Loading…
CIK 0001769288 • 7 13F filings • Apr 11, 2025 – Oct 15, 2026
Import this data to Google Sheets with:
=jivedata("atwater-malick-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $740K | 0.2%Prev: 0.2% | 3,237 SH | Increased+391 SH |
| ACCENTURE PLC IRELAND | SHS CLASS A | $5.6M | 1.5%Prev: 1.9% | 20,907 SH | Decreased-6,018 SH |
| AGILON HEALTH INC | COM | $136K | 0.0%Prev: 0.0% | 197,576 SH | Increased+98,788 SH |
| ALPHABET INC | CAP STK CL A | $24.9M | 6.9%Prev: 6.0% | 79,464 SH | Increased-5,159 SH |
| ALPHABET INC | CAP STK CL C | $395K | 0.1%Prev: 0.1% | 1,258 SH | Increased-102 SH |
| AMAZON COM INC | COM | $1.5M | 0.4%Prev: 0.4% | 6,656 SH | Decreased-355 SH |
| AMERICAN EXPRESS CO | COM | $267K | 0.1%Prev: 0.1% | 723 SH | Increased-33 SH |
| APPLE INC | COM | $27.8M | 7.7%Prev: 7.8% | 102,252 SH | Increased-3,402 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.5M | 0.4%Prev: 0.4% | 3,043 SH | Decreased-11 SH |
| BROADRIDGE FINL SOLUTIONS | COM | $301K | 0.1% | 1,349 SH | New |
| CANADIAN NATL RY CO | COM | $902K | 0.2%Prev: 0.3% | 9,121 SH | Increased-426 SH |
| CATERPILLAR INC | COM | $22.7M | 6.3%Prev: 5.8% | 39,666 SH | Increased-1,889 SH |
| CENCORA INC | COM | $1.3M | 0.3%Prev: 0.3% | 3,695 SH | Increased-96 SH |
| CHEVRON CORP NEW | COM | $235K | 0.1%Prev: 0.1% | 1,540 SH | Decreased-68 SH |
| CHUBB LIMITED | COM | $315K | 0.1%Prev: 0.1% | 1,010 SH | Increased |
| CISCO SYS INC | COM | $224K | 0.1% | 2,909 SH | New |
| COCA COLA CO | COM | $6.5M | 1.8%Prev: 2.1% | 92,863 SH | Decreased-17,036 SH |
| CORTEVA INC | COM | $221K | 0.1%Prev: 0.1% | 3,304 SH | Decreased |
| CUMMINS INC | COM | $12.3M | 3.4%Prev: 3.5% | 24,025 SH | Increased-4,450 SH |
| DANAHER CORPORATION | COM | $359K | 0.1%Prev: 0.1% | 1,568 SH | Increased-156 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $2.9M | 0.8%Prev: 0.8% | 73,075 SH | Increased+164 SH |
| DISNEY WALT CO | COM | $2.9M | 0.8%Prev: 1.2% | 25,858 SH | Decreased-10,087 SH |
| ELI LILLY & CO | COM | $1.1M | 0.3%Prev: 0.2% | 1,022 SH | Increased+4 SH |
| EXXON MOBIL CORP | COM | $614K | 0.2%Prev: 0.2% | 5,100 SH | Increased-268 SH |
| FIFTH THIRD BANCORP | COM | $582K | 0.2%Prev: 0.2% | 12,442 SH | Increased+100 SH |
| GENERAL DYNAMICS CORP | COM | $324K | 0.1%Prev: 0.1% | 963 SH | Increased+211 SH |
| GILEAD SCIENCES INC | COM | $255K | 0.1% | 2,078 SH | New |
| GOLDMAN SACHS GROUP INC | COM | $20.7M | 5.7%Prev: 5.7% | 23,598 SH | Increased-862 SH |
| HERSHEY CO | COM | $484K | 0.1%Prev: 0.1% | 2,661 SH | Decreased |
| INTERNATIONAL BUSINESS | COM | $403K | 0.1% | 1,359 SH | New |
| INTUITIVE SURGICAL INC | COM NEW | $1.4M | 0.4%Prev: 0.3% | 2,486 SH | Increased+11 SH |
| INVESCO EXCHANGE TRADED FD | S&P500 EQL WGT | $914K | 0.3% | 4,769 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $443K | 0.1%Prev: 0.1% | 721 SH | Increased |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $449K | 0.1%Prev: 0.2% | 9,051 SH | Decreased-15 SH |
| ISHARES GOLD TR | ISHARES NEW | $425K | 0.1%Prev: 0.1% | 5,232 SH | Increased+925 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $280K | 0.1%Prev: 0.1% | 2,734 SH | Decreased-390 SH |
| ISHARES TR | CORE DIV GRWTH | $15.3M | 4.2%Prev: 3.5% | 220,509 SH | Increased+43,306 SH |
| ISHARES TR | CORE HIGH DV ETF | $14.8M | 4.1%Prev: 3.5% | 121,921 SH | Increased+23,142 SH |
| ISHARES TR | CORE S&P500 ETF | $34.9M | 9.6%Prev: 8.9% | 50,906 SH | Increased+5,203 SH |
| ISHARES TR | CORE US AGGBD ET | $3.9M | 1.1%Prev: 0.8% | 38,580 SH | Increased+10,953 SH |
| ISHARES TR | ESG EAFE ETF | $2.4M | 0.7%Prev: 0.7% | 32,273 SH | Increased+455 SH |
| ISHARES TR | ESG MSCI USA ETF | $3.9M | 1.1%Prev: 1.1% | 68,225 SH | Increased |
| ISHARES TR | IBDS DEC28 ETF | $416K | 0.1%Prev: 0.1% | 16,357 SH | Increased+5,209 SH |
| ISHARES TR | IBONDS 27 ETF | $605K | 0.2%Prev: 0.1% | 24,902 SH | Increased+5,399 SH |
| ISHARES TR | IBONDS DEC 2029 | $325K | 0.1% | 12,787 SH | New |
| ISHARES TR | IBONDS DEC 26 | $2.6M | 0.7%Prev: 0.7% | 102,050 SH | Increased+3,240 SH |
| ISHARES TR | IBONDS DEC 27 | $2.4M | 0.7%Prev: 0.6% | 93,331 SH | Increased+11,227 SH |
| ISHARES TR | IBONDS DEC 28 | $2.4M | 0.7%Prev: 0.1% | 95,171 SH | Increased+83,272 SH |
| ISHARES TR | IBONDS DEC 29 | $297K | 0.1% | 12,673 SH | New |
| ISHARES TR | IBONDS DEC2026 | $816K | 0.2%Prev: 0.2% | 33,677 SH | Increased+1,280 SH |
| ISHARES TR | INTRM GOV CR ETF | $261K | 0.1% | 2,431 SH | New |
| ISHARES TR | MSCI ACWI ETF | $5.6M | 1.5%Prev: 1.7% | 39,296 SH | Decreased-1,842 SH |
| ISHARES TR | MSCI ACWI EX US | $15.2M | 4.2%Prev: 3.5% | 226,820 SH | Increased+42,862 SH |
| ISHARES TR | NATIONAL MUN ETF | $224K | 0.1%Prev: 0.1% | 2,094 SH | Increased |
| ISHARES TR | RUS 1000 GRW ETF | $209K | 0.1%Prev: 0.1% | 442 SH | Increased |
| ISHARES TR | RUS TP200 GR ETF | $13.6M | 3.7%Prev: 3.0% | 48,958 SH | Increased+10,688 SH |
| ISHARES TR | TIPS BD ETF | $659K | 0.2%Prev: 0.2% | 5,993 SH | Decreased-580 SH |
| JOHNSON & JOHNSON | COM | $6.5M | 1.8%Prev: 2.0% | 31,611 SH | Decreased-5,542 SH |
| JPMORGAN CHASE & CO. | COM | $606K | 0.2%Prev: 0.2% | 1,880 SH | Increased+19 SH |
| KLA CORP | COM NEW | $226K | 0.1%Prev: 0.1% | 186 SH | Increased-12 SH |
| LOWES COS INC | COM | $4.5M | 1.2%Prev: 1.7% | 18,520 SH | Decreased-4,172 SH |
| MASTERCARD INCORPORATED | CL A | $1.2M | 0.3%Prev: 0.3% | 2,066 SH | Decreased-8 SH |
| MCDONALDS CORP | COM | $13.2M | 3.6%Prev: 3.7% | 43,162 SH | Increased+1,373 SH |
| META PLATFORMS INC | CL A | $581K | 0.2%Prev: 0.2% | 871 SH | Decreased+1 SH |
| MICROSOFT CORP | COM | $10.9M | 3.0%Prev: 3.3% | 22,455 SH | Decreased+830 SH |
| NETFLIX INC | COM | $524K | 0.1%Prev: 0.2% | 5,320 SH | Decreased+4,790 SH |
| NOVO-NORDISK A S | ADR | $3.3M | 0.9%Prev: 1.2% | 64,886 SH | Decreased-6,561 SH |
| NVIDIA CORPORATION | COM | $1.7M | 0.5%Prev: 0.5% | 9,321 SH | Decreased-177 SH |
| NVR INC | COM | $255K | 0.1%Prev: 0.1% | 35 SH | Decreased-1 SH |
| PACKAGING CORP AMER | COM | $1.1M | 0.3%Prev: 0.5% | 5,542 SH | Decreased-1,933 SH |
| PEPSICO INC | COM | $400K | 0.1%Prev: 0.1% | 2,784 SH | Increased+117 SH |
| PROCTER AND GAMBLE CO | COM | $6.0M | 1.7%Prev: 2.3% | 42,137 SH | Decreased-8,343 SH |
| QUEST DIAGNOSTICS INC | COM | $6.1M | 1.7%Prev: 2.4% | 35,333 SH | Decreased-7,609 SH |
| RTX CORPORATION | COM | $208K | 0.1% | 1,136 SH | New |
| SMITH A O CORP | COM | $4.0M | 1.1%Prev: 1.8% | 60,069 SH | Decreased-23,633 SH |
| SPDR GOLD TR | GOLD SHS | $1.3M | 0.3%Prev: 0.3% | 3,164 SH | Increased |
| SPDR S&P 500 ETF TR | TR UNIT | $511K | 0.1%Prev: 0.1% | 750 SH | Increased |
| STARBUCKS CORP | COM | $229K | 0.1%Prev: 0.1% | 2,719 SH | Decreased-202 SH |
| TAIWAN SEMICONDUCTOR MFG | SPONSORED ADS | $622K | 0.2% | 2,047 SH | New |
| UNITEDHEALTH GROUP INC | COM | $401K | 0.1%Prev: 0.1% | 1,215 SH | Decreased+14 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $975K | 0.3%Prev: 0.3% | 3,098 SH | Increased |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $291K | 0.1%Prev: 0.1% | 3,285 SH | Decreased |
| VANGUARD INDEX FDS | SMALL CP ETF | $716K | 0.2%Prev: 0.2% | 2,775 SH | Increased |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $382K | 0.1%Prev: 0.1% | 6,121 SH | Increased |
| WALMART INC | COM | $17.3M | 4.8%Prev: 4.8% | 155,199 SH | Increased-4,312 SH |
| WASTE MGMT INC DEL | COM | $15.4M | 4.2%Prev: 4.5% | 69,961 SH | Decreased-14 SH |
| 13F-HR |
| 0001214659-25-015226 |
| $344.4M |
| View |
| Jul 27, 2026 | Q2 2026 | 13F-HR | 0001214659-26-008924 | $459.1M | View |
| Jul 21, 2025 | Q2 2025 | 13F-HR | 0001214659-25-010677 | $315.8M | View |
| Apr 22, 2026 | Q1 2026 | 13F-HR | 0001214659-26-004948 | $370.2M | View |
| Apr 11, 2025 | Q1 2025 | 13F-HR | 0001214659-25-005744 | $295.6M | View |