ATLANTIC FAMILY WEALTH, LLC
ATLANTIC FAMILY WEALTH, LLC reported 64 positions worth $156.3M as of June 30, 2026 (13F filed August 4, 2026). Largest holding: IVV (25.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $39.4M | 25.20% | 52,589 | — | — | |
| ▸ 2 | CDL | SH | $29.6M | 18.91% | 381,018 | — | — | |
| ▸ 3 | CDC | SH | $28.6M | 18.29% | 384,423 | — | — | |
| ▸ 4 | IVW | SH | $9.3M | 5.96% | 67,776 | — | — | |
| ▸ 5 | VGT | SH | $8.3M | 5.28% | 69,066 | — | — | |
| ▸ 6 | VFLO | SH | $6.7M | 4.29% | 146,408 | — | — | |
| ▸ 7 | COWG | SH | $5.7M | 3.62% | 140,972 | — | — | |
| ▸ 8 | COWZ | SH | $2.6M | 1.69% | 42,381 | — | — | |
| ▸ 9 | PPA | SH | $1.8M | 1.16% | 10,278 | — | — | |
| ▸ 10 | VBK | SH | $1.6M | 1.04% | 4,427 | — | — |
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Frequently Asked Questions
What stocks does ATLANTIC FAMILY WEALTH, LLC hold as of Q2 2026?
ATLANTIC FAMILY WEALTH, LLC reported 64 positions worth $156.3M in its Q2 2026 13F filing. Largest positions: IVV (25.2%), CDL (18.9%), CDC (18.3%), IVW (6.0%) and VGT (5.3%).
What did ATLANTIC FAMILY WEALTH, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did ATLANTIC FAMILY WEALTH, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.