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Portfolio (Quarterly) Guide ↗

ATLANTIC FAMILY WEALTH, LLC

· CIK 0002012511
13F Portfolio $138M AUM 59 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 25 Added 16 Reduced 5 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VYM VANGUARD WHITEHALL FDS 2,936.0 $435K 0.31% NEW $148.10 +6.2%
2 PAYX PAYCHEX INC Industrials 3,911.0 $360K 0.26% NEW $92.12 +2.3%
3 CME CME GROUP INC Financial Services 1,164.0 $344K 0.25% NEW $295.35 -2.1%
4 SCHD SCHWAB STRATEGIC TR 10,988.0 $337K 0.24% NEW $30.68 +5.1%
5 QQQ INVESCO QQQ TR Financial Services 553.0 $319K 0.23% NEW $577.19 +23.8%
6 WEC WEC ENERGY GROUP INC Utilities 2,383.0 $276K 0.20% NEW $115.77 -4.4%
7 AMCOR PLC 6,279.0 $250K 0.18% NEW $39.75
8 AMT AMERICAN TOWER CORP Real Estate 1,380.0 $238K 0.17% NEW $172.58 +6.5%
9 CAT CATERPILLAR INC Industrials 292.0 $207K 0.15% NEW $708.46 +22.2%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 22.4%
Technology 17.2%
Energy 13.2%
Utilities 9.9%
Healthcare 9.2%
Consumer Cyclical 7.3%
Consumer Defensive 6.7%
Communication Services 6.2%
Industrials 4.0%
Real Estate 3.9%