Question 1

What stocks does ATLANTIC FAMILY WEALTH LLC hold in its portfolio?

Accepted Answer

ATLANTIC FAMILY WEALTH LLC's top stock holdings include BRKB, IVV, AAPL and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 2

What are ATLANTIC FAMILY WEALTH LLC's largest stock holdings?

Accepted Answer

ATLANTIC FAMILY WEALTH LLC's largest stock holdings as of their last filing include BRKB (valued at approximately $1.6 million), IVV (valued at approximately $39.4 million), AAPL (valued at approximately $1.3 million), CDL (valued at approximately $29.6 million), CDC (valued at approximately $28.6 million).

Question 3

When was ATLANTIC FAMILY WEALTH LLC's last SEC filing?

Accepted Answer

ATLANTIC FAMILY WEALTH LLC's most recent 13F filing was submitted on 6/30/2026, revealing their latest investment holdings.

Question 4

What stocks has ATLANTIC FAMILY WEALTH LLC recently bought or sold?

Accepted Answer

ATLANTIC FAMILY WEALTH LLC's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has ATLANTIC FAMILY WEALTH LLC reported?

Accepted Answer

ATLANTIC FAMILY WEALTH LLC's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

What types of securities does ATLANTIC FAMILY WEALTH LLC invest in?

Accepted Answer

ATLANTIC FAMILY WEALTH LLC's portfolio includes Fund, Share securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.