Atlantic Family Wealth, LLC - Q12026 Holdings

Atlantic Family Wealth, LLC holds 59 stocks with a total portfolio value of $ 138.43M as of Q12026. In Q12026, Atlantic Family Wealth, LLC added 8 new positions, increased stakes in 26 stocks, reduced 20 holdings, and fully exited 4 positions. The largest holding is Ishares Tr (IVV), representing 24.58% of the total portfolio.