DOSSIER · 13F-HR · Q3 2026

Atlantic Edge Private Wealth Management, LLC

$487M in tracked AUM across 628 positions as of Q3 2026.

AE
CIK 0002011145 · last filed Sep 30, 2026
Total AUM
$487M
as of Q3 2026
Holdings
628
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Atlantic Edge Private Wealth Management, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
IEFA
ISHARES TR
$29M297K5.9%
02
JAAA
JANUS DETROIT STR TR
$25M494K5.1%
03
EMXC
ISHARES INC
$25M251K5.1%
04
UITB
VICTORY PORTFOLIOS II
$21M471K4.3%
05
IVV
ISHARES TR
$18M24K3.8%
06
IJH
ISHARES TR
$17M240K3.5%
07
AAPL
APPLE INC
$17M50K3.5%
08
MINT
PIMCO ETF TR
$15M152K3.1%
09
MDY
STATE STR SPDR S&P MIDCAP 40
$15M23K3.0%
10
NVDA
NVIDIA CORPORATION
$14M62K2.9%

Filing history

2026Q3Sep 30
$487M▼ 0.6%
628 positionsView →
2026Q2Jun 30
$489M▲ 20.2%
619 positionsView →
2026Q1Mar 31
$407M▲ 1.1%
601 positionsView →
2025Q4Dec 31
$403M▲ 3.4%
578 positionsView →
2025Q3Sep 30
$389M▲ 6.7%
542 positionsLocked
2025Q2Jun 30
$365M▲ 11.5%
511 positionsLocked
2025Q1Mar 31
$327M▲ 1.3%
500 positionsLocked
2024Q4Dec 31
$323M▼ 1.6%
485 positionsLocked
2024Q3Sep 30
$329M▲ 9.7%
496 positionsLocked
2024Q2Jun 30
$299M▲ 2.9%
486 positionsLocked
2024Q1Mar 31
$291M▲ 18.2%
488 positionsLocked
2023Q4Dec 31
$246M—
468 positionsLocked