MidAtlantic Capital Management, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 8, 2026), MidAtlantic Capital Management, Inc. reported 84 stock positions worth $145.0 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 9.0% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 8.5%) and Vanguard Mrngstar GR ETF-Sui (VUG, 5.4%). Compared with Q4 2025, it opened 1 new position, sold out of 156, added to 32 and reduced 24. The biggest buy was Wisdomtree U.S. Value Fund (WTV, shares +390%) and the biggest sale iShares S&P Mid-Cap 400 Valu (IJJ, shares −68%).
- Most Recent 13F
- Q2 2026
- Location
- RICHMOND, VA
- CIK
- 0002042068
- Portfolio Value
- $145.0M (Q1 2026)
- SEC Filing
- 0002042068-26-000002 ↗ filed May 8, 2026
Holdings Value
Holdings 84 stocks · $145.0M
| IVV iShares Core S&P 500 ETF | 8.99% | 19,958 | $13.0M | Add +0.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 8.48% | 18,901 | $12.3M | Add +0.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 5.44% | 18,046 | $7.9M | Add +2.5% |
| VYM Vanguard High DVD Yield ETF | 4.48% | 43,829 | $6.5M | Reduce -0.1% |
| VEA Vanguard Ftse Developed ETF | 3.94% | 89,080 | $5.7M | Add +0.1% |
| IWF iShares Russell 1000 Growth | 3.93% | 13,346 | $5.7M | Add +0.1% |
| IJR iShares Core S&P Small-Cap E | 3.83% | 44,716 | $5.6M | Reduce -0.1% |
| SPYG SS SPDR P S&P 500 Growth ETF | 3.01% | 44,578 | $4.4M | Add +0.1% |
| IJH iShares Core S&P Midcap ETF | 2.95% | 63,351 | $4.3M | Reduce -0.6% |
| DLN Wisdomtree US Largecap Divid | 2.87% | 46,626 | $4.2M | Add +4.3% |
| SPYV SS SPDR P S&P 500 Value ETF | 2.67% | 68,429 | $3.9M | No change |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 2.64% | 14,886 | $3.8M | Reduce -1.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 2.24% | 40,994 | $3.2M | Add +4.2% |
| JCPB JPMorgan Core Plus Bond ETF | 2.04% | 62,834 | $3.0M | Reduce -2.7% |
| BIV Vanguard Intermediate-Term B | 1.86% | 34,978 | $2.7M | Add +5.5% |
| TBUX T Rowe Price Ultra Short-Ter | 1.75% | 50,853 | $2.5M | Reduce -2.1% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 1.58% | 6,216 | $2.3M | Add +0.2% |
| DGRO iShares Core Dividend Growth | 1.50% | 31,003 | $2.2M | Add +0.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.46% | 8,069 | $2.1M | Add +0.8% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.33% | 36,791 | $1.9M | Reduce -0.1% |
| SPSB SS SPDR P St C Corp. ETF | 1.33% | 64,269 | $1.9M | Add +0.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.30% | 6,557 | $1.9M | Add +3.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.18% | 8,686 | $1.7M | Add +4.7% |
| SCHG Schwab US Large-Cap Growth | 1.10% | 54,629 | $1.6M | Reduce -6.9% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 1.05% | 8,251 | $1.5M | Reduce -0.1% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 1.04% | 53,989 | $1.5M | Reduce -2.4% |
| VT Vanguard Tot World STK ETF | 1.00% | 10,489 | $1.5M | Reduce -0.1% |
| VONG Vanguard Russell 1000 Growth | 1.00% | 13,226 | $1.5M | Add +1.5% |
| EVTR Eaton Vance Total Return | 0.91% | 26,059 | $1.3M | Reduce -2.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.82% | 26,170 | $1.2M | Reduce -1.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.82% | 5,474 | $1.2M | No change |
| WTV Wisdomtree U.S. Value Fund | 0.82% | 12,536 | $1.2M | Add +389.5% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.80% | 3,840 | $1.2M | No change |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.78% | 11,964 | $1.1M | Reduce -0.4% |
| EFA iShares MSCI Eafe ETF | 0.78% | 11,604 | $1.1M | No change |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.77% | 4,723 | $1.1M | No change |
| IVE iShares S&P 500 Value ETF | 0.76% | 5,209 | $1.1M | No change |
| IWM iShares Russell 2000 ETF | 0.67% | 3,933 | $975K | Add +0.8% |
| DIVB iShares Core Dividend ETF | 0.64% | 17,099 | $922K | Add +1.0% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.62% | 9,318 | $900K | Reduce -0.2% |
| IVW iShares S&P 500 Growth ETF | 0.60% | 7,744 | $876K | No change |
| HUBB Hubbell Inc. | 0.60% | 1,768 | $868K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.59% | 2,688 | $862K | Add +6.0% |
| IUSG iShares Core S&P U.S. Growth | 0.58% | 5,394 | $837K | No change |
| JSCP JPMorgan Short Duration Core | 0.56% | 17,066 | $807K | Add +3.3% |
| IWR iShares Russell Mid-Cap ETF | 0.56% | 8,296 | $807K | Reduce -5.1% |
| SCHD Schwab US DVD Equity ETF | 0.54% | 25,566 | $784K | Reduce -31.1% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.53% | 5,336 | $773K | No change |
| SCHV Schwab US Large-Cap Value | 0.50% | 23,546 | $718K | Reduce -2.3% |
| VOOV Vanguard S&P 500 Value ETF | 0.48% | 3,387 | $690K | No change |
| FBND Fidelity Total Bond ETF | 0.47% | 15,034 | $686K | Reduce -3.3% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.44% | 12,396 | $644K | Add +55.1% |
| IOO iShares Global 100 ETF | 0.43% | 5,157 | $624K | Reduce -2.8% |
| IMCG iShares Morningstar Mid-Cap | 0.39% | 7,113 | $560K | No change |
| SCHF Schwab Intl Equity ETF | 0.38% | 22,045 | $546K | Add +4.3% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.37% | 5,327 | $536K | Add +9.1% |
| IWY iShares Russell Top 200 Grow | 0.36% | 2,123 | $528K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.36% | 5,719 | $518K | No change |
| DE Deere & Co. | 0.35% | 900 | $507K | No change |
| VOO Vanguard S&P 500 ETF | 0.34% | 821 | $491K | Reduce -14.0% |
| AGG iShares Core U.S. Aggregate | 0.33% | 4,773 | $474K | Add +11.0% |
| VUSB Vanguard Ultra Short Bond Et | 0.32% | 9,185 | $457K | Add +0.4% |
| BND Vanguard Total Bond Market | 0.31% | 6,050 | $446K | Reduce -2.8% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.31% | 3,344 | $443K | Reduce -68.0% |
| USRT iShares Core US REIT ETF | 0.28% | 6,926 | $410K | No change |
| META Meta Platforms Inc. Class A | 0.27% | 680 | $389K | No change |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.26% | 7,825 | $383K | No change |
| ILCB iShares Morningstar U.S. Equ | 0.26% | 4,195 | $377K | Add +14.4% |
| FENI Fidelity Enhanced Intl ETF | 0.24% | 9,477 | $353K | Add +0.3% |
| SLQD iShares 0-5 YR Inv GRD Corp. | 0.24% | 6,907 | $349K | No change |
| URTH iShares MSCI World ETF | 0.24% | 1,902 | $342K | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.23% | 4,490 | $337K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.23% | 2,274 | $332K | No change |
| IWB iShares Russell 1000 ETF | 0.21% | 869 | $310K | No change |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.20% | 3,383 | $288K | No change |
| ISTB iShares Core 1-5 Year Usd Bo | 0.19% | 5,568 | $270K | Add +59.0% |
| AMZN Amazon.com Inc. | 0.17% | 1,198 | $250K | No change |
| PYLD PIMCO Multisector Bond Actv | 0.17% | 9,328 | $244K | New |
| XOM Exxon Mobil Corp. | 0.17% | 1,439 | $244K | Add +174.1% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.17% | 5,280 | $244K | Add +36.5% |
| SCHZ Schwab US Aggregate Bond ETF | 0.16% | 9,901 | $230K | No change |
| IVOG Vanguard S&P Mid-Cap 400 Gro | 0.16% | 1,833 | $229K | No change |
| D Dominion Energy Inc. | 0.15% | 3,578 | $221K | Add +48.4% |
| GLD SPDR Gold Shares | 0.14% | 465 | $200K | Reduce -0.4% |
Portfolio Sells Q4 2025 → Q1 2026
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -68.0% | 0.31% | −0.57 |
| IJS iShares S&P Small-Cap 600 Va | Sold out | 0.00% | −0.18 |
| SPSM SS SPDR P S&P 600 Small Cap | Sold out | 0.00% | −0.17 |
| KKR KKR & Co. Inc. | Sold out | 0.00% | −0.15 |
| IJT iShares S&P Small-Cap 600 GR | Sold out | 0.00% | −0.13 |
| SCHG Schwab US Large-Cap Growth | Reduce -6.9% | 1.10% | −0.13 |
| JPM JPMorgan Chase & Co. | Sold out | 0.00% | −0.12 |
| AAPL Apple Inc. | Sold out | 0.00% | −0.12 |
| NVDA Nvidia Corp. | Sold out | 0.00% | −0.12 |
| PULS Pgim Ultra Short Bond ETF | Sold out | 0.00% | −0.12 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −0.12 |
| JPST JPMorgan Ultra-Short Income | Sold out | 0.00% | −0.11 |
| SCHD Schwab US DVD Equity ETF | Reduce -31.1% | 0.54% | −0.11 |
| MDYG SS SPDR S&P 400 MC GR ETF | Sold out | 0.00% | −0.11 |
| VGSH Vanguard Short-Term Treasury | Sold out | 0.00% | −0.11 |
| IWO iShares Russell 2000 Growth | Sold out | 0.00% | −0.11 |
| TSPA T Rowe Price US Eqy Research | Sold out | 0.00% | −0.11 |
| GOOG Alphabet Inc. Class C | Sold out | 0.00% | −0.11 |
| IGRO iShares Intl Div Growth ETF | Sold out | 0.00% | −0.10 |
| JBND JPMorgan Active Bond ETF | Sold out | 0.00% | −0.10 |
| AVDE Avantis International Equity | Sold out | 0.00% | −0.10 |
| VIOG Vanguard S&P SM Cap 600 GRW | Sold out | 0.00% | −0.10 |
| TCAF T Rowe PRC Cap Appreciation | Sold out | 0.00% | −0.10 |
| VPU Vanguard Utilities ETF | Sold out | 0.00% | −0.09 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Sold out | 0.00% | −0.09 |
| RDVY First Trust Rising Dividend | Sold out | 0.00% | −0.09 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −0.08 |
| RUNN Running Oak Efficient GR ETF | Sold out | 0.00% | −0.08 |
| IWP iShares Russell Mid-Cap Grow | Sold out | 0.00% | −0.08 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.08 |
| BSV Vanguard Short-Term Bond ETF | Sold out | 0.00% | −0.08 |
| COF Capital One Financial Corp. | Sold out | 0.00% | −0.07 |
| QQQ Invesco QQQ Trust Series 1 | Sold out | 0.00% | −0.07 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.07 |
| VCIT Vanguard Int-Term Corporate | Sold out | 0.00% | −0.07 |
| TFLR T Rowe Price Floating RT ETF | Sold out | 0.00% | −0.06 |
| FLOT iShares Floating Rate Bond E | Sold out | 0.00% | −0.06 |
| MCD McDonald's Corp. | Sold out | 0.00% | −0.06 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.06 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.06 |
| VOOG Vanguard S&P 500 Growth ETF | Sold out | 0.00% | −0.06 |
| WELL Welltower Inc. | Sold out | 0.00% | −0.06 |
| NSC Norfolk Southern Corp. | Sold out | 0.00% | −0.06 |
| TCHP T Rowe Price Blue Chip Growt | Sold out | 0.00% | −0.06 |
| JMST JPM Ultra-Short Muni Income | Sold out | 0.00% | −0.05 |
| ACWI iShares MSCI Acwi ETF | Sold out | 0.00% | −0.05 |
| XMHQ Invesco S&P Midcap Qual ETF | Sold out | 0.00% | −0.05 |
| EVSD Eaton Vance SHRT Dur Inc. | Sold out | 0.00% | −0.05 |
| FIGB Fidelity Invest GRD BND ETF | Sold out | 0.00% | −0.05 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -1.0% | 2.64% | −0.05 |
Portfolio Buys Q4 2025 → Q1 2026
| WTV Wisdomtree U.S. Value Fund | Add +389.5% | 0.82% | +0.67 |
| VEA Vanguard Ftse Developed ETF | Add +0.1% | 3.94% | +0.38 |
| DLN Wisdomtree US Largecap Divid | Add +4.3% | 2.87% | +0.35 |
| IVV iShares Core S&P 500 ETF | Add +0.5% | 8.99% | +0.28 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.4% | 8.48% | +0.26 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +4.2% | 2.24% | +0.23 |
| BIV Vanguard Intermediate-Term B | Add +5.5% | 1.86% | +0.21 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +55.1% | 0.44% | +0.17 |
| PYLD PIMCO Multisector Bond Actv | New | 0.17% | +0.17 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +4.7% | 1.18% | +0.16 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.8% | 1.46% | +0.14 |
| DGRO iShares Core Dividend Growth | Add +0.8% | 1.50% | +0.13 |
| XOM Exxon Mobil Corp. | Add +174.1% | 0.17% | +0.13 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +3.9% | 1.30% | +0.13 |
| SPSB SS SPDR P St C Corp. ETF | Add +0.2% | 1.33% | +0.09 |
| ISTB iShares Core 1-5 Year Usd Bo | Add +59.0% | 0.19% | +0.08 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +9.1% | 0.37% | +0.07 |
| D Dominion Energy Inc. | Add +48.4% | 0.15% | +0.06 |
| DIVB iShares Core Dividend ETF | Add +1.0% | 0.64% | +0.06 |
| IWM iShares Russell 2000 ETF | Add +0.8% | 0.67% | +0.06 |
| JSCP JPMorgan Short Duration Core | Add +3.3% | 0.56% | +0.05 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +36.5% | 0.17% | +0.05 |
| AGG iShares Core U.S. Aggregate | Add +11.0% | 0.33% | +0.05 |
| SCHF Schwab Intl Equity ETF | Add +4.3% | 0.38% | +0.05 |
| VTI VG Morningstar TS MKT ETF-US | Add +6.0% | 0.59% | +0.05 |
| ILCB iShares Morningstar U.S. Equ | Add +14.4% | 0.26% | +0.04 |
| VUSB Vanguard Ultra Short Bond Et | Add +0.4% | 0.32% | +0.02 |
| FENI Fidelity Enhanced Intl ETF | Add +0.3% | 0.24% | +0.02 |
| VONG Vanguard Russell 1000 Growth | Add +1.5% | 1.00% | −0.01 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +0.1% | 3.01% | −0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +2.5% | 5.44% | −0.06 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +0.2% | 1.58% | −0.06 |
| IWF iShares Russell 1000 Growth | Add +0.1% | 3.93% | −0.11 |
Notes & Other Activity Q4 2025 → Q1 2026
| LILAK Liberty Latin Americ Class C | COM CL C | Sold out | 0 | $0before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 86 | $160.9M | IVV, SPY, VUG, VYM, IWF |
| Q1 2026 | 84 | $145.0M | IVV, SPY, VUG, VYM, VEA |
| Q4 2025 | 239 | $156.2M | IVV, SPY, VUG, IWF, VYM |
| Q3 2025 | 79 | $146.5M | IVV, SPY, VUG, IWF, VYM |
| Q2 2025 | 79 | $140.9M | IVV, SPY, VUG, VYM, IWF |
| Q1 2025 | 79 | $127.3M | SPY, IVV, VUG, VYM, IJR |
| Q4 2024 | 245 | $136.5M | SPY, IVV, VUG, VYM, IWF |
| Q3 2024 | 240 | $136.9M | SPY, IVV, VUG, VYM, IWF |
| Q2 2024 | 222 | $119.2M | SPY, IVV, VUG, VYM, IWF |
| Q1 2024 | 241 | $113.9M | SPY, IVV, VUG, VYM, IWF |