§ 13F · FUND PROFILE
MidAtlantic Capital Management, Inc..
AUM · $161M (13F)Positions · 86Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 20K | $15M | 9.1% | −2% |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 19K | $14M | 8.8% | ±0% |
| 3 | VUG | VANGUARD INDEX FDS | 108K | $9M | 5.8% | +501% |
| 4 | VYM | VANGUARD WHITEHALL FDS | 44K | $7M | 4.4% | +1% |
| 5 | IWF | ISHARES TR | 53K | $7M | 4.1% | +300% |
| 6 | IJR | ISHARES TR | 44K | $7M | 4.1% | −1% |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | 87K | $6M | 3.9% | −2% |
| 8 | SPYG | SPDR SERIES TRUST | 43K | $5M | 3.2% | −4% |
| 9 | IJH | ISHARES TR | 62K | $5M | 3.0% | −2% |
| 10 | DLN | WISDOMTREE TR | 48K | $5M | 2.9% | +3% |
§ 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 $161 million in assets. The fund runs a portfolio of 86 positions.
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