Atlantic Family Wealth, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists a total of 66 distinct positions held by the firm.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with the top holdings being large-cap index funds. The Vanguard World Fund Information Technology ETF is the largest holding, with 5,719,000 shares. The Victory Portfolios II VCSHS US EQ INCM ETF is the second-largest position, holding 389,374 shares.
Among individual stocks, AbbVie Inc. is the largest single equity holding, with 991 shares. Other notable individual stock positions include Caterpillar Inc. (292 shares), Chevron Corporation (2,334 shares), and Duke Energy Corp. (1,981 shares). The filing indicates that all positions are held in a sole capacity.
