Atlantic Edge Private Wealth Management, LLC: 13F holdings
CIK 20111452026Q2
| Positions | 613 |
|---|
| Reported value | $489.4m |
|---|
| Filed | 2026-07-23 |
|---|
Change since last quarter
| Positions | 613 (+18 vs prior quarter) |
|---|
| Reported value | $489.4m (+20.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IEFA ISHARES TR | 282,364 | $27.3m | 5.6% |
| EMXC ISHARES INC | 250,102 | $25.6m | 5.2% |
| JAAA JANUS DETROIT STR TR | 472,036 | $23.8m | 4.9% |
| UITB VICTORY PORTFOLIOS II | 460,836 | $21.6m | 4.4% |
| IJH ISHARES TR | 233,171 | $18.0m | 3.7% |
| KLAC KLA CORP | 58,915 | $17.8m | 3.6% |
| IVV ISHARES TR | 23,648 | $17.7m | 3.6% |
| MDY STATE STR SPDR S&P MIDCAP 40 | 22,594 | $15.9m | 3.2% |
| IEMG ISHARES INC | 170,783 | $14.1m | 2.9% |
| AAPL APPLE INC | 46,587 | $13.5m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2011145")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples