DOSSIER · 13F-HR · Q1 2026

ATLANTIC FAMILY WEALTH, LLC

$138M in tracked AUM across 59 positions as of Q1 2026.

AF
CIK 0002012511 · last filed Mar 31, 2026
Total AUM
$138M
as of Q1 2026
Holdings
59
positions
Whale Score
65
65
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

ATLANTIC FAMILY WEALTH, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$34M52K24.6%
02
CDL
VICTORY PORTFOLIOS II
$28M375K20.2%
03
CDC
VICTORY PORTFOLIOS II
$27M381K19.7%
04
IVW
ISHARES TR
$8M68K5.5%
05
VFLO
VICTORY PORTFOLIOS II
$5M136K3.9%
06
VGT
VANGUARD WORLD FD
$5M8K3.8%
07
COWG
PACER FDS TR
$5M138K3.4%
08
COWZ
PACER FDS TR
$3M41K1.8%
09
BRK/B
BERKSHIRE HATHAWAY INC DEL
$2M3K1.1%
10
VBK
VANGUARD INDEX FDS
$1M5K1.0%

Filing history

2026Q1Mar 31
$138M 4.5%
59 positionsView →
2025Q4Dec 31
$132M 2.3%
55 positionsView →
2025Q3Sep 30
$129M 12.6%
55 positionsView →
2025Q2Jun 30
$115M 5.7%
52 positionsLocked
2025Q1Mar 31
$109M 28.6%
46 positionsLocked
2024Q4Dec 31
$85M
43 positionsLocked