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Portfolio (Quarterly) Guide ↗

Atlantic Edge Private Wealth Management, LLC

· CIK 0002011145
13F Portfolio $403M AUM 578 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 578 New
Page 25 of 29  ·  578 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 BSV VANGUARD BD INDEX FDS 43.0 $3K 0.00% NEW $78.81 -1.3%
482 FG F&G ANNUITIES & LIFE INC Financial Services 109.0 $3K 0.00% NEW $30.85 -10.9%
483 ACM AECOM Industrials 35.0 $3K 0.00% NEW $95.34 -27.8%
484 RGLD ROYAL GOLD INC Basic Materials 15.0 $3K 0.00% NEW $222.33 -3.4%
485 RWT REDWOOD TRUST INC Real Estate 600.0 $3K 0.00% NEW $5.53 -6.7%
486 LITHIUM AMERS CORP NEW 750.0 $3K 0.00% NEW $4.36
487 EXR EXTRA SPACE STORAGE INC Real Estate 25.0 $3K 0.00% NEW $130.24 +11.6%
488 NXPI NXP SEMICONDUCTORS N V Technology 15.0 $3K 0.00% NEW $217.07 +44.3%
489 BLOCK INC 50.0 $3K 0.00% NEW $65.10
490 EUAD SPINNAKER ETF SERIES 75.0 $3K 0.00% NEW $42.13 +0.3%
491 GDLC GRAYSCALE COINDESK CRYPTO Financial Services 75.0 $3K 0.00% NEW $41.33 -31.8%
492 TMC TMC THE METALS COMPANY INC Basic Materials 500.0 $3K 0.00% NEW $6.17 -16.9%
493 KMB KIMBERLY-CLARK CORP Consumer Defensive 30.0 $3K 0.00% NEW $100.90 +1.6%
494 EZM WISDOMTREE TR 45.0 $3K 0.00% NEW $66.80 +11.8%
495 S SENTINELONE INC Technology 200.0 $3K 0.00% NEW $15.00 +0.1%
496 WBD WARNER BROS DISCOVERY INC Communication Services 100.0 $3K 0.00% NEW $28.82 -9.1%
497 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 20.0 $3K 0.00% NEW $143.90 +88.9%
498 MLI MUELLER INDS INC Industrials 25.0 $3K 0.00% NEW $114.80 +19.7%
499 ARKQ ARK ETF TR 25.0 $3K 0.00% NEW $114.68 +16.1%
500 SMR NUSCALE PWR CORP Utilities 200.0 $3K 0.00% NEW $14.17 -17.3%
Page 25 of 29  ·  578 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.8%
Financial Services 20.2%
Industrials 12.4%
Healthcare 11.2%
Communication Services 8.7%
Consumer Cyclical 5.7%
Consumer Defensive 2.2%
Energy 2.2%
Utilities 1.6%
Real Estate 1.3%