Atlantic Family Wealth, LLC - Q42025 Holdings

Atlantic Family Wealth, LLC holds 55 stocks with a total portfolio value of $ 132.42M as of Q42025. In Q42025, Atlantic Family Wealth, LLC added 2 new positions, increased stakes in 19 stocks, reduced 27 holdings, and fully exited 2 positions. The largest holding is Ishares Tr (IVV), representing 26.44% of the total portfolio.