Lord & Richards Wealth Management, LLC DUBS — ETF SER SOLUTIONS

Ownership history in Lord & Richards Wealth Management, LLC  ·  6 quarters on record

AI Ownership Summary

Lord & Richards Wealth Management, LLC reported ETF SER SOLUTIONS (DUBS) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.43% in 2026 Q1. The latest visible filing shows DUBS at 1.43% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DUBS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lord & Richards Wealth Management, LLC's position in ETF SER SOLUTIONS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DUBS was reported at 1.43% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.43% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DUBS stock page Lord & Richards Wealth Management, LLC fund profile Lord & Richards Wealth Management, LLC full holdings
How Lord & Richards Wealth Management, LLC held DUBS — position size vs. price
% of Fund (quarterly)    DUBS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 45,083 +1,884 +4.4% 1.43% $1.6M 2026-04-20 $39.38
2025 Q4 ADDED — — — 43,199 +14,729 +51.7% 1.40% $1.6M 2026-01-15 $37.88
2025 Q3 ADDED — — — 28,470 +2,395 +9.2% 0.95% $1.0M 2025-11-04 $36.81
2025 Q2 ADDED — — — 26,075 +6,921 +36.1% 0.92% $881K 2025-08-05 $33.75
2025 Q1 ADDED — — — 19,154 +11,405 +147.2% 0.67% $592K 2025-05-02 $30.41
2024 Q4 INITIATED — — — 7,749 — — 0.53% $250K 2025-01-30 $32.41

🏢 Other funds also holding DUBS

As of 2026 Q1 — sorted by position size

Park Place Capital Corp 3Y 3.32% MBE Wealth Management, LLC 3Y 2.13% ONE PLUS ONE WEALTH MANAGEMENT, LLC 3Y 1.18% Cushing Capital Partners, LLC 1.14% Signal Advisors Wealth, LLC 0.51% SILVER OAK SECURITIES, INCORPORATED 3Y 0.37% MORRIS FINANCIAL CONCEPTS, INC. 3Y 0.06% RFG Advisory, LLC 3Y 7Y 0.02% Farther Finance Advisors, LLC 0.0% SIGNATUREFD, LLC 3Y 7Y 0.0%

FAQ About Lord & Richards Wealth Management, LLC and DUBS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Lord & Richards Wealth Management, LLC reported owning DUBS?

Lord & Richards Wealth Management, LLC reported DUBS across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported DUBS position in Lord & Richards Wealth Management, LLC's portfolio?

The largest reported portfolio weight for DUBS was 1.43% in 2026 Q1.

What is the latest reported DUBS position on this page?

The most recent filing on this page is 2026 Q1, when Lord & Richards Wealth Management, LLC reported 45,083 shares, equal to 1.43% of portfolio, with an estimated market value of $1.6M.

What does the chart on this DUBS ownership page compare?

The chart compares Lord & Richards Wealth Management, LLC's quarterly DUBS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Lord & Richards Wealth Management, LLC time their DUBS position?

Based on 13F filing dates vs. subsequent DUBS price moves, Lord & Richards Wealth Management, LLC correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on DUBS relative to SPY over the holding period was +1.9%.

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