Atlantic Private Wealth, LLC
All 13F Filings
- Location
- Chapel Hill, NC
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 163,159
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/11/2026 | 301 | 163,159 | 13F-HR | Atlantic Private Wealth, LLC |
| Q1 2026 | 5/8/2026 | 315 | 152,979 | 13F-HR | Atlantic Private Wealth, LLC |
| Q4 2025 | 2/11/2026 | 393 | 156,405 | 13F-HR | Atlantic Private Wealth, LLC |
| Q3 2025 | 11/3/2025 | 239 | 154,824 | 13F-HR | Atlantic Private Wealth, LLC |
| Q2 2025 | 8/11/2025 | 237 | 149,223 | 13F-HR | Atlantic Private Wealth, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
14
(0.0% of total reported value)
· QoQ Δ:
+6
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 9.711 K | 6.0% | 1.09 K | 0 | 1.09 K |
| ETFs | 153.4 K | 94.0% | 9.098 K | 0 | 9.098 K |
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Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
163,159
Holdings
301
QoQ value change ($000)
10,180
(6.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.