Atlantic Family Wealth, LLC ETF holdings
Coral Gables, FL
Reported $141.0M in 26 ETFs in its Form 13F for June 30, 2026.
ETF value
$141.0M
ETFs held
26
Change from prior quarter
+14.3%
With price moves
ETFs as a share of its 13F
90.2%
of $156.3M
Top 10 of 26 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $39.4M | 52,589 | +495 shares |
| CDL | VictoryShares US Large Cap High Div Volatility Wtd ETF | $29.6M | 381,018 | +6,046 shares |
| CDC | VictoryShares US EQ Income Enhanced Volatility Wtd ETF | $28.6M | 384,423 | +3,178 shares |
| IVW | iShares S&P 500 Growth ETF | $9.3M | 67,776 | −92 shares |
| VGT | Vanguard Information Technology ETF | $8.3M | 69,066 | +61,560 shares |
| VFLO | Victoryshares Free Cash Flow ETF | $6.7M | 146,408 | +10,243 shares |
| COWG | Pacer US Large Cap Cash Cows Growth Leaders ETF | $5.7M | 140,972 | +2,520 shares |
| COWZ | Pacer US Cash Cows 100 ETF | $2.6M | 42,381 | +1,565 shares |
| PPA | Invesco Aerospace & Defense ETF | $1.8M | 10,278 | +4,667 shares |
| VBK | Vanguard Morningstar Small-Cap Growth ETF | $1.6M | 4,427 | −194 shares |
16 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002012511. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Atlantic Family Wealth, LLC own?
Atlantic Family Wealth, LLC reported 26 ETF positions worth $141.0M in its Form 13F for June 30, 2026. The largest was IVV, at $39.4M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.