ATLANTIC FAMILY WEALTH, LLC

Est. AUM

$138.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$34.0M	52094	24.58%	SOLE
2	VICTORY PORTFOLIOS II	VCSHS US LRG CAP	$27.9M	374972	20.18%	SOLE
3	VICTORY PORTFOLIOS II	VCSHS US EQ INCM	$27.2M	381245	19.67%	SOLE
4	ISHARES TR	S&P 500 GRWT ETF	$7.7M	67868	5.55%	SOLE
5	VICTORY PORTFOLIOS II	SHARES FREE CASH	$5.4M	136165	3.88%	SOLE
6	VANGUARD WORLD FD	INF TECH ETF	$5.2M	7506	3.78%	SOLE
7	PACER FDS TR	US LRG CP CASH	$4.7M	138452	3.37%	SOLE
8	PACER FDS TR	US CASH COWS 100	$2.6M	40816	1.84%	SOLE
9	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.5M	3163	1.10%	SOLE
10	VANGUARD INDEX FDS	SML CP GRW ETF	$1.4M	4621	1.01%	SOLE
11	APPLE INC	COM	$1.2M	4563	0.84%	SOLE
12	NVIDIA CORPORATION	COM	$975K	5587	0.70%	SOLE
13	CHEVRON CORPORATION	COM	$945K	4566	0.68%	SOLE
14	INVESCO EXCHANGE TRADED FD T	AEROSPACE DEFN	$930K	5611	0.67%	SOLE
15	VANGUARD BD INDEX FDS	INTERMED TERM	$900K	11661	0.65%	SOLE
16	ISHARES TR	CORE US AGGBD ET	$806K	8120	0.58%	SOLE
17	AMAZON COM INC	COM	$749K	3596	0.54%	SOLE
18	SPDR GOLD TR	GOLD SHS	$635K	1475	0.46%	SOLE
19	STATE STR SPDR S&P 500 ETF T	TR UNIT	$575K	883	0.42%	SOLE
20	TOTALENERGIES SE	ACT	$572K	6284	0.41%	SOLE
21	ISHARES TR	CORE DIV GRWTH	$507K	7230	0.37%	SOLE
22	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$456K	2122	0.33%	SOLE
23	NEOS ETF TRUST	NASDAQ 100 HDGD	$454K	8858	0.33%	SOLE
24	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$435K	2936	0.31%	SOLE
25	ENBRIDGE INC	COM	$430K	7945	0.31%	SOLE
26	SANOFI SA	SPONSORED ADR	$405K	8402	0.29%	SOLE
27	PFIZER INC	COM	$379K	13486	0.27%	SOLE
28	US BANCORP	COM NEW	$374K	7193	0.27%	SOLE
29	VERIZON COMMUNICATIONS INC	COM	$372K	7411	0.27%	SOLE
30	PNC FINL SVCS GROUP INC	COM	$371K	1784	0.27%	SOLE
31	BRITISH AMERN TOB PLC	SPONSORED ADR	$371K	6345	0.27%	SOLE
32	PROSHARES TR	S&P 500 DV ARIST	$364K	3434	0.26%	SOLE
33	PAYCHEX INC	COM	$360K	3911	0.26%	SOLE
34	PEPSICO INC	COM	$353K	2272	0.26%	SOLE
35	CME GROUP INC	COM	$344K	1164	0.25%	SOLE
36	FIRSTENERGY CORP	COM	$338K	6668	0.24%	SOLE
37	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$337K	10988	0.24%	SOLE
38	INVESCO EXCH TRADED FD TR II	S&P 500 REVENUE	$330K	2872	0.24%	SOLE
39	INVESCO QQQ TR	UNIT SER 1	$319K	553	0.23%	SOLE
40	PROLOGIS INC.	COM	$318K	2405	0.23%	SOLE
41	MICROSOFT CORP	COM	$317K	855	0.23%	SOLE
42	ABBVIE INC	COM	$299K	1374	0.22%	SOLE
43	TRUIST FINL CORP	COM	$295K	6407	0.21%	SOLE
44	TESLA INC	COM	$291K	784	0.21%	SOLE
45	ALPHABET INC	CAP STK CL C	$283K	987	0.20%	SOLE
46	NATIONAL GRID PLC	SPONSORED ADR NE	$281K	3318	0.20%	SOLE
47	TC ENERGY CORP	COM	$278K	4433	0.20%	SOLE
48	WEC ENERGY GROUP INC	COM	$276K	2383	0.20%	SOLE
49	ISHARES ETHEREUM TR	SHS	$268K	16900	0.19%	SOLE
50	DUKE ENERGY CORP NEW	COM NEW	$259K	1981	0.19%	SOLE

1–50 of 59

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.