13F Filings History of ATLANTIC FAMILY WEALTH, LLC

Latest 13F report
Q4 2025 - 12 Feb 2026
Value $
$132,419,008
Signature - Title
Raul Isern - CCO
Location
Coral Gables, FL
Summary
This page shows a list of all the recent 13F filings made by ATLANTIC FAMILY WEALTH, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. ATLANTIC FAMILY WEALTH, LLC reported 55 stock holdings with total value $132,419,008 as of Q4 2025. Top holdings included IVV, CDL, CDC, IVW, and VGT.

Notify me when ATLANTIC FAMILY WEALTH, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 55 $132,419,008 +$4,023,236 -$1,953,800 +$2,069,436 IVV, CDL, CDC, IVW, VGT 13F-HR 12 Feb 2026, 13:28
Q3 2025 55 $129,394,703 +$8,417,583 -$1,413,925 +$7,003,658 IVV, CDL, CDC, IVW, VGT 13F-HR 06 Nov 2025, 15:57
Q2 2025 52 $114,940,680 +$4,806,120 -$2,539,471 +$2,266,649 IVV, CDL, CDC, IVW, VGT 13F-HR 12 Aug 2025, 15:10
Q1 2025 46 $108,742,963 +$26,767,146 -$1,026,167 +$25,740,979 IVV, CDL, CDC, IVW, VGT 13F-HR 07 May 2025, 12:40
Q4 2024 43 $84,165,956 $0 $0 $0 IVV, CDL, IVW, VGT, COWZ 13F-HR 04 Feb 2025, 09:10