Atlantic Family Wealth, LLC
All holdings · as of Dec 31, 2025
| 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% |
| The PNC Financial Services Group, Inc. | $368.4K | 0.3% |
| PROSHARES TR | $367.1K | 0.3% |
| SPDR GOLD TR | $356.7K | 0.3% |
| BRITISH AMERN TOB PLC | $347.1K | 0.3% |
| Prologis Inc | $336.0K | 0.3% |
| PFIZER INC | $329.6K | 0.2% |
| INVESCO EXCH TRADED FD TR II | $328.8K | 0.2% |
| PEPSICO INC | $327.8K | 0.2% |
| EXXON MOBIL CORP | $318.5K | 0.2% |
| XCEL ENERGY INC | $313.7K | 0.2% |
| Alphabet Inc. | $309.7K | 0.2% |
| TRUIST FINANCIAL CORP | $307.6K | 0.2% |
| AbbVie Inc. | $306.2K | 0.2% |
| SANOFI | $304.9K | 0.2% |
| AMGEN INC | $295.9K | 0.2% |
| Tesla Inc | $255.4K | 0.2% |
| FirstEnergy Corp | $252.6K | 0.2% |
| VERIZON COMMUNICATIONS INC | $249.1K | 0.2% |
| Philip Morris International Inc. | $243.6K | 0.2% |
| JOHNSON & JOHNSON | $243.6K | 0.2% |
| REALTY INCOME CORP | $240.5K | 0.2% |
| VANGUARD SCOTTSDALE FDS | $240.0K | 0.2% |
| TC ENERGY CORP | $235.8K | 0.2% |
| Duke Energy Corp | $232.4K | 0.2% |
| Meta Platforms Inc | $227.1K | 0.2% |