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ATWOOD & PALMER INC
Period ended Sep 30, 2026 · Latest filing Oct 8, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $1,947,545,262
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ALPHABET INC · COM · 02079K107 · shares: $80,776,747
- PALANTIR TECHNOLOGIES INC · COM · 69608A108 · shares: $80,103,602
- AMERICAN CENTY ETF TR · COM · 025072703 · shares: $71,101,622
- AMERICAN CENTY ETF TR · COM · 025072604 · shares: $64,228,781
- ISHARES TR · COM · 464287457 · shares: $62,266,932
- JANUS DETROIT STR TR · COM · 47103U845 · shares: $61,778,611
- JANUS DETROIT STR TR · COM · 47103U738 · shares: $61,040,881
- UNITED RENTALS INC · COM · 911363109 · shares: $57,520,032
- CISCO SYS INC · COM · 17275R102 · shares: $53,481,509
- GILEAD SCIENCES INC · COM · 375558103 · shares: $52,362,635
Reported holdings
496 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 3,965 shares | $872,023 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 4,386 shares | $836,937 |
| ARISTA NETWORKS INC | COM | 040413205 | — | 4,000 shares | $814,360 |
| VANGUARD WORLD FD | COM | 921910816 | — | 8,776 shares | $813,127 |
| GOLDMAN SACHS ETF TR | COM | 381430453 | — | 18,095 shares | $781,703 |
| MCDONALDS CORP | COM | 580135101 | — | 3,248 shares | $750,094 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 9,596 shares | $726,802 |
| TESLA INC | COM | 88160R101 | — | 2,013 shares | $714,233 |
| META PLATFORMS INC | COM | 30303M102 | — | 962 shares | $697,624 |
| EMERSON ELEC CO | COM | 291011104 | — | 4,271 shares | $662,355 |
| ELI LILLY & CO | COM | 532457108 | — | 568 shares | $657,222 |
| VANGUARD SCOTTSDALE FDS | COM | 92206C409 | — | 8,500 shares | $656,625 |
| US BANCORP | COM | 902973304 | — | 11,298 shares | $652,573 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 | — | 5,500 shares | $652,520 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | — | 10,128 shares | $631,988 |
| VANGUARD INDEX FDS | COM | 922908769 | — | 1,529 shares | $572,213 |
| GOLDMAN SACHS ETF TR | COM | 381430230 | — | 10,558 shares | $532,774 |
| CROWDSTRIKE HLDGS INC | COM | 22788C105 | — | 1,988 shares | $526,323 |
| REGIONS FINANCIAL CORP NEW | COM | 7591EP100 | — | 18,500 shares | $497,280 |
| WASTE MGMT INC DEL | COM | 94106L109 | — | 2,350 shares | $479,212 |
| INTEL CORP | COM | 458140100 | — | 3,926 shares | $472,010 |
| BANK OF AMER CORP | COM | 060505104 | — | 8,602 shares | $468,192 |
| ORACLE CORP | COM | 68389X105 | — | 3,384 shares | $464,624 |
| PFIZER INC | COM | 717081103 | — | 16,261 shares | $463,764 |
| GE AEROSPACE | COM | 369604301 | — | 1,461 shares | $456,110 |
| CHARLES SCHWAB CORP (THE) | COM | 808513105 | — | 4,535 shares | $443,286 |
| TJX COS INC NEW | COM | 872540109 | — | 3,350 shares | $443,239 |
| UNION PAC CORP | COM | 907818108 | — | 1,598 shares | $434,864 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | — | 1,639 shares | $422,961 |
| DISNEY WALT CO | COM | 254687106 | — | 4,024 shares | $422,118 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 1,054 shares | $418,765 |
| CARRIER GLOBAL CORPORATION | COM | 14448C104 | — | 7,607 shares | $417,321 |
| SAIA INC | COM | 78709Y105 | — | 1,225 shares | $408,832 |
| VANGUARD INDEX FDS | COM | 922908538 | — | 1,396 shares | $407,700 |
| NXP SEMICONDUCTORS N V | COM | N6596X109 | — | 1,708 shares | $405,702 |
| VANGUARD INDEX FDS | COM | 922908363 | — | 573 shares | $401,593 |
| GE VERNOVA INC | COM | 36828A101 | — | 420 shares | $399,428 |
| AMPHENOL CORP | COM | 032095101 | — | 4,640 shares | $391,152 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 | — | 10,319 shares | $367,460 |
| VANGUARD WHITEHALL FDS | COM | 921946406 | — | 2,330 shares | $361,650 |
| VISA INC | COM | 92826C839 | — | 1,005 shares | $361,127 |
| VANGUARD INDEX FDS | COM | 922908512 | — | 1,831 shares | $358,066 |
| CURTISS WRIGHT CORP | COM | 231561101 | — | 648 shares | $352,396 |
| ISHARES TR | COM | 464287598 | — | 1,372 shares | $340,160 |
| EATON CORP PLC | COM | G29183103 | — | 769 shares | $330,447 |
| MPLX LP | COM | 55336V100 | — | 5,844 shares | $329,120 |
| ALTRIA GROUP INC | COM | 02209S103 | — | 4,808 shares | $323,771 |
| AMERICAN CENTY ETF TR | COM | 025072349 | — | 3,534 shares | $319,583 |
| TRANE TECHNOLOGIES PLC | COM | G8994E103 | — | 700 shares | $316,386 |
| ISHARES TR | COM | 464287507 | — | 4,380 shares | $315,141 |
| LABCORP HOLDINGS INC | COM | 504922105 | — | 1,000 shares | $308,110 |
| OMNICOM GROUP INC | COM | 681919106 | — | 4,166 shares | $306,743 |
| ISHARES TR | COM | 464287234 | — | 4,499 shares | $300,489 |
| ECOLAB INC | COM | 278865100 | — | 1,092 shares | $299,842 |
| ISHARES TR | COM | 46434V621 | — | 3,598 shares | $271,229 |
| AMERICAN CENTY ETF TR | COM | 025072562 | — | 6,635 shares | $261,353 |
| SEMPRA | COM | 816851109 | — | 3,300 shares | $257,268 |
| PULTE GROUP INC | COM | 745867101 | — | 2,128 shares | $246,976 |
| TAIWAN SEMICONDUCTOR MANUFAC | COM | 874039100 | — | 540 shares | $246,343 |
| OTIS WORLDWIDE CORP | COM | 68902V107 | — | 3,775 shares | $242,808 |
| WELLS FARGO & CO | COM | 949746101 | — | 2,925 shares | $234,147 |
| AXON ENTERPRISE INC | COM | 05464C101 | — | 520 shares | $219,711 |
| VANGUARD INDEX FDS | COM | 922908736 | — | 2,394 shares | $215,724 |
| SPDR SERIES TRUST | COM | 78464A805 | — | 2,298 shares | $211,531 |
| VANGUARD INDEX FDS | COM | 922908629 | — | 2,560 shares | $200,762 |
| FORTUNE BRANDS INNOVATIONS I | COM | 34964C106 | — | 5,078 shares | $193,218 |
| ISHARES TR | COM | 464287804 | — | 1,407 shares | $191,420 |
| J P MORGAN EXCHANGE TRADED F | COM | 46641Q837 | — | 3,500 shares | $176,295 |
| BLACKSTONE INC | COM | 09260D107 | — | 1,488 shares | $166,823 |
| ARCH CAP GROUP LTD | COM | G0450A105 | — | 1,800 shares | $166,248 |
| FIRST TR EXCHANGE-TRADED FD | COM | 33734X176 | — | 740 shares | $163,540 |
| ISHARES TR | COM | 464287879 | — | 1,271 shares | $162,863 |
| VANGUARD INDEX FDS | COM | 922908637 | — | 448 shares | $157,661 |
| CANADIAN PACIFIC KANSAS CITY | COM | 13646K108 | — | 1,842 shares | $156,755 |
| TARGA RES CORP | COM | 87612G101 | — | 575 shares | $155,429 |
| INVESCO EXCHANGE TRADED FD T | COM | 46137V332 | — | 4,166 shares | $154,184 |
| FORTINET INC | COM | 34959E109 | — | 860 shares | $153,734 |
| DUKE ENERGY CORP NEW | COM | 26441C204 | — | 1,348 shares | $153,686 |
| VANGUARD INDEX FDS | COM | 922908611 | — | 651 shares | $150,300 |
| BARCLAYS PLC | COM | 06738E204 | — | 6,166 shares | $149,642 |
| CAPITAL ONE FINL CORP | COM | 14040H105 | — | 764 shares | $147,506 |
| STATE STR SPDR S&P MIDCAP 40 | COM | 78467Y107 | — | 223 shares | $146,118 |
| ENTERPRISE FINL SVCS CORP | COM | 293712105 | — | 2,460 shares | $145,017 |
| CARDINAL HEALTH INC | COM | 14149Y108 | — | 647 shares | $143,958 |
| VANGUARD SPECIALIZED FUNDS | COM | 921908844 | — | 613 shares | $143,020 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 | — | 1,650 shares | $140,927 |
| INVESCO ACTIVELY MANAGED EXC | COM | 46090A887 | — | 2,750 shares | $137,308 |
| LAM RESEARCH CORP | COM | 512807306 | — | 416 shares | $136,661 |
| SPDR GOLD TR | COM | 78463V107 | — | 357 shares | $135,960 |
| NEW JERSEY RES CORP | COM | 646025106 | — | 2,680 shares | $135,608 |
| AMERICAN CENTY ETF TR | COM | 025072190 | — | 1,706 shares | $133,318 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 125 shares | $133,139 |
| AMERICAN CENTY ETF TR | COM | 025072125 | — | 1,743 shares | $132,895 |
| HONEYWELL INTL INC | COM | 438516205 | — | 628 shares | $132,471 |
| ISHARES TR | COM | 464287119 | — | 1,132 shares | $132,384 |
| CHENIERE ENERGY INC | COM | 16411R208 | — | 472 shares | $126,983 |
| KINDER MORGAN INC DEL | COM | 49456B101 | — | 4,199 shares | $126,605 |
| FIRST TR EXCHANGE-TRADED FD | COM | 33734X143 | — | 950 shares | $124,203 |
| MERCK & CO INC | COM | 58933Y105 | — | 849 shares | $123,369 |
| WILLIAMS COS INC | COM | 969457100 | — | 1,779 shares | $120,919 |