account_balance

Investment manager · 13F filer · SEC CIK 2012511

Atlantic Family Wealth, LLC

Reported value$156Mas of Sep 30, 2026
Positions66 7 new, 5 sold out
Top 10 weight85.0%IVV alone is 26%
FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IVV iShares Tr 26.2% Held
CDL Victory Portfolios II 18.7% Added +3%
CDC Victory Portfolios II 17.9% Held
VFLO Victory Portfolios II 5.4% Added +13%
VGT Vanguard World Fd 4.6% Trimmed −17%
IVW iShares Tr 4.6% Trimmed −26%
COWG Pacer FDS Tr 3.6% Held
COWZ Pacer FDS Tr 1.8% Trimmed −4%
PPA Invesco Exchange Traded Fd T 1.1% Added +11%
VOO Vanguard Index FDS 1.0% Added +175%
BRK-B Berkshire Hathaway Inc 1.0% Held
VBK Vanguard Index FDS 0.7% Trimmed −24%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Aug 4, 2026 filing
add_circleNew
  • COWS $899K
  • BIL $382K
  • RF $319K
  • BUL $284K
arrow_upwardAdded
  • VOO +175%
  • VCSH +35%
  • MDT +25%
  • VZ +20%
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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