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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 Q3 2025 · Filed November 4, 2025 · Accession 0002045252-25-000006

Total Value
$109.2M
Positions
338
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (338)

#IssuerTicker / CUSIPSharesValue% of Filing
1ETF SER SOLUTIONS26922A222168,616$7.3M6.71%
2BNY MELLON ETF TRUST09661T602170,972$7.3M6.67%
3SPDR SERIES TRUST78464A85487,029$6.8M6.24%
4ETF SER SOLUTIONS26922A388197,959$5.7M5.23%
5DOUBLELINE ETF TRUST25861R40273,436$3.6M3.34%
6VANGUARD TAX-MANAGED FDS92194385851,195$3.1M2.81%
7ETF SER SOLUTIONS26922A78447,310$2.4M2.21%
8SCHWAB STRATEGIC TR80852487075,032$2.0M1.85%
9ETF SER SOLUTIONS26922B64280,391$1.8M1.64%
10NVIDIA CORPORATIONNVDA7,268$1.4M1.24%
11INVESCO EXCHANGE TRADED FD TIVZ7,016$1.3M1.22%
12ETF SER SOLUTIONS26922A22230,356$1.3M1.21%
13SPDR SERIES TRUST78464A85416,456$1.3M1.18%
14ETF SER SOLUTIONS26922B44446,579$1.2M1.14%
15BONDBLOXX ETF TRUST09789C67123,510$1.2M1.09%
16MICROSOFT CORPMSFT2,281$1.2M1.08%
17QUANTA SVCS INC74762E1022,596$1.1M0.99%
18SERVICENOW INCNOW1,142$1.1M0.96%
19VISA INCV3,007$1.0M0.94%
20BNY MELLON ETF TRUST09661T60224,035$1.0M0.94%
21AMAZON COM INCAMZN4,562$1.0M0.92%
22COPART INCCPRT21,617$972,1160.89%
23ETF SER SOLUTIONS26922A38832,429$934,9370.86%
24JPMORGAN CHASE & CO.VYLD2,936$926,1020.85%
25INVESCO EXCHANGE TRADED FD TIVZ63,197$923,9420.85%
26DIAMONDBACK ENERGY INCFANG6,241$893,0870.82%
27PROGRESSIVE CORP7433151033,576$883,0930.81%
28CHEMED CORP NEWCHE1,948$872,1980.80%
29VANGUARD SCOTTSDALE FDS92206C84715,253$867,2900.79%
30WALMART INCWMT8,351$860,6540.79%
31ETF SER SOLUTIONS26922A44622,260$850,9990.78%
32VANGUARD INDEX FDS9229087513,268$830,9870.76%
33ROPER TECHNOLOGIES INCROP1,649$822,3400.75%
34AMERICAN TOWER CORP NEW03027X1004,250$817,3600.75%
35BROADRIDGE FINL SOLUTIONS IN11133T1033,322$791,2010.72%
36ETF SER SOLUTIONS26922A22218,174$789,2910.72%
37SPDR SERIES TRUST78464A8549,894$775,0970.71%
38EA SERIES TRUST02072L60716,312$722,7700.66%
39VANGUARD INTL EQUITY INDEX F92204285813,166$713,3500.65%
40ETF SER SOLUTIONS26922B53519,360$707,6050.65%
41ETF SER SOLUTIONS26922B70928,939$681,5150.62%
42DOUBLELINE ETF TRUST25861R40212,169$604,5560.55%
43NVIDIA CORPORATIONNVDA3,216$600,0410.55%
44VANGUARD TAX-MANAGED FDS9219438589,998$599,0800.55%
45ETF SER SOLUTIONS26922A22212,240$531,5920.49%
46BNY MELLON ETF TRUST09661T60212,411$528,7090.48%
47NVIDIA CORPORATIONNVDA2,801$522,6110.48%
48MICROSOFT CORPMSFT976$505,5190.46%
49INVESCO EXCH TRADED FD TR IIIVZ2,021$499,4320.46%
50ETF SER SOLUTIONS26922A38816,684$480,9880.44%
51BNY MELLON ETF TRUST09661T60210,665$454,3290.42%
52WALMART INCWMT4,316$444,8070.41%
53JPMORGAN CHASE & CO.VYLD1,404$442,8640.41%
54NVIDIA CORPORATIONNVDA2,209$412,1550.38%
55ETF SER SOLUTIONS26922A7848,064$411,8030.38%
56SPDR SERIES TRUST78464A8545,256$411,7300.38%
57ALPHABET INCGOOG1,660$403,5460.37%
58ETF SER SOLUTIONS26922A2229,271$402,6420.37%
59QUANTA SVCS INC74762E102961$398,2580.36%
60SERVICENOW INCNOW422$388,3580.36%
61VISA INCV1,120$382,3460.35%
62COPART INCCPRT8,167$367,2700.34%
63BONDBLOXX ETF TRUST09789C6717,198$364,0030.33%
64SPDR SERIES TRUST78464A8544,469$350,0770.32%
65PROGRESSIVE CORP7433151031,417$349,9280.32%
66SPDR SERIES TRUST78464A8544,317$338,1820.31%
67ROPER TECHNOLOGIES INCROP667$332,6260.30%
68ETF SER SOLUTIONS26922A38811,516$332,0110.30%
69SCHWAB STRATEGIC TR80852487012,249$330,1110.30%
70VANGUARD TAX-MANAGED FDS9219438585,505$329,8600.30%
71AMERICAN TOWER CORP NEW03027X1001,712$329,2520.30%
72BROADRIDGE FINL SOLUTIONS IN11133T1031,348$321,0530.29%
73AMAZON COM INCAMZN1,438$315,7420.29%
74MICROSOFT CORPMSFT607$314,3960.29%
75DOUBLELINE ETF TRUST25861R4026,260$310,9970.28%
76ETF SER SOLUTIONS26922B64213,313$296,6710.27%
77DIAMONDBACK ENERGY INCFANG2,034$291,0650.27%
78ALPHABET INCGOOG1,188$288,8030.26%
79NVIDIA CORPORATIONNVDA1,535$286,4000.26%
80CHEMED CORP NEWCHE637$285,2100.26%
81MICROSOFT CORPMSFT548$283,8370.26%
82QUANTA SVCS INC74762E102636$263,5710.24%
83QUANTA SVCS INC74762E102633$262,3280.24%
84AMAZON COM INCAMZN1,191$261,5080.24%
85SERVICENOW INCNOW284$261,3600.24%
86INVESCO EXCHANGE TRADED FD TIVZ1,371$260,0790.24%
87SERVICENOW INCNOW274$252,1570.23%
88VISA INCV738$251,9380.23%
89ETF SER SOLUTIONS26922A7844,872$248,7990.23%
90BONDBLOXX ETF TRUST09789C6714,862$245,8710.23%
91VISA INCV718$245,1110.22%
92AMAZON COM INCAMZN1,106$242,8440.22%
93COPART INCCPRT5,303$238,4760.22%
94ETF SER SOLUTIONS26922B4448,939$238,3610.22%
95COPART INCCPRT5,102$229,4370.21%
96BONDBLOXX ETF TRUST09789C6714,479$226,5030.21%
97ETF SER SOLUTIONS26922A2225,123$222,4990.20%
98ETF SER SOLUTIONS26922A3887,348$211,8560.19%
99BNY MELLON ETF TRUST09661T6024,692$199,8790.18%
100MICROSOFT CORPMSFT383$198,3750.18%
101VANGUARD TAX-MANAGED FDS9219438583,272$196,0580.18%
102ETF SER SOLUTIONS26922A2224,456$193,5300.18%
103TESLA INCTSLA434$193,0080.18%
104DOUBLELINE ETF TRUST25861R4023,830$190,2740.17%
105ALPHABET INCGOOG760$184,7560.17%
106ALPHABET INCGOOG759$184,5130.17%
107META PLATFORMS INCMETA250$183,5950.17%
108PALANTIR TECHNOLOGIES INCPLTR1,000$182,4200.17%
109JPMORGAN CHASE & CO.VYLD576$181,6880.17%
110APPLE INCAAPL713$181,5510.17%
111DIAMONDBACK ENERGY INCFANG1,222$174,8680.16%
112PROGRESSIVE CORP743315103708$174,8410.16%
113CHEMED CORP NEWCHE387$173,2750.16%
114APPLE INCAAPL670$170,6060.16%
115WALMART INCWMT1,644$169,4310.16%
116ELI LILLY & COLLY222$169,3860.16%
117SCHWAB STRATEGIC TR8085248706,281$169,2730.16%
118ETF SER SOLUTIONS26922A7843,272$167,0890.15%
119ETF SER SOLUTIONS26922A4464,327$165,4180.15%
120ROPER TECHNOLOGIES INCROP326$162,5730.15%
121AMERICAN TOWER CORP NEW03027X100835$160,5870.15%
122VANGUARD TAX-MANAGED FDS9219438582,677$160,4060.15%
123VANGUARD INDEX FDS922908751630$160,1960.15%
124EXXON MOBIL CORPXOM1,407$158,6620.15%
125UBER TECHNOLOGIES INCUBER1,617$158,4170.15%
126VANGUARD TAX-MANAGED FDS9219438582,619$156,9300.14%
127BNY MELLON ETF TRUST09661T6023,680$156,7680.14%
128CROWDSTRIKE HLDGS INCCRWD319$156,4310.14%
129BROADRIDGE FINL SOLUTIONS IN11133T103652$155,2870.14%
130ETF SER SOLUTIONS26922B6426,840$152,4360.14%
131ACCENTURE PLC IRELANDACN618$152,3990.14%
132INVESCO EXCHANGE TRADED FD TIVZ10,341$151,1850.14%
133LOWES COS INC548661107594$149,2970.14%
134TESLA INCTSLA333$148,0920.14%
135LINDE PLCLIN308$146,3000.13%
136INVESCO EXCHANGE TRADED FD TIVZ771$146,2590.13%
137MOTOROLA SOLUTIONS INCMSI308$140,8560.13%
138APPLE INCAAPL549$139,7920.13%
139JPMORGAN CHASE & CO.VYLD443$139,7350.13%
140DOUBLELINE ETF TRUST25861R4022,790$138,6070.13%
141EA SERIES TRUST02072L6073,101$137,3950.13%
142INTUITIVE SURGICAL INCISRG307$137,3000.13%
143VANGUARD INTL EQUITY INDEX F9220428582,528$136,9670.13%
144ETF SER SOLUTIONS26922B4445,107$136,1710.12%
145ETF SER SOLUTIONS26922B5353,715$135,7790.12%
146ETF SER SOLUTIONS26922A7842,658$135,7090.12%
147NETFLIX INCNFLX112$134,2790.12%
148DIAMONDBACK ENERGY INCFANG938$134,2280.12%
149ETF SER SOLUTIONS26922B7095,670$133,5240.12%
150PROGRESSIVE CORP743315103540$133,3530.12%
151QUANTA SVCS INC74762E102318$131,7860.12%
152CHEMED CORP NEWCHE294$131,6360.12%
153META PLATFORMS INCMETA179$131,4540.12%
154SERVICENOW INCNOW142$130,6800.12%
155WALMART INCWMT1,250$128,8250.12%
156ETF SER SOLUTIONS26922A3884,433$127,8070.12%
157CROWDSTRIKE HLDGS INCCRWD258$126,5180.12%
158ROPER TECHNOLOGIES INCROP251$125,1710.11%
159VISA INCV366$124,9450.11%
160UBER TECHNOLOGIES INCUBER1,270$124,4220.11%
161ELI LILLY & COLLY163$124,3690.11%
162AMERICAN TOWER CORP NEW03027X100637$122,5080.11%
163AMAZON COM INCAMZN553$121,4220.11%
164VANGUARD SCOTTSDALE FDS92206C8472,126$120,8840.11%
165COPART INCCPRT2,659$119,5750.11%
166LOWES COS INC548661107470$118,1160.11%
167BROADRIDGE FINL SOLUTIONS IN11133T103493$117,4180.11%
168EXXON MOBIL CORPXOM1,035$116,6960.11%
169MOTOROLA SOLUTIONS INCMSI253$115,6940.11%
170LINDE PLCLIN243$115,4250.11%
171BONDBLOXX ETF TRUST09789C6712,198$111,1530.10%
172ACCENTURE PLC IRELANDACN436$107,5180.10%
173SCHWAB STRATEGIC TR8085248703,975$107,1260.10%
174NETFLIX INCNFLX89$106,7040.10%
175ETF SER SOLUTIONS26922B6424,713$105,0330.10%
176INTUITIVE SURGICAL INCISRG231$103,3100.09%
177TESLA INCTSLA231$102,7300.09%
178TESLA INCTSLA228$101,3960.09%
179INVESCO EXCH TRADED FD TR IIIVZ396$97,8600.09%
180ETF SER SOLUTIONS26922A4462,435$93,1050.09%
181ELI LILLY & COLLY119$90,7970.08%
182VANGUARD INDEX FDS922908751353$89,7610.08%
183ELI LILLY & COLLY117$89,2710.08%
184CROWDSTRIKE HLDGS INCCRWD178$87,2880.08%
185APPLE INCAAPL342$87,0830.08%
186CROWDSTRIKE HLDGS INCCRWD175$85,8170.08%
187APPLE INCAAPL335$85,3010.08%
188INVESCO EXCHANGE TRADED FD TIVZ441$83,6580.08%
189UBER TECHNOLOGIES INCUBER841$82,3930.08%
190EXXON MOBIL CORPXOM729$82,1950.08%
191UBER TECHNOLOGIES INCUBER838$82,0990.08%
192DOUBLELINE ETF TRUST25861R4021,650$81,9720.08%
193ALPHABET INCGOOG337$81,9250.08%
194EXXON MOBIL CORPXOM726$81,8570.07%
195ACCENTURE PLC IRELANDACN323$79,6520.07%
196LOWES COS INC548661107316$79,4140.07%
197LOWES COS INC548661107316$79,4140.07%
198ACCENTURE PLC IRELANDACN322$79,4050.07%
199EA SERIES TRUST02072L6071,788$79,2100.07%
200INVESCO EXCHANGE TRADED FD TIVZ5,316$77,7200.07%
201ETF SER SOLUTIONS26922B5352,124$77,6140.07%
202LINDE PLCLIN163$77,4250.07%
203LINDE PLCLIN161$76,4750.07%
204VANGUARD INTL EQUITY INDEX F9220428581,400$75,8520.07%
205NETFLIX INCNFLX63$75,5320.07%
206ETF SER SOLUTIONS26922B7093,188$75,0820.07%
207MOTOROLA SOLUTIONS INCMSI164$74,9960.07%
208MOTOROLA SOLUTIONS INCMSI162$74,0810.07%
209SCHWAB STRATEGIC TR8085248702,728$73,5200.07%
210ETF SER SOLUTIONS26922A7841,423$72,6640.07%
211INTUITIVE SURGICAL INCISRG162$72,4510.07%
212META PLATFORMS INCMETA98$71,9690.07%
213INTUITIVE SURGICAL INCISRG160$71,5570.07%
214INVESCO EXCHANGE TRADED FD TIVZ363$68,8610.06%
215INVESCO EXCHANGE TRADED FD TIVZ363$68,8610.06%
216VANGUARD SCOTTSDALE FDS92206C8471,200$68,2320.06%
217ETF SER SOLUTIONS26922B6423,027$67,4630.06%
218NETFLIX INCNFLX55$65,9410.06%
219ETF SER SOLUTIONS26922B4442,448$65,2810.06%
220ETF SER SOLUTIONS26922B4442,430$64,7930.06%
221META PLATFORMS INCMETA88$64,6250.06%
222ETF SER SOLUTIONS26922B4442,352$62,7170.06%
223ETF SER SOLUTIONS26922A7841,180$60,2360.06%
224NVIDIA CORPORATIONNVDA315$58,7730.05%
225INVESCO EXCH TRADED FD TR IIIVZ225$55,6020.05%
226VANGUARD SCOTTSDALE FDS92206C847944$53,6760.05%
227VANGUARD INDEX FDS922908751208$52,8900.05%
228VANGUARD INTL EQUITY INDEX F922042858957$51,8500.05%
229ETF SER SOLUTIONS26922A4461,350$51,5950.05%
230ETF SER SOLUTIONS26922A3881,783$51,4050.05%
231BONDBLOXX ETF TRUST09789C671997$50,4180.05%
232JPMORGAN CHASE & CO.VYLD155$48,8920.04%
233MICROSOFT CORPMSFT94$48,6870.04%
234TESLA INCTSLA109$48,4740.04%
235INVESCO EXCHANGE TRADED FD TIVZ3,308$48,3630.04%
236DIAMONDBACK ENERGY INCFANG335$47,9390.04%
237PROGRESSIVE CORP743315103193$47,6610.04%
238WALMART INCWMT453$46,6860.04%
239SCHWAB STRATEGIC TR8085248701,729$46,5970.04%
240CHEMED CORP NEWCHE104$46,5650.04%
241QUANTA SVCS INC74762E102109$45,1720.04%
242AMERICAN TOWER CORP NEW03027X100234$45,0030.04%
243ROPER TECHNOLOGIES INCROP90$44,8820.04%
244ETF SER SOLUTIONS26922A4461,157$44,2430.04%
245BROADRIDGE FINL SOLUTIONS IN11133T103185$44,0610.04%
246ETF SER SOLUTIONS26922A4461,139$43,5620.04%
247VANGUARD INDEX FDS922908751170$43,2280.04%
248ETF SER SOLUTIONS26922B5351,180$43,1120.04%
249VANGUARD INDEX FDS922908751167$42,4650.04%
250ETF SER SOLUTIONS26922B7091,798$42,3440.04%
251EXXON MOBIL CORPXOM368$41,4920.04%
252SERVICENOW INCNOW45$41,4130.04%
253VISA INCV121$41,3070.04%
254AMAZON COM INCAMZN184$40,4010.04%
255ETF SER SOLUTIONS26922B6421,810$40,3380.04%
256COPART INCCPRT858$38,5840.04%
257EA SERIES TRUST02072L607865$38,3370.04%
258CROWDSTRIKE HLDGS INCCRWD78$38,2500.04%
259EA SERIES TRUST02072L607848$37,5680.03%
260UBER TECHNOLOGIES INCUBER381$37,3270.03%
261ETF SER SOLUTIONS26922B5351,013$37,0300.03%
262VANGUARD INTL EQUITY INDEX F922042858681$36,8970.03%
263ELI LILLY & COLLY48$36,6240.03%
264EA SERIES TRUST02072L607818$36,2440.03%
265BNY MELLON ETF TRUST09661T602850$36,2100.03%
266ETF SER SOLUTIONS26922B535977$35,7210.03%
267ETF SER SOLUTIONS26922B7091,516$35,7130.03%
268VANGUARD INTL EQUITY INDEX F922042858659$35,7050.03%
269JPMORGAN CHASE & CO.VYLD112$35,3280.03%
270ACCENTURE PLC IRELANDACN143$35,2640.03%
271LOWES COS INC548661107140$35,1830.03%
272ETF SER SOLUTIONS26922B7091,488$35,0520.03%
273SPDR SERIES TRUST78464A854444$34,8110.03%
274INVESCO EXCHANGE TRADED FD TIVZ2,355$34,4300.03%
275DOUBLELINE ETF TRUST25861R402692$34,3790.03%
276MOTOROLA SOLUTIONS INCMSI75$34,2970.03%
277WALMART INCWMT332$34,2160.03%
278LINDE PLCLIN71$33,7250.03%
279DIAMONDBACK ENERGY INCFANG235$33,6290.03%
280PROGRESSIVE CORP743315103136$33,5850.03%
281CHEMED CORP NEWCHE74$33,1330.03%
282INTUITIVE SURGICAL INCISRG74$33,0950.03%
283META PLATFORMS INCMETA44$32,3130.03%
284AMERICAN TOWER CORP NEW03027X100164$31,5400.03%
285ROPER TECHNOLOGIES INCROP63$31,4170.03%
286BROADRIDGE FINL SOLUTIONS IN11133T103130$30,9620.03%
287NETFLIX INCNFLX24$28,7740.03%
288INVESCO EXCH TRADED FD TR IIIVZ107$26,4420.02%
289INVESCO EXCH TRADED FD TR IIIVZ106$26,1950.02%
290INVESCO EXCH TRADED FD TR IIIVZ104$25,7000.02%
291VANGUARD SCOTTSDALE FDS92206C847413$23,4830.02%
292BONDBLOXX ETF TRUST09789C671429$21,6950.02%
293INVESCO EXCHANGE TRADED FD TIVZ1,407$20,5700.02%
294VANGUARD SCOTTSDALE FDS92206C847327$18,5930.02%
295ALPHABET INCGOOG76$18,4760.02%
296PALANTIR TECHNOLOGIES INCPLTR100$18,2420.02%
297SCHWAB STRATEGIC TR808524870662$17,8410.02%
298ETF SER SOLUTIONS26922B642754$16,8030.02%
299VANGUARD TAX-MANAGED FDS921943858274$16,4180.02%
300JPMORGAN CHASE & CO.VYLD50$15,7720.01%
301QUANTA SVCS INC74762E10238$15,7480.01%
302SERVICENOW INCNOW17$15,6450.01%
303DIAMONDBACK ENERGY INCFANG107$15,3120.01%
304NVIDIA CORPORATIONNVDA82$15,3000.01%
305PROGRESSIVE CORP74331510361$15,0640.01%
306VISA INCV44$15,0210.01%
307CHEMED CORP NEWCHE33$14,7750.01%
308WALMART INCWMT143$14,7380.01%
309MICROSOFT CORPMSFT28$14,5030.01%
310AMAZON COM INCAMZN66$14,4920.01%
311COPART INCCPRT310$13,9410.01%
312AMERICAN TOWER CORP NEW03027X10072$13,8470.01%
313BROADRIDGE FINL SOLUTIONS IN11133T10357$13,5760.01%
314ROPER TECHNOLOGIES INCROP27$13,4650.01%
315TESLA INCTSLA23$10,2290.01%
316CROWDSTRIKE HLDGS INCCRWD19$9,3170.01%
317APPLE INCAAPL34$8,6570.01%
318ELI LILLY & COLLY11$8,3930.01%
319INVESCO EXCHANGE TRADED FD TIVZ571$8,3480.01%
320UBER TECHNOLOGIES INCUBER83$8,1320.01%
321EXXON MOBIL CORPXOM71$8,0050.01%
322ACCENTURE PLC IRELANDACN32$7,8910.01%
323INTUITIVE SURGICAL INCISRG17$7,6030.01%
324LINDE PLCLIN16$7,6000.01%
325LOWES COS INC54866110730$7,5390.01%
326MOTOROLA SOLUTIONS INCMSI16$7,3170.01%
327NETFLIX INCNFLX6$7,1940.01%
328INVESCO EXCHANGE TRADED FD TIVZ36$6,8290.01%
329META PLATFORMS INCMETA9$6,6090.01%
330ETF SER SOLUTIONS26922B444243$6,4910.01%
331ETF SER SOLUTIONS26922A446119$4,5630.00%
332VANGUARD SCOTTSDALE FDS92206C84774$4,2080.00%
333VANGUARD INDEX FDS92290875116$4,0680.00%
334EA SERIES TRUST02072L60784$3,7400.00%
335ETF SER SOLUTIONS26922B709158$3,7200.00%
336ETF SER SOLUTIONS26922B535101$3,6750.00%
337VANGUARD INTL EQUITY INDEX F92204285867$3,6300.00%
338INVESCO EXCH TRADED FD TR IIIVZ10$2,4710.00%