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ATLANTIC FAMILY WEALTH, LLC
ATLANTIC FAMILY WEALTH, LLC
Latest filing: 2026-06-30
ATLANTIC FAMILY WEALTH, LLC runs ATLANTIC FAMILY WEALTH, LLC and currently holds 64 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $156.29M. Their top holdings are IVV, CDC, IVW, VGT, COWG. The top five represent 58.4% of reported portfolio weight. ATLANTIC FAMILY WEALTH, LLC ranks #920 out of 1000 investors tracked by Alpha Score. In the most recent quarter, ATLANTIC FAMILY WEALTH, LLC initiated 8 new positions. They added to 18 existing positions. They trimmed 12 positions. Their current best-performing preview position is CAT with returns of +50.31%.
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64 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 IVV ISHARES TR | 25.20% | $591.15 | $769.30 | +30.14% | Added +0.95% |
 CDC VICTORY PORTFOLIOS II | 18.29% | $65.47 | $77.15 | +17.84% | Added +0.83% |
 IVW ISHARES TR | 5.96% | $102.88 | $138.86 | +34.97% | Trimmed -0.14% |
 VGT VANGUARD WORLD FD | 5.28% | $84.28 | $118.42 | +40.51% | Added +820.14% |
 COWG PACER FDS TR | 3.62% | $35.16 | $39.76 | +13.08% | Added +1.82% |
 COWZ PACER FDS TR | 1.69% | $56.83 | $72.00 | +26.69% | Added +3.83% |
 PPA INVESCO EXCHANGE TRADED FD T | 1.16% | $164.18 | $173.67 | +5.78% | Added +83.18% |
 VBK VANGUARD INDEX FDS | 1.04% | $282.73 | $358.56 | +26.82% | Trimmed -4.20% |
 BRK-B BERKSHIRE HATHAWAY INC DEL | 1.01% | $464.91 | $495.77 | +6.64% | Held |
 AAPL APPLE INC | 0.84% | $250.35 | $309.35 | +23.57% | Held |
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