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ATLANTIC FAMILY WEALTH, LLC 13F portfolio summary

ATLANTIC FAMILY WEALTH, LLC of ATLANTIC FAMILY WEALTH, LLC has 59 current stock holdings with a reported portfolio value of $138.4M. The portfolio 1 year return is +12.65%. Top holdings include QQQ (0.00%), SPY (0.00%), IVV (24.74%), CDL (20.32%), CDC (19.80%).

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ATLANTIC FAMILY WEALTH, LLC

ATLANTIC FAMILY WEALTH, LLC
Latest filing: 2026-03-31

ATLANTIC FAMILY WEALTH, LLC runs ATLANTIC FAMILY WEALTH, LLC and currently holds 59 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $138.43M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. ATLANTIC FAMILY WEALTH, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, ATLANTIC FAMILY WEALTH, LLC's portfolio at ATLANTIC FAMILY WEALTH, LLC has delivered returns of +12.65%. Their 3-year annualized return is +11.10%. Looking at the 5-year horizon, ATLANTIC FAMILY WEALTH, LLC has achieved +11.10% annualized returns at ATLANTIC FAMILY WEALTH, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+12.65%
#0/1000
3 Year
+11.10%
#0/1000
5 Year
+11.10%
#0/1000

Portfolio Value

$138.43M

Alpha Score

10.4

#0 of 1000

Holdings

59

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change