Atwood & Palmer Inc. filed its Form 13F-HR on October 8, 2026, disclosing the firm's equity securities holdings as of the close of business on September 30, 2026. The filing lists Teresa Burch as the Chief Compliance Officer responsible for the report.
The portfolio consists of 496 individual equity positions. The largest holding by number of shares is International Business Machines (IBM), with 872,023 shares. The largest holding by market value is AbbVie Inc., with a reported value of $19,480,300. Other notable positions include Apple Inc. with 42,280,080 shares, Goldman Sachs Group Inc. with 29,919,352 shares, and Goldman Sachs ETF Trust with 11,302,686 shares.
The filing includes a significant allocation to exchange-traded funds (ETFs). The firm holds shares in the American Century ETF Trust series, with positions ranging from 132,895 to 71,101,622 shares. It also holds shares in the BondBloxx ETF Trust series, including positions of 20,683,238 and 39,105,434 shares. Additionally, the firm lists positions in the First Trust Exchange-Traded Fund series, with holdings such as 5,283,340 and 1,309,635 shares.
The portfolio also includes positions in Grayscale Bitcoin Mini Trust ETF with 7,280 shares and Grayscale Bitcoin Trust ETF with 63,686 shares, as well as Is Bitcoin Trust ETF with 96,101 shares.
