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Filers›Family Office›Liberty Atlantic Advisors LLC
DOSSIER · 13F-HR · Q1 2026

Liberty Atlantic Advisors LLC

Liberty Atlantic's family office based in Stamford, CT — $117M in tracked AUM across 73 positions as of Q1 2026.

LA
Liberty Atlantic·Stamford, CT·Family Office
CIK 0002101909 · last filed Mar 31, 2026
Total AUM
$117M
▼ 3.3%
vs prior
Holdings
73
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
Top sector
Tech
8% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Liberty Atlantic Advisors 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
SFLR
INNOVATOR ETFS TRUST
$23M638K19.3%
02
QFLR
INNOVATOR ETFS TRUST
$15M439K12.5%
03
IFLR
INNOVATOR ETFS TRUST
$8M155K6.7%
04
AGG
ISHARES TR
$6M62K5.3%
05
RFLR
INNOVATOR ETFS TRUST
$5M169K4.2%
06
JAAA
JANUS DETROIT STR TR
$5M95K4.1%
07
BINC
BLACKROCK ETF TRUST II
$4M84K3.7%
08
SHY
ISHARES TR
$4M44K3.1%
09
FALN
ISHARES TR
$4M135K3.1%
10
SRLN
SSGA ACTIVE ETF TR
$4M88K3.0%

Filing history

Filing history loading…
AI Agent · grounded in Liberty
haiku-4-5 · 73 positions indexed
Sector mix
  • Tech8%
  • Financials4%
  • Health Care38%
  • Communications13%
  • Industrials6%
  • Other31%
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