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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 27 of 31  ·  619 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 PHM PULTE GROUP INC Consumer Cyclical 25.0 $3K 0.00% -70.0 -73.7% $137.24 -5.8%
522 EZM WISDOMTREE TR 45.0 $3K 0.00% $75.80 +0.6%
523 AMTM AMENTUM HOLDINGS INC Industrials 164.0 $3K 0.00% $20.67 -2.7%
524 ARKQ ARK ETF TR 25.0 $3K 0.00% $132.24 -7.1%
525 KMB KIMBERLY-CLARK CORP Consumer Defensive 30.0 $3K 0.00% $109.80 +0.4%
526 DLO DLOCAL LTD Technology 250.0 $3K 0.00% $13.00 +16.4%
527 USAR USA RARE EARTH INC Basic Materials 150.0 $3K 0.00% $21.58 -14.6%
528 EUAD SPINNAKER ETF SERIES 75.0 $3K 0.00% $42.19 +10.0%
529 USXF ISHARES TR 45.0 $3K 0.00% $69.47 -2.1%
530 CI THE CIGNA GROUP Healthcare 11.0 $3K 0.00% NEW $275.73 +0.6%
531 WAT WATERS CORP Healthcare 8.0 $3K 0.00% $375.12 +10.2%
532 SFBS SERVISFIRST BANCSHARES INC Financial Services 34.0 $3K 0.00% $86.76 -49.8%
533 FG F&G ANNUITIES & LIFE INC Financial Services 109.0 $3K 0.00% $26.60 -12.9%
534 LITHIUM AMERS CORP NEW 750.0 $3K 0.00% $3.85
535 ENTERGY CORP NEW 25.0 $3K 0.00% $114.88
536 LW LAMB WESTON HLDGS INC Consumer Defensive 66.0 $3K 0.00% $43.18 +24.6%
537 RWT REDWOOD TRUST INC Real Estate 600.0 $3K 0.00% $4.74 -0.1%
538 SSRM SSR MINING IN Basic Materials 100.0 $3K 0.00% $28.28 +33.6%
539 SOFI SOFI TECHNOLOGIES INC Financial Services 150.0 $3K 0.00% +100.0 +200.0% $17.93 +2.4%
540 WM WASTE MGMT INC DEL Industrials 12.0 $3K 0.00% $222.92 +0.7%
Page 27 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%