§ 13F · FUND PROFILE
Atlantic Edge Private Wealth Management, LLC.
AUM · $489M (13F)Positions · 619Turnover · n/a · Q2Filed · Jul 23, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IEFA | ISHARES TR | 282K | $27M | 5.6% | −3% |
| 2 | EMXC | ISHARES INC | 250K | $26M | 5.2% | +44% |
| 3 | JAAA | JANUS DETROIT STR TR | 472K | $24M | 4.9% | +1% |
| 4 | UITB | VICTORY PORTFOLIOS II | 461K | $22M | 4.4% | +71% |
| 5 | IJH | ISHARES TR | 233K | $18M | 3.7% | +2% |
| 6 | KLAC | KLA CORP | 59K | $18M | 3.6% | +832% |
| 7 | IVV | ISHARES TR | 24K | $18M | 3.6% | +3% |
| 8 | MDY | STATE STR SPDR S&P MIDCAP 40 | 23K | $16M | 3.2% | +1% |
| 9 | IEMG | ISHARES INC | 171K | $14M | 2.9% | −7% |
| 10 | AAPL | APPLE INC | 47K | $13M | 2.8% | +1% |
§ 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 $489 million in assets. The fund runs a broad portfolio of 619 positions.
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