§ 13F · FUND PROFILE
ATLANTIC FAMILY WEALTH, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $114.9T (13F)Positions · 52Turnover · — · Q4Filed · Feb 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$898.6B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 51K | $35.0T | 26.4% | ±0% |
| 2 | CDL | VICTORY PORTFOLIOS II | 374K | $25.8T | 19.5% | ±0% |
| 3 | CDC | VICTORY PORTFOLIOS II | 385K | $25.4T | 19.2% | ±0% |
| 4 | IVW | ISHARES TR | 66K | $8.1T | 6.1% | +3% |
| 5 | VGT | VANGUARD WORLD FD | 7K | $5.1T | 3.9% | +1% |
| 6 | COWG | PACER FDS TR | 129K | $4.6T | 3.4% | +22% |
| 7 | VFLO | VICTORY PORTFOLIOS II | 114K | $4.5T | 3.4% | +27% |
| 8 | COWZ | PACER FDS TR | 40K | $2.4T | 1.8% | −14% |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 3K | $1.6T | 1.2% | +2% |
| 10 | VBK | VANGUARD INDEX FDS | 4K | $1.3T | 1.0% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ATLANTIC SIGNAL
AC read
ATLANTIC FAMILY WEALTH, LLC is a Other fund managing $114940.7 trillion in assets. The fund runs a portfolio of 52 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed