Atlantic Private Wealth, LLC - Portfolio overview

Atlantic Private Wealth, LLC has 357 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPY - SPDR S&P500 ETF (trust Trust Unit Depositary Receipt), 27.79%
2. VTI - Vanguard Idx Fund, 10.72%
3. VXUS - Vanguard Total (international Stock Index Fund), 4.91%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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