Atlantic Family Wealth, LLC filed its 13F report for Q2 2026 on August 04, 2026. The portfolio totaled 156.29 M reflecting a +12.91% change from the prior quarter, spanning 64 assets. The top 10 holdings comprised 85.6% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 8 new positions and 3 complete exits.
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Atlantic Family Wealth submitted their Form 13F-HR for the Q2 2026 period on 08/04/2026. This was the only submission for the quarter.
In the Q2 2026 filing, Atlantic Family Wealth reported a managed portfolio value of 156.29 M, consisting of 64 individual positions.
This page displays the raw filing documents. To see which stocks Atlantic Family Wealth bought or sold during Q2 2026, please visit Atlantic Family Wealth's Portfolio Analysis page.