DOSSIER · 13F-HR · Q2 2026

MidAtlantic Capital Management, Inc.

$161M in tracked AUM across 86 positions as of Q2 2026.

MC
CIK 0002042068 · last filed Jun 30, 2026
Total AUM
$161M
as of Q2 2026
Holdings
86
positions
Whale Score
60
60
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

MidAtlantic Capital Management, Inc. 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
$15M20K9.1%
02
SPY
STATE STR SPDR S&P 500 ETF T
$14M19K8.8%
03
VUG
VANGUARD INDEX FDS
$9M108K5.8%
04
VYM
VANGUARD WHITEHALL FDS
$7M44K4.4%
05
IWF
ISHARES TR
$7M53K4.1%
06
IJR
ISHARES TR
$7M44K4.1%
07
VEA
VANGUARD TAX-MANAGED FDS
$6M87K3.9%
08
SPYG
SPDR SERIES TRUST
$5M43K3.2%
09
IJH
ISHARES TR
$5M62K3.0%
10
DLN
WISDOMTREE TR
$5M48K2.9%

Filing history

2026Q2Jun 30
$161M 11.0%
86 positionsView →
2026Q1Mar 31
$145M 7.2%
84 positionsView →
2025Q4Dec 31
$156M 6.6%
240 positionsView →
2025Q3Sep 30
$147M 4.0%
79 positionsView →
2025Q2Jun 30
$141M 10.7%
80 positionsLocked
2025Q1Mar 31
$127M 6.8%
79 positionsLocked
2024Q4Dec 31
$137M 0.3%
256 positionsLocked
2024Q3Sep 30
$137M 14.8%
252 positionsLocked
2024Q2Jun 30
$119M 4.7%
236 positionsLocked
2024Q1Mar 31
$114M 10.8%
256 positionsLocked
2023Q4Dec 31
$103M
257 positionsLocked