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Atlantic Family Wealth - Q4 2025 13F Filings

AT

Atlantic Family Wealth, LLC

CIK: 0002012511
Address: Florida Coral Gables 6705 S Red Road Suite 604
$132.42 M
Portfolio Value
55
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 08/04/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. CDL Victoryshares Us Large Cap H
+$25.78 M
2. CDC Victoryshares Us Eq Income E
+$25.4 M
3. VFLO Victoryshares Free Cash Flow Etf
+$960,089.91
4. COWG Pacer Us Large Cap Cash Cows Growth Leaders Etf
+$826,557.83
5. PPA Invesco Aerospace & Defense Etf
+$290,393.3
6. PM Philip Morris International
+$243,648
7. VCSH Vanguard Short-Term Corporate Bond Etf
+$239,987

Top Sells

Q4 2025
1. TTE Totalenergies Se
−$380,762
2. COWZ Pacer Us Cash Cows 100 Etf
−$379,860.45
3. HBAN Huntington Bancshares Incorporated
−$225,028
4. AEP American Electric Power Company
−$224,888
5. JNJ Johnson & Johnson
−$152,935.96

Asset Allocation

Stocks/ETFs
+69.64%
$132 M 99.69%
Options
$0 0.00%
Debt
$0 0.00%
Other
-99.20%
$414,959 0.31%

Sector Allocation (Stocks)

Atlantic Family Wealth Q4 2025 Filing Summary

Atlantic Family Wealth, LLC filed its 13F report for Q4 2025 on February 12, 2026. The portfolio totaled 132.42 M reflecting a +2.34% change from the prior quarter, spanning 55 assets. The top 10 holdings comprised 86.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 4 new positions and 3 complete exits.

Report Type

Status

Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Atlantic Family Wealth’s Q4 2025 Filing

Atlantic Family Wealth submitted their Form 13F-HR for the Q4 2025 period on 02/12/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Atlantic Family Wealth reported a managed portfolio value of 132.42 M, consisting of 55 individual positions.

This page displays the raw filing documents. To see which stocks Atlantic Family Wealth bought or sold during Q4 2025, please visit Atlantic Family Wealth's Portfolio Analysis page.