Atlantic Edge Private Wealth Management, LLC

Est. AUM

$407.1M

13F long equity, this entity only

Positions

601

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE MSCI EAFE	$26.3M	290896	6.47%	SOLE
2	JANUS DETROIT STR TR	HENDRSON AAA CL	$23.6M	469461	5.81%	SOLE
3	PIMCO ETF TR	ENHAN SHRT MA AC	$23.5M	234092	5.78%	SOLE
4	ISHARES TR	CORE S&P MCP ETF	$15.5M	229030	3.80%	SOLE
5	ISHARES TR	CORE S&P500 ETF	$14.9M	22883	3.67%	SOLE
6	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$13.8M	22356	3.39%	SOLE
7	ISHARES INC	MSCI EMRG CHN	$13.7M	173915	3.36%	SOLE
8	ISHARES INC	CORE MSCI EMKT	$12.8M	183411	3.14%	SOLE
9	VICTORY PORTFOLIOS II	CORE INTERMEDIAT	$12.7M	269451	3.11%	SOLE
10	APPLE INC	COM	$11.7M	46188	2.88%	SOLE
11	KLA CORP	COM NEW	$9.3M	6331	2.29%	SOLE
12	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$8.6M	108672	2.12%	SOLE
13	NVIDIA CORPORATION	COM	$8.2M	47222	2.02%	SOLE
14	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$7.1M	21028	1.75%	SOLE
15	ALPHABET INC	CAP STK CL A	$7.0M	24474	1.73%	SOLE
16	VANECK ETF TRUST	FALLEN ANGEL HG	$6.8M	236084	1.67%	SOLE
17	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$6.0M	110130	1.46%	SOLE
18	MICROSOFT CORP	COM	$5.8M	15590	1.42%	SOLE
19	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$5.7M	29908	1.41%	SOLE
20	ISHARES TR	S&P 500 GRWT ETF	$5.7M	50692	1.41%	SOLE
21	JPMORGAN CHASE & CO	COM	$5.4M	18223	1.32%	SOLE
22	SPDR INDEX SHS FDS	STATE STREET SPD	$5.3M	102497	1.29%	SOLE
23	QUANTA SVCS INC	COM	$4.8M	8691	1.17%	SOLE
24	CISCO SYS INC	COM	$4.7M	61188	1.17%	SOLE
25	ISHARES TR	MSCI EAFE ETF	$4.5M	46719	1.11%	SOLE
26	MCKESSON CORP	COM	$4.5M	5157	1.10%	SOLE
27	ADVANCED MICRO DEVICES INC	COM	$4.4M	21569	1.08%	SOLE
28	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$4.0M	62320	0.98%	SOLE
29	ISHARES TR	RUS 1000 GRW ETF	$3.7M	8767	0.92%	SOLE
30	ETF OPPORTUNITIES TRUST	APPLIED FINA VAL	$3.5M	84176	0.86%	SOLE
31	META PLATFORMS INC	CL A	$3.1M	5367	0.75%	SOLE
32	THERMO FISHER SCIENTIFIC INC	COM	$3.1M	6246	0.75%	SOLE
33	CUMMINS INC	COM	$2.9M	5458	0.72%	SOLE
34	DARDEN RESTAURANTS INC	COM	$2.9M	14558	0.70%	SOLE
35	LOWES COS INC	COM	$2.8M	11956	0.69%	SOLE
36	WABTEC	COM	$2.8M	11018	0.68%	SOLE
37	EATON CORP PLC	SHS	$2.6M	7401	0.65%	SOLE
38	MASTERCARD INCORPORATED	CL A	$2.6M	5255	0.65%	SOLE
39	TRAVELERS COMPANIES INC	COM	$2.6M	8980	0.64%	SOLE
40	ISHARES TR	PFD AND INCM SEC	$2.6M	85020	0.63%	SOLE
41	UNITED RENTALS INC	COM	$2.4M	3354	0.60%	SOLE
42	INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$2.4M	23020	0.58%	SOLE
43	NVENT ELEC PLC	SHS	$2.3M	19812	0.58%	SOLE
44	APTIV PLC	COM SHS	$2.2M	32265	0.55%	SOLE
45	BANK AMERICA CORP	COM	$2.1M	44065	0.53%	SOLE
46	D R HORTON INC	COM	$2.1M	15498	0.52%	SOLE
47	VERIZON COMMUNICATIONS INC	COM	$2.1M	42288	0.52%	SOLE
48	MERCK & CO INC	COM	$2.1M	17600	0.52%	SOLE
49	AMERICAN ELEC PWR CO INC	COM	$2.0M	15485	0.50%	SOLE
50	ORACLE CORP	COM	$2.0M	13353	0.48%	SOLE

1–50 of 601

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.