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Home > Institutional Investor > Atlantic Family Wealth, Llc > 13F Holdings

Instuitional Investor - Atlantic Family Wealth, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 50,875 $31,588,454 27.48%
2.
Victory Portfolios Ii
 364,574 $24,278,480 21.12%
3.
Victory Portfolios Ii
 374,605 $23,866,116 20.76%
4.
Ishares Trust
 IEF 62,071 $6,834,064 5.95%
5.
Vanguard World Fund
 6,582 $4,366,007 3.8%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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