Atlantic Edge Private Wealth Management, LLC - Portfolio overview

Atlantic Edge Private Wealth Management, LLC has 631 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. IEFA - ISHARES TR, 6.43%
2. JAAA - JANUS DETROIT STR TR, 5.78%
3. MINT - PIMCO ETF TR, 5.75%

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

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