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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
Page 2 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DGRO ISHARES TR 7,230.0 $507K 0.37% -141.0 -1.9% $70.18 +5.7%
22 VIG VANGUARD SPECIALIZED FUNDS 2,122.0 $456K 0.33% $215.06 +7.4%
23 QQQH NEOS ETF TRUST 8,858.0 $454K 0.33% $51.25 +9.0%
24 VYM VANGUARD WHITEHALL FDS 2,936.0 $435K 0.31% NEW $148.10 +6.2%
25 ENB ENBRIDGE INC Energy 7,945.0 $430K 0.31% -299.0 -3.6% $54.14 +6.7%
26 SNY SANOFI SA Healthcare 8,402.0 $405K 0.29% +2K +33.6% $48.18 -7.3%
27 PFE PFIZER INC Healthcare 13,486.0 $379K 0.27% +250.0 +1.9% $28.08 -7.6%
28 USB US BANCORP Financial Services 7,193.0 $374K 0.27% $52.01 +4.8%
29 VZ VERIZON COMMUNICATIONS INC Communication Services 7,411.0 $372K 0.27% +1K +21.1% $50.20 -4.7%
30 PNC PNC FINL SVCS GROUP INC Financial Services 1,784.0 $371K 0.27% +19.0 +1.1% $208.09 +4.2%
31 BTI BRITISH AMERN TOB PLC Consumer Defensive 6,345.0 $371K 0.27% +215.0 +3.5% $58.47 +12.4%
32 NOBL PROSHARES TR 3,434.0 $364K 0.26% -93.0 -2.6% $106.01 +1.2%
33 PAYX PAYCHEX INC Industrials 3,911.0 $360K 0.26% NEW $92.12 +2.3%
34 PEP PEPSICO INC Consumer Defensive 2,272.0 $353K 0.26% -12.0 -0.5% $155.29 -4.1%
35 CME CME GROUP INC Financial Services 1,164.0 $344K 0.25% NEW $295.35 -2.1%
36 FE FIRSTENERGY CORP Utilities 6,668.0 $338K 0.24% +1K +18.2% $50.66 -10.2%
37 SCHD SCHWAB STRATEGIC TR 10,988.0 $337K 0.24% NEW $30.68 +5.1%
38 RWL INVESCO EXCH TRADED FD TR II 2,872.0 $330K 0.24% $114.91 +9.0%
39 QQQ INVESCO QQQ TR Financial Services 553.0 $319K 0.23% NEW $577.19 +23.8%
40 PLD PROLOGIS INC. Real Estate 2,405.0 $318K 0.23% -227.0 -8.6% $132.18 +9.5%
Page 2 of 3  ·  59 positions

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%