Atlantic Edge Private Wealth Management, LLC
All 13F Filings
- Location
- Jacksonville, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 489,359
- 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 | 7/23/2026 | 619 | 489,359 | 13F-HR | Atlantic Edge Private Wealth Management, LLC |
| Q1 2026 | 4/22/2026 | 601 | 407,120 | 13F-HR | Atlantic Edge Private Wealth Management, LLC |
| Q4 2025 | 1/27/2026 | 578 | 402,591 | 13F-HR | Atlantic Edge Private Wealth Management, LLC |
| Q3 2025 | 10/24/2025 | 542 | 389,287 | 13F-HR | Atlantic Edge Private Wealth Management, LLC |
| Q2 2025 | 7/30/2025 | 511 | 364,723 | 13F-HR | Atlantic Edge Private Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
2.101 K
(0.4% of total reported value)
· QoQ Δ:
+753
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 234.2 K | 48.1% | 28.5 K | 0 | 28.5 K |
| ETFs | 253 K | 51.9% | 52.97 K | 0 | 52.97 K |
| Debt | 1 | 0.0% | 0 | 0 | 0 |
| Other | 2 | 0.0% | 0 | 0 | 0 |
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Fund Snapshot
Q2 2026
Latest filed
7/23/2026
Total value ($000)
489,359
Holdings
619
QoQ value change ($000)
82,239
(20.2%)
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.