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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 7 of 31  ·  619 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VOX VANGUARD WORLD FD 1,710.0 $315K 0.06% -150.0 -8.1% $183.95 +1.8%
122 IWM ISHARES TR 1,045.0 $314K 0.06% -100.0 -8.7% $300.45 -0.8%
123 KLAC PUT KLA CORP Technology 1,000.0 $302K 0.06% +900.0 +900.0% $301.71 -39.8%
124 V VISA INC Financial Services 783.0 $269K 0.06% +88.0 +12.7% $343.09 +11.5%
125 SRE SEMPRA Utilities 2,779.0 $258K 0.05% $92.71 -8.8%
126 BKCH GLOBAL X FDS 3,275.0 $245K 0.05% $74.85 -7.9%
127 IGSB ISHARES TR 4,665.0 $244K 0.05% -200.0 -4.1% $52.41 -0.5%
128 PG PROCTER & GAMBLE CO Consumer Defensive 1,620.0 $238K 0.05% -204.0 -11.2% $146.64 -0.0%
129 VNQ VANGUARD INDEX FDS 2,428.0 $234K 0.05% $96.43 +2.8%
130 NEE NEXTERA ENERGY INC Utilities 2,667.0 $234K 0.05% $87.77 -4.2%
131 WMT WALMART INC Consumer Defensive 2,037.0 $231K 0.05% +25.0 +1.2% $113.26 -6.0%
132 PRU PRUDENTIAL FINL INC Financial Services 2,074.0 $224K 0.05% $107.93 +13.7%
133 NFLX PUT NETFLIX INC. Communication Services 3,000.0 $214K 0.04% $71.40 +12.1%
134 AMLP ALPS ETF TR 4,020.0 $208K 0.04% $51.85 +5.9%
135 PNC PNC FINL SVCS GROUP INC Financial Services 845.0 $208K 0.04% $246.22 -1.0%
136 IAU ISHARES GOLD TR Financial Services 2,745.0 $207K 0.04% $75.51 +15.8%
137 XLB SELECT SECTOR SPDR TR 4,000.0 $203K 0.04% $50.83 +5.4%
138 XOM EXXON MOBIL CORP Energy 1,473.0 $201K 0.04% -45.0 -3.0% $136.72 +20.0%
139 GLW CORNING INC Technology 769.0 $196K 0.04% -228.0 -22.9% $255.51 -43.0%
140 LMT LOCKHEED MARTIN CORP Industrials 384.0 $196K 0.04% +12.0 +3.2% $509.46 +10.7%
Page 7 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%