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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 6 of 31  ·  619 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GS GOLDMAN SACHS GROUP INC Financial Services 525.0 $531K 0.11% -15.0 -2.8% $1011.37 +3.5%
102 DE DEERE & CO Industrials 836.0 $530K 0.11% $634.33 +0.1%
103 HD HOME DEPOT INC Consumer Cyclical 1,443.0 $509K 0.10% -55.0 -3.7% $352.67 -4.9%
104 ABCB AMERIS BANCORP Financial Services 5,587.0 $504K 0.10% $90.26 -5.2%
105 XLK SELECT SECTOR SPDR TR 2,606.0 $496K 0.10% $190.52 -4.4%
106 STT STATE STR CORP Financial Services 2,878.0 $488K 0.10% +75.0 +2.7% $169.60 +12.6%
107 PCAR PACCAR INC Industrials 3,931.0 $472K 0.10% +100.0 +2.6% $120.12 +8.0%
108 VERSIGENT PLC 10,569.0 $444K 0.09% NEW $42.01
109 ARM ARM HOLDINGS PLC Technology 1,250.0 $443K 0.09% $354.57 -30.7%
110 PM PHILIP MORRIS INTL INC Consumer Defensive 2,439.0 $441K 0.09% $180.91 +5.1%
111 EEM ISHARES TR 6,310.0 $432K 0.09% $68.41 -2.2%
112 IWR ISHARES TR 3,747.0 $413K 0.08% $110.32 +2.3%
113 TDIV FIRST TR EXCHANGE TRADED FD 3,227.0 $371K 0.08% $114.88 -0.8%
114 NVS NOVARTIS AG Healthcare 2,270.0 $356K 0.07% +40.0 +1.8% $156.72 +1.2%
115 LRCX LAM RESEARCH CORP Technology 820.0 $355K 0.07% +20.0 +2.5% $433.33 -27.4%
116 IJS ISHARES TR 2,540.0 $347K 0.07% $136.68 +0.6%
117 AMGN AMGEN INC Healthcare 923.0 $334K 0.07% -59.0 -6.0% $362.12 +22.3%
118 GLD SPDR GOLD TR Financial Services 905.0 $333K 0.07% $368.38 +14.9%
119 TXN TEXAS INSTRS INC Technology 1,071.0 $319K 0.07% $298.07 -13.1%
120 AAPL PUT APPLE INC Technology 1,100.0 $318K 0.07% $289.36 +7.3%
Page 6 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%