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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 3 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MSFT MICROSOFT CORP Technology 855.0 $317K 0.23% +425.0 +98.8% $370.27 +13.2%
42 ABBV ABBVIE INC Healthcare 1,374.0 $299K 0.22% +34.0 +2.5% $217.49 -1.3%
43 TFC TRUIST FINL CORP Financial Services 6,407.0 $295K 0.21% +156.0 +2.5% $45.97 +4.4%
44 TSLA TESLA INC Consumer Cyclical 784.0 $291K 0.21% +216.0 +38.0% $371.75 +12.2%
45 GOOG ALPHABET INC Communication Services 987.0 $283K 0.20% $286.89 +33.7%
46 NGG NATIONAL GRID PLC Utilities 3,318.0 $281K 0.20% -2K -33.9% $84.60 +2.2%
47 TRP TC ENERGY CORP Energy 4,433.0 $278K 0.20% +146.0 +3.4% $62.60 +12.0%
48 WEC WEC ENERGY GROUP INC Utilities 2,383.0 $276K 0.20% NEW $115.77 -4.4%
49 ETHA ISHARES ETHEREUM TR Financial Services 16,900.0 $268K 0.19% +7K +72.8% $15.83 +2.0%
50 DUK DUKE ENERGY CORP NEW Utilities 1,981.0 $259K 0.19% $130.94 -4.8%
51 VCSH VANGUARD SCOTTSDALE FDS 3,170.0 $251K 0.18% +160.0 +5.3% $79.27 -0.5%
52 AMCOR PLC 6,279.0 $250K 0.18% NEW $39.75
53 XEL XCEL ENERGY INC Utilities 3,106.0 $247K 0.18% -1K -26.9% $79.44 +0.5%
54 AMT AMERICAN TOWER CORP Real Estate 1,380.0 $238K 0.17% NEW $172.58 +6.5%
55 META META PLATFORMS INC Communication Services 397.0 $227K 0.16% +53.0 +15.4% $572.13 +6.2%
56 XOM EXXON MOBIL CORP Energy 1,332.0 $226K 0.16% -1K -49.7% $169.66 -7.9%
57 AMGN AMGEN INC Healthcare 639.0 $225K 0.16% -265.0 -29.3% $351.85 -4.1%
58 PM PHILIP MORRIS INTL INC Consumer Defensive 1,338.0 $221K 0.16% -181.0 -11.9% $165.34 +14.1%
59 CAT CATERPILLAR INC Industrials 292.0 $207K 0.15% NEW $708.46 +22.2%
Page 3 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%