Atlantic Edge Private Wealth Management, LLC has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $403 Billion distributed in 578 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $25.5B, Janus Detroit Str Tr Janus Hen with a value of $22.3B, Pimco ETF Tr Enhanced Sht Matu with a value of $18.6B, Ishares Core S&P 500 ETF with a value of $16B, and Ishares Core S&P Mid Cap ETF with a value of $14.8B.
Examining the 13F form we can see an increase of $13.3B in the current position value, from $389B to 403B.
Atlantic Edge Private Wealth Management, LLC is based out at Jacksonville, FL
Below you can find more details about Atlantic Edge Private Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$403 Billion
ETFs: $228 Billion
Technology: $61.8 Billion
Industrials: $22.4 Billion
Financial Services: $20.6 Billion
Healthcare: $20.5 Billion
Communication Services: $16.2 Billion
Consumer Cyclical: $10.4 Billion
Consumer Defensive: $4.03 Billion
Other: $10.6 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
