Atwater Malick LLC

LANCASTER, PA · CIK 1769288 · 13F filing filed 2026-07-27

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyLancaster, PA

$459.0m reported value +24.0% vs Q1 2026

124positions

57.2%in top 10

29 new 61 added 18 reduced 0 sold out vs Q1 2026

Options: 0 call positions (— notional), 6 put positions ($112.9k notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE S&P500 ETF IVV	IVV	56,128	$42.0m9.16%	9.16%	Added +1.4k	+1,405 2.6%
2	CATERPILLAR INC COM CAT	CAT	37,866	$40.3m8.78%	8.78%	Reduced -155	-155 -0.4%
3	APPLE INC COM AAPL	AAPL	102,071	$29.5m6.43%	6.43%	Added +2.2k	+2,211 2.2%
4	ALPHABET INC CAP STK CL A GOOGL	GOOGL	77,460	$27.7m6.03%	6.03%	Added +1.4k	+1,437 1.9%
5	ISHARES TR CORE HIGH DV ETF HDV	HDV	860,904	$23.6m5.14%	5.14%	Added +154.4k	+154,389 21.9%
6	GOLDMAN SACHS GROUP INC COM GS	GS	22,782	$23.0m5.02%	5.02%	Added +79	+79 0.3%
7	ISHARES TR MSCI ACWI EX US ACWX	ACWX	284,196	$21.6m4.71%	4.71%	Added +19.9k	+19,867 7.5%
8	ISHARES TR CORE DIV GRWTH DGRO	DGRO	264,081	$20.0m4.36%	4.36%	Added +13.4k	+13,415 5.3%
9	WALMART INC COM WMT	WMT	154,500	$17.5m3.81%	3.81%	Added +2.1k	+2,088 1.4%
10	ISHARES TR RUS TP200 GR ETF IWY	IWY	59,374	$17.3m3.76%	3.76%	Added +3.4k	+3,399 6.1%
11	WASTE MGMT INC DEL COM WM	WM	71,452	$15.9m3.47%	3.47%	Added +1.2k	+1,169 1.7%
12	CUMMINS INC COM CMI	CMI	20,092	$14.3m3.12%	3.12%	Reduced -509	-509 -2.5%
13	MCDONALDS CORP COM MCD	MCD	44,823	$12.1m2.64%	2.64%	Added +588	+588 1.3%
14	MICROSOFT CORP COM MSFT	MSFT	25,928	$9.7m2.11%	2.11%	Added +1.8k	+1,821 7.5%
15	JOHNSON & JOHNSON COM JNJ	JNJ	27,778	$7.1m1.54%	1.54%	Added +184	+184 0.7%
16	COCA COLA CO COM KO	KO	79,539	$6.5m1.41%	1.41%	Reduced -1.1k	-1,097 -1.4%
17	QUEST DIAGNOSTICS INC COM DGX	DGX	29,557	$6.3m1.36%	1.36%	Reduced -759	-759 -2.5%
18	ISHARES TR MSCI ACWI ETF ACWI	ACWI	39,737	$6.2m1.36%	1.36%	Reduced -491	-491 -1.2%
19	ISHARES TR CORE US AGGBD ET AGG	AGG	62,545	$6.2m1.35%	1.35%	Added +12.7k	+12,725 25.5%
20	PROCTER AND GAMBLE CO COM PG	PG	34,884	$5.1m1.11%	1.11%	Reduced -841	-841 -2.4%
21	ISHARES TR RUS 1000 GRW ETF IWF	IWF	38,168	$4.7m1.03%	1.03%	Added +36.2k	+36,200 1839.4%
22	ISHARES TR ESG MSCI USA ETF USXF	USXF	68,225	$4.7m1.03%	1.03%	Unchanged
23	ISHARES TR INTRM GOV CR ETF GVI	GVI	40,794	$4.3m0.94%	0.94%	Added +26.8k	+26,807 191.7%
24	ISHARES TR RUS 1000 VAL ETF IWD	IWD	15,413	$3.7m0.81%	0.81%	New
25	LOWES COS INC COM LOW	LOW	15,909	$3.5m0.76%	0.76%	Reduced -532	-532 -3.2%
26	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	71,167	$3.2m0.69%	0.69%	Reduced -2.1k	-2,089 -2.9%
27	ISHARES TR INTL SEL DIV ETF IDV	IDV	71,859	$3.0m0.65%	0.65%	Added +51.7k	+51,658 255.7%
28	ISHARES TR ESG EAFE ETF DMXF	DMXF	34,843	$2.9m0.64%	0.64%	Added +1.6k	+1,640 4.9%
29	ISHARES TR CORE S&P SCP ETF IJR	IJR	19,829	$2.9m0.64%	0.64%	Added +14.6k	+14,556 276.1%
30	SMITH A O CORP COM AOS	AOS	45,845	$2.9m0.63%	0.63%	Reduced -3.4k	-3,410 -6.9%
31	NOVO-NORDISK A S ADR NVO	NVO	57,670	$2.8m0.60%	0.60%	Reduced -4.7k	-4,699 -7.5%
32	ISHARES TR IBONDS DEC 28 IBMQ	IBMQ	101,618	$2.6m0.57%	0.57%	Added +1.8k	+1,770 1.8%
33	ISHARES TR IBONDS DEC 27 IBMP	IBMP	99,822	$2.5m0.55%	0.55%	Added +1.8k	+1,776 1.8%
34	NVIDIA CORPORATION COM NVDA	NVDA	11,822	$2.4m0.52%	0.52%	Added +2.9k	+2,917 32.8%
35	ISHARES TR IBONDS DEC 26 IBMO	IBMO	90,163	$2.3m0.50%	0.50%	Unchanged
36	ISHARES TR CORE S&P MCP ETF IJH	IJH	28,255	$2.2m0.47%	0.47%	New
37	ISHARES TR CORE MSCI INTL IDEV	IDEV	22,314	$2.0m0.43%	0.43%	New
38	ISHARES U S ETF TR SHORT DURATION B NEAR	NEAR	39,032	$2.0m0.43%	0.43%	Added +15.8k	+15,802 68.0%
39	DISNEY WALT CO COM DIS	DIS	19,030	$1.8m0.40%	0.40%	Reduced -1.3k	-1,347 -6.6%
40	AMAZON COM INC COM AMZN	AMZN	7,307	$1.7m0.38%	0.38%	Added +696	+696 10.5%
41	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	13,565	$1.7m0.37%	0.37%	Reduced -3.2k	-3,202 -19.1%
42	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	7,888	$1.7m0.37%	0.37%	Added +161	+161 2.1%
43	ISHARES TR BLACKROCK ULTRA ICSH	ICSH	33,036	$1.7m0.36%	0.36%	Added +22.3k	+22,269 206.8%
44	ISHARES INC CORE MSCI EMKT IEMG	IEMG	19,406	$1.6m0.35%	0.35%	New
45	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	3,167	$1.6m0.35%	0.35%	Added +113	+113 3.7%
46	ISHARES INC EM MKTS DIV ETF DVYE	DVYE	43,821	$1.4m0.31%	0.31%	New
47	ELI LILLY & CO COM LLY	LLY	1,015	$1.2m0.27%	0.27%	Added +97	+97 10.6%
48	ISHARES GOLD TR ISHARES NEW IAU	IAU	15,573	$1.2m0.26%	0.26%	Added +11.2k	+11,216 257.4%
49	PACKAGING CORP AMER COM PKG	PKG	4,912	$1.2m0.25%	0.25%	Added +43	+43 0.9%
50	MASTERCARD INCORPORATED CL A MA	MA	2,192	$1.1m0.25%	0.25%	Added +136	+136 6.6%
51	CANADIAN NATL RY CO COM CNI	CNI	9,121	$1.1m0.24%	0.24%	Unchanged
52	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	3,098	$1.1m0.23%	0.23%	Unchanged
53	CENCORA INC COM COR	COR	3,691	$1.0m0.23%	0.23%	Unchanged
54	SPDR GOLD TR GOLD SHS GLD	GLD	2,764	$1.0m0.22%	0.22%	Unchanged
55	ISHARES TR GLOBAL REIT ETF REET	REET	36,469	$1.0m0.22%	0.22%	New
56	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	2,059	$983.3k0.21%	0.21%	Added +12	+12 0.6%
57	ISHARES TR IBONDS 28 TRM TS IBTI	IBTI	40,896	$905.4k0.20%	0.20%	Added +14.0k	+13,952 51.8%
58	ISHARES TR IBONDS DEC2026 IBDR	IBDR	35,040	$849.0k0.18%	0.18%	Unchanged
59	AGILON HEALTH INC COM NEW AGL	AGL	7,903	$847.0k0.18%	0.18%	New
60	VANGUARD INDEX FDS SMALL CP ETF VB	VB	2,792	$846.3k0.18%	0.18%	Added +17	+17 0.6%
61	ABBVIE INC COM ABBV	ABBV	3,342	$840.9k0.18%	0.18%	Added +315	+315 10.4%
62	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	2,058	$818.4k0.18%	0.18%	Reduced -417	-417 -16.9%
63	EXXON MOBIL CORP COM XOM	XOM	5,701	$779.5k0.17%	0.17%	Added +93	+93 1.7%
64	MICRON TECHNOLOGY INC COM MU	MU	647	$746.8k0.16%	0.16%	New
65	ISHARES TR TIPS BD ETF TIP	TIP	6,486	$709.8k0.15%	0.15%	Added +1.2k	+1,236 23.5%
66	FIFTH THIRD BANCORP COM FITB	FITB	12,442	$701.4k0.15%	0.15%	Unchanged
67	JPMORGAN CHASE & CO COM JPM	JPM	2,036	$666.4k0.15%	0.15%	Added +175	+175 9.4%
68	ISHARES TR IBONDS 27 ETF IBDS	IBDS	26,265	$636.1k0.14%	0.14%	Unchanged
69	INTEL CORP COM INTC	INTC	4,498	$628.1k0.14%	0.14%	New
70	META PLATFORMS INC CL A META	META	1,026	$578.1k0.13%	0.13%	Added +56	+56 5.8%
71	ISHARES TR CORE TOTAL USD IUSB	IUSB	12,449	$574.5k0.13%	0.13%	Added +5.4k	+5,416 77.0%
72	KLA CORP COM NEW KLAC	KLAC	1,874	$565.4k0.12%	0.12%	Added +14	+14 0.8%
73	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	751	$560.8k0.12%	0.12%	Unchanged
74	ISHARES TR IBDS DEC28 ETF IBDT	IBDT	21,918	$553.4k0.12%	0.12%	Added +3.4k	+3,373 18.2%
75	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	721	$530.9k0.12%	0.12%	Unchanged
76	LAM RESEARCH CORP COM NEW LRCX	LRCX	1,208	$523.5k0.11%	0.11%	New
77	BLACKROCK ETF TRUST II ISHARES INTERMED INMU	INMU	21,337	$517.4k0.11%	0.11%	New
78	ISHARES TR IBONDS DEC 2029 IBMR	IBMR	19,265	$489.1k0.11%	0.11%	Added +1.8k	+1,784 10.2%
79	HERSHEY CO COM HSY	HSY	2,661	$466.9k0.10%	0.10%	Unchanged
80	ISHARES TR RUSSELL 2000 ETF IWM	IWM	1,547	$464.8k0.10%	0.10%	Added +72	+72 4.9%
81	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	6,459	$460.2k0.10%	0.10%	Added +338	+338 5.5%
82	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	1,565	$440.1k0.10%	0.10%	Added +206	+206 15.2%
83	GENERAL DYNAMICS CORP COM GD	GD	1,193	$422.6k0.09%	0.09%	Added +241	+241 25.3%
84	BROADCOM INC COM AVGO	AVGO	1,096	$414.0k0.09%	0.09%	New
85	PEPSICO INC COM PEP	PEP	2,996	$405.7k0.09%	0.09%	Added +339	+339 12.8%
86	ISHARES TR IBONDS 29 TRM TS IBTJ	IBTJ	18,428	$399.0k0.09%	0.09%	Added +4.6k	+4,575 33.0%
87	CISCO SYS INC COM CSCO	CSCO	3,299	$387.5k0.08%	0.08%	Added +494	+494 17.6%
88	ALPHABET INC CAP STK CL C GOOG	GOOG	1,009	$356.5k0.08%	0.08%	Reduced -50	-50 -4.7%
89	NETFLIX INC COM NFLX	NFLX	4,959	$354.1k0.08%	0.08%	Reduced -351	-351 -6.6%
90	ISHARES TR NATIONAL MUN ETF MUB	MUB	3,225	$347.1k0.08%	0.08%	Added +1.1k	+1,131 54.0%
91	CHUBB LIMITED COM CB	CB	1,010	$344.1k0.07%	0.07%	Unchanged
92	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	10,337	$344.1k0.07%	0.07%	Unchanged
93	CHURCH & DWIGHT CO INC COM CHD	CHD	3,401	$329.5k0.07%	0.07%	New
94	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	337	$325.2k0.07%	0.07%	New
95	MERCK & CO INC COM MRK	MRK	2,527	$324.7k0.07%	0.07%	Added +704	+704 38.6%
96	CORTEVA INC COM CTVA	CTVA	3,791	$321.1k0.07%	0.07%	Added +487	+487 14.7%
97	ISHARES TR SP SMCP600VL ETF IJS	IJS	2,235	$305.5k0.07%	0.07%	Added +236	+236 11.8%
98	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	3,075	$296.5k0.06%	0.06%	Reduced -210	-210 -6.4%
99	CHEVRON CORP NEW COM CVX	CVX	1,773	$293.5k0.06%	0.06%	Reduced -267	-267 -13.1%
100	ISHARES TR IBONDS DEC 29 IBDU	IBDU	12,673	$293.5k0.06%	0.06%	Unchanged

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
NETFLIX INC NFLX · Put	NFLX	Put	10	$29.2k10 shares	Reduced
LAM RESEARCH CORP LRCX · Put	LRCX	Put	3	$28.5k3 shares	New
INTEL CORP Put		Put	15	$27.9k15 shares	New
CENCORA INC COR · Put	COR	Put	4	$12.5k4 shares	Unchanged
NVIDIA CORPORATION NVDA · Put	NVDA	Put	10	$11.9k10 shares	Unchanged
APPLE INC AAPL · Put	AAPL	Put	13	$2.8k13 shares	Reduced