DOSSIER · 13F-HR · Q3 2026

LAWOOD & CO

$145M in tracked AUM across 164 positions as of Q3 2026.

L&
CIK 0002109484 · last filed Sep 30, 2026
Total AUM
$145M
as of Q3 2026
Holdings
164
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

LAWOOD & CO filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
JCPB
JP MORGAN CORE PLUS
$14M306K9.5%
02
JQUA
JPMORGAN
$9M115K5.9%
03
DFAX
DIMENSIONAL ETF TRUST
$8M219K5.6%
04
VOO
VANGUARD
$6M9K4.2%
05
GLW
CORNING INC
$6M38K4.0%
06
MSFT
MICROSOFT CORP
$6M11K3.8%
07
CSCO
CISCO SYS INC
$5M44K3.3%
08
GOOGL
ALPHABET INC
$4M12K2.8%
09
JNJ
JOHNSON & JOHNSON
$4M15K2.7%
10
CAT
CATERPILLAR INC
$4M4K2.5%

Filing history

2026Q3Sep 30
$145M▼ 2.1%
164 positionsView →
2026Q2Jun 30
$148M▲ 37.0%
161 positionsView →
2026Q1Mar 31
$108M▲ 2.1%
155 positionsView →
2025Q4Dec 31
$106M—
158 positionsView →