Molly Wheeler

Midatlantic Capital Management, Inc.

Assets Managed

$144.962M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 12d ago

Growth Rate

-7.18%(2Q avg: -0.29%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Midatlantic Capital Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 84 positions.

Assets under management

The assets under management (AUM) of Midatlantic Capital Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 144.962M in assets, with a quarterly growth rate of -7.18% and a 2-quarter average growth rate of -0.29%. The portfolio is managed by Molly Wheeler, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
IVV Ishares Core S&p 500 Etf Recent Activity Increased 0.46%	9%	$13.037M 19,958 shares@ $653.21 avg price	Increased 0.46%
SPY Spdr S&p 500 Etf Trust Recent Activity Increased 0.43%	8.48%	$12.292M 18,901 shares@ $650.34 avg price	Increased 0.43%
VUG Vanguard Growth Etf Recent Activity Increased 2.5%	5.44%	$7.882M 18,046 shares@ $436.8 avg price	Increased 2.5%
VYM Vanguard High Dvd Yield Etf Recent Activity Decreased -0.14%	4.48%	$6.491M 43,829 shares@ $148.1 avg price	Decreased -0.14%
VEA Vanguard Ftse Developed Etf Recent Activity Increased 0.15%	3.94%	$5.708M 89,080 shares@ $64.09 avg price	Increased 0.15%
IWF Ishares Russell 1000 Growth Recent Activity Increased 0.16%	3.93%	$5.691M 13,346 shares@ $426.4 avg price	Increased 0.16%
IJR Ishares Core S&p Small-cap E Recent Activity Decreased -0.05%	3.84%	$5.559M 44,716 shares@ $124.31 avg price	Decreased -0.05%
SPYG Spdr Portfolio S&p 500 Growt Recent Activity Increased 0.08%	3.02%	$4.365M 44,578 shares@ $97.91 avg price	Increased 0.08%
IJH Ishares Core S&p Midcap Etf Recent Activity Decreased -0.56%	2.96%	$4.278M 63,351 shares@ $67.54 avg price	Decreased -0.56%
DLN Wisdomtree Us Largecap Divid Recent Activity Increased 4.34%	2.88%	$4.165M 46,626 shares@ $89.34 avg price	Increased 4.34%

1-10 of 84