Atlantic Edge Private Wealth Management, LLC
Atlantic Edge Private Wealth Management, LLC reported 619 positions worth $489.4M as of June 30, 2026 (13F filed July 23, 2026). Largest holding: IEFA (5.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IEFA | SH | $27.3M | 5.57% | 282,364 | — | — | |
| ▸ 2 | EMXC | SH | $25.6M | 5.23% | 250,102 | — | — | |
| ▸ 3 | JAAA | SH | $23.8M | 4.87% | 472,036 | — | — | |
| ▸ 4 | UITB | SH | $21.6M | 4.41% | 460,836 | — | — | |
| ▸ 5 | IJH | SH | $18.0M | 3.67% | 233,171 | — | — | |
| ▸ 6 | KLAC | SH | $17.8M | 3.63% | 58,915 | — | — | |
| ▸ 7 | IVV | SH | $17.7M | 3.62% | 23,648 | — | — | |
| ▸ 8 | MDY | SH | $15.9M | 3.25% | 22,594 | — | — | |
| ▸ 9 | IEMG | SH | $14.1M | 2.89% | 170,783 | — | — | |
| ▸ 10 | AAPL | SH | $13.5M | 2.75% | 46,587 | — | — |
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Frequently Asked Questions
What stocks does Atlantic Edge Private Wealth Management, LLC hold as of Q2 2026?
Atlantic Edge Private Wealth Management, LLC reported 619 positions worth $489.4M in its Q2 2026 13F filing. Largest positions: IEFA (5.6%), EMXC (5.2%), JAAA (4.9%), UITB (4.4%) and IJH (3.7%).
What did Atlantic Edge Private Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Atlantic Edge Private Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.