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Atlantic Family Wealth, LLC
ETF
Concentrated long-term
CIK: 0002012511 | CORAL GABLES, FL
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Q1 2026 vs Q2 2026 Comparison
Profile
AI Overview
Filing History
Quarter
Form Type
Holdings
Value
Filed
SEC
Q2 2026
13F-HR
64
$156.3M
2026-08-04
SEC ↗
Q1 2026
13F-HR
59
$138.4M
2026-05-08
SEC ↗
Q4 2025
13F-HR
55
$132.4M
2026-02-12
SEC ↗
Q3 2025
13F-HR
55
$129.4M
2025-11-06
SEC ↗
Q2 2025
13F-HR
52
$114.9M
2025-08-12
SEC ↗
Q1 2025
13F-HR
46
$108.7M
2025-05-07
SEC ↗
Q4 2024
13F-HR
43
$84.6M
2025-02-04
SEC ↗