Q3 2026 13F · SEC CIK 1044929

Atwood & Palmer Inc

Wealth managerFiled 2026-10-08 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.9B
Reported positions: 496
Top holdings a year, 3 yrs: +18.2%
Assets under management: $2.0B

Atwood & Palmer Inc is a wealth manager that reported 496 positions worth $1.9B in its Q3 2026 13F, filed 2026-10-08. Its largest holdings were Alphabet Inc (GOOG, 4.1%), Palantir Technologies Inc (PLTR, 4.1%), Avantis International Equity ETF (AVDE, 3.7%). A portfolio copying its top holdings returned 18.2% a year over the last 3 years, against 22.3% for the S&P 500.

Atwood & Palmer Inc holdings largest 50 of 496 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.

Atwood & Palmer Inc 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
GOOGAlphabet Inc	4.1%	4.5%	237,063	+0.2%	$80.8M
PLTRPalantir Technologies Inc	4.1%	2.7%	428,247	-1.8%	$80.1M
AVDEAvantis International Equity ETF	3.7%	3.7%	789,054	+2.3%	$71.1M
AVEMAmerican Centy ETF Tr	3.3%	3.5%	683,140	+1.3%	$64.2M
SHYIshares Tr	3.2%	3.2%	766,834	+4.7%	$62.3M
JAAAJanus Detroit Str Tr	3.2%	3.2%	1,224,066	+4.6%	$61.8M
JEMBJanus Detroit Str Tr	3.1%	3.3%	1,195,708	+2.5%	$61.0M
URIUnited Rentals Inc	3.0%	3.5%	57,475	-2.0%	$57.5M
CSCOCisco Sys Inc	2.7%	3.2%	496,901	-1.9%	$53.5M
GILDGilead Sciences Inc	2.7%	2.4%	351,309	+0.3%	$52.4M
ABBVAbbvie Inc	2.6%	2.6%	194,803	-0.5%	$51.0M
PSQOPalmer Square Funds Tr	2.3%	2.3%	2,153,188	+5.1%	$44.3M
AAPLApple Inc	2.2%	2.0%	126,960	-0.1%	$42.3M
FITBFifth Third Bancorp	2.1%	2.5%	826,018	-1.5%	$41.8M
AVIVAmerican Centy ETF Tr	2.1%	2.1%	520,568	+2.4%	$41.5M
TMOThermo Fisher Scientific Inc	2.0%	1.5%	58,434	+6.7%	$39.4M
BBBIBondbloxx ETF Trust	2.0%	2.2%	802,739	+2.3%	$39.1M
AMPAmeriprise Finl Inc	1.9%	1.9%	76,665	-0.8%	$37.7M
JSIJanus Detroit Str Tr	1.9%	2.0%	755,491	+5.5%	$37.7M
NVDANvidia Corporation	1.8%	1.6%	153,289	+1.1%	$35.0M
LMTLockheed Martin Corp	1.8%	1.8%	67,821	-0.3%	$34.5M
UTHRUnited Therapeutics Corp Del	1.7%	1.8%	60,976	-0.8%	$33.0M
MAMastercard Incorporated	1.7%	1.6%	59,832	+0.2%	$33.0M
GNRCGenerac Hldgs Inc	1.7%	2.5%	157,889	+0.0%	$32.7M
LDOSLeidos Holdings Inc	1.7%	1.4%	267,358	+3.2%	$32.6M
DHID R Horton Inc	1.7%	2.1%	238,167	+0.1%	$32.5M
REGNRegeneron Pharmaceuticals	1.7%	1.4%	42,454	+0.3%	$32.2M
MELIMercadolibre Inc	1.6%	1.7%	18,518	+0.3%	$32.0M
AVDVAmerican Centy ETF Tr	1.6%	1.5%	285,145	+2.3%	$31.2M
GSGoldman Sachs Group Inc	1.5%	1.8%	33,230	-0.6%	$29.9M
VRTXVertex Pharmaceuticals Inc	1.5%	1.5%	56,545	+0.3%	$29.6M
TPYPTortoise North	1.4%	1.5%	679,046	+1.3%	$27.1M
WMTWalmart Inc	1.3%	1.5%	251,626	-1.1%	$26.1M
GRMNGarmin Ltd	1.3%	1.2%	91,081	-1.5%	$26.1M
NOKNokia Corp	1.3%	1.7%	2,470,183	+0.5%	$25.0M
XBBBondbloxx ETF Trust	1.1%	1.1%	523,438	+3.2%	$20.7M
CDWCdw Corp/de	1.0%	1.2%	158,232	+0.2%	$20.3M
SHYGIshares Tr	1.0%	1.1%	473,032	+1.6%	$19.5M
IBTJIshares Ibonds Dec 2029 Term Treasury Et	1.0%	1.1%	913,459	-4.7%	$19.4M
IBTIIshares Ibonds Dec 2028 Term Treasury Et	1.0%	1.1%	880,996	-8.2%	$19.3M
IGSBIshares Tr	1.0%	1.0%	363,385	+0.1%	$18.6M
ONOn Semiconductor Corp	0.9%	1.1%	219,533	+1.2%	$16.9M
HLIHoulihan Lokey Inc	0.8%	—	128,463	—	$16.2M
LHXL3harris Technologies Inc	0.8%	1.0%	66,052	+3.1%	$15.6M
LOWLowes Cos Inc	0.7%	0.8%	74,589	+6.0%	$13.7M
UBERUber Technologies Inc	0.7%	0.7%	194,658	+4.4%	$13.3M
ADBEAdobe Inc	0.7%	—	53,133	—	$12.7M
IMTMIshares Tr	0.6%	0.6%	216,001	-3.9%	$11.4M
GSIEGoldman Sachs ETF Tr	0.6%	0.6%	246,568	-3.6%	$11.3M
BABAAlibaba Group Hldg Ltd	0.6%	0.5%	102,748	+2.8%	$11.0M

What Atwood & Palmer Inc 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: +3.2% /yr; S&P 500 +11.7%
3 years: +18.2% /yr; S&P 500 +22.3%
5 years: +7.4% /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	$1.9B	496
Q2 2026	$1.9B	495
Q1 2026	$1.8B	531
Q4 2025	$1.8B	488
Q3 2025	$1.7B	489
Q2 2025	$1.6B	514
Q1 2025	$1.4B	441
Q4 2024	$1.5B	469
Q3 2024	$1.5B	472
Q2 2024	$1.3B	436
Q1 2024	$1.3B	415
Q4 2023	$1.2B	402

Questions about Atwood & Palmer Inc's portfolio

What stocks does Atwood & Palmer Inc own?

Atwood & Palmer Inc's latest 13F, for Q3 2026 and filed Oct 8, 2026, lists 496 positions worth $1.9B. The largest are Alphabet Inc (GOOG) at 4.1%, Palantir Technologies Inc (PLTR) at 4.1%, Avantis International Equity ETF (AVDE) at 3.7%, American Centy ETF Tr (AVEM) at 3.3% and Ishares Tr (SHY) at 3.2%.

What did Atwood & Palmer Inc buy last quarter?

In Q3 2026, Atwood & Palmer Inc added Thermo Fisher Scientific Inc (TMO) (+6.7% shares), Lowes Cos Inc (LOW) (+6.0% shares) and Janus Detroit Str Tr (JSI) (+5.5% shares), compared with its Q2 2026 filing.

What did Atwood & Palmer Inc sell last quarter?

In Q3 2026, Atwood & Palmer Inc cut from its top 50 Alphabet Inc (GOOGL), cut from its top 50 Central Bancompany (CBC) and Ishares Ibonds Dec 2028 Term Treasury Et (IBTI) (-8.2% shares), compared with its Q2 2026 filing.

How has Atwood & Palmer Inc's portfolio performed?

A portfolio copying Atwood & Palmer Inc's 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.2% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +3.2% against +11.7%. Over 5 years: +7.4% a year against +10.6%.

When is Atwood & Palmer Inc's next 13F filing due?

13F filings are due 45 days after each quarter ends. Atwood & Palmer Inc'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 Atwood & Palmer Inc manage?

Atwood & Palmer Inc reported $2.0B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.9B.