Atlantic Edge Private Wealth Management, LLC
•CIK: 2011145•Filing: Q4 2025
**Atlantic Edge Private Wealth Management, LLC** manages $401M across a diversified portfolio of 572 holdings. The strategy exhibits notable allocations to international equities, highlighted by the top positions in IEFA ($25.5M) and JAAA ($22.3M). Further concentration is evident in sector leaders such as MINT ($18.6M) and IVV ($16.0M). This positioning suggests a focus on global diversification alongside established market staples.
Total AUM
$400.4M
QoQ Performance
+3.4%
Positions
468
Top 10 Concentration
40.0%
Latest Filing
Q4 2025
Top Holdings Allocation
IEFA
JAAA
IEFA6.4%
JAAA5.6%
MINT4.7%
IVV4.0%
IJH3.7%
MDY3.4%
UITB3.2%
AAPL3.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other70.5%
Technology14.7%
ETF4.9%
Financial3.4%
Healthcare2.8%
Consumer1.4%
Industrial0.8%
Energy0.7%
🚪 Exited Positionssold since Q3 2025
+334 more exited positions
Changes from Q3 2025
NEW2 new positions
↑60 increased
↓74 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023