LAWOOD & CO

WILLIAMSPORT, PA · CIK 2109484 · 13F filing filed 2026-07-13

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.

$147.6m reported value +37.0% vs Q1 2026

95positions

45.3%in top 10

9 new 18 added 43 reduced 4 sold out vs Q1 2026

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	J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF JCPB	JCPB	292,677	$13.7m9.30%	9.30%	New
2	CORNING INC COM GLW	GLW	38,119	$9.7m6.59%	6.59%	Reduced -5.4k	-5,369 -12.3%
3	J P MORGAN EXCHANGE TRADED F US QUALTY FCTR JQUA	JQUA	116,653	$8.4m5.71%	5.71%	Reduced -3.9k	-3,880 -3.2%
4	DIMENSIONAL ETF TRUST WORLD EX US CORE DFAX	DFAX	205,208	$7.6m5.12%	5.12%	New
5	CISCO SYS INC COM CSCO	CSCO	45,234	$5.3m3.60%	3.60%	Reduced -827	-827 -1.8%
6	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	7,516	$5.2m3.50%	3.50%	Added +240	+240 3.3%
7	CATERPILLAR INC COM CAT	CAT	4,507	$4.8m3.25%	3.25%	Reduced -399	-399 -8.1%
8	ALPHABET INC CAP STK CL A GOOGL	GOOGL	11,786	$4.2m2.85%	2.85%	Reduced -225	-225 -1.9%
9	MICROSOFT CORP COM MSFT	MSFT	10,816	$4.0m2.73%	2.73%	Added +39	+39 0.4%
10	JOHNSON & JOHNSON COM JNJ	JNJ	15,185	$3.9m2.61%	2.61%	Reduced -135	-135 -0.9%
11	T ROWE PRICE ETF INC ULTRA SHRT TRM TBUX	TBUX	72,258	$3.6m2.44%	2.44%	Added +11.5k	+11,457 18.8%
12	NVIDIA CORPORATION COM NVDA	NVDA	15,708	$3.1m2.13%	2.13%	Added +15	+15 0.1%
13	ABBVIE INC COM ABBV	ABBV	12,003	$3.0m2.05%	2.05%	Added +100	+100 0.8%
14	MERCK & CO INC COM MRK	MRK	23,298	$3.0m2.03%	2.03%	Reduced -145	-145 -0.6%
15	DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC	DFIC	78,177	$2.9m1.97%	1.97%	New
16	QUALCOMM INC COM QCOM	QCOM	15,045	$2.8m1.88%	1.88%	Reduced -75	-75 -0.5%
17	CHEVRON CORP NEW COM CVX	CVX	14,699	$2.4m1.65%	1.65%	Reduced -16	-16 -0.1%
18	NEXTERA ENERGY INC COM NEE	NEE	26,113	$2.3m1.55%	1.55%	Reduced -95	-95 -0.4%
19	PALO ALTO NETWORKS INC COM PANW	PANW	6,714	$2.3m1.55%	1.55%	Added +639	+639 10.5%
20	APPLE INC COM AAPL	AAPL	7,337	$2.1m1.44%	1.44%	Added +372	+372 5.3%
21	COCA COLA CO COM KO	KO	25,145	$2.0m1.38%	1.38%	Added +610	+610 2.5%
22	M & T BK CORP COM MTB	MTB	8,419	$2.0m1.36%	1.36%	Unchanged
23	BROADCOM INC COM AVGO	AVGO	5,084	$1.9m1.30%	1.30%	Added +429	+429 9.2%
24	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	6,696	$1.9m1.28%	1.28%	Added +189	+189 2.9%
25	PPL CORP COM PPL	PPL	51,272	$1.9m1.26%	1.26%	Added +2.4k	+2,403 4.9%
26	ISHARES TR CORE S&P500 ETF IVV	IVV	2,435	$1.8m1.24%	1.24%	Unchanged
27	HOME DEPOT INC COM HD	HD	4,991	$1.8m1.19%	1.19%	Reduced -84	-84 -1.7%
28	VERIZON COMMUNICATIONS INC COM VZ	VZ	38,826	$1.6m1.11%	1.11%	Added +186	+186 0.5%
29	MORGAN STANLEY COM NEW MS	MS	7,726	$1.6m1.09%	1.09%	Reduced -200	-200 -2.5%
30	METLIFE INC COM MET	MET	17,483	$1.5m1.00%	1.00%	Reduced -100	-100 -0.6%
31	AMAZON COM INC COM AMZN	AMZN	6,193	$1.5m1.00%	1.00%	Added +80	+80 1.3%
32	AMERICAN ELEC PWR CO INC COM AEP	AEP	10,316	$1.4m0.96%	0.96%	Added +175	+175 1.7%
33	NORTHWEST BANCSHARES INC MD COM NWBI	NWBI	88,854	$1.3m0.91%	0.91%	Reduced -14.1k	-14,064 -13.7%
34	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,582	$1.2m0.80%	0.80%	Unchanged
35	TRUIST FINL CORP COM TFC	TFC	23,634	$1.2m0.80%	0.80%	Reduced -150	-150 -0.6%
36	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	3,112	$1.2m0.78%	0.78%	Reduced -373	-373 -10.7%
37	PROCTER AND GAMBLE CO COM PG	PG	7,766	$1.1m0.77%	0.77%	Unchanged
38	JPMORGAN CHASE & CO COM JPM	JPM	3,191	$1.0m0.71%	0.71%	Unchanged
39	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	32,510	$941.5k0.64%	0.64%	Reduced -1.0k	-1,000 -3.0%
40	UNITED PARCEL SERVICE INC CL B UPS	UPS	8,672	$932.2k0.63%	0.63%	Reduced -1.8k	-1,763 -16.9%
41	BANK AMERICA CORP COM BAC	BAC	13,777	$785.0k0.53%	0.53%	Reduced -50	-50 -0.4%
42	CITIZENS FINL SVCS INC COM CZFS	CZFS	10,726	$777.0k0.53%	0.53%	Unchanged
43	HONEYWELL INTL INC COM COM		3,440	$770.2k0.52%	0.52%	Added +2.5k	+2,530 278.0%
44	GILEAD SCIENCES INC COM GILD	GILD	5,784	$730.8k0.49%	0.49%	Added +370	+370 6.8%
45	NEWMONT CORP COM NEM	NEM	7,313	$683.0k0.46%	0.46%	Added +30	+30 0.4%
46	WALMART INC COM WMT	WMT	5,897	$667.9k0.45%	0.45%	Reduced -135	-135 -2.2%
47	META PLATFORMS INC CL A META	META	1,180	$664.7k0.45%	0.45%	Reduced -105	-105 -8.2%
48	ISHARES TR MRGSTR MD CP ETF IMCB	IMCB	6,736	$650.4k0.44%	0.44%	Unchanged
49	INTERCONTINENTAL EXCHANGE IN COM ICE	ICE	5,197	$639.8k0.43%	0.43%	Unchanged
50	CONOCOPHILLIPS COM COP	COP	6,070	$631.0k0.43%	0.43%	Unchanged
51	INTEL CORP COM INTC	INTC	4,460	$622.8k0.42%	0.42%	Reduced -1.0k	-1,040 -18.9%
52	ELI LILLY & CO COM LLY	LLY	505	$605.7k0.41%	0.41%	Reduced -8	-8 -1.6%
53	ISHARES TR RUS MID CAP ETF IWR	IWR	5,459	$602.2k0.41%	0.41%	Reduced -506	-506 -8.5%
54	ISHARES TR CORE S&P MCP ETF IJH	IJH	7,278	$561.2k0.38%	0.38%	Reduced -792	-792 -9.8%
55	ISHARES TR CORE S&P TTL STK ITOT	ITOT	3,359	$551.8k0.37%	0.37%	Reduced -436	-436 -11.5%
56	LOCKHEED MARTIN CORP COM LMT	LMT	1,060	$540.0k0.37%	0.37%	Added +470	+470 79.7%
57	DISNEY WALT CO COM DIS	DIS	5,534	$532.6k0.36%	0.36%	Reduced -693	-693 -11.1%
58	LAZARD INC COM LAZ	LAZ	12,420	$520.9k0.35%	0.35%	Reduced -300	-300 -2.4%
59	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	710	$499.4k0.34%	0.34%	Unchanged
60	MONDELEZ INTL INC CL A MDLZ	MDLZ	8,533	$493.5k0.33%	0.33%	Reduced -50	-50 -0.6%
61	PEPSICO INC COM PEP	PEP	3,472	$470.1k0.32%	0.32%	Unchanged
62	ISHARES TR CORE S&P SCP ETF IJR	IJR	3,072	$455.6k0.31%	0.31%	Reduced -37	-37 -1.2%
63	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	7,561	$435.7k0.30%	0.30%	Reduced -464	-464 -5.8%
64	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	1,900	$425.5k0.29%	0.29%	Unchanged
65	RTX CORPORATION COM RTX	RTX	2,220	$421.2k0.29%	0.29%	Reduced -6	-6 -0.3%
66	DOLLAR GEN CORP NEW COM DG	DG	3,380	$389.1k0.26%	0.26%	Unchanged
67	CORTEVA INC COM CTVA	CTVA	4,440	$376.0k0.25%	0.25%	Unchanged
68	PHILLIPS 66 COM PSX	PSX	2,222	$375.6k0.25%	0.25%	Unchanged
69	MARSH & MCLENNAN COS INC COM MRSH	MRSH	2,189	$364.8k0.25%	0.25%	Unchanged
70	ISHARES TR RUS 1000 ETF IWB	IWB	881	$360.8k0.24%	0.24%	Reduced -510	-510 -36.7%
71	PFIZER INC COM PFE	PFE	14,818	$356.8k0.24%	0.24%	Reduced -733	-733 -4.7%
72	MCDONALDS CORP COM MCD	MCD	1,305	$352.8k0.24%	0.24%	Reduced -35	-35 -2.6%
73	AT&T INC COM T	T	16,628	$344.2k0.23%	0.23%	Reduced -352	-352 -2.1%
74	WELLS FARGO CO NEW COM WFC	WFC	4,118	$340.3k0.23%	0.23%	Unchanged
75	ZIMMER BIOMET HOLDINGS INC COM ZBH	ZBH	3,740	$322.0k0.22%	0.22%	Unchanged
76	CVS HEALTH CORP COM CVS	CVS	3,095	$320.2k0.22%	0.22%	Unchanged
77	US BANCORP DEL COM NEW USB	USB	5,110	$308.6k0.21%	0.21%	Unchanged
78	EXXON MOBIL CORP COM XOM	XOM	2,223	$303.9k0.21%	0.21%	Reduced -2.7k	-2,678 -54.6%
79	FEDERATED HERMES INC CL B FHI	FHI	5,332	$294.4k0.20%	0.20%	Unchanged
80	ORACLE CORP COM ORCL	ORCL	2,003	$293.5k0.20%	0.20%	Reduced -21	-21 -1.0%
81	VANGUARD INDEX FDS MID CAP ETF VO	VO	3,602	$290.2k0.20%	0.20%	Reduced -330	-330 -8.4%
82	ALPHABET INC CAP STK CL C GOOG	GOOG	797	$281.6k0.19%	0.19%	Reduced -75	-75 -8.6%
83	COMMUNITY FINANCIAL SYSTEM I COM CBU	CBU	4,088	$274.4k0.19%	0.19%	Unchanged
84	VANGUARD INDEX FDS SMALL CP ETF VB	VB	900	$272.8k0.18%	0.18%	Reduced -427	-427 -32.2%
85	ISHARES TR RUS MDCP VAL ETF IWS	IWS	1,640	$269.9k0.18%	0.18%	Reduced -32	-32 -1.9%
86	HERSHEY CO COM HSY	HSY	1,514	$265.6k0.18%	0.18%	Unchanged
87	ISHARES TR MRGSTR MD CP VAL IMCV	IMCV	2,844	$259.9k0.18%	0.18%	Unchanged
88	LABCORP HOLDINGS INC COM SHS LH	LH	916	$256.5k0.17%	0.17%	Reduced -61	-61 -6.2%
89	NUCOR CORP COM NUE	NUE	1,083	$241.2k0.16%	0.16%	New
90	UNITEDHEALTH GROUP INC COM UNH	UNH	576	$239.4k0.16%	0.16%	New
91	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	7,800	$229.6k0.16%	0.16%	New
92	JABIL INC COM JBL	JBL	581	$224.0k0.15%	0.15%	New
93	DICKS SPORTING GOODS INC COM DKS	DKS	916	$207.8k0.14%	0.14%	New
94	EMERSON ELEC CO COM EMR	EMR	1,402	$200.7k0.14%	0.14%	New
95	IGC PHARMA INC COM NEW IGC	IGC	75,000	$20.4k0.01%	0.01%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ISHARES TR IEFA	IEFA	3,966	$359.0k4.0k shares
ACCENTURE PLC IRELAND ACN	ACN	1,448	$287.1k1.4k shares
PAYPAL HLDGS INC PYPL	PYPL	4,600	$208.1k4.6k shares
ISHARES TR SHY	SHY	2,470	$203.9k2.5k shares