0001085146-25-000743.txt : 20250204 0001085146-25-000743.hdr.sgml : 20250204 20250204091010 ACCESSION NUMBER: 0001085146-25-000743 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20241231 FILED AS OF DATE: 20250204 DATE AS OF CHANGE: 20250204 EFFECTIVENESS DATE: 20250204 FILER: COMPANY DATA: COMPANY CONFORMED NAME: ATLANTIC FAMILY WEALTH, LLC CENTRAL INDEX KEY: 0002012511 ORGANIZATION NAME: IRS NUMBER: 465616964 STATE OF INCORPORATION: FL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-24735 FILM NUMBER: 25585644 BUSINESS ADDRESS: STREET 1: 6705 S RED ROAD STREET 2: SUITE 604 CITY: CORAL GABLES STATE: FL ZIP: 33143 BUSINESS PHONE: 305-222-0977 MAIL ADDRESS: STREET 1: 6705 S RED ROAD STREET 2: SUITE 604 CITY: CORAL GABLES STATE: FL ZIP: 33143 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002012511 XXXXXXXX 12-31-2024 12-31-2024 false ATLANTIC FAMILY WEALTH, LLC

6705 S RED ROAD SUITE 604 CORAL GABLES FL 33143

13F HOLDINGS REPORT 028-24735 000171062 801-124705 N Raul Isern 305-222-0977 /s/ Raul Isern Coral Gables FL 02-04-2025 0 43 84576272 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALPHABET INC CAP STK CL A 02079K305 410316 220 SH SOLE 0 0 220 AMAZON COM INC COM 023135106 678574 3093 SH SOLE 0 0 3093 APPLE INC COM 037833100 1942577 7757 SH SOLE 0 0 7757 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1091046 2407 SH SOLE 0 0 2407 BRISTOL-MYERS SQUIBB CO COM 110122108 320752 5671 SH SOLE 0 0 5671 CHEVRON CORP NEW COM 166764100 286204 1976 SH SOLE 0 0 1976 COTY INC COM CL A 222070203 138177 19853 SH SOLE 0 0 19853 DUKE ENERGY CORP NEW COM NEW 26441C204 203736 1891 SH SOLE 0 0 1891 ENBRIDGE INC COM 29250N105 322765 7607 SH SOLE 0 0 7607 GILEAD SCIENCES INC COM 375558103 370404 4010 SH SOLE 0 0 4010 HUNTINGTON BANCSHARES INC COM 446150104 203619 12515 SH SOLE 0 0 12515 INVESCO EXCH TRADED FD TR II S&P 500 REVENUE 46138G698 281227 2872 SH SOLE 0 0 2872 ISHARES TR CORE DIV GRWTH 46434V621 523966 8542 SH SOLE 0 0 8542 ISHARES TR CORE MSCI EURO 46434V738 579138 10728 SH SOLE 0 0 10728 ISHARES TR CORE S&P500 ETF 464287200 28469967 48362 SH SOLE 0 0 48362 ISHARES TR CORE US AGGBD ET 464287226 489250 5049 SH SOLE 0 0 5049 ISHARES TR S&P 500 GRWT ETF 464287309 6300260 62053 SH SOLE 0 0 62053 JOHNSON & JOHNSON COM 478160104 222137 1536 SH SOLE 0 0 1536 NATIONAL GRID PLC SPONSORED ADR NE 636274409 235065 3956 SH SOLE 0 0 3956 NEOS ETF TRUST NASDAQ 100 HDGD 78433H667 461705 17717 SH SOLE 0 0 17717 NVIDIA CORPORATION COM 67066G104 669973 4989 SH SOLE 0 0 4989 PACER FDS TR US CASH COWS 100 69374H881 3421297 60575 SH SOLE 0 0 60575 PACER FDS TR US LRG CP CASH 69374H360 287623 8977 SH SOLE 0 0 8977 PEPSICO INC COM 713448108 231587 1523 SH SOLE 0 0 1523 PHILIP MORRIS INTL INC COM 718172109 249245 2071 SH SOLE 0 0 2071 PNC FINL SVCS GROUP INC COM 693475105 244919 1270 SH SOLE 0 0 1270 PROLOGIS INC. COM 74340W103 201253 1904 SH SOLE 0 0 1904 PROSHARES TR S&P 500 DV ARIST 74348A467 357686 3593 SH SOLE 0 0 3593 SANOFI SPONSORED ADR 80105N105 261937 5431 SH SOLE 0 0 5431 SPDR S&P 500 ETF TR TR UNIT 78462F103 599465 1022 SH SOLE 0 0 1022 TC ENERGY CORP COM 87807B107 251494 5405 SH SOLE 0 0 5405 TOTALENERGIES SE SPONSORED ADS 89151E109 277242 5087 SH SOLE 0 0 5087 TRUIST FINL CORP COM 89832Q109 221585 5108 SH SOLE 0 0 5108 US BANCORP DEL COM NEW 902973304 289754 6058 SH SOLE 0 0 6058 VANGUARD BD INDEX FDS INTERMED TERM 921937819 514664 6887 SH SOLE 0 0 6887 VANGUARD INDEX FDS SML CP GRW ETF 922908595 939147 3353 SH SOLE 0 0 3353 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 417118 2130 SH SOLE 0 0 2130 VANGUARD WORLD FD INF TECH ETF 92204A702 4181261 6724 SH SOLE 0 0 6724 VERIZON COMMUNICATIONS INC COM 92343V104 360990 9027 SH SOLE 0 0 9027 VICTORY PORTFOLIOS II SHARES FREE CASH 92647X830 1536434 45070 SH SOLE 0 0 45070 VICTORY PORTFOLIOS II VCSHS US EQ INCM 92647N824 2491083 39806 SH SOLE 0 0 39806 VICTORY PORTFOLIOS II VCSHS US LRG CAP 92647N865 22765634 348486 SH SOLE 0 0 348486 XCEL ENERGY INC COM 98389B100 273996 4058 SH SOLE 0 0 4058