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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 25 of 31  ·  619 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 DFIV DIMENSIONAL ETF TRUST 110.0 $6K 0.00% NEW $54.03 +7.7%
482 CARNIVAL CORP LTD 201.0 $6K 0.00% NEW $28.51
483 AMT AMERICAN TOWER CORP Real Estate 35.0 $6K 0.00% $163.57 +8.4%
484 SYM SYMBOTIC INC Industrials 125.0 $6K 0.00% -100.0 -44.4% $44.95 -10.5%
485 A AGILENT TECHNOLOGIES INC Healthcare 42.0 $6K 0.00% $132.83 +16.3%
486 SAIC SCIENCE APPLICATIONS INTL CO Technology 50.0 $6K 0.00% $110.42 +15.3%
487 SIL GLOBAL X FDS 70.0 $5K 0.00% $77.47 +28.8%
488 BCS BARCLAYS PLC Financial Services 200.0 $5K 0.00% $26.86 +0.4%
489 RCAT RED CAT HLDGS INC Technology 500.0 $5K 0.00% $10.65 -14.1%
490 NATWEST GROUP PLC 300.0 $5K 0.00% $17.63
491 SMURFIT WESTROCK PLC 113.0 $5K 0.00% $46.27
492 DIA STATE STR SPDR DOW JONES IND Financial Services 10.0 $5K 0.00% $522.40 +2.2%
493 CHWY CHEWY INC Consumer Cyclical 265.0 $5K 0.00% $19.65 +25.8%
494 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 151.0 $5K 0.00% $34.00 +12.3%
495 ESPR ESPERION THERAPEUTICS INC NE Healthcare 1,600.0 $5K 0.00% $3.16 +0.6%
496 AIG AMERICAN INTL GROUP INC Financial Services 67.0 $5K 0.00% $74.54 +3.3%
497 UBSI UNITED BANKSHARES INC WEST V Financial Services 105.0 $5K 0.00% $45.84 +3.8%
498 RITM RITHM CAPITAL CORP Real Estate 500.0 $5K 0.00% $9.39 +8.7%
499 LVS LAS VEGAS SANDS CORP Consumer Cyclical 100.0 $5K 0.00% $46.19 +2.3%
500 SEABRIDGE GOLD INC 175.0 $5K 0.00% NEW $25.74
Page 25 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%