Atlantic Family Wealth, Llc

Business address
6705 S Red Road, Suite 604, Coral Gables, FL, 33143
Top securities (13F)
IVV, CDL, CDC, IVW, VGT, COWG, VFLO, COWZ, BRKB, VBK, AAPL, NVDA, BIV, AGG, AMZN, SPY, CVX, DGRO, QQQH, and VIG
State of incorporation
FL
Fiscal year end
31 December
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Atlantic Family Wealth, Llc has filed 5 SEC EDGAR filings since 21 Feb 2024

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 06 Nov 2025 30 Sep 2025 028-24735
13F-HR Open Document Open Filing 12 Aug 2025 30 Jun 2025 028-24735
13F-HR Open Document Open Filing 07 May 2025 31 Mar 2025 028-24735
13F-HR Open Document Open Filing 04 Feb 2025 31 Dec 2024 028-24735
SC 13G Open Document Open Filing ATLANTIC FAMILY WEALTH, LLC 21 Feb 2024