§ 13F · FUND PROFILE
ATLANTIC FAMILY WEALTH, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $129M (13F)Positions · 55Turnover · — · Q1Filed · May 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 52K | $34M | 24.6% | +2% |
| 2 | CDL | VICTORY PORTFOLIOS II | 375K | $28M | 20.2% | ±0% |
| 3 | CDC | VICTORY PORTFOLIOS II | 381K | $27M | 19.7% | −1% |
| 4 | IVW | ISHARES TR | 68K | $8M | 5.5% | +3% |
| 5 | VFLO | VICTORY PORTFOLIOS II | 136K | $5M | 3.9% | +20% |
| 6 | VGT | VANGUARD WORLD FD | 8K | $5M | 3.8% | +10% |
| 7 | COWG | PACER FDS TR | 138K | $5M | 3.4% | +7% |
| 8 | COWZ | PACER FDS TR | 41K | $3M | 1.8% | +3% |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 3K | $2M | 1.1% | ±0% |
| 10 | VBK | VANGUARD INDEX FDS | 5K | $1M | 1.0% | +7% |
§ 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 $129 million in assets. The fund runs a portfolio of 55 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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