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Portfolio (Quarterly) Guide ↗

Atlantic Edge Private Wealth Management, LLC

· CIK 0002011145
13F Portfolio $489M AUM 619 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 54 New 112 Added 89 Reduced 34 Exited
Page 5 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ANGLOGOLD ASHANTI PLC 50.0 $4K 0.00% -50.0 -50.0% $80.90
82 CAG CONAGRA BRANDS INC Consumer Defensive 280.0 $4K 0.00% -53.0 -15.9% $13.46 +21.2%
83 PHM PULTE GROUP INC Consumer Cyclical 25.0 $3K 0.00% -70.0 -73.7% $137.24 -5.9%
84 OKLO OKLO INC Utilities 50.0 $3K 0.00% -25.0 -33.3% $52.34 -22.4%
85 UBER UBER TECHNOLOGIES INC Technology 35.0 $3K 0.00% -75.0 -68.2% $72.17 +10.6%
86 WYNN WYNN RESORTS LTD Consumer Cyclical 25.0 $2K -905.0 -97.3% $97.12 +2.3%
87 BLACKROCK ETF TRUST 75.0 $2K -50.0 -40.0% $31.79
88 DXYZ DESTINY TECH100 INC 35.0 $902.0 -15.0 -30.0% $25.77 +28.1%
89 VTRS VIATRIS INC Healthcare 45.0 $715.0 -24.0 -34.8% $15.89 +4.0%
Page 5 of 5  ·  89 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 38.4%
Financial Services 19.1%
Industrials 14.6%
Healthcare 8.3%
Communication Services 6.9%
Consumer Cyclical 4.7%
Energy 2.4%
Consumer Defensive 1.8%
Utilities 1.5%
Basic Materials 1.4%