ATLANTIC FAMILY WEALTH, LLC - Portfolio overview

ATLANTIC FAMILY WEALTH, LLC has 65 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 24.31%
2. CDL - VICTORY PORTFOLIOS II, 19.96%
3. CDC - VICTORY PORTFOLIOS II, 19.45%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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