account_balance
Investment manager · 13F filer · SEC CIK 2011145
Atlantic Edge Private Wealth Management, LLC
Reported value$484Mas of Sep 30, 2026
Positions622 34 new, 23 sold out
Top 10 weight40.4%IEFA alone is 6%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IEFAiShares Tr
5.9%Added +5%
JAAAJanus Detroit STR Tr
5.2%Added +5%
EMXCiShares Inc
5.1%
UITBVictory Portfolios II
4.3%Added +2%
IVViShares Tr
3.8%Added +2%
IJHiShares Tr
3.6%Added +3%
AAPLApple Inc.
3.4%Added +6%
MINTPimco ETF Tr
3.2%Added +24%
MDYSPDR S&P Midcap 400 ETF Trust
3.1%
IEMGiShares Inc
2.9%
NVDANVIDIA Corp
2.6%Added +18%
BNDVanguard Bd Index FDS
2.4%−3%
IEFAiShares Tr
5.9%+5%
JAAAJanus Detroit STR Tr
5.2%
EMXCiShares Inc
5.1%
UITBVictory Portfolios II
4.3%+2%
IVViShares Tr
3.8%+2%
IJHiShares Tr
3.6%+3%
AAPLApple Inc.
3.4%
MINTPimco ETF Tr
3.2%
MDYSPDR S&P Midcap 400 ETF Trust
3.1%
IEMGiShares Inc
2.9%
NVDANVIDIA Corp
2.6%
BNDVanguard Bd Index FDS
2.4%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IEFA iShares Tr 5.9% Added +5%
JAAA Janus Detroit STR Tr 5.2% Added +5%
EMXC iShares Inc 5.1% Held
UITB Victory Portfolios II 4.3% Added +2%
IVV iShares Tr 3.8% Added +2%
IJH iShares Tr 3.6% Added +3%
AAPL Apple Inc. 3.4% Added +6%MINT Pimco ETF Tr 3.2% Added +24%
MDY SPDR S&P Midcap 400 ETF Trust 3.1% HeldIEMG iShares Inc 2.9% Held
NVDA NVIDIA Corp 2.6% Added +18%BND Vanguard Bd Index FDS 2.4% Trimmed −3%
What changed
Biggest moves since Jun 30, 2026
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