DOSSIER · 13F-HR · Q2 2026

Atlantic Edge Private Wealth Management, LLC

$489M in tracked AUM across 619 positions as of Q2 2026.

AE
CIK 0002011145 · last filed Jun 30, 2026
Total AUM
$489M
as of Q2 2026
Holdings
619
positions
Whale Score
47
47
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Atlantic Edge Private Wealth Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IEFA
ISHARES TR
$27M282K5.6%
02
EMXC
ISHARES INC
$26M250K5.2%
03
JAAA
JANUS DETROIT STR TR
$24M472K4.9%
04
UITB
VICTORY PORTFOLIOS II
$22M461K4.4%
05
KLAC
KLA CORP
$18M60K3.7%
06
IJH
ISHARES TR
$18M233K3.7%
07
IVV
ISHARES TR
$18M24K3.6%
08
MDY
STATE STR SPDR S&P MIDCAP 40
$16M23K3.2%
09
IEMG
ISHARES INC
$14M171K2.9%
10
AAPL
APPLE INC
$14M48K2.8%

Filing history

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 positionsView →
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