Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ATLANTIC FAMILY WEALTH, LLC (CIK 2012511) reported $138.4M across 59 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($34.0M, 24.58%), CDL ($27.9M, 20.18%), CDC ($27.2M, 19.67%), IVW ($7.7M, 5.55%), VFLO ($5.4M, 3.88%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $34.0M | 24.58% | 52,094 | Added |
| 2 | CDL | VICTORY PORTFOLIOS II | $27.9M | 20.18% | 374,972 | Added |
| 3 | CDC | VICTORY PORTFOLIOS II | $27.2M | 19.67% | 381,245 | Trimmed |
| 4 | IVW | ISHARES TR | $7.7M | 5.55% | 67,868 | Added |
| 5 | VFLO | VICTORY PORTFOLIOS II | $5.4M | 3.88% | 136,165 | Added |
| 6 | VGT | VANGUARD WORLD FD | $5.2M | 3.78% | 7,506 | Added |
| 7 | COWG | PACER FDS TR | $4.7M | 3.37% | 138,452 | Added |
| 8 | COWZ | PACER FDS TR | $2.6M | 1.84% | 40,816 | Added |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.5M | 1.09% | 3,163 | Trimmed |
| 10 | VBK | VANGUARD INDEX FDS | $1.4M | 1.01% | 4,621 | Added |
| 11 | AAPL | APPLE INC | $1.2M | 0.84% | 4,563 | Trimmed |
| 12 | NVDA | NVIDIA CORPORATION | $974,569 | 0.70% | 5,587 | Trimmed |
| 13 | CVX | CHEVRON CORPORATION | $944,706 | 0.68% | 4,566 | Added |
| 14 | PPA | INVESCO EXCHANGE TRADED FD T | $929,743 | 0.67% | 5,611 | Added |
| 15 | BIV | VANGUARD BD INDEX FDS | $899,998 | 0.65% | 11,661 | Trimmed |
| 16 | AGG | ISHARES TR | $806,072 | 0.58% | 8,120 | Trimmed |
| 17 | AMZN | AMAZON COM INC | $748,989 | 0.54% | 3,596 | Added |
| 18 | GLD | SPDR GOLD TR | $634,676 | 0.46% | 1,475 | Added |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | $574,841 | 0.42% | 883 | Hold |
| 20 | TTFNF | TOTALENERGIES SE | $571,719 | 0.41% | 6,284 | Trimmed |
| 21 | DGRO | ISHARES TR | $507,403 | 0.37% | 7,230 | Trimmed |
| 22 | QQQH | NEOS ETF TRUST | $453,972 | 0.33% | 8,858 | Hold |
| 23 | VIG | VANGUARD SPECIALIZED FUNDS | $456,358 | 0.33% | 2,122 | Hold |
| 24 | ENB | ENBRIDGE INC | $430,143 | 0.31% | 7,945 | Trimmed |
| 25 | VYM | VANGUARD WHITEHALL FDS | $434,822 | 0.31% | 2,936 | New |
Source: SEC Form 13F filings · as of 2026-03-31