DOSSIER · 13F-HR · Q2 2026

ATLANTIC FAMILY WEALTH, LLC

$156M in tracked AUM across 64 positions as of Q2 2026.

AF
CIK 0002012511 · last filed Jun 30, 2026
Total AUM
$156M
as of Q2 2026
Holdings
64
positions
Whale Score
68
68
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

ATLANTIC FAMILY WEALTH, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$39M53K25.2%
02
CDL
VICTORY PORTFOLIOS II
$30M381K18.9%
03
CDC
VICTORY PORTFOLIOS II
$29M384K18.3%
04
IVW
ISHARES TR
$9M68K6.0%
05
VGT
VANGUARD WORLD FD
$8M69K5.3%
06
VFLO
VICTORY PORTFOLIOS II
$7M146K4.3%
07
COWG
PACER FDS TR
$6M141K3.6%
08
COWZ
PACER FDS TR
$3M42K1.7%
09
PPA
INVESCO EXCHANGE TRADED FD T
$2M10K1.2%
10
VBK
VANGUARD INDEX FDS
$2M4K1.0%

Filing history

2026Q2Jun 30
$156M 12.9%
64 positionsView →
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