Portfolio (Quarterly) Guide ↗

ATLANTIC FAMILY WEALTH, LLC

· CIK 0002012511

13F Portfolio $156M AUM 64 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 8 New 19 Added 10 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	XEL	XCEL ENERGY INC	Utilities	3,106	$247K	0.18%	SOLD
2	XOM	EXXON MOBIL CORP	Energy	1,332	$226K	0.16%	SOLD
3	AMGN	AMGEN INC	Healthcare	639	$225K	0.16%	SOLD

Sector Allocation

Financial Services 24.8%

Technology 18.8%

Healthcare 11.1%

Utilities 8.4%

Consumer Cyclical 8.1%

Energy 7.8%

Consumer Defensive 6.6%

Real Estate 5.7%

Industrials 4.9%

Communication Services 3.8%