Holdings

Atlantic Family Wealth, LLC

As of Jun 30, 2026, Atlantic Family Wealth, LLC reported 34 positions worth US$14.1M. Largest: Berkshire Hathaway Inc., Apple Inc and Nvidia Corporation. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Berkshire Hathaway Inc.3,163US$1.58Mno changeJun 30, 2026
Apple Inc4,563US$1.32Mno changeJun 30, 2026
Nvidia Corporation5,587US$1.12Mno changeJun 30, 2026
Amazon.com, Inc.3,659US$872K+63Jun 30, 2026
Pnc Financial Services Group, Inc. (the)1,790US$441K+6Jun 30, 2026
U.s. Bancorp7,193US$434Kno changeJun 30, 2026
Enbridge Inc.7,945US$431Kno changeJun 30, 2026
Abbvie Inc.1,643US$413K+269Jun 30, 2026
British American Tobacco P.l.c.6,345US$392Kno changeJun 30, 2026
Firstenergy Corp.8,229US$391K+1,561Jun 30, 2026