Institutions / Atlantic Edge Private Wealth Management, LLC
Atlantic Edge Private Wealth Management, LLC
CIK 2011145 · Institution · as of Dec 31, 2025
Portfolio value
$401.98M
Positions
575
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 575 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $25.46M | 6.3% |
| Janus Detroit Str Tr | $22.31M | 5.5% |
| PIMCO ETF Tr | $18.62M | 4.6% |
| iShares Tr | $15.95M | 4.0% |
| iShares Tr | $14.79M | 3.7% |
| SPDR S&P Midcap 400 ETF Tr | $13.57M | 3.4% |
| Victory Portfolios II | $12.80M | 3.2% |
| Apple Inc. | $12.56M | 3.1% |
| iShares Inc | $11.66M | 2.9% |
| SPDR Index Shs Fds | $10.19M | 2.5% |
| NVIDIA Corp | $9.00M | 2.2% |
| iShares Inc | $9.00M | 2.2% |
| iShares Tr | $8.95M | 2.2% |
| Vanguard Scottsdale Fds | $8.75M | 2.2% |
| Microsoft Corp | $8.44M | 2.1% |
| Alphabet Inc. | $7.67M | 1.9% |
| Kla Corp | $7.33M | 1.8% |
| VanEck ETF Trust | $6.37M | 1.6% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $6.27M | 1.6% |
| JPMorgan Chase & Co | $5.83M | 1.5% |
| Invesco Exchange Traded Fd T | $5.53M | 1.4% |
| Vanguard Intl Equity Index F | $5.52M | 1.4% |
| iShares Tr | $4.63M | 1.2% |
| Advanced Micro Devices Inc | $4.55M | 1.1% |
| McKesson Corp | $4.27M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.