Midatlantic Capital Management, Inc. Top Holdings and 13F Report (2026) About Midatlantic Capital Management, Inc.Investment ActivityMidatlantic Capital Management, Inc. has $144.96 million in total holdings as of March 31, 2026.Midatlantic Capital Management, Inc. owns shares of 84 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 2.10% of the portfolio was purchased this quarter.About 7.58% of the portfolio was sold this quarter.This quarter, Midatlantic Capital Management, Inc. has purchased 240 new stocks and bought additional shares in 32 stocks.Midatlantic Capital Management, Inc. sold shares of 24 stocks and completely divested from 157 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $13,036,765SPDR S&P 500 ETF Trust $12,292,030Vanguard Growth ETF $7,882,445Vanguard High Dividend Yield ETF $6,491,025Vanguard FTSE Developed Markets ETF $5,708,260 Largest New Holdings this Quarter 72201R585 - PIMCO Multi Sector Bond Active ETF $244,397 Holding Largest Purchases this Quarter WisdomTree U.S. Value Fund 9,975 shares (about $944.93K)PIMCO Multi Sector Bond Active ETF 9,328 shares (about $244.40K)iShares Flexible Income Active ETF 4,405 shares (about $228.76K)Vanguard Growth ETF 439 shares (about $191.75K)WisdomTree U.S. LargeCap Dividend Fund 1,937 shares (about $173.03K) Largest Sales this Quarter iShares S&P Mid-Cap 400 Value ETF 7,093 shares (about $939.82K)Schwab US Dividend Equity ETF 11,549 shares (about $354.32K)Schwab U.S. Large-Cap Growth ETF 4,050 shares (about $117.98K)JPMorgan Core Plus Bond ETF 1,750 shares (about $82.39K)Vanguard S&P 500 ETF 134 shares (about $80.08K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMidatlantic Capital Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$13,036,765$59,442 â–²0.5%19,9589.0%ETFSPYSPDR S&P 500 ETF Trust$12,292,030$52,027 â–²0.4%18,9018.5%FinanceVUGVanguard Growth ETF$7,882,445$191,754 â–²2.5%18,0465.4%ETFVYMVanguard High Dividend Yield ETF$6,491,025$9,626 â–¼-0.1%43,8294.5%Financial ServicesVEAVanguard FTSE Developed Markets ETF$5,708,260$8,202 â–²0.1%89,0803.9%ETFIWFiShares Russell 1000 Growth ETF$5,690,734$8,528 â–²0.2%13,3463.9%ETFIJRiShares Core S&P Small-Cap ETF$5,558,586$3,108 â–¼-0.1%44,7163.8%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$4,364,583$3,231 â–²0.1%44,5783.0%ETFIJHiShares Core S&P Mid-Cap ETF$4,278,127$24,446 â–¼-0.6%63,3513.0%ETFDLNWisdomTree U.S. LargeCap Dividend Fund$4,165,101$173,032 â–²4.3%46,6262.9%FinanceSPYVSPDR Portfolio S&P 500 Value ETF$3,871,7130.0%68,4292.7%ETFVOTVanguard Mid-Cap Growth ETF$3,830,988$39,633 â–¼-1.0%14,8862.6%ETFVCSHVanguard Short-Term Corporate Bond ETF$3,249,599$130,479 â–²4.2%40,9942.2%ETFJCPBJPMorgan Core Plus Bond ETF$2,958,241$82,390 â–¼-2.7%62,8342.0%ETFBIVVanguard Intermediate-Term Bond ETF$2,699,621$139,774 â–²5.5%34,9781.9%ETFTBUXT. Rowe Price Ultra Short-Term Bond ETF$2,529,930$53,581 â–¼-2.1%50,8531.7%ETFMGKVanguard Mega Cap Growth ETF$2,284,007$3,674 â–²0.2%6,2161.6%ETFDGROiShares Core Dividend Growth ETF$2,175,806$17,826 â–²0.8%31,0031.5%ETFVBVanguard Small-Cap ETF$2,113,311$16,500 â–²0.8%8,0691.5%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$1,933,736$894 â–¼0.0%36,7911.3%ManufacturingSPSBSPDR Portfolio Short Term Corporate Bond ETF$1,932,575$4,721 â–²0.2%64,2691.3%ETFVOVanguard Mid-Cap ETF$1,883,104$69,787 â–²3.8%6,5571.3%ETFVTVVanguard Value ETF$1,704,189$76,518 â–²4.7%8,6861.2%ETFSCHGSchwab U.S. Large-Cap Growth ETF$1,591,329$117,975 â–¼-6.9%54,6291.1%ETFVOEVanguard Mid-Cap Value ETF$1,520,429$2,027 â–¼-0.1%8,2511.0%ETFFNDXSchwab Fundamental U.S. Large Company ETF$1,503,607$37,124 â–¼-2.4%53,9891.0%ETFVTVanguard Total World Stock ETF$1,450,838$1,383 â–¼-0.1%10,4891.0%ETFVONGVanguard Russell 1000 Growth ETF$1,450,760$21,938 â–²1.5%13,2261.0%ETFMORGAN STANLEY ETF TRUST$1,322,494$29,080 â–¼-2.2%26,0590.9%EATON VANCE TOTASPDWSPDR Portfolio Developed World ex-US ETF$1,194,676$20,315 â–¼-1.7%26,1700.8%ETFVBRVanguard Small-Cap Value ETF$1,189,2270.0%5,4740.8%ETFWTVWisdomTree U.S. Value Fund$1,187,532$944,929 â–²389.5%12,5360.8%FinanceVBKVanguard Small-Cap Growth ETF$1,160,6400.0%3,8400.8%ETFSLYVSPDR S&P 600 Small Cap Value ETF$1,131,557$4,540 â–¼-0.4%11,9640.8%ETFEFAiShares MSCI EAFE ETF$1,127,1040.0%11,6040.8%FinanceMGCVanguard Mega Cap ETF$1,116,2810.0%4,7230.8%ETFIVEiShares S&P 500 Value ETF$1,099,8800.0%5,2090.8%ETFIWMiShares Russell 2000 ETF$975,384$8,184 â–²0.8%3,9330.7%FinanceDIVBiShares Core Dividend ETF$922,497$8,740 â–²1.0%17,0990.6%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$900,261$2,126 â–¼-0.2%9,3180.6%ETFIVWiShares S&P 500 Growth ETF$875,9240.0%7,7440.6%ETFHUBBHubbell$867,6280.0%1,7680.6%IndustrialsVTIVanguard Total Stock Market ETF$862,309$49,082 â–²6.0%2,6880.6%ETFIUSGiShares Core S&P U.S. Growth ETF$836,6630.0%5,3940.6%ManufacturingJSCPJPMorgan Short Duration Core Plus ETF$807,221$25,589 â–²3.3%17,0660.6%ETFIWRiShares Russell Mid-Cap ETF$806,601$43,461 â–¼-5.1%8,2960.6%ETFSCHDSchwab US Dividend Equity ETF$784,365$354,323 â–¼-31.1%25,5660.5%ETFMGVVanguard Mega Cap Value ETF$773,4530.0%5,3360.5%ETFSCHVSchwab U.S. Large-Cap Value ETF$718,153$16,531 â–¼-2.3%23,5460.5%ETFVOOVVanguard S&P 500 Value ETF$690,2370.0%3,3870.5%ETFFBNDFidelity Total Bond ETF$685,853$23,129 â–¼-3.3%15,0340.5%ETFBINCiShares Flexible Income Active ETF$643,747$228,760 â–²55.1%12,3960.4%ETFIOOiShares Global 100 ETF$623,842$17,662 â–¼-2.8%5,1570.4%ETFIMCGiShares Morningstar Mid-Cap Growth ETF$560,2910.0%7,1130.4%ETFSCHFSchwab International Equity ETF$545,614$22,498 â–²4.3%22,0450.4%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$536,003$44,675 â–²9.1%5,3270.4%ETFIWYiShares Russell Top 200 Growth ETF$528,2870.0%2,1230.4%ETFIEFAiShares Core MSCI EAFE ETF$517,7410.0%5,7190.4%ETFDEDeere & Company$506,9700.0%9000.3%IndustrialsVOOVanguard S&P 500 ETF$490,648$80,081 â–¼-14.0%8210.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$473,816$46,855 â–²11.0%4,7730.3%FinanceVUSBVanguard Ultra-Short Bond ETF$457,272$1,842 â–²0.4%9,1850.3%ETFBNDVanguard Total Bond Market ETF$445,522$12,666 â–¼-2.8%6,0500.3%ETFIJJiShares S&P Mid-Cap 400 Value ETF$443,080$939,823 â–¼-68.0%3,3440.3%ETFUSRTiShares Core U.S. REIT ETF$409,9500.0%6,9260.3%ETFMETAMeta Platforms$389,0480.0%6800.3%Computer and TechnologyFNDFSchwab Fundamental International Equity ETF$382,8810.0%7,8250.3%ETFILCBiShares Morningstar U.S. Equity ETF$376,933$47,442 â–²14.4%4,1950.3%ETFFIDELITY COVINGTON TRUST$352,532$967 â–²0.3%9,4770.2%ENHANCED INTLSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$348,7340.0%6,9070.2%ManufacturingURTHiShares MSCI World ETF$342,3980.0%1,9020.2%ETFVEUVanguard FTSE All-World ex-US ETF$337,1990.0%4,4900.2%ETFSDYSPDR S&P Dividend ETF$331,8680.0%2,2740.2%ETFIWBiShares Russell 1000 ETF$309,8510.0%8690.2%ETFMDYVSPDR S&P 400 Mid Cap Value ETF$288,0620.0%3,3830.2%ETFISTBiShares Core 1-5 Year USD Bond ETF$269,848$100,175 â–²59.0%5,5680.2%ManufacturingAMZNAmazon.com$249,5070.0%1,1980.2%Retail/WholesalePYLDPIMCO Multi Sector Bond Active ETF$244,397$244,397 â–²New Holding9,3280.2%ETFXOMExxonMobil$244,073$155,026 â–²174.1%1,4390.2%EnergyIUSBiShares Core Total USD Bond Market ETF$243,902$65,272 â–²36.5%5,2800.2%ManufacturingSCHZSchwab U.S. Aggregate Bond ETF$229,9010.0%9,9010.2%ETFIVOGVanguard S&P Mid-Cap 400 Growth ETF$229,1800.0%1,8330.2%ETFDDominion Energy$221,189$72,143 â–²48.4%3,5780.2%UtilitiesGLDSPDR Gold Shares$200,085$861 â–¼-0.4%4650.1%FinanceIJSiShares S&P Small-Cap 600 Value ETF$0$282,172 â–¼-100.0%00.0%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$0$258,292 â–¼-100.0%00.0%ETFKKRKKR & Co. Inc.$0$241,830 â–¼-100.0%00.0%FinanceIJTiShares S&P Small-Cap 600 Growth ETF$0$205,388 â–¼-100.0%00.0%ETFJPMJPMorgan Chase & Co.$0$193,332 â–¼-100.0%00.0%FinanceAAPLApple$0$187,040 â–¼-100.0%00.0%Computer and TechnologyNVDANVIDIA$0$181,838 â–¼-100.0%00.0%Computer and TechnologyPULSPGIM Ultra Short Bond ETF$0$181,648 â–¼-100.0%00.0%ETFBRK.BBerkshire Hathaway$0$181,457 â–¼-100.0%00.0%FinanceJPSTJPMorgan Ultra-Short Income ETF$0$178,380 â–¼-100.0%00.0%ETFMDYGSPDR S&P 400 Mid Cap Growth ETF$0$171,827 â–¼-100.0%00.0%ETFVGSHVanguard Short-Term Treasury ETF$0$169,554 â–¼-100.0%00.0%ETFIWOiShares Russell 2000 Growth ETF$0$167,642 â–¼-100.0%00.0%ETFTSPAT. Rowe Price U.S. Equity Research ETF$0$166,644 â–¼-100.0%00.0%ManufacturingGOOGAlphabet$0$164,117 â–¼-100.0%00.0%Computer and TechnologyIGROiShares International Dividend Growth ETF$0$162,146 â–¼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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