StockDriftsStockDriftsTop 50 Atlantic Edge Private Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES TR | 5.6% | 282.4K | $27.3M | -2.93%(-8.53K) | $70.89(+42.54%) | 2026-06-30 | |
| EMXC | ISHARES INC | 5.25% | 250.1K | $25.6M | +43.81%(+76.19K) | $69.07(+37.77%) | 2026-06-30 | |
| JAAA | JANUS DETROIT STR TR | 4.89% | 472.0K | $23.8M | +0.55%(+2.58K) | $50.69(-0.22%) | 2026-06-30 | |
| UITB | VICTORY PORTFOLIOS II | 4.43% | 460.8K | $21.6M | +71.03%(+191.38K) | $46.76(-1.41%) | 2026-06-30 | |
| IJH | ISHARES TR | 3.69% | 233.2K | $18.0M | +1.81%(+4.14K) | $55.50(+40.38%) | 2026-06-30 | |
| KLAC | KLA CORP | 3.65% | 58.9K | $17.8M | -6.94%(-4.39K) | $56.09(+263.19%) | 2026-06-30 | |
| IVV | ISHARES TR | 3.63% | 23.6K | $17.7M | +3.34%(+765) | $512.85(+51.58%) | 2026-06-30 | |
| MDY | STATE STR SPDR S&P MIDCAP 40 | 3.26% | 22.6K | $15.9M | +1.06%(+238) | $484.25(+46.61%) | 2026-06-30 | |
| IEMG | ISHARES INC | 2.9% | 170.8K | $14.1M | -6.89%(-12.63K) | $57.30(+40.00%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.77% | 46.6K | $13.5M | +0.86%(+399) | $183.07(+67.51%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +45.05% |
| Top 20 Holdings Unweighted | — | — | — | — | +62.52% |
Atlantic Edge Private Wealth Management, LLC reports $489.36M in US-listed equity holdings across 613 positions in its most recent 13F filing. Its largest disclosed positions are IEFA (5.6%), EMXC (5.3%) and JAAA (4.9%). The top 20 holdings account for 59.2% of reported assets. Its disclosed equity book has returned +45.05% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Atlantic Edge Private Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2011145). View Atlantic Edge Private Wealth Management, LLC’s 13F filings on SEC