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Atlantic Edge Private Wealth Management, LLC

Q2 2026 13F filing

Updated 50 days ago

619 disclosed positions worth $489.4M

Portfolio value
$489.4M
Total holdings
619
New positions
52
Closed positions
34
Increased
119
Decreased
87
Turnover
13.9%
Filed
2026-07-23

Full holdings

Every line item disclosed in Q2 2026

E

ISHARES TR

-2.9%
Value
$27.3M
Shares
282.4K
% Port
5.57%
E

ISHARES INC

+43.8%
Value
$25.6M
Shares
250.1K
% Port
5.23%
?
3.N/A

JANUS DETROIT STR TR

+0.6%
Value
$23.8M
Shares
472.0K
% Port
4.87%
?
4.N/A

VICTORY PORTFOLIOS II

+71.0%
Value
$21.6M
Shares
460.8K
% Port
4.41%
E

ISHARES TR

+1.8%
Value
$18M
Shares
233.2K
% Port
3.67%
K

KLA CORP

+58815.0%
Value
$17.8M
Shares
58.9K
% Port
3.63%
E

ISHARES TR

+3.3%
Value
$17.7M
Shares
23.6K
% Port
3.62%
M
8.MDY

STATE STR SPDR S&P MIDCAP 40

+1.1%
Value
$15.9M
Shares
22.6K
% Port
3.25%
E

ISHARES INC

-6.9%
Value
$14.1M
Shares
170.8K
% Port
2.89%
A
10.AAPL

APPLE INC

+4135.2%
Value
$13.5M
Shares
46.6K
% Port
2.75%
V
11.VGES

VANGUARD BD INDEX FDS

+19407.0%
Value
$12.7M
Shares
172.6K
% Port
2.59%
?
12.N/A

PIMCO ETF TR

-47.8%
Value
$12.3M
Shares
122.3K
% Port
2.52%
A
13.AMD

ADVANCED MICRO DEVICES INC

-13.7%
Value
$10.8M
Shares
18.6K
% Port
2.21%
T

TAIWAN SEMICONDUCTOR MANUFAC

+3.2%
Value
$10.4M
Shares
21.7K
% Port
2.12%
N
15.NVDA

NVIDIA CORPORATION

+2051.8%
Value
$9.5M
Shares
47.3K
% Port
1.94%
G

ALPHABET INC

+0.1%
Value
$8.8M
Shares
24.5K
% Port
1.79%
?
17.N/A

VANGUARD SCOTTSDALE FDS

-11.5%
Value
$7.6M
Shares
96.1K
% Port
1.55%
C
18.CSCO

CISCO SYS INC

+1.0%
Value
$7.3M
Shares
61.8K
% Port
1.48%
E
19.ETHA

ISHARES TR

+0.4%
Value
$7M
Shares
50.9K
% Port
1.43%
?
20.N/A

VANECK ETF TRUST

+0.2%
Value
$6.9M
Shares
236.5K
% Port
1.41%
V
21.VGES

VANGUARD INTL EQUITY INDEX F

+3.0%
Value
$6.8M
Shares
113.4K
% Port
1.38%
I
22.IVZ

INVESCO EXCHANGE TRADED FD T

+4.5%
Value
$6.7M
Shares
31.3K
% Port
1.36%
J

JPMORGAN CHASE & CO

+0.8%
Value
$6M
Shares
18.4K
% Port
1.23%
M
24.MSFT

MICROSOFT CORP

+3806.0%
Value
$5.8M
Shares
15.6K
% Port
1.19%
P
25.PWR

QUANTA SVCS INC

-9.7%
Value
$5.6M
Shares
7.8K
% Port
1.15%
?
26.N/A

SPDR INDEX SHS FDS

-7.2%
Value
$5.2M
Shares
95.1K
% Port
1.07%
E
27.ETHA

ISHARES TR

+5.7%
Value
$5.1M
Shares
49.4K
% Port
1.05%
E
28.ETHA

ISHARES TR

+300.0%
Value
$4.4M
Shares
35.1K
% Port
0.89%
V
29.VGES

VANGUARD TAX-MANAGED FDS

-2.0%
Value
$4.4M
Shares
61.1K
% Port
0.89%
T
30.TRV

TRAVELERS COMPANIES INC

+37.3%
Value
$4.1M
Shares
12.3K
% Port
0.83%
U
31.URI

UNITED RENTALS INC

+6.5%
Value
$4M
Shares
3.6K
% Port
0.83%
C
32.CMI

CUMMINS INC

+3.0%
Value
$4M
Shares
5.6K
% Port
0.82%
?
33.N/A

ETF OPPORTUNITIES TRUST

-0.8%
Value
$3.9M
Shares
83.5K
% Port
0.79%
N
34.NVT

NVENT ELEC PLC

+2.5%
Value
$3.4M
Shares
20.3K
% Port
0.70%
M
35.MCK

MCKESSON CORP

-17.0%
Value
$3.2M
Shares
4.3K
% Port
0.66%
E
36.ETN

EATON CORP PLC

+2.2%
Value
$3.2M
Shares
7.6K
% Port
0.66%
D
37.DRI

DARDEN RESTAURANTS INC

+2.0%
Value
$3.1M
Shares
14.8K
% Port
0.63%
M
38.META

META PLATFORMS INC

+0.8%
Value
$3M
Shares
5.4K
% Port
0.62%
W
39.WAB

WABTEC

+1.0%
Value
$3M
Shares
11.1K
% Port
0.61%
O

ORACLE CORP

+53.1%
Value
$3M
Shares
20.4K
% Port
0.61%
U
41.UNP

UNION PAC CORP

+58.3%
Value
$2.8M
Shares
10.4K
% Port
0.58%
B

BANK OF AMER CORP

+11.4%
Value
$2.8M
Shares
49.1K
% Port
0.57%
M
43.MA

MASTERCARD INCORPORATED

+0.9%
Value
$2.7M
Shares
5.3K
% Port
0.56%
?
44.N/A

INVESCO EXCHANGE TRADED FD T

-1.7%
Value
$2.6M
Shares
22.6K
% Port
0.52%
A
45.AFRM

AFFIRM HLDGS INC

Value
$2.5M
Shares
30.8K
% Port
0.51%
?
46.N/A

ISHARES TR

-4.8%
Value
$2.5M
Shares
80.9K
% Port
0.50%
T
47.TMO

THERMO FISHER SCIENTIFIC INC

-22.6%
Value
$2.4M
Shares
4.8K
% Port
0.50%
M

METLIFE INC

+62.0%
Value
$2.3M
Shares
27.4K
% Port
0.47%
M
49.MRK

MERCK & CO INC

-0.9%
Value
$2.2M
Shares
17.4K
% Port
0.46%
A
50.AEP

AMERICAN ELEC PWR CO INC

+1.6%
Value
$2.2M
Shares
15.7K
% Port
0.44%