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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 24 of 31  ·  619 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 160.0 $7K 0.00% $45.52 +33.6%
462 SPEM SPDR INDEX SHS FDS 140.0 $7K 0.00% $51.79 +1.0%
463 KMI KINDER MORGAN INC DEL Energy 225.0 $7K 0.00% NEW $31.97 -3.0%
464 SBCF SEACOAST BKG CORP FLA Financial Services 210.0 $7K 0.00% $33.25 +3.0%
465 UI UBIQUITI INC Technology 13.0 $7K 0.00% -2.0 -13.3% $534.08 +5.1%
466 IREN IREN LIMITED Financial Services 150.0 $7K 0.00% +50.0 +50.0% $45.73 -9.4%
467 STK COLUMBIA SELIGM PREM TECH GR Financial Services 125.0 $7K 0.00% NEW $53.87 -3.0%
468 T AT&T INC Communication Services 325.0 $7K 0.00% $20.70 +23.4%
469 FDN FIRST TR EXCHANGE-TRADED FD 25.0 $7K 0.00% $264.72 +8.7%
470 DTM DT MIDSTREAM INC Energy 45.0 $7K 0.00% $146.76 -13.8%
471 WY WEYERHAEUSER CO Real Estate 275.0 $7K 0.00% $23.94 +1.3%
472 COPX GLOBAL X FDS 85.0 $7K 0.00% $76.98 +22.5%
473 ENB ENBRIDGE INC Energy 120.0 $7K 0.00% NEW $54.22 -7.8%
474 ZION ZIONS BANCORPORATION NATL AS Financial Services 92.0 $6K 0.00% $69.20 -2.1%
475 SNY SANOFI SA Healthcare 149.0 $6K 0.00% $42.66 +7.2%
476 VTEB VANGUARD MUN BD FDS 125.0 $6K 0.00% $50.58 -2.0%
477 CNQ CANADIAN NAT RES LTD MED TER Energy 160.0 $6K 0.00% $39.50 +26.5%
478 PWRD TCW ETF TRUST 50.0 $6K 0.00% $122.96 -12.2%
479 RGLD ROYAL GOLD INC Basic Materials 30.0 $6K 0.00% $199.63 +31.9%
480 MSM MSC INDL DIRECT INC Industrials 50.0 $6K 0.00% NEW $118.96 +0.5%
Page 24 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%