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Portfolio (Quarterly) Guide ↗

Atlantic Edge Private Wealth Management, LLC

· CIK 0002011145
13F Portfolio $407M AUM 601 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 52 New 98 Added 82 Reduced 27 Exited
Page 17 of 31  ·  601 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 FNDX SCHWAB STRATEGIC TR 699.0 $19K 0.01% $27.85 +11.5%
322 PFE PFIZER INC Healthcare 692.0 $19K 0.01% $28.08 -10.2%
323 VAW VANGUARD WORLD FD 85.0 $19K 0.01% $225.34 +3.9%
324 PEP PEPSICO INC Consumer Defensive 122.0 $19K 0.01% $155.30 -8.5%
325 SCHW SCHWAB CHARLES CORP Financial Services 200.0 $19K 0.01% $93.98 -2.4%
326 MCO MOODYS CORP Financial Services 43.0 $19K 0.01% $436.26 +3.3%
327 CDNS CADENCE DESIGN SYSTEM INC Technology 67.0 $19K 0.01% -140.0 -67.6% $277.88 +39.4%
328 UNM UNUM GROUP Financial Services 250.0 $18K 0.00% -250.0 -50.0% $73.03 +23.2%
329 CB CHUBB LTD SWITZ Financial Services 56.0 $18K 0.00% $325.95 -0.8%
330 XOP SPDR SERIES TRUST 100.0 $18K 0.00% $181.83 -15.7%
331 VFH VANGUARD WORLD FD 150.0 $18K 0.00% $120.81 +8.8%
332 PGR PROGRESSIVE CORP Financial Services 91.0 $18K 0.00% -25.0 -21.6% $198.24 +3.3%
333 DFH DREAM FINDERS HOMES INC Consumer Cyclical 1,288.0 $18K 0.00% $13.92 +12.1%
334 SCHG SCHWAB STRATEGIC TR 609.0 $18K 0.00% $29.14 +16.3%
335 ADP AUTOMATIC DATA PROCESSING IN Industrials 86.0 $17K 0.00% $203.19 +7.5%
336 GWW WW GRAINGER INC Industrials 16.0 $17K 0.00% $1090.81 +25.2%
337 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 240.0 $17K 0.00% $72.46 +26.1%
338 CMCSA COMCAST CORP NEW Communication Services 602.0 $17K 0.00% $28.71 -21.9%
339 CVR PARTNERS LP/CVR NITROGEN 135.0 $17K 0.00% $126.67
340 WPM WHEATON PRECIOUS METALS CORP Basic Materials 125.0 $16K 0.00% $131.02 -6.4%
Page 17 of 31  ·  601 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 31.9%
Financial Services 19.6%
Industrials 13.6%
Healthcare 10.8%
Communication Services 8.3%
Consumer Cyclical 6.3%
Energy 3.3%
Consumer Defensive 2.4%
Utilities 1.8%
Real Estate 1.1%