ATLANTIC FAMILY WEALTH, LLC
All 13F Filings
- Location
- Coral Gables, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 156,292
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/4/2026 | 64 | 156,292 | 13F-HR | ATLANTIC FAMILY WEALTH, LLC |
| Q1 2026 | 5/8/2026 | 59 | 138,426 | 13F-HR | ATLANTIC FAMILY WEALTH, LLC |
| Q4 2025 | 2/12/2026 | 55 | 132,419 | 13F-HR | ATLANTIC FAMILY WEALTH, LLC |
| Q3 2025 | 11/6/2025 | 55 | 129,395 | 13F-HR | ATLANTIC FAMILY WEALTH, LLC |
| Q2 2025 | 8/12/2025 | 52 | 114,941 | 13F-HR | ATLANTIC FAMILY WEALTH, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 81.51 K | 52.2% | 0 | 1.015 K | -1.015 K |
| ETFs | 74.79 K | 47.8% | 18.88 K | 0 | 18.88 K |
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Fund Snapshot
Q2 2026
Latest filed
8/4/2026
Total value ($000)
156,292
Holdings
64
QoQ value change ($000)
17,866
(12.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.