§ 13F · FUND PROFILE
Atlantic Edge Private Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $364.7T (13F)Positions · 511Turnover · — · Q4Filed · Jan 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IEFA | ISHARES TR | 285K | $25.5T | 6.3% | +7% |
| 2 | JAAA | JANUS DETROIT STR TR | 441K | $22.3T | 5.5% | +17% |
| 3 | MINT | PIMCO ETF TR | 186K | $18.6T | 4.6% | +6% |
| 4 | IVV | ISHARES TR | 23K | $16.0T | 4.0% | +3% |
| 5 | IJH | ISHARES TR | 224K | $14.8T | 3.7% | −21% |
| 6 | MDY | SPDR S&P MIDCAP 400 ETF TR | 22K | $13.6T | 3.4% | −2% |
| 7 | UITB | VICTORY PORTFOLIOS II | 270K | $12.8T | 3.2% | +2% |
| 8 | AAPL | APPLE INC | 46K | $12.6T | 3.1% | −1% |
| 9 | IEMG | ISHARES INC | 174K | $11.7T | 2.9% | +37% |
| 10 | SPEU | SPDR INDEX SHS FDS | 195K | $10.2T | 2.5% | −4% |
§ 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 $364723.0 trillion in assets. The fund runs a broad portfolio of 511 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed