13F Insight
DOSSIER · 13F-HR · Q1 2026

Atlantic Edge Private Wealth Management, LLC

Atlantic Edge Private Wealth's pension fund based in Omaha, NE — $407M in tracked AUM across 601 positions as of Q1 2026.

AE
Atlantic Edge Private Wealth·Omaha, NE·Pension Fund
CIK 0002011145 · last filed Mar 31, 2026
Total AUM
$407M
▲ 8.5%
vs prior
Holdings
601
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
Top sector
Tech
44% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Atlantic Edge Private Wealth Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IEFA
ISHARES TR
$26M291K6.5%
02
JAAA
JANUS DETROIT STR TR
$24M469K5.8%
03
MINT
PIMCO ETF TR
$24M234K5.8%
04
IJH
ISHARES TR
$15M229K3.8%
05
IVV
ISHARES TR
$15M23K3.7%
06
MDY
STATE STR SPDR S&P MIDCAP 40
$14M22K3.4%
07
EMXC
ISHARES INC
$14M174K3.4%
08
IEMG
ISHARES INC
$13M183K3.1%
09
UITB
VICTORY PORTFOLIOS II
$13M269K3.1%
10
AAPL
APPLE INC
$12M47K2.9%

Filing history

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