER TECHNOLOGIES INCUBER835$77,9060.08%
181ETF SER SOLUTIONS26922B6423,470$77,1380.08%
182CROWDSTRIKE HLDGS INCCRWD150$76,3970.08%
183NETFLIX INCNFLX57$76,3300.08%
184NETFLIX INCNFLX57$76,3300.08%
185EXXON MOBIL CORPXOM705$75,9990.08%
186VANGUARD SCOTTSDALE FDS92206C1021,274$74,9000.08%
187APPLE INCAAPL364$74,6820.08%
188EXXON MOBIL CORPXOM688$74,1660.08%
189ELI LILLY & COLLY94$73,2760.08%
190ETF SER SOLUTIONS26922A7841,511$72,8300.08%
191MOTOROLA SOLUTIONS INCMSI173$72,7400.08%
192LINDE PLCLIN155$72,7230.08%
193APPLE INCAAPL352$72,2200.08%
194ELI LILLY & COLLY92$71,7170.07%
195MOTOROLA SOLUTIONS INCMSI169$71,0580.07%
196LOWES COS INC548661107320$70,9980.07%
197INTUITIVE SURGICAL INCISRG130$70,6430.07%
198LOWES COS INC548661107310$68,7800.07%
199ACCENTURE PLC IRELANDACN228$68,1470.07%
200LINDE PLCLIN144$67,5620.07%
201INTUITIVE SURGICAL INCISRG124$67,3830.07%
202ACCENTURE PLC IRELANDACN223$66,6520.07%
203ISHARES TR46429B747646$66,4610.07%
204INVESCO EXCHANGE TRADED FD TIVZ4,669$65,8800.07%
205TESLA INCTSLA205$65,1200.07%
206ALPHABET INCGOOG360$63,4430.07%
207ETF SER SOLUTIONS26922A3882,155$61,9350.06%
208ETF SER SOLUTIONS26922A4461,678$60,5930.06%
209VANGUARD INDEX FDS922908751244$57,8230.06%
210ETF SER SOLUTIONS26922B6422,560$56,9090.06%
211VANGUARD SCOTTSDALE FDS92206C8471,001$56,1760.06%
212INVESCO EXCHANGE TRADED FD TIVZ303$55,0670.06%
213VANGUARD SCOTTSDALE FDS92206C102932$54,7830.06%
214DOUBLELINE ETF TRUST25861R4021,077$52,8480.06%
215JPMORGAN CHASE & CO.VYLD182$52,7640.06%
216EA SERIES TRUST02072L6071,248$50,4190.05%
217SPDR SERIES TRUST78468R663549$50,3600.05%
218BROADRIDGE FINL SOLUTIONS IN11133T103206$50,0640.05%
219VANGUARD INTL EQUITY INDEX F9220428581,011$50,0040.05%
220AMERICAN TOWER CORP NEW03027X100226$49,9510.05%
221ETF SER SOLUTIONS26922B5351,474$49,8210.05%
222WALMART INCWMT506$49,4770.05%
223ROPER TECHNOLOGIES INCROP87$49,3150.05%
224ETF SER SOLUTIONS26922B7092,160$48,0820.05%
225ISHARES TR46429B747466$47,9560.05%
226DIAMONDBACK ENERGY INCFANG349$47,9530.05%
227PROGRESSIVE CORP743315103178$47,5010.05%
228ETF SER SOLUTIONS26922A784937$45,1630.05%
229INVESCO EXCHANGE TRADED FD TIVZ233$42,3450.04%
230CHEMED CORP NEWCHE86$41,8760.04%
231DOUBLELINE ETF TRUST25861R402844$41,4150.04%
232VANGUARD SCOTTSDALE FDS92206C847703$39,4520.04%
233ETF SER SOLUTIONS26922B4441,579$39,0370.04%
234ETF SER SOLUTIONS26922B4441,567$38,7400.04%
235NVIDIA CORPORATIONNVDA236$37,2860.04%
236INVESCO EXCHANGE TRADED FD TIVZ201$36,5300.04%
237EXXON MOBIL CORPXOM337$36,3290.04%
238INVESCO EXCH TRADED FD TR IIIVZ155$35,2010.04%
239VANGUARD INDEX FDS922908751148$35,0730.04%
240VANGUARD INTL EQUITY INDEX F922042858709$35,0670.04%
241INVESCO EXCHANGE TRADED FD TIVZ2,381$33,5960.04%
242MICROSOFT CORPMSFT67$33,3260.03%
243ETF SER SOLUTIONS26922B4441,334$32,9800.03%
244ETF SER SOLUTIONS26922A446913$32,9680.03%
245SCHWAB STRATEGIC TR8085248701,221$32,5760.03%
246SPDR SERIES TRUST78464A854428$31,1110.03%
247BNY MELLON ETF TRUST09661T602729$30,7490.03%
248SCHWAB STRATEGIC TR8085248701,147$30,6020.03%
249AMAZON COM INCAMZN139$30,4950.03%
250QUANTA SVCS INC74762E10280$30,2460.03%
251UBER TECHNOLOGIES INCUBER324$30,2290.03%
252SERVICENOW INCNOW29$29,8140.03%
253META PLATFORMS INCMETA40$29,5240.03%
254VISA INCV82$29,1140.03%
255JPMORGAN CHASE & CO.VYLD100$28,9910.03%
256COPART INCCPRT589$28,9020.03%
257INVESCO EXCHANGE TRADED FD TIVZ2,046$28,8690.03%
258TESLA INCTSLA87$27,6360.03%
259CROWDSTRIKE HLDGS INCCRWD54$27,5030.03%
260ETF SER SOLUTIONS26922B535811$27,4120.03%
261AMERICAN TOWER CORP NEW03027X100124$27,4060.03%
262WALMART INCWMT279$27,2810.03%
263BROADRIDGE FINL SOLUTIONS IN11133T103112$27,2190.03%
264LOWES COS INC548661107122$27,0680.03%
265SCHWAB STRATEGIC TR8085248701,012$27,0000.03%
266ETF SER SOLUTIONS26922A446746$26,9380.03%
267ETF SER SOLUTIONS26922B7091,209$26,9120.03%
268MOTOROLA SOLUTIONS INCMSI64$26,9090.03%
269INTUITIVE SURGICAL INCISRG49$26,6270.03%
270VANGUARD INDEX FDS922908751112$26,5420.03%
271ELI LILLY & COLLY34$26,5040.03%
272ACCENTURE PLC IRELANDACN88$26,3020.03%
273PROGRESSIVE CORP74331510398$26,1520.03%
274ROPER TECHNOLOGIES INCROP46$26,0750.03%
275ETF SER SOLUTIONS26922B6421,169$25,9870.03%
276LINDE PLCLIN55$25,8050.03%
277DIAMONDBACK ENERGY INCFANG179$24,5950.03%
278ETF SER SOLUTIONS26922A446636$22,9660.02%
279CHEMED CORP NEWCHE47$22,8860.02%
280VANGUARD INDEX FDS92290875196$22,7500.02%
281EA SERIES TRUST02072L607554$22,3820.02%
282EA SERIES TRUST02072L607553$22,3410.02%
283ETF SER SOLUTIONS26922B535660$22,3080.02%
284VANGUARD INTL EQUITY INDEX F922042858441$21,8120.02%
285ETF SER SOLUTIONS26922B709964$21,4590.02%
286ETF SER SOLUTIONS26922B642887$19,7180.02%
287EA SERIES TRUST02072L607464$18,7460.02%
288ETF SER SOLUTIONS26922B535553$18,6910.02%
289VANGUARD INTL EQUITY INDEX F922042858374$18,4980.02%
290ETF SER SOLUTIONS26922B709816$18,1640.02%
291INVESCO EXCH TRADED FD TR IIIVZ72$16,3510.02%
292ISHARES TR46429B747155$15,9510.02%
293ISHARES TR46429B747148$15,2310.02%
294INVESCO EXCH TRADED FD TR IIIVZ66$14,9890.02%
295MICROSOFT CORPMSFT29$14,4250.02%
296VANGUARD TAX-MANAGED FDS921943858251$14,3100.01%
297INVESCO EXCH TRADED FD TR IIIVZ61$13,8530.01%
298VANGUARD SCOTTSDALE FDS92206C847239$13,4130.01%
299VANGUARD SCOTTSDALE FDS92206C102225$13,2260.01%
300NVIDIA CORPORATIONNVDA83$13,1130.01%
301INVESCO EXCHANGE TRADED FD TIVZ929$13,1080.01%
302SCHWAB STRATEGIC TR808524870477$12,7260.01%
303JPMORGAN CHASE & CO.VYLD43$12,4660.01%
304VANGUARD SCOTTSDALE FDS92206C847220$12,3460.01%
305VANGUARD SCOTTSDALE FDS92206C102207$12,1670.01%
306AMAZON COM INCAMZN54$11,8470.01%
307INVESCO EXCHANGE TRADED FD TIVZ710$10,0180.01%
308QUANTA SVCS INC74762E10225$9,4520.01%
309AMERICAN TOWER CORP NEW03027X10042$9,2830.01%
310BROADRIDGE FINL SOLUTIONS IN11133T10338$9,2350.01%
311WALMART INCWMT94$9,1910.01%
312ROPER TECHNOLOGIES INCROP16$9,0690.01%
313DIAMONDBACK ENERGY INCFANG66$9,0680.01%
314COPART INCCPRT182$8,9310.01%
315VISA INCV25$8,8760.01%
316PROGRESSIVE CORP74331510333$8,8060.01%
317SERVICENOW INCNOW8$8,2250.01%
318CHEMED CORP NEWCHE16$7,7910.01%
319INVESCO EXCHANGE TRADED FD TIVZ34$6,1790.01%
320ETF SER SOLUTIONS26922B444230$5,6860.01%
321ALPHABET INCGOOG32$5,6390.01%
322PROCTER AND GAMBLE CO74271810933$5,2580.01%
323ISHARES TR46429B74740$4,1160.00%
324ETF SER SOLUTIONS26922A446108$3,9000.00%
325VANGUARD SCOTTSDALE FDS92206C10263$3,7030.00%
326VANGUARD SCOTTSDALE FDS92206C84764$3,5920.00%
327VANGUARD INDEX FDS92290875115$3,5550.00%
328APPLE INCAAPL16$3,2830.00%
329EA SERIES TRUST02072L60781$3,2720.00%
330VANGUARD INTL EQUITY INDEX F92204285865$3,2150.00%
331ETF SER SOLUTIONS26922B53595$3,2110.00%
332ETF SER SOLUTIONS26922B709141$3,1390.00%
333META PLATFORMS INCMETA4$2,9520.00%
334MOTOROLA SOLUTIONS INCMSI7$2,9430.00%
335UBER TECHNOLOGIES INCUBER31$2,8920.00%
336APPLE INCAAPL14$2,8720.00%
337LINDE PLCLIN6$2,8150.00%
338EXXON MOBIL CORPXOM26$2,8030.00%
339SCHWAB STRATEGIC TR808524870105$2,8010.00%
340ACCENTURE PLC IRELANDACN9$2,6900.00%
341NETFLIX INCNFLX2$2,6780.00%
342CROWDSTRIKE HLDGS INCCRWD5$2,5470.00%
343TESLA INCTSLA8$2,5410.00%
344LOWES COS INC54866110711$2,4410.00%
345ELI LILLY & COLLY3$2,3390.00%
346ELI LILLY & COLLY3$2,3390.00%
347META PLATFORMS INCMETA3$2,2140.00%
348INTUITIVE SURGICAL INCISRG4$2,1740.00%
349INVESCO EXCH TRADED FD TR IIIVZ9$2,0440.00%
350ALPHABET INCGOOG7$1,2340.00%
351EXXON MOBIL CORPXOM10$1,0780.00%
352UBER TECHNOLOGIES INCUBER6$5600.00%
353PROCTER AND GAMBLE CO7427181093$4780.00%