ATLANTIC FAMILY WEALTH, LLC — 13F holdings

ATLANTIC FAMILY WEALTH, LLC reported 64 holdings worth $156M in its 13F filing for Q2 2026, filed August 4, 2026.

Largest positions

  1. IVV ISHARES TR — $39.4M (25.2%)
  2. CDL VICTORY PORTFOLIOS II — $29.6M (18.9%)
  3. CDC VICTORY PORTFOLIOS II — $28.6M (18.3%)
  4. IVW ISHARES TR — $9.32M (6.0%)
  5. VGT VANGUARD WORLD FD — $8.25M (5.3%)
  6. VFLO VICTORY PORTFOLIOS II — $6.70M (4.3%)
  7. COWG PACER FDS TR — $5.66M (3.6%)
  8. COWZ PACER FDS TR — $2.64M (1.7%)
  9. PPA INVESCO EXCHANGE TRADED FD T — $1.82M (1.2%)
  10. VBK VANGUARD INDEX FDS — $1.62M (1.0%)