Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Atlantic Edge Private Wealth Management, LLC (CIK 2011145) reported $407.1M across 577 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IEFA ($26.3M, 6.47%), JAAA ($23.6M, 5.81%), MINT ($23.5M, 5.78%), IJH ($15.5M, 3.80%), IVV ($14.9M, 3.67%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IEFA | ISHARES TR | $26.3M | 6.47% | 290,896 | Added |
| 2 | JAAA | JANUS DETROIT STR TR | $23.6M | 5.81% | 469,461 | Added |
| 3 | MINT | PIMCO ETF TR | $23.5M | 5.78% | 234,092 | Added |
| 4 | IJH | ISHARES TR | $15.5M | 3.80% | 229,030 | Added |
| 5 | IVV | ISHARES TR | $14.9M | 3.67% | 22,883 | Trimmed |
| 6 | MDY | STATE STR SPDR S&P MIDCAP 40 | $13.8M | 3.39% | 22,356 | Trimmed |
| 7 | EMXC | ISHARES INC | $13.7M | 3.36% | 173,915 | Added |
| 8 | IEMG | ISHARES INC | $12.8M | 3.14% | 183,411 | Added |
| 9 | UITB | VICTORY PORTFOLIOS II | $12.7M | 3.11% | 269,451 | Trimmed |
| 10 | AAPL | APPLE INC | $12.0M | 2.95% | 47,288 | Added |
| 11 | KLAC | KLA CORP | $9.5M | 2.33% | 6,431 | Added |
| 12 | VCSH | VANGUARD SCOTTSDALE FDS | $8.6M | 2.12% | 108,672 | Trimmed |
| 13 | NVDA | NVIDIA CORPORATION | $8.6M | 2.12% | 49,422 | Trimmed |
| 14 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $7.1M | 1.75% | 21,028 | Added |
| 15 | GOOGL | ALPHABET INC | $7.0M | 1.73% | 24,474 | Trimmed |
| 16 | ANGL | VANECK ETF TRUST | $6.8M | 1.67% | 236,084 | Added |
| 17 | VWO | VANGUARD INTL EQUITY INDEX F | $6.0M | 1.46% | 110,130 | Added |
| 18 | MSFT | MICROSOFT CORP | $5.9M | 1.45% | 15,990 | Trimmed |
| 19 | IVW | ISHARES TR | $5.7M | 1.41% | 50,692 | Trimmed |
| 20 | RSP | INVESCO EXCHANGE TRADED FD T | $5.7M | 1.41% | 29,908 | Added |
| 21 | JPM | JPMORGAN CHASE & CO | $5.4M | 1.32% | 18,223 | Added |
| 22 | SPEU | SPDR INDEX SHS FDS | $5.3M | 1.29% | 102,497 | Trimmed |
| 23 | PWR | QUANTA SVCS INC | $4.8M | 1.17% | 8,691 | Added |
| 24 | CSCO | CISCO SYS INC | $4.7M | 1.17% | 61,188 | Added |
| 25 | EFA | ISHARES TR | $4.5M | 1.11% | 46,719 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31