Atlantic Family Wealth, LLC
Annual return '25
+11.3%
SPY '25
+17.7%
Alpha
-6.4ptsvs SPY
Invested
$138.4M
Holdings
59
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Q1 2026: Sold 98.3% (51.1k → 875 shares)
24.6%
02
$CDL
VICTORY PORTFOLIOS II
Q1 2026: Exited (was 374.4k shares)
20.2%
03
$CDC
VICTORY PORTFOLIOS II
Q1 2026: Exited (was 385.5k shares)
19.7%
04
$IVW
ISHARES TR
Q1 2026: Exited (was 66.0k shares)
5.5%
05
$VFLO
VICTORY PORTFOLIOS II
Q1 2026: Exited (was 113.5k shares)
3.9%
06
$VGT
VANGUARD WORLD FD
Q1 2026: Exited (was 6.8k shares)
3.8%
07
$COWG
PACER FDS TR
Q1 2026: Exited (was 129.3k shares)
3.4%
08
$COWZ
PACER FDS TR
Q1 2026: Exited (was 39.5k shares)
1.8%
09
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q1 2026: Sold 54.8% (3.2k → 1.4k shares)
1.1%
10
$VBK
VANGUARD INDEX FDS
Q1 2026: Exited (was 4.3k shares)
1.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:13 UTC.