MidAtlantic Capital Management, Inc. 13F Holdings
CIK 0002042068 · RICHMOND, VA
As of Sep 30, 2025, MidAtlantic Capital Management, Inc. reported 79 positions worth
CIK 0002042068 · RICHMOND, VA
As of Sep 30, 2025, MidAtlantic Capital Management, Inc. reported 79 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 19,630 | 3.1M | 8.97% |
| SPDR S&P 500 ETF TRUST | SPY | — | 18,877 | 2.6M | 8.58% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 20,312 | $9.7M | 6.65% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 13,348 | $6.3M | 4.27% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 43,950 | $6.2M | 4.23% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 51,988 | $5.4M | 3.71% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 88,602 | $5.3M | 3.62% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 43,920 | $5.2M | 3.56% |
| VANGUARD MID-CAP GROWTH ETF | VOT | — | 14,905 | $4.4M | 2.99% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 63,895 | $4.2M | 2.85% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF | SPYV | — | 68,429 | $3.8M | 2.58% |
| WISDOMTREE US LARGECAP DIVIDEND FUND | DLN | — | 43,357 | $3.8M | 2.58% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 38,312 | $3.1M | 2.09% |
| JPMORGAN CORE PLUS BOND ETF | JCPB | — | 62,428 | $3.0M | 2.03% |
| VANGUARD INTERMEDIATE-TERM B | BIV | — | 32,832 | $2.6M | 1.75% |
| VANGUARD WORLD FUND | MGK | — | 6,220 | $2.5M | 1.71% |
| ISHARES CORE DIVIDEND GROWTH ETF | DGRO | — | 30,139 | $2.1M | 1.40% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 7,928 | $2.0M | 1.38% |
| STATE STREET(R) SPDR(R) PORTFOLIO SHORT TERM CORPORATE BOND ETF | SPSB | — | 62,750 | .9M | 1.30% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 6,368 | .9M | 1.28% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 58,561 | .9M | 1.28% |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGSB | — | 34,740 | .8M | 1.26% |
| T ROWE PRICE ETF INC | TBUX | — | 32,946 | .6M | 1.12% |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND | VONG | — | 13,026 | .6M | 1.07% |
| VANGUARD VALUE INDEX FUND | VTV | — | 8,035 | .5M | 1.02% |