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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
Page 3 of 4  ·  64 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CAT CATERPILLAR INC Industrials 292.0 $311K 0.20% $1064.90 -24.9%
42 PEP PEPSICO INC Consumer Defensive 2,272.0 $308K 0.20% $135.40 +4.2%
43 TRP TC ENERGY CORP Energy 4,433.0 $294K 0.19% $66.29 -6.7%
44 SCHD SCHWAB STRATEGIC TR 9,173.0 $291K 0.19% -2K -16.5% $31.71 +10.1%
45 WEC WEC ENERGY GROUP INC Utilities 2,383.0 $278K 0.18% $116.77 -9.0%
46 NGG NATIONAL GRID PLC Utilities 3,318.0 $275K 0.18% $82.87 -4.2%
47 TSLA TESLA INC Consumer Cyclical 652.0 $274K 0.17% -132.0 -16.8% $420.60 -17.1%
48 XLB SELECT SECTOR SPDR TR 5,395.0 $274K 0.17% NEW $50.83 +4.6%
49 AMT AMERICAN TOWER CORP Real Estate 1,626.0 $266K 0.17% +246.0 +17.8% $163.57 +7.7%
50 NOBL PROSHARES TR 4,644.0 $261K 0.17% +1K +35.2% $56.16 +3.9%
51 VCSH VANGUARD SCOTTSDALE FDS 3,258.0 $257K 0.17% +88.0 +2.8% $79.03 -0.7%
52 CME CME GROUP INC Financial Services 1,164.0 $257K 0.16% $220.83 +29.4%
53 DUK DUKE ENERGY CORP NEW Utilities 1,981.0 $251K 0.16% $126.58 -5.0%
54 PM PHILIP MORRIS INTL INC Consumer Defensive 1,338.0 $242K 0.15% $180.91 +6.1%
55 MSFT MICROSOFT CORP Technology 643.0 $240K 0.15% -212.0 -24.8% $373.15 +37.6%
56 MDT MEDTRONIC PLC Healthcare 3,044.0 $238K 0.15% NEW $78.23 +16.6%
57 DVA DAVITA INC Healthcare 1,069.0 $238K 0.15% NEW $222.48 -18.8%
58 ETHA ISHARES ETHEREUM TR Financial Services 19,006.0 $226K 0.14% +2K +12.5% $11.89 +54.5%
59 META META PLATFORMS INC Communication Services 397.0 $224K 0.14% $563.29 +2.6%
60 AIZ ASSURANT INC Financial Services 815.0 $219K 0.14% NEW $268.53 +6.4%
Page 3 of 4  ·  64 positions

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%