13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002042068
Total reported value
$160.9M
$160.9M
240 檔
29.6%
As reported in its official Q4 2025 Form 13F filing, MidAtlantic Capital Management, Inc.'s tracked investment portfolio stood at $160.9M with 240 total positions.
In Q4 2025, MidAtlantic Capital Management, Inc. displayed an active expansion posture, initiating 35 new positions and adding to 7 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 240 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.71% | +0.15% | +1.21% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 8.22% | +0.29% | -0.30% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 5.50% | +0.36% | -13.32% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-Other | 4.04% | +0.19% | -0.16% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 4.03% | -0.13% | -0.13% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.56% | -0.08% | +0.40% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.44% | +0.26% | +1.87% | |
| 8 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.04% | +0.16% | -14.32% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.69% | +0.04% | -0.28% | |
| 10 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 2.69% | -0.05% | +0.91% | |
| 11 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 2.52% | — | +3.07% | |
| 12 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.49% | -0.21% | — | |
| 13 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.01% | -0.31% | +2.70% | |
| 14 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 1.96% | -0.49% | +3.45% | |
| 15 | TBUX | T Rowe Price Ultra Short-ter | ETF-Other | 1.66% | -0.09% | +57.62% | |
| 16 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.65% | -0.23% | +1.02% | |
| 17 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.64% | +0.05% | -0.23% | |
| 18 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.37% | -0.04% | +2.02% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-Other | 1.32% | +0.06% | +0.98% | |
| 20 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.25% | -0.19% | +5.95% | |
| 21 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.24% | -0.15% | +2.17% | |
| 22 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.23% | +0.04% | +0.20% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.17% | -0.48% | -0.85% | |
| 24 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 1.02% | +0.05% | — | |
| 25 | VTV | Vanguard Value ETF | ETF-Other | 1.01% | — | +3.25% | |
| 26 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.96% | -0.05% | +8.76% | |
| 27 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.95% | -0.02% | -2.21% | |
| 28 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.94% | -0.07% | -0.89% | |
| 29 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.88% | — | -0.04% | |
| 30 | EVTR | Eaton Vance Total Return | ETF-Other | 0.88% | -0.09% | +4.26% | |
| 31 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.76% | +0.03% | — | |
| 32 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.76% | — | +0.06% | |
| 33 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.74% | -0.12% | — | |
| 34 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.74% | -0.22% | — | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.71% | -0.03% | — | |
| 36 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.71% | -0.02% | — | |
| 37 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.70% | +0.03% | — | |
| 38 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.65% | -0.04% | -5.58% | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.61% | +0.06% | — | |
| 40 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.61% | +0.02% | -26.08% | |
| 41 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.58% | +0.05% | — | |
| 42 | DIVB | Ishares Core Dividend ETF | ETF-Other | 0.58% | +0.11% | -17.89% | |
| 43 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.56% | +0.06% | -0.10% | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.54% | +0.02% | — | |
| 45 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.54% | -0.02% | -0.17% | |
| 46 | JSCP | Jpmorgan Short Duration Core | ETF-Other | 0.50% | -0.13% | +7.68% | |
| 47 | HUBB | Hubbell Inc | Stock-Industrials | 0.50% | -0.03% | — | |
| 48 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.48% | +0.01% | — | |
| 49 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.46% | -0.05% | -1.57% | |
| 50 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.46% | +0.02% | — |
According to official SEC Form 13F filings, MidAtlantic Capital Management, Inc. reported a total U.S. public equity portfolio value of $160.9M across 240 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, SPY, VUG) accounted for 29.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
VUSB
市值: $456.0K
Top Position Liquidated / Trimmed
SPY
前期市值: $12.6M
During Q4 2025, MidAtlantic Capital Management, Inc.'s top holdings by market value included IVV (8.7%)、SPY (8.2%)、VUG (5.5%). The largest single position, IVV, represented 8.7% of total portfolio value.
In Q4 2025, MidAtlantic Capital Management, Inc. made 50 total portfolio adjustments, initiating 35 new buys, adding to 7 positions, trimming 8 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.