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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) |
|---|---|---|---|---|---|
| ALPHABET INC | COM | 02079K107 | — | 237,063 shares | $80,776,747 |
| PALANTIR TECHNOLOGIES INC | COM | 69608A108 | — | 428,247 shares | $80,103,602 |
| AMERICAN CENTY ETF TR | COM | 025072703 | — | 789,054 shares | $71,101,622 |
| AMERICAN CENTY ETF TR | COM | 025072604 | — | 683,140 shares | $64,228,781 |
| ISHARES TR | COM | 464287457 | — | 766,834 shares | $62,266,932 |
| JANUS DETROIT STR TR | COM | 47103U845 | — | 1,224,066 shares | $61,778,611 |
| JANUS DETROIT STR TR | COM | 47103U738 | — | 1,195,708 shares | $61,040,881 |
| UNITED RENTALS INC | COM | 911363109 | — | 57,475 shares | $57,520,032 |
| CISCO SYS INC | COM | 17275R102 | — | 496,901 shares | $53,481,509 |
| GILEAD SCIENCES INC | COM | 375558103 | — | 351,309 shares | $52,362,635 |
| ABBVIE INC | COM | 00287Y109 | — | 194,803 shares | $50,958,450 |
| PALMER SQUARE FUNDS TR | COM | 696930106 | — | 2,153,188 shares | $44,269,552 |
| APPLE INC | COM | 037833100 | — | 126,960 shares | $42,280,080 |
| FIFTH THIRD BANCORP | COM | 316773100 | — | 826,018 shares | $41,779,998 |
| AMERICAN CENTY ETF TR | COM | 025072364 | — | 520,568 shares | $41,452,827 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | — | 58,434 shares | $39,446,007 |
| BONDBLOXX ETF TRUST | COM | 09789C747 | — | 802,739 shares | $39,105,434 |
| AMERIPRISE FINL INC | COM | 03076C106 | — | 76,665 shares | $37,745,957 |
| JANUS DETROIT STR TR | COM | 47103U746 | — | 755,491 shares | $37,714,123 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 153,289 shares | $35,008,220 |
| LOCKHEED MARTIN CORP | COM | 539830109 | — | 67,821 shares | $34,537,845 |
| UNITED THERAPEUTICS CORP DEL | COM | 91307C102 | — | 60,976 shares | $33,042,105 |
| MASTERCARD INCORPORATED | COM | 57636Q104 | — | 59,832 shares | $32,995,640 |
| GENERAC HLDGS INC | COM | 368736104 | — | 157,889 shares | $32,675,102 |
| LEIDOS HOLDINGS INC | COM | 525327102 | — | 267,358 shares | $32,572,171 |
| D R HORTON INC | COM | 23331A109 | — | 238,167 shares | $32,545,516 |
| REGENERON PHARMACEUTICALS | COM | 75886F107 | — | 42,454 shares | $32,191,428 |
| MERCADOLIBRE INC | COM | 58733R102 | — | 18,518 shares | $32,008,919 |
| AMERICAN CENTY ETF TR | COM | 025072802 | — | 285,145 shares | $31,189,120 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 33,230 shares | $29,919,352 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 | — | 56,545 shares | $29,562,292 |
| TORTOISE CAPITAL SERIES TRUS | COM | 890930308 | — | 679,046 shares | $27,070,153 |
| WALMART INC | COM | 931142103 | — | 251,626 shares | $26,148,926 |
| GARMIN LTD | COM | H2906T109 | — | 91,081 shares | $26,125,808 |
| NOKIA CORP | COM | 654902204 | — | 2,470,183 shares | $25,047,654 |
| BONDBLOXX ETF TRUST | COM | 09789C705 | — | 523,438 shares | $20,683,238 |
| CDW CORP | COM | 12514G108 | — | 158,232 shares | $20,279,001 |
| ISHARES TR | COM | 46434V407 | — | 473,032 shares | $19,512,559 |
| ISHARES TR | COM | 46436E825 | — | 913,459 shares | $19,388,177 |
| ISHARES TR | COM | 46436E833 | — | 880,996 shares | $19,302,629 |
| ISHARES TR | COM | 464288646 | — | 363,385 shares | $18,616,197 |
| ON SEMICONDUCTOR CORP | COM | 682189105 | — | 219,533 shares | $16,875,528 |
| HOULIHAN LOKEY INC | COM | 441593100 | — | 128,463 shares | $16,230,006 |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 | — | 66,052 shares | $15,639,743 |
| LOWES COS INC | COM | 548661107 | — | 74,589 shares | $13,746,047 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 194,658 shares | $13,336,020 |
| ADOBE INC | COM | 00724F101 | — | 53,133 shares | $12,748,733 |
| ISHARES TR | COM | 46434V449 | — | 216,001 shares | $11,368,116 |
| GOLDMAN SACHS ETF TR | COM | 381430107 | — | 246,568 shares | $11,302,686 |
| ALIBABA GROUP HLDG LTD | COM | 01609W102 | — | 102,748 shares | $11,049,488 |
| ALPHABET INC | COM | 02079K305 | — | 27,607 shares | $9,499,017 |
| ETF OPPORTUNITIES TRUST | COM | 26923N405 | — | 186,115 shares | $9,032,185 |
| CENTRAL BANCOMPANY | COM | 152413100 | — | 282,050 shares | $8,814,063 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 27,278 shares | $7,221,695 |
| INVESCO EXCHANGE TRADED FD T | COM | 46137V357 | — | 32,781 shares | $6,819,007 |
| HENRY JACK & ASSOC INC | COM | 426281101 | — | 40,149 shares | $5,750,943 |
| BONDBLOXX ETF TRUST | COM | 09789C838 | — | 114,090 shares | $5,323,440 |
| FIRST TR EXCHANGE TRADED FD | COM | 33738R605 | — | 71,985 shares | $5,283,340 |
| BERKSHIRE HATHAWAY INC DEL | COM | 084670108 | — | 7 shares | $5,229,035 |
| GOLDMAN SACHS ETF TR | COM | 381430529 | — | 51,925 shares | $5,198,212 |
| HOME DEPOT INC | COM | 437076102 | — | 17,653 shares | $5,022,010 |
| MICROSOFT CORP | COM | 594918104 | — | 9,438 shares | $4,840,751 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 11,431 shares | $3,781,629 |
| KIMBERLY-CLARK CORP | COM | 494368103 | — | 38,038 shares | $3,706,043 |
| ETF OPPORTUNITIES TRUST | COM | 26923W108 | — | 128,278 shares | $3,666,673 |
| COMMERCE BANCSHARES INC | COM | 200525103 | — | 65,596 shares | $3,590,726 |
| BECTON DICKINSON & CO | COM | 075887109 | — | 19,254 shares | $3,446,466 |
| BERKSHIRE HATHAWAY INC DEL | COM | 084670702 | — | 6,272 shares | $3,123,143 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 21,467 shares | $3,118,726 |
| AMGEN INC | COM | 031162100 | — | 6,840 shares | $2,883,129 |
| EXXONMOBIL HOLDINGS CORP | COM | 30233Q108 | — | 16,554 shares | $2,694,164 |
| RTX CORPORATION | COM | 75513E101 | — | 13,143 shares | $2,439,906 |
| ISHARES TR | COM | 46436E593 | — | 124,185 shares | $2,358,275 |
| AMAZON COM INC | COM | 023135106 | — | 9,292 shares | $2,315,102 |
| JANUS DETROIT STR TR | COM | 47103U852 | — | 53,550 shares | $2,263,023 |
| COLGATE PALMOLIVE CO | COM | 194162103 | — | 26,200 shares | $2,235,384 |
| PARKER-HANNIFIN CORP | COM | 701094104 | — | 2,281 shares | $2,179,314 |
| GOLDMAN SACHS ETF TR | COM | 381430206 | — | 41,918 shares | $2,142,032 |
| CATERPILLAR INC | COM | 149123101 | — | 2,445 shares | $1,982,382 |
| PEPSICO INC | COM | 713448108 | — | 15,016 shares | $1,902,828 |
| ISHARES TR | COM | 464287200 | — | 2,276 shares | $1,742,951 |
| CHEVRON CORPORATION | COM | 166764100 | — | 7,474 shares | $1,526,266 |
| ISHARES TR | COM | 464288661 | — | 13,220 shares | $1,499,677 |
| STATE STR SPDR S&P 500 ETF T | COM | 78462F103 | — | 1,954 shares | $1,489,841 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 1,549 shares | $1,410,117 |
| ISHARES TR | COM | 464287150 | — | 8,137 shares | $1,353,021 |
| HIGHWOODS PPTYS INC | COM | 431284108 | — | 45,507 shares | $1,320,614 |
| FIRST TR EXCHANGE-TRADED FD | COM | 33739Q200 | — | 27,025 shares | $1,309,635 |
| PAYCHEX INC | COM | 704326107 | — | 12,887 shares | $1,269,370 |
| HILLTOP HLDGS INC | COM | 432748101 | — | 33,100 shares | $1,246,546 |
| UMB FINL CORP | COM | 902788108 | — | 9,166 shares | $1,191,672 |
| DEERE & CO | COM | 244199105 | — | 1,768 shares | $1,187,301 |
| COCA COLA CO | COM | 191216100 | — | 13,599 shares | $1,170,602 |
| WATERS CORP | COM | 941848103 | — | 2,464 shares | $1,082,657 |
| ISHARES TR | COM | 464287614 | — | 8,590 shares | $1,075,984 |
| IRON MTN INC DEL | COM | 46284V101 | — | 9,496 shares | $1,053,549 |
| PNC FINL SVCS GROUP INC | COM | 693475105 | — | 4,546 shares | $1,010,394 |
| EAGLE MATLS INC | COM | 26969P108 | — | 5,644 shares | $965,237 |
| BROADCOM INC | COM | 11135F101 | — | 2,731 shares | $959,100 |
| QUALCOMM INC | COM | 747525103 | — | 4,863 shares | $894,987 |