Institutions / Atlantic Family Wealth, LLC
Atlantic Family Wealth, LLC
CIK 2012511 · Institution · as of Dec 31, 2025
Portfolio value
$132.42M
Positions
55
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 55 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $35.01M | 26.4% |
| Victory Portfolios II | $25.78M | 19.5% |
| Victory Portfolios II | $25.40M | 19.2% |
| iShares Tr | $8.14M | 6.1% |
| Vanguard World Fd | $5.13M | 3.9% |
| Pacer Fds Tr | $4.55M | 3.4% |
| Victory Portfolios II | $4.47M | 3.4% |
| Pacer Fds Tr | $2.38M | 1.8% |
| Warren E. Buffett | $1.59M | 1.2% |
| Vanguard Index Fds | $1.30M | 1.0% |
| Apple Inc. | $1.30M | 1.0% |
| NVIDIA Corp | $1.11M | 0.8% |
| Vanguard Bd Index Fds | $1.05M | 0.8% |
| iShares Tr | $986.6K | 0.7% |
| Amazon.com Inc | $791.0K | 0.6% |
| Invesco Exchange Traded Fd T | $712.5K | 0.5% |
| Chevron Corp | $654.9K | 0.5% |
| SPDR S&P 500 ETF Tr | $602.7K | 0.5% |
| iShares Tr | $511.7K | 0.4% |
| Neos ETF Trust | $481.0K | 0.4% |
| Vanguard Specialized Funds | $466.4K | 0.4% |
| TotalEnergies SE | $415.0K | 0.3% |
| Enbridge Inc | $394.3K | 0.3% |
| National Grid PLC | $388.5K | 0.3% |
| US Bancorp \De | $385.0K | 0.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.