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ATWOOD & PALMER INC - Portfolio Stock Holdings

ATWOOD & PALMER INC disclosed 550 stock positions in a recent SEC 13F filing. $1,874,389,632 of stock holdings were filed, with the largest holdings including GOOG, AVDE, and URI. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $2,037,056,697 and has 9 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

550

Est. Stock Holding Value:

$1,874,389,632

Top Stock Holdings By Sector

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Portfolio Stock Holdings - ATWOOD & PALMER INC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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