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.
MidAtlantic Capital Management, Inc. (CIK 2042068) reported $145.0M across 84 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($13.0M, 8.99%), SPY ($12.3M, 8.48%), VUG ($7.9M, 5.44%), VYM ($6.5M, 4.48%), VEA ($5.7M, 3.94%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $13.0M | 8.99% | 19,958 | Added |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $12.3M | 8.48% | 18,901 | Added |
| 3 | VUG | VANGUARD INDEX FDS | $7.9M | 5.44% | 18,046 | Added |
| 4 | VYM | VANGUARD WHITEHALL FDS | $6.5M | 4.48% | 43,829 | Trimmed |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | $5.7M | 3.94% | 89,080 | Added |
| 6 | IWF | ISHARES TR | $5.7M | 3.93% | 13,346 | Added |
| 7 | IJR | ISHARES TR | $5.6M | 3.83% | 44,716 | Trimmed |
| 8 | SPYG | SPDR SERIES TRUST | $4.4M | 3.01% | 44,578 | Added |
| 9 | IJH | ISHARES TR | $4.3M | 2.95% | 63,351 | Trimmed |
| 10 | DLN | WISDOMTREE TR | $4.2M | 2.87% | 46,626 | Added |
| 11 | SPYV | SPDR SERIES TRUST | $3.9M | 2.67% | 68,429 | Hold |
| 12 | VOT | VANGUARD INDEX FDS | $3.8M | 2.64% | 14,886 | Trimmed |
| 13 | VCSH | VANGUARD SCOTTSDALE FDS | $3.2M | 2.24% | 40,994 | Added |
| 14 | JCPB | J P MORGAN EXCHANGE TRADED F | $3.0M | 2.04% | 62,834 | Trimmed |
| 15 | BIV | VANGUARD BD INDEX FDS | $2.7M | 1.86% | 34,978 | Added |
| 16 | TBUX | T ROWE PRICE ETF INC | $2.5M | 1.75% | 50,853 | Trimmed |
| 17 | MGK | VANGUARD WORLD FD | $2.3M | 1.58% | 6,216 | Added |
| 18 | DGRO | ISHARES TR | $2.2M | 1.50% | 31,003 | Added |
| 19 | VB | VANGUARD INDEX FDS | $2.1M | 1.46% | 8,069 | Added |
| 20 | SPSB | SPDR SERIES TRUST | $1.9M | 1.33% | 64,269 | Added |
| 21 | IGSB | ISHARES TR | $1.9M | 1.33% | 36,791 | Trimmed |
| 22 | VO | VANGUARD INDEX FDS | $1.9M | 1.30% | 6,557 | Added |
| 23 | VTV | VANGUARD INDEX FDS | $1.7M | 1.18% | 8,686 | Added |
| 24 | SCHG | SCHWAB STRATEGIC TR | $1.6M | 1.10% | 54,629 | Trimmed |
| 25 | VOE | VANGUARD INDEX FDS | $1.5M | 1.05% | 8,251 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31