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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) |
|---|---|---|---|---|---|
| TC ENERGY CORP | COM | 87807B107 | — | 1,895 shares | $109,494 |
| VICTORY PORTFOLIOS II | COM | 92647N535 | — | 2,193 shares | $109,387 |
| VANGUARD INDEX FDS | COM | 922908595 | — | 322 shares | $108,941 |
| ISHARES TR | COM | 464287887 | — | 658 shares | $105,471 |
| SCHWAB STRATEGIC TR | COM | 808524755 | — | 1,940 shares | $104,275 |
| T-MOBILE US INC | COM | 872590104 | — | 630 shares | $102,741 |
| QUANTA SVCS INC | COM | 74762E102 | — | 158 shares | $101,517 |
| VANGUARD INDEX FDS | COM | 922908553 | — | 1,112 shares | $99,626 |
| FIRST TR EXCHANGE-TRADED FD | COM | 33733E302 | — | 345 shares | $99,516 |
| EVERGY INC | COM | 30034W106 | — | 1,266 shares | $99,306 |
| AMPLIFY ETF TR | COM | 032108409 | — | 2,130 shares | $99,024 |
| HONEYWELL AEROSPACE INC | COM | 43849R105 | — | 628 shares | $97,322 |
| ISHARES BITCOIN TRUST ETF | COM | 46438F101 | — | 2,030 shares | $96,101 |
| ENERGY TRANSFER L P | COM | 29273V100 | — | 4,822 shares | $95,331 |
| TRI CONTL CORP | COM | 895436103 | — | 2,726 shares | $93,611 |
| ISHARES TR | COM | 464287630 | — | 439 shares | $91,949 |
| VANGUARD INDEX FDS | COM | 922908751 | — | 320 shares | $91,037 |
| HEICO CORP NEW | COM | 422806109 | — | 300 shares | $90,954 |
| KLA CORP | COM | 482480100 | — | 460 shares | $89,668 |
| ISHARES TR | COM | 464288414 | — | 860 shares | $86,952 |
| SPACE EXPLORATION TECHN CORP | COM | 84615Q103 | — | 567 shares | $85,538 |
| CONOCOPHILLIPS | COM | 20825C104 | — | 672 shares | $84,101 |
| LINDE PLC | COM | G54950103 | — | 175 shares | $83,064 |
| TARGET CORP | COM | 87612E106 | — | 526 shares | $82,427 |
| SERVICENOW INC | COM | 81762P102 | — | 600 shares | $80,406 |
| INVESCO QQQ TR | COM | 46090E103 | — | 108 shares | $79,712 |
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 | — | 916 shares | $79,070 |
| ISHARES TR | COM | 46432F842 | — | 812 shares | $78,667 |
| S&P GLOBAL INC | COM | 78409V104 | — | 195 shares | $76,908 |
| ISHARES TR | COM | 46434V878 | — | 1,525 shares | $76,860 |
| ENERGIZER HLDGS INC | COM | 29272W109 | — | 3,592 shares | $76,833 |
| TEXAS CAP BANCSHARES INC | COM | 88224Q107 | — | 800 shares | $74,416 |
| AMERICAN CENTY ETF TR | COM | 025072877 | — | 610 shares | $71,783 |
| EASTMAN CHEM CO | COM | 277432100 | — | 1,100 shares | $71,324 |
| KENVUE INC | COM | 49177J102 | — | 3,940 shares | $69,573 |
| VANGUARD STAR FDS | COM | 921909768 | — | 815 shares | $69,243 |
| VANGUARD TAX-MANAGED FDS | COM | 921943858 | — | 971 shares | $68,563 |
| MEDTRONIC PLC | COM | G5960L103 | — | 775 shares | $66,875 |
| DANAHER CORP DEL | COM | 235851102 | — | 300 shares | $66,465 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 181 shares | $66,442 |
| SPDR SERIES TRUST | COM | 78464A839 | — | 750 shares | $66,417 |
| VANECK ETF TRUST | COM | 92189F676 | — | 108 shares | $65,536 |
| TYLER TECHNOLOGIES INC | COM | 902252105 | — | 204 shares | $64,995 |
| GRAYSCALE BITCOIN TRUST ETF | COM | 389637109 | — | 986 shares | $63,686 |
| ISHARES TR | COM | 464287481 | — | 460 shares | $63,333 |
| AERCAP HOLDINGS NV | COM | N00985106 | — | 425 shares | $60,996 |
| SALESFORCE INC | COM | 79466L302 | — | 265 shares | $60,921 |
| DOMINION ENERGY INC | COM | 25746U109 | — | 1,000 shares | $60,520 |
| DRAFTKINGS INC NEW | COM | 26142V105 | — | 3,150 shares | $59,850 |
| HUMANA INC | COM | 444859102 | — | 153 shares | $58,381 |
| GALLAGHER ARTHUR J & CO | COM | 363576109 | — | 255 shares | $58,169 |
| PLAINS ALL AMERN PIPELINE L | COM | 726503105 | — | 2,304 shares | $54,651 |
| ABBOTT LABORATORIES | COM | 002824100 | — | 550 shares | $54,357 |
| PERMIAN RESOURCES CORP | COM | 71424F105 | — | 2,568 shares | $54,237 |
| TRAVELERS COMPANIES INC | COM | 89417E109 | — | 150 shares | $53,477 |
| CORTEVA INC | COM | 22052L104 | — | 679 shares | $52,725 |
| KLARNA GROUP PLC | COM | G5279N105 | — | 4,240 shares | $52,534 |
| POST HLDGS INC | COM | 737446104 | — | 716 shares | $52,161 |
| EVERCORE INC | COM | 29977A105 | — | 202 shares | $52,015 |
| SKYWORKS SOLUTIONS INC | COM | 83088M102 | — | 601 shares | $51,374 |
| JANUS DETROIT STR TR | COM | 47103U886 | — | 1,050 shares | $50,988 |
| SNOWFLAKE INC | COM | 833445109 | — | 150 shares | $50,934 |
| SEAGATE TECHNOLOGY HLDNGS PL | COM | G7997R103 | — | 55 shares | $50,729 |
| ASML HLDG NV | COM | N07059210 | — | 28 shares | $50,727 |
| ISHARES TR | COM | 464288273 | — | 583 shares | $49,217 |
| EMCOR GROUP INC | COM | 29084Q100 | — | 64 shares | $48,288 |
| STARBUCKS CORP | COM | 855244109 | — | 512 shares | $48,108 |
| DELL TECHNOLOGIES INC | COM | 24703L202 | — | 86 shares | $46,264 |
| APPLIED MATLS INC | COM | 038222105 | — | 90 shares | $46,025 |
| CVS HEALTH CORP | COM | 126650100 | — | 535 shares | $45,845 |
| OGE ENERGY CORP | COM | 670837103 | — | 1,003 shares | $45,557 |
| VANGUARD INDEX FDS | COM | 922908744 | — | 208 shares | $44,945 |
| ISHARES TR | COM | 464287408 | — | 197 shares | $44,932 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 953 shares | $43,715 |
| DEXCOM INC | COM | 252131107 | — | 500 shares | $43,145 |
| INVESCO EXCH TRADED FD TR II | COM | 46138G870 | — | 1,800 shares | $42,678 |
| CHUBB LIMITED | COM | H1467J104 | — | 130 shares | $42,283 |
| AMERICAN TOWER CORP | COM | 03027X100 | — | 255 shares | $41,741 |
| PIMCO ETF TR | COM | 72201R205 | — | 800 shares | $41,496 |
| VANGUARD WORLD FD | COM | 92204A702 | — | 325 shares | $40,843 |
| ISHARES TR | COM | 464287606 | — | 365 shares | $40,008 |
| CLEVELAND-CLIFFS INC NEW | COM | 185899101 | — | 3,600 shares | $39,636 |
| SPDR SERIES TRUST | COM | 78464A474 | — | 1,325 shares | $39,207 |
| TRUMP MEDIA & TECHNOLOGY GRO | COM | 25400Q113 | — | 7,100 shares | $38,837 |
| GALECTIN THERAPEUTICS INC | COM | 363225202 | — | 10,000 shares | $38,800 |
| VANGUARD WORLD FD | COM | 92204A504 | — | 121 shares | $38,246 |
| FIRST TR EXCHANGE-TRADED FD | COM | 337345102 | — | 115 shares | $37,919 |
| MOTOROLA SOLUTIONS INC | COM | 620076307 | — | 85 shares | $37,908 |
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | — | 1,150 shares | $36,743 |
| VANGUARD INTL EQUITY INDEX F | COM | 922042858 | — | 617 shares | $36,595 |
| MASTERBRAND INC | COM | 57638P104 | — | 5,078 shares | $35,546 |
| FLOWERS FOODS INC | COM | 343498101 | — | 6,362 shares | $35,310 |
| AFLAC INC | COM | 001055102 | — | 315 shares | $35,211 |
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | — | 200 shares | $33,860 |
| ESCO TECHNOLOGIES INC | COM | 296315104 | — | 126 shares | $33,404 |
| ALLSTATE CORP | COM | 020002101 | — | 150 shares | $33,279 |
| ENTERGY CORP NEW | COM | 29364G103 | — | 330 shares | $32,756 |
| FIRST TR EXCHANGE TRADED FD | COM | 33738R795 | — | 800 shares | $32,605 |
| FIRST TR EXCHANGE-TRADED FD | COM | 33734X150 | — | 400 shares | $32,584 |
| ARCHER DANIELS MIDLAND CO | COM | 039483102 | — | 410 shares | $32,546 |