Atlantic Family Wealth, LLC
Atlantic Family Wealth, LLC reported 64 holdings worth US$156M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 4, 2026
Atlantic Family Wealth, LLC reported 64 holdings worth US$156M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Apple Inc and Nvidia Corporation. Filed Aug 4, 2026 (Form 13F).
- Holdings
- 64
- Value as reported
- US$156M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Berkshire Hathaway Inc. | 3,163 | US$1.58M | 1.0% |
| Apple Inc | 4,563 | US$1.32M | 0.84% |
| Nvidia Corporation | 5,587 | US$1.12M | 0.71% |
| Amazon.com, Inc. | 3,659 | US$872K | 0.56% |
| Pnc Financial Services Group, Inc. (the) | 1,790 | US$441K | 0.28% |
| U.s. Bancorp | 7,193 | US$434K | 0.28% |
| Enbridge Inc. | 7,945 | US$431K | 0.28% |
| Abbvie Inc. | 1,643 | US$413K | 0.26% |
| British American Tobacco P.l.c. | 6,345 | US$392K | 0.25% |
| Firstenergy Corp. | 8,229 | US$391K | 0.25% |
| Chevron Corporation | 2,355 | US$390K | 0.25% |
| Paychex, Inc. | 3,911 | US$385K | 0.25% |
| Sanofi Sa | 8,402 | US$358K | 0.23% |
| Alphabet Inc (google) Class C | 976 | US$349K | 0.22% |
| Prologis, Inc. | 2,405 | US$326K | 0.21% |
| Pfizer, Inc. | 13,486 | US$325K | 0.21% |
| Verizon Communications Inc. | 7,411 | US$314K | 0.20% |
| Caterpillar, Inc. | 292 | US$311K | 0.20% |
| Pepsico, Inc. | 2,272 | US$308K | 0.20% |
| Tc Energy Corporation | 4,433 | US$294K | 0.19% |
| Wec Energy Group, Inc. | 2,383 | US$278K | 0.18% |
| National Grid Plc | 3,318 | US$275K | 0.18% |
| Tesla, Inc. | 652 | US$274K | 0.18% |
| American Tower Corporation (reit) | 1,626 | US$266K | 0.17% |
| Cme Group Inc. | 1,164 | US$257K | 0.16% |
| Duke Energy Corporation (holding Company) | 1,981 | US$251K | 0.16% |
| Philip Morris International Inc | 1,338 | US$242K | 0.15% |
| Microsoft Corp. | 643 | US$240K | 0.15% |
| Davita Inc. | 1,069 | US$238K | 0.15% |
| Meta Platforms, Inc. | 397 | US$224K | 0.14% |
| Assurant, Inc. | 815 | US$219K | 0.14% |
| Truist Financial Corporation | 4,332 | US$216K | 0.14% |
| Kimco Realty Corporation (hc) | 8,442 | US$214K | 0.14% |
| Unilever Plc | 3,373 | US$203K | 0.13% |
| Amgen Inc. | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Xcel Energy Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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