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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 15 of 31  ·  619 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 ASTS AST SPACEMOBILE INC Technology 420.0 $37K 0.01% -200.0 -32.3% $88.86 -30.2%
282 RGTI RIGETTI COMPUTING INC Technology 1,930.0 $37K 0.01% $19.32 -12.3%
283 SCHA SCHWAB STRATEGIC TR 1,000.0 $36K 0.01% $36.13 -4.2%
284 XLU SELECT SECTOR SPDR TR 790.0 $36K 0.01% $45.34 -4.5%
285 HIMS HIMS & HERS HEALTH INC Healthcare 1,000.0 $35K 0.01% NEW $34.67 -8.4%
286 DBEM DBX ETF TR 838.0 $34K 0.01% $41.07 -4.5%
287 CEF SPROTT ASSET MANAGEMENT LP Financial Services 850.0 $34K 0.01% $40.23 +18.4%
288 SU SUNCOR ENERGY INC NEW Energy 635.0 $34K 0.01% $53.68 +21.8%
289 VDC VANGUARD WORLD FD 150.0 $34K 0.01% $225.49 +3.6%
290 NEM NEWMONT CORP Basic Materials 360.0 $34K 0.01% $93.40 +44.7%
291 MRVL MARVELL TECHNOLOGY INC Technology 110.0 $33K 0.01% +10.0 +10.0% $297.89 -19.3%
292 ITA ISHARES TR 135.0 $33K 0.01% $242.42 -3.4%
293 TCHP T ROWE PRICE EXCHANGE-TRADED 652.0 $33K 0.01% $50.09 +0.8%
294 HONEYWELL INTL INC 144.0 $32K 0.01% NEW $223.90
295 VV VANGUARD INDEX FDS 93.0 $32K 0.01% $343.91 +2.6%
296 HONEYWELL AEROSPACE INC 144.0 $32K 0.01% NEW $221.08
297 DDS DILLARDS INC Consumer Cyclical 60.0 $32K 0.01% $528.43 +20.6%
298 COF CAPITAL ONE FINL CORP Financial Services 155.0 $31K 0.01% $200.63 +7.8%
299 IUSG ISHARES TR 165.0 $31K 0.01% $188.09 +0.8%
300 SCHX SCHWAB STRATEGIC TR 1,050.0 $31K 0.01% $29.43 +2.6%
Page 15 of 31  ·  619 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%