MidAtlantic Capital Management, Inc.: 13F holdings
CIK 20420682026Q2
| Positions | 86 |
|---|
| Reported value | $160.9m |
|---|
| Filed | 2026-08-10 |
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Change since last quarter
| Positions | 86 (+2 vs prior quarter) |
|---|
| Reported value | $160.9m (+11.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 19,649 | $14.7m | 9.1% |
| SPY STATE STR SPDR S&P 500 ETF T | 18,896 | $14.1m | 8.8% |
| VUG VANGUARD INDEX FDS | 108,385 | $9.3m | 5.8% |
| VYM VANGUARD WHITEHALL FDS | 44,330 | $7.0m | 4.4% |
| IWF ISHARES TR | 53,392 | $6.6m | 4.1% |
| IJR ISHARES TR | 44,389 | $6.6m | 4.1% |
| VEA VANGUARD TAX-MANAGED FDS | 87,227 | $6.2m | 3.9% |
| SPYG SPDR SERIES TRUST | 42,887 | $5.1m | 3.2% |
| IJH ISHARES TR | 62,312 | $4.8m | 3.0% |
| CCEP WISDOMTREE TR | 47,969 | $4.6m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2042068")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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