ATLANTIC FAMILY WEALTH, LLC: 13F holdings
CIK 20125112026Q2
| Positions | 64 |
|---|---|
| Reported value | $156.3m |
| Filed | 2026-08-04 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES TR | 52,589 | $39.4m | 25.2% |
| VICTORY PORTFOLIOS II | 381,018 | $29.6m | 18.9% |
| CDC VICTORY PORTFOLIOS II | 384,423 | $28.6m | 18.3% |
| IWF ISHARES TR | 67,776 | $9.3m | 6.0% |
| VGT VANGUARD WORLD FD | 69,066 | $8.3m | 5.3% |
| ACT VICTORY PORTFOLIOS II | 146,408 | $6.7m | 4.3% |
| PACER FDS TR | 140,972 | $5.7m | 3.6% |
| COWZ PACER FDS TR | 42,381 | $2.6m | 1.7% |
| PPA INVESCO EXCHANGE TRADED FD T | 10,278 | $1.8m | 1.2% |
| VBK VANGUARD INDEX FDS | 4,427 | $1.6m | 1.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2012511")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.