Atlantic Edge Private Wealth Management, LLC
All 13F Filings
- Location
- Jacksonville, FL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 402,591
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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):
608
(0.2% of total reported value)
· QoQ Δ:
+248
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 325.2 K | 80.9% | 17.55 K | 0 | 17.55 K |
| ETFs | 76.75 K | 19.1% | 0 | 4.48 K | -4.48 K |
| Debt | 3 | 0.0% | 0 | 0 | 0 |
| Other | 3 | 0.0% | 2 | 0 | 2 |
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Fund Snapshot
Q4 2025
Latest filed
1/27/2026
Total value ($000)
402,591
Holdings
578
QoQ value change ($000)
13,304
(3.4%)
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.