Long-term investor
Atlantic Family Wealth, LLC @atlanticfamilywealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002012511).
Record
- Tracked since 2025-06-30 (477 days), 47 trades recorded
- Returns: week n/a · month n/a · 90 days -0.0% · 6 months +0.2% · 1 year -0.4% · all -0.4%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 25.2% · long · since 2025-06-30
- 92647N865 · 18.9% · long · since 2025-06-30
- 92647N824 · 18.3% · long · since 2025-06-30
- 464287309 · 6.0% · long · since 2025-06-30
- 92204A702 · 5.3% · long · since 2025-06-30
- 92647X830 · 4.3% · long · since 2025-06-30
- 69374H360 · 3.6% · long · since 2025-06-30
- 69374H881 · 1.7% · long · since 2025-06-30
- 46137V100 · 1.2% · long · since 2025-06-30
- 922908595 · 1.0% · long · since 2025-06-30
- BRK-B · 1.0% · long · since 2025-06-30
- AAPL · 0.8% · long · since 2025-06-30