StockDriftsStockDriftsTop 50 MidAtlantic Capital Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 9.14% | 19.6K | $14.7M | -1.55%(-309) | $492.97(+57.69%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 8.77% | 18.9K | $14.1M | -0.03%(-5) | $457.58(+69.05%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 5.8% | 108.4K | $9.3M | +0.10%(+109) | $49.99(+78.18%) | 2026-06-30 | |
| VYM | VANGUARD WHITEHALL FDS | 4.35% | 44.3K | $7.0M | +1.14%(+501) | $108.20(+53.93%) | 2026-06-30 | |
| IWF | ISHARES TR | 4.12% | 53.4K | $6.6M | +0.01%(+8) | $75.93(+65.02%) | 2026-06-30 | |
| IJR | ISHARES TR | 4.09% | 44.4K | $6.6M | -0.73%(-327) | $103.99(+43.05%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.86% | 87.2K | $6.2M | -2.08%(-1.85K) | $47.00(+55.29%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 3.17% | 42.9K | $5.1M | -3.79%(-1.69K) | $62.38(+96.81%) | 2026-06-30 | |
| IJH | ISHARES TR | 2.99% | 62.3K | $4.8M | -1.64%(-1.04K) | $53.39(+45.92%) | 2026-06-30 | |
| DLN | WISDOMTREE TR | 2.87% | 48.0K | $4.6M | +2.88%(+1.34K) | $74.56(+35.56%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +45.03% |
| Top 20 Holdings Unweighted | — | — | — | — | +38.19% |
MidAtlantic Capital Management, Inc. reports $160.92M in US-listed equity holdings across 86 positions in its most recent 13F filing. Its largest disclosed positions are IVV (9.1%), SPY (8.8%) and VUG (5.8%). The top 20 holdings account for 66.77% of reported assets. Its disclosed equity book has returned +45.03% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from MidAtlantic Capital Management, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2042068). View MidAtlantic Capital Management, Inc.’s 13F filings on SEC