MidAtlantic Capital Management, Inc.

RICHMOND, VA · CIK 2042068 · 13F filing filed 2026-08-10

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyRichmond, VA

$160.9m reported value +11.0% vs Q1 2026

86positions

49.2%in top 10

7 new 22 added 35 reduced 5 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE S&P500 ETF IVV	IVV	19,649	$14.7m9.14%	9.14%	Reduced -309	-309 -1.6%
2	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	18,896	$14.1m8.77%	8.77%	Reduced -5	-5 -0.0%
3	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	108,385	$9.3m5.80%	5.80%	Added +109	+109 0.1%
4	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	44,330	$7.0m4.35%	4.35%	Added +501	+501 1.1%
5	ISHARES TR RUS 1000 GRW ETF IWF	IWF	53,392	$6.6m4.12%	4.12%	Added +8	+8 0.0%
6	ISHARES TR CORE S&P SCP ETF IJR	IJR	44,389	$6.6m4.09%	4.09%	Reduced -327	-327 -0.7%
7	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	87,227	$6.2m3.86%	3.86%	Reduced -1.9k	-1,853 -2.1%
8	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	42,887	$5.1m3.17%	3.17%	Reduced -1.7k	-1,691 -3.8%
9	ISHARES TR CORE S&P MCP ETF IJH	IJH	62,312	$4.8m2.99%	2.99%	Reduced -1.0k	-1,039 -1.6%
10	WISDOMTREE TR US LARGECAP DIVD DLN	DLN	47,969	$4.6m2.87%	2.87%	Added +1.3k	+1,343 2.9%
11	VANGUARD INDEX FDS MCAP GR IDXVIP VOT	VOT	13,601	$4.2m2.59%	2.59%	Reduced -1.3k	-1,285 -8.6%
12	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	65,153	$4.0m2.46%	2.46%	Reduced -3.3k	-3,276 -4.8%
13	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	39,220	$3.1m1.93%	1.93%	Reduced -1.8k	-1,774 -4.3%
14	T ROWE PRICE ETF INC ULTRA SHRT TRM TBUX	TBUX	53,579	$2.7m1.66%	1.66%	Added +2.7k	+2,726 5.4%
15	VANGUARD WORLD FD MEGA GRWTH IND MGK	MGK	29,898	$2.6m1.63%	1.63%	Reduced -1.2k	-1,182 -3.8%
16	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	34,252	$2.6m1.63%	1.63%	Reduced -726	-726 -2.1%
17	J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF JCPB	JCPB	53,225	$2.5m1.55%	1.55%	Reduced -9.6k	-9,609 -15.3%
18	VANGUARD INDEX FDS SMALL CP ETF VB	VB	8,065	$2.4m1.52%	1.52%	Reduced -4	-4 -0.1%
19	ISHARES TR CORE DIV GRWTH DGRO	DGRO	31,009	$2.4m1.46%	1.46%	Added +6	+6 0.0%
20	SPDR SER TR PORTFOLIO SHORT SPSB	SPSB	63,533	$1.9m1.18%	1.18%	Reduced -736	-736 -1.1%
21	VANGUARD INDEX FDS VALUE ETF VTV	VTV	8,711	$1.9m1.18%	1.18%	Added +25	+25 0.3%
22	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	54,287	$1.8m1.14%	1.14%	Reduced -342	-342 -0.6%
23	ISHARES TR ISHS 1-5YR INVS IGSB	IGSB	34,920	$1.8m1.14%	1.14%	Reduced -1.9k	-1,871 -5.1%
24	VANGUARD SCOTTSDALE FDS VNG RUS1000GRW VONG	VONG	13,226	$1.7m1.05%	1.05%	Unchanged
25	SCHWAB STRATEGIC TR FUNDAMENTAL US L FNDX	FNDX	51,342	$1.6m0.99%	0.99%	Reduced -2.6k	-2,647 -4.9%
26	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	7,997	$1.6m0.98%	0.98%	Reduced -254	-254 -3.1%
27	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	10,004	$1.6m0.98%	0.98%	Reduced -485	-485 -4.6%
28	BLACKROCK ETF TRUST II ISHARES FLEXIBLE BINC	BINC	29,120	$1.5m0.95%	0.95%	Added +16.7k	+16,724 134.9%
29	VANGUARD INDEX FDS MID CAP ETF VO	VO	16,470	$1.3m0.82%	0.82%	Reduced -9.8k	-9,758 -37.2%
30	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	26,183	$1.3m0.82%	0.82%	Added +13	+13 0.1%
31	MORGAN STANLEY ETF TRUST EATON VANCE TOTA EVTR	EVTR	25,933	$1.3m0.82%	0.82%	Reduced -126	-126 -0.5%
32	SPDR SER TR S&P 600 SMCP VAL SLYV	SLYV	11,964	$1.3m0.81%	0.81%	Unchanged
33	VANGUARD WORLD FD MEGA CAP INDEX MGC	MGC	4,723	$1.3m0.80%	0.80%	Unchanged
34	WISDOMTREE TR WISDOMTREE US VA WTV	WTV	12,673	$1.3m0.80%	0.80%	Added +137	+137 1.1%
35	ISHARES TR MSCI EAFE ETF EFA	EFA	11,604	$1.2m0.75%	0.75%	Unchanged
36	ISHARES TR CORE DIVID ETF DIVB	DIVB	19,498	$1.2m0.75%	0.75%	Added +2.4k	+2,399 14.0%
37	ISHARES TR S&P 500 VAL ETF IVE	IVE	5,231	$1.2m0.74%	0.74%	Added +22	+22 0.4%
38	ISHARES TR RUSSELL 2000 ETF IWM	IWM	3,933	$1.2m0.73%	0.73%	Unchanged
39	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	16,087	$1.2m0.73%	0.73%	Added +10.0k	+10,037 165.9%
40	SPDR SERIES TRUST S&P 600 SMCP GRW SLYG	SLYG	9,239	$1.1m0.68%	0.68%	Reduced -79	-79 -0.8%
41	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	2,998	$1.1m0.68%	0.68%	Reduced -842	-842 -21.9%
42	ISHARES TR CORE S&P US GWT IUSG	IUSG	5,394	$1.0m0.63%	0.63%	Unchanged
43	ISHARES TR S&P 500 GRWT ETF IVW	IVW	7,245	$996.4k0.62%	0.62%	Reduced -499	-499 -6.4%
44	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	2,664	$985.9k0.61%	0.61%	Reduced -24	-24 -0.9%
45	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	3,963	$963.0k0.60%	0.60%	Reduced -1.5k	-1,511 -27.6%
46	HUBBELL INC COM HUBB	HUBB	1,768	$925.0k0.57%	0.57%	Unchanged
47	ISHARES TR RUS MID CAP ETF IWR	IWR	7,945	$876.5k0.54%	0.54%	Reduced -351	-351 -4.2%
48	VANGUARD WORLD FD MEGA CAP VAL ETF MGV	MGV	5,336	$872.2k0.54%	0.54%	Unchanged
49	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	23,994	$835.2k0.52%	0.52%	Added +448	+448 1.9%
50	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	25,223	$799.8k0.50%	0.50%	Reduced -343	-343 -1.3%
51	VANGUARD ADMIRAL FDS INC 500 VAL IDX FD VOOV	VOOV	3,387	$742.5k0.46%	0.46%	Unchanged
52	ISHARES TR GLOBAL 100 ETF IOO	IOO	5,157	$704.4k0.44%	0.44%	Unchanged
53	ISHARES TR MRGSTR MD CP GRW IMCG	IMCG	7,113	$699.2k0.43%	0.43%	Unchanged
54	J P MORGAN EXCHANGE TRADED F SHORT DURA CORE JSCP	JSCP	14,657	$691.0k0.43%	0.43%	Reduced -2.4k	-2,409 -14.1%
55	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	14,787	$672.6k0.42%	0.42%	Reduced -247	-247 -1.6%
56	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	22,554	$624.7k0.39%	0.39%	Added +509	+509 2.3%
57	ISHARES TR S&P MC 400GR ETF IJK	IJK	5,279	$620.3k0.39%	0.39%	Reduced -48	-48 -0.9%
58	ISHARES TR RUS TP200 GR ETF IWY	IWY	2,123	$617.0k0.38%	0.38%	Unchanged
59	ISHARES TR CORE US AGGBD ET AGG	AGG	6,105	$604.3k0.38%	0.38%	Added +1.3k	+1,332 27.9%
60	DEERE & CO COM DE	DE	900	$570.9k0.35%	0.35%	Unchanged
61	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	810	$556.4k0.35%	0.35%	Reduced -11	-11 -1.3%
62	ISHARES TR CORE MSCI EAFE IEFA	IEFA	5,719	$552.3k0.34%	0.34%	Unchanged
63	ISHARES TR S&P MC 400VL ETF IJJ	IJJ	3,344	$494.0k0.31%	0.31%	Unchanged
64	VANGUARD INSTL INDEX FD 0-3 MO TREAS BIL VBIL	VBIL	6,285	$475.6k0.30%	0.30%	New
65	ISHARES TR CRE U S REIT ETF USRT	USRT	6,926	$460.2k0.29%	0.29%	Unchanged
66	VANGUARD BD INDEX FDS VANGUARD ULTRA VUSB	VUSB	9,240	$460.0k0.29%	0.29%	Added +55	+55 0.6%
67	ISHARES TR MORNINGSTR US EQ MLRG	MLRG	4,196	$434.9k0.27%	0.27%	Added +1	+1 0.0%
68	META PLATFORMS INC CL A META	META	680	$383.0k0.24%	0.24%	Unchanged
69	FIDELITY COVINGTON TRUST ENHANCED INTL FENI	FENI	9,507	$381.5k0.24%	0.24%	Added +30	+30 0.3%
70	ISHARES INC MSCI WORLD ETF URTH	URTH	1,847	$374.3k0.23%	0.23%	Reduced -55	-55 -2.9%
71	SCHWAB STRATEGIC TR FUNDAMENTAL INTL FNDF	FNDF	7,069	$373.0k0.23%	0.23%	Reduced -756	-756 -9.7%
72	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	4,385	$367.2k0.23%	0.23%	Reduced -105	-105 -2.3%
73	ISHARES TR RUS 1000 ETF IWB	IWB	869	$355.9k0.22%	0.22%	Unchanged
74	ISHARES TR 0-5YR INVT GR CP SLQD	SLQD	6,907	$347.9k0.22%	0.22%	Unchanged
75	SPDR SER TR S&P DIVID ETF SDY	SDY	2,274	$346.1k0.22%	0.22%	Unchanged
76	PIMCO ETF TR MULTISECTOR BD PYLD	PYLD	12,455	$330.3k0.21%	0.21%	Added +3.1k	+3,127 33.5%
77	SPDR SER TR S&P 400 MDCP VAL MDYV	MDYV	3,383	$320.9k0.20%	0.20%	Unchanged
78	AMAZON COM INC COM AMZN	AMZN	1,198	$285.5k0.18%	0.18%	Unchanged
79	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	3,494	$272.2k0.17%	0.17%	New
80	DOMINION ENERGY INC COM D	D	3,585	$244.8k0.15%	0.15%	Added +7	+7 0.2%
81	SCHWAB STRATEGIC TR US AGGREGATE B SCHZ	SCHZ	9,962	$230.4k0.14%	0.14%	Added +61	+61 0.6%
82	ISHARES TR RUS 2000 GRW ETF IWO	IWO	557	$219.4k0.14%	0.14%	New
83	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	764	$214.8k0.13%	0.13%	New
84	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	3,677	$214.0k0.13%	0.13%	New
85	SPDR SER TR S&P 400 MDCP GRW MDYG	MDYG	1,859	$208.4k0.13%	0.13%	New
86	T ROWE PRICE ETF INC CAP APPRECIATION TCAF	TCAF	4,905	$201.6k0.13%	0.13%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ISHARES TR ISTB	ISTB	5,568	$269.8k5.6k shares
EXXON MOBIL CORP XOM	XOM	1,439	$244.1k1.4k shares
ISHARES TR IUSB	IUSB	5,280	$243.9k5.3k shares
VANGUARD ADMIRAL FDS INC IVOG	IVOG	1,833	$229.2k1.8k shares
SPDR GOLD TR GLD	GLD	465	$200.1k465 shares