account_balance
Investment manager · 13F filer · SEC CIK 2042068
MidAtlantic Capital Management, Inc.
Reported value$166Mas of Sep 30, 2026
Positions251 165 new, 0 sold out
Top 10 weight46.1%SPY alone is 9%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
8.7%
IVViShares Tr
8.6%Trimmed −5%
VUGVanguard Index FDS
5.5%Trimmed −7%
VYMVanguard Whitehall FDS
3.9%Trimmed −5%
VEAVanguard Tax-Managed FDS
3.7%
IWFiShares Tr
3.6%Trimmed −9%
IJRiShares Tr
3.6%
SPYGSPDR Series Trust
3.2%
IJHiShares Tr
2.7%
DLNWisdomtree Tr
2.6%Trimmed −7%
VOTVanguard Index FDS
2.4%
SPYVSPDR Series Trust
2.4%
SPYSPDR S&P 500 ETF Trust
8.7%
IVViShares Tr
8.6%Trimmed −5%
VUGVanguard Index FDS
5.5%−7%
VYMVanguard Whitehall FDS
3.9%−5%
VEAVanguard Tax-Managed FDS
3.7%
IWFiShares Tr
3.6%
IJRiShares Tr
3.6%
SPYGSPDR Series Trust
3.2%
IJHiShares Tr
2.7%
DLN2.6%
VOT2.4%
SPYV2.4%
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
SPY SPDR S&P 500 ETF Trust 8.7% Held
IVV iShares Tr 8.6% Trimmed −5%
VUG Vanguard Index FDS 5.5% Trimmed −7%
VYM Vanguard Whitehall FDS 3.9% Trimmed −5%
VEA Vanguard Tax-Managed FDS 3.7% Held
IWF iShares Tr 3.6% Trimmed −9%
IJR iShares Tr 3.6% Held
SPYG SPDR Series Trust 3.2% Held
IJH iShares Tr 2.7% Held
DLN Wisdomtree Tr 2.6% Trimmed −7%
VOT Vanguard Index FDS 2.4% Held
SPYV SPDR Series Trust 2.4% Held
What changed
Biggest moves since Jun 30, 2026
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