MidAtlantic Capital Management, Inc.

Est. AUM

$145.0M

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	$13.0M	19958	8.99%	SOLE
2	STATE STR SPDR S&P 500 ETF T	TR UNIT	$12.3M	18901	8.48%	SOLE
3	VANGUARD INDEX FDS	GROWTH ETF	$7.9M	18046	5.44%	SOLE
4	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$6.5M	43829	4.48%	SOLE
5	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$5.7M	89080	3.94%	SOLE
6	ISHARES TR	RUS 1000 GRW ETF	$5.7M	13346	3.93%	SOLE
7	ISHARES TR	CORE S&P SCP ETF	$5.6M	44716	3.83%	SOLE
8	SPDR SERIES TRUST	STATE STREET SPD	$4.4M	44578	3.01%	SOLE
9	ISHARES TR	CORE S&P MCP ETF	$4.3M	63351	2.95%	SOLE
10	WISDOMTREE TR	US LARGECAP DIVD	$4.2M	46626	2.87%	SOLE
11	SPDR SERIES TRUST	STATE STREET SPD	$3.9M	68429	2.67%	SOLE
12	VANGUARD INDEX FDS	MCAP GR IDXVIP	$3.8M	14886	2.64%	SOLE
13	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$3.2M	40994	2.24%	SOLE
14	J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$3.0M	62834	2.04%	SOLE
15	VANGUARD BD INDEX FDS	INTERMED TERM	$2.7M	34978	1.86%	SOLE
16	T ROWE PRICE ETF INC	ULTRA SHRT TRM	$2.5M	50853	1.74%	SOLE
17	VANGUARD WORLD FD	MEGA GRWTH IND	$2.3M	6216	1.58%	SOLE
18	ISHARES TR	CORE DIV GRWTH	$2.2M	31003	1.50%	SOLE
19	VANGUARD INDEX FDS	SMALL CP ETF	$2.1M	8069	1.46%	SOLE
20	ISHARES TR	ISHS 1-5YR INVS	$1.9M	36791	1.33%	SOLE
21	SPDR SERIES TRUST	STATE STREET SPD	$1.9M	64269	1.33%	SOLE
22	VANGUARD INDEX FDS	MID CAP ETF	$1.9M	6557	1.30%	SOLE
23	VANGUARD INDEX FDS	VALUE ETF	$1.7M	8686	1.18%	SOLE
24	SCHWAB STRATEGIC TR	US LCAP GR ETF	$1.6M	54629	1.10%	SOLE
25	VANGUARD INDEX FDS	MCAP VL IDXVIP	$1.5M	8251	1.05%	SOLE
26	SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$1.5M	53989	1.04%	SOLE
27	VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$1.4M	13226	1.00%	SOLE
28	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$1.4M	10489	1.00%	SOLE
29	MORGAN STANLEY ETF TRUST	EATON VANCE TOTA	$1.3M	26059	0.91%	SOLE
30	SPDR INDEX SHS FDS	STATE STREET SPD	$1.2M	26170	0.82%	SOLE
31	VANGUARD INDEX FDS	SM CP VAL ETF	$1.2M	5474	0.82%	SOLE
32	WISDOMTREE TR	WISDOMTREE US VA	$1.2M	12536	0.82%	SOLE
33	VANGUARD INDEX FDS	SML CP GRW ETF	$1.2M	3840	0.80%	SOLE
34	SPDR SERIES TRUST	STATE STREET SPD	$1.1M	11964	0.78%	SOLE
35	ISHARES TR	MSCI EAFE ETF	$1.1M	11604	0.78%	SOLE
36	VANGUARD WORLD FD	MEGA CAP INDEX	$1.1M	4723	0.77%	SOLE
37	ISHARES TR	S&P 500 VAL ETF	$1.1M	5209	0.76%	SOLE
38	ISHARES TR	RUSSELL 2000 ETF	$975K	3933	0.67%	SOLE
39	ISHARES TR	CORE DIVID ETF	$922K	17099	0.64%	SOLE
40	SPDR SERIES TRUST	STATE STREET SPD	$900K	9318	0.62%	SOLE
41	ISHARES TR	S&P 500 GRWT ETF	$875K	7744	0.60%	SOLE
42	HUBBELL INC	COM	$867K	1768	0.60%	SOLE
43	VANGUARD INDEX FDS	TOTAL STK MKT	$862K	2688	0.59%	SOLE
44	ISHARES TR	CORE S&P US GWT	$836K	5394	0.58%	SOLE
45	J P MORGAN EXCHANGE TRADED F	SHORT DURA CORE	$807K	17066	0.56%	SOLE
46	ISHARES TR	RUS MID CAP ETF	$806K	8296	0.56%	SOLE
47	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$784K	25566	0.54%	SOLE
48	VANGUARD WORLD FD	MEGA CAP VAL ETF	$773K	5336	0.53%	SOLE
49	SCHWAB STRATEGIC TR	US LCAP VA ETF	$718K	23546	0.50%	SOLE
50	VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$690K	3387	0.48%	SOLE

1–50 of 84

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