Atlantic Family Wealth, LLC Portfolio Holdings

Atlantic Family Wealth, LLC

  • $115 Billion
  • Q2 2025

Atlantic Family Wealth, LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $115 Billion distributed in 52 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $31.6B, Victory Portf Ii Shs Us Lrg Ca with a value of $24.3B, Victory Portfolios Ii Shs Inco with a value of $23.9B, Ishares S&P 500 Growth ETF with a value of $6.83B, and Vanguard Information Technolog with a value of $4.37B.

Examining the 13F form we can see an increase of $6.2B in the current position value, from $109B to 115B.

Atlantic Family Wealth, LLC is based out at Coral Gables, FL

Below you can find more details about Atlantic Family Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $115 Billion
ETFs: $99.7 Billion
Financial Services: $2.58 Billion
Technology: $2.05 Billion
Healthcare: $1.58 Billion
Energy: $1.53 Billion
Utilities: $1.11 Billion
Consumer Cyclical: $818 Million
Real Estate: $461 Million
Other: $769 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 52
  • Current Value $115 Billion
  • Prior Value $109 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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