Arkolith/Funds/MidAtlantic Capital Management, Inc.

MidAtlantic Capital Management, Inc.

CIK 2042068
Holdings as of Jun 30, 2026·disclosed Aug 10, 2026·~41-day 13F lag·13F-HR
Active Filer

MidAtlantic Capital Management, Inc. holds a focused book of 86 reported positions worth $160.9M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Vanguard 0-3M T-Bill ETF and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 9% of the reported non-option book. Cloning the disclosed picks since 2025 would be +14% (+17.5%/yr). That is a simulation of the disclosed long book, not audited returns.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+14.5%
+17.5%/yr · since Nov '25
Their reported book
+12.1%
held from quarter-end
S&P 500
+15.6%
same window
$10K$10K$11K$11K$12KNov '25Jan '26Mar '26May '26Jul '26Sep '26
MidAtlantic Capital Management, Inc. (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 2.3 points over this window.

Growth of $10,000 cloning MidAtlantic Capital Management, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~41 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
32%
Top 10 holdings
49%
Top 20 holdings
67%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

2% mapped to company sectors

ETFs / funds
95%
No sector on file yet
3%
Information Technology
1%

+5 sectors below the cut, 1% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as MidAtlantic Capital Management, Inc.

Manager / fundShared namesTheir $ in those
United Services Automobile Association8 / 80$1.2B
Vestwell Advisors, LLC12 / 80$385.6M
Planning Project LLC12 / 80$440.6M
Compass Planning Associates Inc18 / 80$158.9M
Constellation Investments, Inc.11 / 80$2.7B
Kearns & Associates LLC11 / 80$178.2M
Ashford Advisors, LLC14 / 80$402.0M
CBIZ Investment Advisory Services, LLC34 / 80$2.2B

Ranked by the share of each fund's own book sitting in the names it shares with MidAtlantic Capital Management, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

86 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$14.7M19.6K
9.1%
−1.5%
Reduced · −309 sh
2State STR SPDR S&P 500 ETF T
TR UNIT
$14.1M18.9K
8.8%
~0%
Reduced · −5 sh
3Vanguard Index FDS
GROWTH ETF
$9.3M108.4K
5.8%
+501%
Added · +90K sh
4Vanguard Whitehall FDS
HIGH DIV YLD
$7.0M44.3K
4.4%
+1.1%
Added · +501 sh
5Ishares TR
RUS 1000 GRW ETF
$6.6M53.4K
4.1%
+300%
Added · +40K sh
6Ishares TR
CORE S&P SCP ETF
$6.6M44.4K
4.1%
−0.7%
Reduced · −327 sh
7Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$6.2M87.2K
3.9%
−2.1%
Reduced · −2K sh
8SPDR Series Trust
ST STR P500GRW
$5.1M42.9K
3.2%
−3.8%
Reduced · −2K sh
9Ishares TR
CORE S&P MCP ETF
$4.8M62.3K
3.0%
−1.6%
Reduced · −1K sh
10Wisdomtree TR
US LARGECAP DIVD
$4.6M48.0K
2.9%
+2.9%
Added · +1K sh
11Vanguard Index FDS
MCAP GR IDXVIP
$4.2M13.6K
2.6%
−8.6%
Reduced · −1K sh
12SPDR Series Trust
ST STR P500VAL
$4.0M65.2K
2.5%
−4.8%
Reduced · −3K sh
13Vanguard Scottsdale FDS
SHRT TRM CORP BD
$3.1M39.2K
1.9%
−4.3%
Reduced · −2K sh
14T Rowe Price Exchange-Traded
ULTRA SHRT TRM
$2.7M53.6K
1.7%
+5.4%
Added · +3K sh
15Vanguard World FD
MEGA GRWTH IND
$2.6M29.9K
1.6%
+381%
Added · +24K sh
16Vanguard BD Index FDS
INTERMED TERM
$2.6M34.3K
1.6%
−2.1%
Reduced · −726 sh
17J P Morgan Exchange Traded F
CORE PLUS BD ETF
$2.5M53.2K
1.6%
−15%
Reduced · −10K sh
18Vanguard Index FDS
SMALL CP ETF
$2.4M8.1K
1.5%
~0%
Reduced · −4 sh
19Ishares TR
CORE DIV GRWTH
$2.4M31.0K
1.5%
~0%
Added · +6 sh
20SPDR Series Trust
ST SHOR CORP ETF
$1.9M63.5K
1.2%
−1.1%
Reduced · −736 sh
21Vanguard Index FDS
VALUE ETF
$1.9M8.7K
1.2%
+0.3%
Added · +25 sh
22Schwab Strategic TR
US LCAP GR ETF
$1.8M54.3K
1.1%
−0.6%
Reduced · −342 sh
23Ishares TR
ISHS 1-5YR INVS
$1.8M34.9K
1.1%
−5.1%
Reduced · −2K sh
24Vanguard Scottsdale FDS
VNG RUS1000GRW
$1.7M13.2K
1.1%
Held
25Schwab Strategic TR
FUNDAMENTAL US L
$1.6M51.3K
1.0%
−4.9%
Reduced · −3K sh
26Vanguard Index FDS
MCAP VL IDXVIP
$1.6M8.0K
1.0%
−3.1%
Reduced · −254 sh
27Vanguard Intl Equity Index F
TT WRLD ST ETF
$1.6M10.0K
1.0%
−4.6%
Reduced · −485 sh
28BlackRock ETF Trust II
ISHA FLEX IN ETF
$1.5M29.1K
0.9%
+135%
Added · +17K sh
29Vanguard Index FDS
MID CAP ETF
$1.3M16.5K
0.8%
+151%
Added · +10K sh
30SPDR Index SHS FDS
ST STR PO EX ETF
$1.3M26.2K
0.8%
~0%
Added · +13 sh
31Morgan Stanley ETF Trust
EATO VANC BD ETF
$1.3M25.9K
0.8%
−0.5%
Reduced · −126 sh
32SPDR Series Trust
ST STR SP600SM C
$1.3M12.0K
0.8%
Held
33Vanguard World FD
MEGA CAP INDEX
$1.3M4.7K
0.8%
Held
34Wisdomtree TR
US VALUE FD
$1.3M12.7K
0.8%
+1.1%
Added · +137 sh
35Ishares TR
MSCI EAFE ETF
$1.2M11.6K
0.7%
Held
36Ishares TR
CORE DIVID ETF
$1.2M19.5K
0.7%
+14%
Added · +2K sh
37Ishares TR
S&P 500 VAL ETF
$1.2M5.2K
0.7%
+0.4%
Added · +22 sh
38Ishares TR
RUSSELL 2000 ETF
$1.2M3.9K
0.7%
Held
39Vanguard BD Index FDS
TOTAL BND MRKT
$1.2M16.1K
0.7%
+166%
Added · +10K sh
40SPDR Series Trust
ST STR SP600GRWO
$1.1M9.2K
0.7%
−0.8%
Reduced · −79 sh
41Vanguard Index FDS
SML CP GRW ETF
$1.1M3.0K
0.7%
−22%
Reduced · −842 sh
42Ishares TR
CORE S&P US GWT
$1.0M5.4K
0.6%
Held
43Ishares TR
S&P 500 GRWT ETF
$996K7.2K
0.6%
−6.4%
Reduced · −499 sh
44Vanguard Index FDS
TOTAL STK MKT
$986K2.7K
0.6%
−0.9%
Reduced · −24 sh
45Vanguard Index FDS
SM CP VAL ETF
$963K4.0K
0.6%
−28%
Reduced · −2K sh
46Hubbell Inc
COM
$925K1.8K
0.6%
Held
47Ishares TR
RUS MID CAP ETF
$877K7.9K
0.5%
−4.2%
Reduced · −351 sh
48Vanguard World FD
MEGA CAP VAL ETF
$872K5.3K
0.5%
Held
49Schwab Strategic TR
US LCAP VA ETF
$835K24.0K
0.5%
+1.9%
Added · +448 sh
50Schwab Strategic TR
US DIVIDEND EQ
$800K25.2K
0.5%
−1.3%
Reduced · −343 sh
Showing 50 of 86 positions
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Filing history

As-of date vs the date the SEC received each filing

$160.9M · Q2 2026Q3 2025 · $146.5MQ2 2026 · $160.9M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 10, 202641d86$160.9M13F-HR
Q1 2026Mar 31, 2026May 8, 202638d84$145.0M13F-HR
Q4 2025Dec 31, 2025Feb 10, 202641d240$156.2M13F-HR
Q3 2025Sep 30, 2025Nov 6, 202537d79$146.5M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.