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Atlantic Family Wealth, LLC
Atlantic Family Wealth, LLC is a registered investment advisor headquartered in Coral Gables, FL. The firm provides personalized financial planning and wealth management services for individuals, families, and businesses, focusing on comprehensive strategies that address investment, retirement, estate, and asset protection needs. Emphasizing values of listening, empathy, and education, Atlantic Family Wealth serves clients with a team-oriented and client-focused approach. As of 2025, the firm employs approximately 4 people and offers its services primarily to residents of select U.S. states.
Investment Strategy
Atlantic Family Wealth, LLC delivers holistic financial planning, actively managing client investments in alignment with clients' risk tolerance and goals. Their approach includes ongoing review and adjustment of financial plans to reflect changing life circumstances, comprehensive retirement and estate planning, asset protection, and personalized wealth advisory services. The firm focuses on integrating financial, legacy, charitable, and tax planning for both individuals and employer-sponsored plans, supporting clients in building and preserving lasting wealth.
Latest 13F Filing Activity
Atlantic Family Wealth, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 52 equity positions with a total 13F market value of $115M. The fund increased holdings in Ishares TR, Pacer FDS TR, Ishares TR among other positions. Atlantic Family Wealth, LLC reduced exposure to Apple Inc., Victory Portfolios II, Pacer FDS TR among others.
Top Holdings
Equity Positions (52)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 27.48% | $31.6M | 50,875 | $587.89 | $620.90 | +$3.3M |
C CDL | VICTORY PORTFOLIOS II | 21.12% | $24.3M | 364,574 | $65.44 | $66.59 | -$314.0K |
C CDC | VICTORY PORTFOLIOS II | 20.76% | $23.9M | 374,605 | $65.36 | $63.71 | -$450.7K |
I IVW | ISHARES TR | 5.95% | $6.8M | 62,071 | $101.37 | $110.10 | +$966.4K |
V VGT | VANGUARD WORLD FD | 3.80% | $4.4M | 6,582 | $620.95 | $663.28 | +$679.2K |
Industry Allocation
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