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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 Chg Shares Chg % Period Price ① Since Period ①
1 VBK VANGUARD INDEX FDS 4,427.0 $1.6M 1.04% -194.0 -4.2% $365.73 -3.8%
2 BIV VANGUARD BD INDEX FDS 11,367.0 $872K 0.56% -294.0 -2.5% $76.70 -1.7%
3 VYM VANGUARD WHITEHALL FDS 2,675.0 $423K 0.27% -261.0 -8.9% $158.03 +3.9%
4 CVX CHEVRON CORPORATION Energy 2,355.0 $390K 0.25% -2K -48.4% $165.76 +21.8%
5 QQQH NEOS ETF TRUST 6,377.0 $356K 0.23% -2K -28.0% $55.84 -2.2%
6 TOTALENERGIES SE 4,569.0 $355K 0.23% -2K -27.3% $77.76
7 SCHD SCHWAB STRATEGIC TR 9,173.0 $291K 0.19% -2K -16.5% $31.71 +10.1%
8 TSLA TESLA INC Consumer Cyclical 652.0 $274K 0.17% -132.0 -16.8% $420.60 -17.1%
9 MSFT MICROSOFT CORP Technology 643.0 $240K 0.15% -212.0 -24.8% $373.15 +37.6%
10 TFC TRUIST FINL CORP Financial Services 4,332.0 $216K 0.14% -2K -32.4% $49.82 +1.2%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%