Q3 2026 13F · SEC CIK 1769288

Atwater Malick LLC

Wealth managerFiled 2026-10-15 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $454.2M
Reported positions: 124
Top holdings a year, 3 yrs: +16.4%
Assets under management: $687.4M

Atwater Malick LLC is a wealth manager that reported 124 positions worth $454.2M in its Q3 2026 13F, filed 2026-10-15. Its largest holdings were Ishares Tr (IVV, 9.4%), Apple Inc (AAPL, 7.4%), Caterpillar Inc (CAT, 6.5%). A portfolio copying its top holdings returned 16.4% a year over the last 3 years, against 22.3% for the S&P 500.

Atwater Malick LLC holdings largest 50 of 124 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Atwater Malick LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
IVVIshares Tr	9.4%	9.2%	55,947	-0.3%	$42.8M
AAPLApple Inc	7.4%	6.4%	101,151	-0.9%	$33.7M
CATCaterpillar Inc	6.5%	8.8%	36,654	-3.2%	$29.7M
GOOGLAlphabet Inc	5.7%	6.0%	75,894	-2.0%	$26.1M
HDVIshares Tr	5.3%	5.1%	869,137	+1.0%	$24.3M
ACWXIshares Tr	4.8%	4.7%	286,121	+0.7%	$21.6M
DGROIshares Tr	4.5%	4.4%	272,999	+3.4%	$20.6M
GSGoldman Sachs Group Inc	4.5%	5.0%	22,475	-1.3%	$20.2M
IWYIshares Tr	3.9%	3.8%	60,092	+1.2%	$17.7M
WMTWalmart Inc	3.5%	3.8%	153,985	-0.3%	$16.0M
WMWaste Mgmt Inc Del	3.2%	3.5%	71,285	-0.2%	$14.5M
MSFTMicrosoft Corp	2.9%	2.1%	25,903	-0.1%	$13.3M
CMICummins Inc	2.2%	3.1%	19,773	-1.6%	$10.2M
MCDMcdonalds Corp	2.2%	2.6%	44,091	-1.6%	$10.2M
AGGIshares Tr	1.9%	1.3%	92,316	+47.6%	$8.7M
JNJJohnson & Johnson	1.6%	1.5%	27,494	-1.0%	$7.3M
GVIIshares Tr	1.6%	0.9%	69,997	+71.6%	$7.2M
DGXQuest Diagnostics Inc	1.5%	1.4%	29,145	-1.4%	$6.8M
KOCoca Cola Co	1.5%	1.4%	78,709	-1.0%	$6.8M
ACWIIshares Tr	1.4%	1.4%	39,575	-0.4%	$6.3M
PGProcter & Gamble Co	1.1%	1.1%	33,723	-3.3%	$4.9M
IWFIshares Tr	1.1%	1.0%	38,168	+0.0%	$4.8M
USXFIshares Tr	1.0%	1.0%	68,225	+0.0%	$4.6M
IWDIshares Tr	0.9%	0.8%	16,348	+6.1%	$4.1M
ICSHIshares Tr	0.8%	0.4%	68,181	+106.4%	$3.4M
DFACDimensional ETF Trust	0.7%	0.7%	71,167	+0.0%	$3.2M
IDVIshares Tr	0.7%	0.6%	74,099	+3.1%	$3.1M
DMXFIshares Tr	0.6%	0.6%	34,843	+0.0%	$2.9M
LOWLowes Cos Inc	0.6%	0.8%	14,706	-7.6%	$2.7M
IJRIshares Tr	0.6%	0.6%	19,917	+0.4%	$2.7M
NVDANvidia Corporation	0.6%	0.5%	11,807	-0.1%	$2.7M
IBMQIshares Tr	0.6%	0.6%	103,577	+1.9%	$2.6M
IBMPIshares Ibonds	0.6%	0.6%	101,793	+2.0%	$2.6M
AOSSmith A O Corp	0.5%	0.6%	43,597	-4.9%	$2.5M
ACNAccenture PLC Ireland	0.5%	0.4%	13,000	-4.2%	$2.4M
IBMOIshares Ibonds	0.5%	0.5%	90,163	+0.0%	$2.3M
NEARIshares U S ETF Tr	0.5%	0.4%	44,503	+14.0%	$2.2M
NVONovo-Nordisk A S	0.5%	0.6%	55,996	-2.9%	$2.1M
IJHIshares Tr	0.4%	0.5%	28,255	+0.0%	$2.0M
IDEVIshares Tr	0.4%	0.4%	22,314	+0.0%	$2.0M
DISDisney Walt Co	0.4%	0.4%	18,420	-3.2%	$1.9M
AMZNAmazon Com Inc	0.4%	0.4%	7,394	+1.2%	$1.8M
RSPInvesco Exchange Traded Fd T	0.4%	0.4%	8,079	+2.4%	$1.7M
IEMGIshares Inc	0.3%	0.3%	19,406	+0.0%	$1.6M
BRK-BBerkshire Hathaway Inc Del	0.3%	0.3%	3,102	-2.1%	$1.5M
DVYEIshares Inc	0.3%	0.3%	43,821	+0.0%	$1.5M
IAUIshares Gold Tr	0.3%	0.3%	15,573	+0.0%	$1.2M
LLYEli Lilly & Co	0.3%	0.3%	1,018	+0.3%	$1.2M
MAMastercard Incorporated	0.3%	0.2%	2,092	-4.6%	$1.2M
CORCencora Inc	0.2%	—	3,691	—	$1.1M

What Atwater Malick LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +13.7% /yr; S&P 500 +11.7%
3 years: +16.4% /yr; S&P 500 +22.3%
5 years: +8.0% /yr; S&P 500 +10.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$454.2M	124
Q2 2026	$459.0M	124
Q1 2026	$370.2M	95
Q4 2025	$362.6M	86
Q3 2025	$344.4M	83
Q2 2025	$315.8M	83
Q1 2025	$295.6M	78
Q4 2024	$298.5M	73
Q3 2024	$310.7M	76
Q2 2024	$290.3M	77
Q1 2024	$283.8M	77
Q4 2023	$255.1M	70

Questions about Atwater Malick LLC's portfolio

What stocks does Atwater Malick LLC own?

Atwater Malick LLC's latest 13F, for Q3 2026 and filed Oct 15, 2026, lists 124 positions worth $454.2M. The largest are Ishares Tr (IVV) at 9.4%, Apple Inc (AAPL) at 7.4%, Caterpillar Inc (CAT) at 6.5%, Alphabet Inc (GOOGL) at 5.7% and Ishares Tr (HDV) at 5.3%.

What did Atwater Malick LLC buy last quarter?

In Q3 2026, Atwater Malick LLC added Ishares Tr (ICSH) (+106.4% shares), Ishares Tr (GVI) (+71.6% shares) and Ishares Tr (AGG) (+47.6% shares), compared with its Q2 2026 filing.

What did Atwater Malick LLC sell last quarter?

In Q3 2026, Atwater Malick LLC cut from its top 50 Packaging Corp Amer (PKG) and Lowes Cos Inc (LOW) (-7.6% shares), compared with its Q2 2026 filing.

How has Atwater Malick LLC's portfolio performed?

A portfolio copying Atwater Malick LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.4% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +13.7% against +11.7%. Over 5 years: +8.0% a year against +10.6%.

When is Atwater Malick LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Atwater Malick LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Atwater Malick LLC manage?

Atwater Malick LLC reported $687.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $454.2M.