§ 13F · FUND PROFILE
Atlantic Edge Private Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $389M (13F)Positions · 542Turnover · — · Q1Filed · Apr 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IEFA | ISHARES TR | 291K | $26M | 6.5% | +2% |
| 2 | JAAA | JANUS DETROIT STR TR | 469K | $24M | 5.8% | +6% |
| 3 | MINT | PIMCO ETF TR | 234K | $24M | 5.8% | +26% |
| 4 | IJH | ISHARES TR | 229K | $15M | 3.8% | +2% |
| 5 | IVV | ISHARES TR | 23K | $15M | 3.7% | −2% |
| 6 | MDY | STATE STR SPDR S&P MIDCAP 40 | 22K | $14M | 3.4% | −1% |
| 7 | EMXC | ISHARES INC | 174K | $14M | 3.4% | +40% |
| 8 | IEMG | ISHARES INC | 183K | $13M | 3.1% | +6% |
| 9 | UITB | VICTORY PORTFOLIOS II | 269K | $13M | 3.1% | ±0% |
| 10 | AAPL | APPLE INC | 46K | $12M | 2.9% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ATLANTIC SIGNAL
AC read
Atlantic Edge Private Wealth Management, LLC is a Other fund managing $389 million in assets. The fund runs a broad portfolio of 542 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed