§ 13F · FUND PROFILE
MidAtlantic Capital Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $147M (13F)Positions · 79Turnover · — · Q1Filed · May 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$244K 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 | 20K | $13M | 9.0% | ±0% |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 19K | $12M | 8.5% | ±0% |
| 3 | VUG | VANGUARD INDEX FDS | 18K | $8M | 5.4% | +2% |
| 4 | VYM | VANGUARD WHITEHALL FDS | 44K | $6M | 4.5% | ±0% |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | 89K | $6M | 3.9% | ±0% |
| 6 | IWF | ISHARES TR | 13K | $6M | 3.9% | ±0% |
| 7 | IJR | ISHARES TR | 45K | $6M | 3.8% | ±0% |
| 8 | SPYG | SPDR SERIES TRUST | 45K | $4M | 3.0% | ±0% |
| 9 | IJH | ISHARES TR | 63K | $4M | 3.0% | −1% |
| 10 | DLN | WISDOMTREE TR | 47K | $4M | 2.9% | +4% |
§ 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 $147 million in assets. The fund runs a portfolio of 79 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