ATLANTIC FAMILY WEALTH, LLC
13F Portfolio Filings
Most recent 13F
Q2 2025
Location
Coral Gables, FL
CIK
0002012511
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q2 2025
52
114,940
IVV, CDL, CDC, IVW
13F-HR
8/12/2025
000108514625004911
Q1 2025
46
108,742
IVV, CDL, CDC, IVW
13F-HR
5/7/2025
000108514625002688
Q4 2024
43
84,576
IVV, CDL, IVW, VGT
13F-HR
2/4/2025
000108514625000743