SEC Form 13F

LAWOOD & CO 13F Holdings

Inspect LAWOOD & CO's 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-07-14T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-07-14
Reported value
$147,645,548
Positions
95

Read this manager's filing book

Step 1 of 3

Disclosed positions

LAWOOD & CO: source evidence dated 2026-07-14T03:59:59.999Z.

Issuer
JP MORGAN CORE PLUS
Ticker
JCPB
Class
Exchange Traded Fund
Reported value
$13,738,258
Reported amount
292,677
Unit
SH
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0002109484-26-000003
What you should see

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Step 3 of 3

Browse institutional filings

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What you should see

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Disclosed positions

See the complete disclosed positions
JP MORGAN CORE PLUSJCPBExchange Traded Fund$13,738,258292,677SHNone
CORNING INCGLWCommon Stock$9,736,73638,119SHNone
JPMORGANJQUAExchange Traded Fund$8,431,679116,653SHNone
DIMENSIONAL ETF TRUSTDFAXExchange Traded Fund$7,559,863205,208SHNone
CISCO SYS INCCSCOCommon Stock$5,313,18645,234SHNone
VANGUARDVOOExchange Traded Fund$5,162,0647,516SHNone
CATERPILLAR INCCATCommon Stock$4,799,5044,507SHNone
ALPHABET INCGOOGLCommon Stock$4,211,96211,786SHNone
MICROSOFT CORPMSFTCommon Stock$4,034,58410,816SHNone
JOHNSON & JOHNSONJNJCommon Stock$3,856,53515,185SHNone
T ROWE PRICE ETF INCTBUXExchange Traded Fund$3,596,28172,258SHNone
NVIDIA CORPORATIONNVDACommon Stock$3,143,01415,708SHNone
ABBVIE INCABBVCommon Stock$3,020,43512,003SHNone
MERCK & CO INCMRKCommon Stock$2,993,79323,298SHNone
DIMENSIONAL ETF TRUSTDFICExchange Traded Fund$2,912,87578,177SHNone
QUALCOMM INCQCOMCommon Stock$2,780,16615,045SHNone
CHEVRON CORP NEWCVXCommon Stock$2,436,50614,699SHNone
NEXTERA ENERGY INCNEECommon Stock$2,291,93826,113SHNone
PALO ALTO NETWORKS INCPANWCommon Stock$2,289,6086,714SHNone
APPLE INCAAPLCommon Stock$2,123,0347,337SHNone
COCA COLA COKOCommon Stock$2,043,53425,145SHNone
M & T BK CORPMTBCommon Stock$2,003,8078,419SHNone
BROADCOM INCAVGOCommon Stock$1,920,4825,084SHNone
INTERNATIONAL BUSINESS MACHSIBMCommon Stock$1,882,9826,696SHNone
PPL CORPPPLCommon Stock$1,863,73751,272SHNone
ISHARES TRIVVExchange Traded Fund$1,823,5472,435SHNone
HOME DEPOT INCHDCommon Stock$1,760,2264,991SHNone
VERIZON COMMUNICATIONS INCVZCommon Stock$1,643,89338,826SHNone
MORGAN STANLEYMSCommon Stock$1,615,0437,726SHNone
METLIFE INCMETCommon Stock$1,479,23617,483SHNone
AMAZON COM INCAMZNCommon Stock$1,476,0396,193SHNone
AMERICAN ELEC PWR CO INCAEPCommon Stock$1,411,33210,316SHNone
NORTHWEST BANCSHARES INC MDNWBICommon Stock$1,347,02788,854SHNone
STATE STREET SPDR S&P 500 ETF TRSPYExchange Traded Fund$1,181,3901,582SHNone
TRUIST FINL CORPTFCCommon Stock$1,177,44523,634SHNone
VANGUARD INDEX FDSVTIExchange Traded Fund$1,151,5643,112SHNone
PROCTER AND GAMBLE COPGCommon Stock$1,138,8077,766SHNone
JPMORGAN CHASE & COJPMCommon Stock$1,044,5103,191SHNone
SCHWAB STRATEGIC TRSCHBExchange Traded Fund$941,49032,510SHNone
UNITED PARCEL SERVICE INCUPSCommon Stock$932,2408,672SHNone
BANK AMERICA CORPBACCommon Stock$785,01413,777SHNone
CITIZENS FINANCIAL SERVS INCCZFSCommon Stock$776,99110,726SHNone
HONEYWELL INTL INC (OLD)HONCommon Stock$770,2163,440SHNone
GILEAD SCIENCES INCGILDCommon Stock$730,7515,784SHNone
NEWMONT CORPNEMCommon Stock$683,0347,313SHNone
WALMART INCWMTCommon Stock$667,8945,897SHNone
META PLATFORMS INCMETACommon Stock$664,6821,180SHNone
ISHARES TRIMCBExchange Traded Fund$650,4286,736SHNone
INTERCONTINENTAL EXCHANGE INCICECommon Stock$639,8025,197SHNone
CONOCOPHILLIPSCOPCommon Stock$631,0376,070SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

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