§ 13F · FUND PROFILE
MidAtlantic Capital Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $140.9T (13F)Positions · 80Turnover · — · Q4Filed · Feb 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$9.8T 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 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 20K | $13.6T | 8.7% | +1% |
| 2 | SPY | SPDR S&P 500 ETF TR | 19K | $12.8T | 8.2% | ±0% |
| 3 | VUG | VANGUARD INDEX FDS | 18K | $8.6T | 5.5% | −13% |
| 4 | IWF | ISHARES TR | 13K | $6.3T | 4.0% | ±0% |
| 5 | VYM | VANGUARD WHITEHALL FDS | 44K | $6.3T | 4.0% | ±0% |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | 89K | $5.6T | 3.6% | ±0% |
| 7 | IJR | ISHARES TR | 45K | $5.4T | 3.4% | +2% |
| 8 | SPYG | SPDR SERIES TRUST | 45K | $4.8T | 3.0% | −14% |
| 9 | IJH | ISHARES TR | 64K | $4.2T | 2.7% | ±0% |
| 10 | VOT | VANGUARD INDEX FDS | 15K | $4.2T | 2.7% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MIDATLANTIC SIGNAL
AC read
MidAtlantic Capital Management, Inc. is a Other fund managing $140941.2 trillion in assets. The fund runs a portfolio of 80 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