MidAtlantic Capital Management, Inc.

CIK 0002042068 • 6 13F filings • Apr 25, 2025 – Aug 10, 2026

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Filer information

Filed by: MidAtlantic Capital Management, Inc., Compliance Consultant
Address: 11448 ROBIOUS ROAD, RICHMOND, VA, 23235
Phone: (720) 343-1278
AUM: $156.2M

AUM over time

$160.9M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationEnergyReal EstateOther

Holdings by filing

Portfolio value: $156.2M230 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$25K	0.0%	200 SH	New
ABBVIE INC	COM	$46K	0.0%	200 SH	New
ACCENTURE PLC IRELAND	SHS CLASS A	$23K	0.0%	85 SH	New
AGCO CORP	COM	$9K	0.0%	84 SH	New
ALPHABET INC	CAP STK CL A	$123K	0.1%	394 SH	New
ALPHABET INC	CAP STK CL C	$164K	0.1%	523 SH	New
ALTRIA GROUP INC	COM	$17K	0.0%	300 SH	New
AMAZON COM INC	COM	$277K	0.2%	1,198 SH	New
AMC ENTMT HLDGS INC	CL A NEW	$3	0.0%	2 SH	New
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$36K	0.0%	465 SH	New
AMERICAN CENTY ETF TR	AVANTIS INTL SML	$21K	0.0%	303 SH	New
AMERICAN CENTY ETF TR	INTL EQT ETF	$156K	0.1%	1,897 SH	New
AMERICAN CENTY ETF TR	US SML CP VALU	$54K	0.0%	531 SH	New
AMERICAN TOWER CORP NEW	COM	$17K	0.0%	95 SH	New
APPLE INC	COM	$187K	0.1%	688 SH	New
APPLIED MATLS INC	COM	$70K	0.0%	272 SH	New
ARISTA NETWORKS INC	COM SHS	$60K	0.0%	456 SH	New
ASHLAND INC	COM	$2K	0.0%	29 SH	New
AT&T INC	COM	$10K	0.0%	400 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$181K	0.1%	361 SH	New
BITMINE IMMERSION TECNOLOGIE	COM NEW	$12K	0.0%	438 SH	New
BLACKBERRY LTD	COM	$4	0.0%	1 SH	New
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$422K	0.3%	7,991 SH	New
BP PLC	SPONSORED ADR	$9K	0.0%	272 SH	New
BROADCOM INC	COM	$110K	0.1%	318 SH	New
CADENCE DESIGN SYSTEM INC	COM	$32K	0.0%	103 SH	New
CAPITAL ONE FINL CORP	COM	$116K	0.1%	477 SH	New
CARMAX INC	COM	$7K	0.0%	185 SH	New
CHEVRON CORP NEW	COM	$94K	0.1%	619 SH	New
CHUBB LIMITED	COM	$11K	0.0%	34 SH	New
CISCO SYS INC	COM	$25K	0.0%	320 SH	New
COCA COLA CO	COM	$42K	0.0%	603 SH	New
CONSTELLATION ENERGY CORP	COM	$23K	0.0%	64 SH	New
CROWDSTRIKE HLDGS INC	CL A	$19K	0.0%	40 SH	New
CVS HEALTH CORP	COM	$35K	0.0%	437 SH	New
CYBERARK SOFTWARE LTD	SHS	$13K	0.0%	30 SH	New
DANAHER CORPORATION	COM	$33K	0.0%	145 SH	New
DEERE & CO	COM	$419K	0.3%	900 SH	New
DISNEY WALT CO	COM	$910	0.0%	8 SH	New
DOMINION ENERGY INC	COM	$141K	0.1%	2,411 SH	New
DUKE ENERGY CORP NEW	COM NEW	$18K	0.0%	155 SH	New
ELEVANCE HEALTH INC FORMERLY	COM	$14K	0.0%	40 SH	New
EMERSON ELEC CO	COM	$53K	0.0%	400 SH	New
EXELON CORP	COM	$13K	0.0%	297 SH	New
EXXON MOBIL CORP	COM	$63K	0.0%	525 SH	New
FIDELITY COVINGTON TRUST	ENHANCED INTL	$346K	0.2%	9,451 SH	New
FIDELITY MERRIMACK STR TR	INVESTMENT GR BD	$76K	0.0%	1,759 SH	New
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$716K	0.5%	15,541 SH	New
FIFTH THIRD BANCORP	COM	$42K	0.0%	901 SH	New
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$135K	0.1%	1,945 SH	New
FORTIVE CORP	COM	$4K	0.0%	72 SH	New
GAMESTOP CORP NEW	CL A	$161	0.0%	8 SH	New
HUBBELL INC	COM	$785K	0.5%	1,768 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$129K	0.1%	436 SH	New
INTL GNRL INSURANCE HLDNGS L	SHS	$11K	0.0%	450 SH	New
INTUITIVE SURGICAL INC	COM NEW	$39K	0.0%	68 SH	New
INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$77K	0.0%	753 SH	New
INVESCO QQQ TR	UNIT SER 1	$111K	0.1%	181 SH	New
ISHARES INC	MSCI WORLD ETF	$353K	0.2%	1,902 SH	New
ISHARES TR	0-5YR HI YL CP	$57K	0.0%	1,319 SH	New
ISHARES TR	0-5YR INVT GR CP	$350K	0.2%	6,907 SH	New
ISHARES TR	1 3 YR TREAS BD	$21K	0.0%	248 SH	New
ISHARES TR	3 7 YR TREAS BD	$53K	0.0%	441 SH	New
ISHARES TR	CMBS ETF	$42K	0.0%	849 SH	New
ISHARES TR	CORE 1 5 YR USD	$171K	0.1%	3,501 SH	New
ISHARES TR	CORE DIV GRWTH	$2.1M	1.4%	30,749 SH	New
ISHARES TR	CORE DIVID ETF	$900K	0.6%	16,937 SH	New
ISHARES TR	CORE MSCI EAFE	$512K	0.3%	5,719 SH	New
ISHARES TR	CORE MSCI TOTAL	$30K	0.0%	353 SH	New
ISHARES TR	CORE S&P MCP ETF	$4.2M	2.7%	63,713 SH	New
ISHARES TR	CORE S&P SCP ETF	$5.4M	3.4%	44,741 SH	New
ISHARES TR	CORE S&P US GWT	$906K	0.6%	5,394 SH	New
ISHARES TR	CORE S&P500 ETF	$13.6M	8.7%	19,867 SH	New
ISHARES TR	CORE UNIVRSL USD	$180K	0.1%	3,867 SH	New
ISHARES TR	CORE US AGGBD ET	$430K	0.3%	4,301 SH	New
ISHARES TR	CRE U S REIT ETF	$395K	0.3%	6,926 SH	New
ISHARES TR	FLTG RATE NT ETF	$97K	0.1%	1,903 SH	New
ISHARES TR	GLOBAL 100 ETF	$672K	0.4%	5,303 SH	New
ISHARES TR	INTL DIV GRWTH	$162K	0.1%	1,959 SH	New
ISHARES TR	ISHS 1-5YR INVS	$1.9M	1.2%	36,808 SH	New
ISHARES TR	MORNINGSTAR GRWT	$56K	0.0%	534 SH	New
ISHARES TR	MORNINGSTR US EQ	$346K	0.2%	3,667 SH	New
ISHARES TR	MRGSTR MD CP GRW	$568K	0.4%	7,113 SH	New
ISHARES TR	MSCI ACWI ETF	$80K	0.1%	562 SH	New
ISHARES TR	MSCI EAFE ETF	$1.1M	0.7%	11,604 SH	New
ISHARES TR	MSCI EMG MKT ETF	$25K	0.0%	452 SH	New
ISHARES TR	RUS 1000 ETF	$325K	0.2%	869 SH	New
ISHARES TR	RUS 1000 GRW ETF	$6.3M	4.0%	13,326 SH	New
ISHARES TR	RUS 1000 VAL ETF	$7K	0.0%	31 SH	New
ISHARES TR	RUS 2000 GRW ETF	$168K	0.1%	519 SH	New
ISHARES TR	RUS MD CP GR ETF	$125K	0.1%	912 SH	New
ISHARES TR	RUS MID CAP ETF	$842K	0.5%	8,743 SH	New
ISHARES TR	RUS TOP 200 ETF	$5K	0.0%	29 SH	New
ISHARES TR	RUS TP200 GR ETF	$588K	0.4%	2,123 SH	New
ISHARES TR	RUSSELL 2000 ETF	$960K	0.6%	3,900 SH	New
ISHARES TR	S&P 500 GRWT ETF	$955K	0.6%	7,744 SH	New
ISHARES TR	S&P 500 VAL ETF	$1.1M	0.7%	5,209 SH	New
ISHARES TR	S&P MC 400GR ETF	$473K	0.3%	4,883 SH	New
ISHARES TR	S&P MC 400VL ETF	$1.4M	0.9%	10,437 SH	New
ISHARES TR	S&P SML 600 GWT	$205K	0.1%	1,455 SH	New
ISHARES TR	SP SMCP600VL ETF	$282K	0.2%	2,481 SH	New
ISHARES U S ETF TR	SHORT DURATION B	$46K	0.0%	897 SH	New
J P MORGAN EXCHANGE TRADED F	ACTIVE BOND ETF	$157K	0.1%	2,910 SH	New
J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$3.1M	2.0%	64,584 SH	New
J P MORGAN EXCHANGE TRADED F	INCOME ETF	$35K	0.0%	764 SH	New
J P MORGAN EXCHANGE TRADED F	INTL BD OPP ETF	$16K	0.0%	326 SH	New
J P MORGAN EXCHANGE TRADED F	SHORT DURA CORE	$786K	0.5%	16,525 SH	New
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$178K	0.1%	3,526 SH	New
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$80K	0.1%	1,565 SH	New
JOHNSON & JOHNSON	COM	$37K	0.0%	181 SH	New
JPMORGAN CHASE & CO	COM	$193K	0.1%	600 SH	New
KENVUE INC	COM	$4K	0.0%	208 SH	New
KKR & CO INC	COM	$242K	0.2%	1,897 SH	New
KYNDRYL HLDGS INC	COMMON STOCK	$239	0.0%	9 SH	New
L3HARRIS TECHNOLOGIES INC	COM	$6K	0.0%	22 SH	New
LITMAN GREGORY FDS TR	IMGP DBI MANAGED	$48K	0.0%	1,725 SH	New
LOWES COS INC	COM	$5K	0.0%	20 SH	New
LUMENTUM HLDGS INC	COM	$369	0.0%	1 SH	New
MANULIFE FINL CORP	COM	$18K	0.0%	500 SH	New
MARKEL GROUP INC	COM	$39K	0.0%	18 SH	New
MCDONALDS CORP	COM	$96K	0.1%	315 SH	New
MCKESSON CORP	COM	$48K	0.0%	58 SH	New
META PLATFORMS INC	CL A	$449K	0.3%	680 SH	New
MICROSOFT CORP	COM	$59K	0.0%	123 SH	New
MONDELEZ INTL INC	CL A	$11K	0.0%	200 SH	New
MORGAN STANLEY ETF TRUST	EATON VANCE SHOR	$77K	0.0%	1,493 SH	New
MORGAN STANLEY ETF TRUST	EATON VANCE TOTA	$1.4M	0.9%	26,632 SH	New
MOTOROLA SOLUTIONS INC	COM NEW	$28K	0.0%	74 SH	New
NETFLIX INC	COM	$49K	0.0%	520 SH	New
NORFOLK SOUTHN CORP	COM	$87K	0.1%	300 SH	New
NUSHARES ETF TR	NUVEEN ESG LRGCP	$137K	0.1%	1,396 SH	New
NUSHARES ETF TR	NUVEEN ESG MIDCP	$51K	0.0%	1,060 SH	New
NVIDIA CORPORATION	COM	$182K	0.1%	975 SH	New
ON HLDG AG	NAMEN AKT A	$27K	0.0%	582 SH	New
OREILLY AUTOMOTIVE INC	COM	$44K	0.0%	480 SH	New
ORIGIN MATERIALS INC	COM	$741	0.0%	3,500 SH	New
OTIS WORLDWIDE CORP	COM	$5K	0.0%	60 SH	New
OWENS CORNING NEW	COM	$8K	0.0%	68 SH	New
PALO ALTO NETWORKS INC	COM	$35K	0.0%	188 SH	New
PGIM ETF TR	PGIM ULTRA SH BD	$182K	0.1%	3,663 SH	New
PHILIP MORRIS INTL INC	COM	$17K	0.0%	106 SH	New
PROCTER AND GAMBLE CO	COM	$14K	0.0%	100 SH	New
QUANTA SVCS INC	COM	$53K	0.0%	125 SH	New
QUEST DIAGNOSTICS INC	COM	$6K	0.0%	35 SH	New
RALLIANT CORP	COM	$1K	0.0%	24 SH	New
RESTAURANT BRANDS INTL INC	COM	$11K	0.0%	155 SH	New
RTX CORPORATION	COM	$44K	0.0%	240 SH	New
SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$14K	0.0%	388 SH	New
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$354K	0.2%	7,825 SH	New
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$1.5M	1.0%	55,322 SH	New
SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$50K	0.0%	1,585 SH	New
SCHWAB STRATEGIC TR	INTL EQTY ETF	$508K	0.3%	21,136 SH	New
SCHWAB STRATEGIC TR	SHT TM US TRES	$48K	0.0%	1,984 SH	New
SCHWAB STRATEGIC TR	US AGGREGATE B	$231K	0.1%	9,901 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.0M	0.7%	37,115 SH	New
SCHWAB STRATEGIC TR	US LCAP GR ETF	$1.9M	1.2%	58,679 SH	New
SCHWAB STRATEGIC TR	US LCAP VA ETF	$713K	0.5%	24,088 SH	New
SERVICENOW INC	COM	$50K	0.0%	325 SH	New
SIRIUSXM HOLDINGS INC	COMMON STOCK	$600	0.0%	30 SH	New
SOLVENTUM CORP	COM SHS	$14K	0.0%	176 SH	New
SPDR DOW JONES INDL AVERAGE	UT SER 1	$30K	0.0%	63 SH	New
SPDR GOLD TR	GOLD SHS	$185K	0.1%	467 SH	New
SPDR INDEX SHS FDS	PORTFLI MSCI GBL	$18K	0.0%	237 SH	New
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$1.2M	0.8%	26,615 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$12.8M	8.2%	18,821 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$13.6M	8.7%	211,751 SH	New
STARBUCKS CORP	COM	$16K	0.0%	190 SH	New
STRATEGIC TRUST	RUNNING GWTH ETF	$128K	0.1%	3,853 SH	New
T ROWE PRICE ETF INC	CAP APPRECIATION	$151K	0.1%	3,949 SH	New
T ROWE PRICE ETF INC	FLOATING RATE	$100K	0.1%	1,952 SH	New
T ROWE PRICE ETF INC	PRICE BLUE CHIP	$86K	0.1%	1,733 SH	New
T ROWE PRICE ETF INC	ULTRA SHRT TRM	$2.6M	1.7%	51,930 SH	New
T ROWE PRICE ETF INC	US EQUITY RESEAR	$167K	0.1%	3,895 SH	New
TECK RESOURCES LTD	CL B	$19K	0.0%	403 SH	New
TESLA INC	COM	$19K	0.0%	43 SH	New
TEXAS INSTRS INC	COM	$20K	0.0%	115 SH	New
TOYOTA MOTOR CORP	ADS	$3K	0.0%	12 SH	New
TRAVELERS COMPANIES INC	COM	$4K	0.0%	15 SH	New
UBER TECHNOLOGIES INC	COM	$56K	0.0%	683 SH	New
UNITEDHEALTH GROUP INC	COM	$16K	0.0%	49 SH	New
US BANCORP DEL	COM NEW	$50K	0.0%	946 SH	New
V2X INC	COM	$655	0.0%	12 SH	New
VALVOLINE INC	COM	$2K	0.0%	79 SH	New
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$93K	0.1%	210 SH	New
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$694K	0.4%	3,387 SH	New
VANGUARD ADMIRAL FDS INC	MIDCP 400 GRTH	$220K	0.1%	1,833 SH	New
VANGUARD ADMIRAL FDS INC	SMLCP 600 GRTH	$156K	0.1%	1,284 SH	New
VANGUARD BD INDEX FDS	INTERMED TERM	$2.6M	1.7%	33,167 SH	New
VANGUARD BD INDEX FDS	SHORT TRM BOND	$119K	0.1%	1,506 SH	New
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$461K	0.3%	6,222 SH	New
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$456K	0.3%	9,148 SH	New
VANGUARD INDEX FDS	EXTEND MKT ETF	$24K	0.0%	117 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$8.6M	5.5%	17,607 SH	New
VANGUARD INDEX FDS	MCAP GR IDXVIP	$4.2M	2.7%	15,040 SH	New
VANGUARD INDEX FDS	MCAP VL IDXVIP	$1.5M	0.9%	8,262 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$1.8M	1.2%	6,314 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$599K	0.4%	955 SH	New
VANGUARD INDEX FDS	SM CP VAL ETF	$1.2M	0.7%	5,474 SH	New
VANGUARD INDEX FDS	SMALL CP ETF	$2.1M	1.3%	8,006 SH	New
VANGUARD INDEX FDS	SML CP GRW ETF	$1.2M	0.7%	3,840 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$850K	0.5%	2,535 SH	New
VANGUARD INDEX FDS	VALUE ETF	$1.6M	1.0%	8,296 SH	New
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$330K	0.2%	4,490 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$67K	0.0%	1,238 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$2K	0.0%	20 SH	New
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$1.5M	0.9%	10,499 SH	New
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$105K	0.1%	1,253 SH	New
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$170K	0.1%	2,887 SH	New
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$3.1M	2.0%	39,348 SH	New
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$1.6M	1.0%	13,026 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$16K	0.0%	71 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$5.6M	3.6%	88,952 SH	New
VANGUARD WELLINGTON FD	US VALUE FACTR	$23K	0.0%	171 SH	New
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$6.3M	4.0%	43,894 SH	New
VANGUARD WORLD FD	MEGA CAP INDEX	$1.2M	0.8%	4,723 SH	New
VANGUARD WORLD FD	MEGA CAP VAL ETF	$753K	0.5%	5,336 SH	New
VANGUARD WORLD FD	MEGA GRWTH IND	$2.6M	1.6%	6,206 SH	New
VANGUARD WORLD FD	UTILITIES ETF	$144K	0.1%	777 SH	New
VERALTO CORP	COM SHS	$5K	0.0%	48 SH	New
VERIZON COMMUNICATIONS INC	COM	$40K	0.0%	975 SH	New
VERTIV HOLDINGS CO	COM CL A	$43K	0.0%	264 SH	New
VIATRIS INC	COM	$43K	0.0%	3,482 SH	New
VIAVI SOLUTIONS INC	COM	$89	0.0%	5 SH	New
VISA INC	COM CL A	$96K	0.1%	273 SH	New
VONTIER CORPORATION	COM	$1K	0.0%	28 SH	New
WARNER BROS DISCOVERY INC	COM SER A	$3K	0.0%	96 SH	New
WELLS FARGO CO NEW	COM	$42K	0.0%	452 SH	New
WELLTOWER INC	COM	$93K	0.1%	500 SH	New
WISDOMTREE TR	US LARGECAP DIVD	$3.9M	2.5%	44,689 SH	New
WISDOMTREE TR	WISDOMTREE US VA	$239K	0.2%	2,561 SH	New

Sold (vs prior filing)

BLACKROCK ETF TRUST II — $337K
DEERE & CO — $412K
FIDELITY COVINGTON TRUST — $332K
FIDELITY MERRIMACK STR TR — $730K
HUBBELL INC — $761K
ISHARES INC — $1.2M
ISHARES TR — $1.3M
ISHARES TR — $1.1M
ISHARES TR — $454K
ISHARES TR — $1.4M
ISHARES TR — $206K
ISHARES TR — $351K
ISHARES TR — $640K
ISHARES TR — $2.1M
ISHARES TR — $1.1M
ISHARES TR — $499K
ISHARES TR — $4.2M
ISHARES TR — $5.2M
ISHARES TR — $888K
ISHARES TR — $13.1M
… and 59 more

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Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 10, 2026	Q4 2025	13F-HR	0002042068-26-000001	$156.2M	View
Nov 6, 2025	Q3 2025	13F-HR	0002042068-25-000006	$146.5M	View
Aug 10, 2026	Q2 2026