Atlantic Private Wealth, LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $144 Million distributed in 239 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $46.7M, Vanguard Total Stock Market Et with a value of $18M, Vanguard Star Fd Vanguard Tota with a value of $7.64M, Ishares Trishares 0 3 Mnth Tre with a value of $6.94M, and Vanguard Extended Market ETF with a value of $5.97M.
Examining the 13F form we can see an increase of $4.35M in the current position value, from $140M to 144M.
Below you can find more details about Atlantic Private Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$144 Million
ETFs: $129 Million
Technology: $2.78 Million
Healthcare: $930,000
Industrials: $765,000
Financial Services: $707,000
Communication Services: $621,000
Consumer Cyclical: $421,000
Consumer Defensive: $281,000
Other: $556,000
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
