ATLANTIC FAMILY WEALTH, LLC 13F Holdings
CIK 0002012511 · CORAL GABLES, FL
As of Sep 30, 2025, ATLANTIC FAMILY WEALTH, LLC reported 55 positions worth
CIK 0002012511 · CORAL GABLES, FL
As of Sep 30, 2025, ATLANTIC FAMILY WEALTH, LLC reported 55 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 51,219 | $34.3M | 26.49% |
| VICTORY PORTFOLIOS II | CDL | — | 373,226 | $26.0M | 20.07% |
| VICTORY PORTFOLIOS II | — | — | 383,687 | $25.6M | 19.79% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 64,231 | $7.8M | 5.99% |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND | VGT | — | 6,752 | $5.0M | 3.90% |
| PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF | COWG | — | 105,868 | $3.8M | 2.97% |
| VICTORYSHARES FREE CASH FLOW ETF | VFLO | — | 89,142 | $3.3M | 2.58% |
| PACER US CASH COWS 100 ETF | COWZ | — | 45,817 | $2.6M | 2.03% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 3,112 | .6M | 1.21% |
| VANGUARD SMALL-CAP GROWTH INDEX FUND | VBK | — | 4,232 | .3M | 0.97% |
| APPLE INC | AAPL | Technology | 4,780 | .2M | 0.94% |
| NVIDIA CORP | NVDA | Technology | 5,943 | .1M | 0.86% |
| VANGUARD INTERMEDIATE-TERM B | BIV | — | 11,827 | $923.6K | 0.71% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 8,923 | $894.5K | 0.69% |
| AMAZON.COM INC | AMZN | Equity | 3,427 | $752.5K | 0.58% |
| SPDR S&P 500 ETF TRUST | SPY | — | 990 | $660.1K | 0.51% |
| CHEVRON CORP | CHV | Energy | 3,640 | $565.3K | 0.44% |
| ISHARES CORE DIVIDEND GROWTH ETF | DGRO | — | 7,919 | $539.1K | 0.42% |
| NEOS NASDAQ-100(R) HEDGED EQUITY INCOME ETF | QQQH | — | 8,858 | $481.9K | 0.37% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 2,120 | $457.5K | 0.35% |
| INVESCO AEROSPACE & DEFENSE ETF | PPA | — | 2,695 | $418.9K | 0.32% |
| ENBRIDGE INC | ENB | Energy | 8,259 | $416.7K | 0.32% |
| ABBVIE INC | ABBV | Equity | 1,739 | $402.6K | 0.31% |
| TOTALENERGIES SE -SPON ADR | TTEN | Energy | 6,379 | $380.8K | 0.29% |
| VERIZON COMMUNICATIONS INC | BAC | Communication Services | 8,401 | $369.2K | 0.29% |